Noel Swain

The ProVest Perspective Podcast

Business EN ↓ 100 episodes

The Provest Perspective gives you real actionable information on retirement planning, investment managing, and social security filing strategies. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge In

Author

Noel Swain

Episodes

7 Warning Signs of an Untrustworthy Advisor 21.07.2025 41:33

Noel Swain discusses some of the major warning signs to look for in someone who you might be interviewing to be your advisor.

15 Interview Questions to ask any Advisor before hiring them 14.07.2025 54:00

Noel Swain discusses 15 very important questions to interview a potential advisor with, to make sure their goals align with yours

Why Talk to a Financial Advisor 09.07.2025 39:38

Noel Swain discusses how investors who have a financial planner tend to do much better than those who do not.

Short Take - Don't be hurried 06.07.2025 1:55

Noel Swain discusses how ProVest doesn't rush their client and prospect appointments

Short Take - Experience 03.07.2025 2:10

Noel Swain discusses the importance of an advisor having experience with several market cycles as well as crashes.

Uncertain how to Reach your Financial Goals? ProVest, from Aspiration to Achievement 27.06.2025 24:49

Noel discusses all of the ways that ProVest works to help their clients achieve their goals, from planning their financial future, to investing with confidence, to improving their tax situation.

Short Take - Secret Accounts 24.06.2025 2:09

Noel Swain discusses how at ProVest we help you be informed, organized and allocated

Struggling to grow your wealth? The ProVest Wealth Toolkit can help 20.06.2025 31:12

Noel Swain discusses each of the 3 tools in our Wealth Toolkit and how each one is used to maximize your retirement funds.

Short Take - We fit your schedule 16.06.2025 1:51

Noel Swain discusses the flexible schedule ProVest Wealth has when meeting with clients and prospective clients

Worried about annuity pitfalls? Secure your income and keep control 12.06.2025 30:00

Certified Financial Planner, Noel Swain discusses the pros and cons of Dividend Investing as an alternative to Annuities.

Short Take - Tactical Investing 10.06.2025 2:13

Noel discusses the 2 main types of investing - tactical and strategic

Tired of Financial Headaches? ProVest Simplifies your Money Management 09.06.2025 49:08

CFP, Noel Swain does a deep dive into the ProVest Style of Active Management, where he buys daily research in an effort to react to market conditions.

Aesop's Financial Fables 29.05.2025 33:55

Noel discusses the morals of 6 of Aesop's Fables and compares them to the financial lessons that can also be learned.

Short Take - Investment Risks 27.05.2025 2:25

Noel Swain discusses the importance of knowing your personal risk profile BEFORE you invest.

Yogi Berra's Financial Wisdom 23.05.2025 26:34

Noel Swain takes some very popular quotes from legendary baseball player Yoggi Berra, and applies them to the world of finance.

Short Take - The Cost of Advice 20.05.2025 2:22

Noel Swain discusses how important it is to know what you're paying your advisor

Newton's Laws of Money 16.05.2025 31:22

Noel Swain discusses Isaac Newton's 3 Laws of Physics and then relates them to financial lessons.

Short Take - Explaining the Market 12.05.2025 5:30

Gabe Lopez, in for Noel Swain, gives a brief summary of the markets in the first quarter of 2025.

Lombardi's Winning Financial Gameplan 08.05.2025 21:24

Lombardi is recognized as one of the greatest coaches in football history, but he is equally remembered for his famous aphorisms. Noel takes these sayings and relates them to finance.

Short Take - Completing First Year 05.05.2025 9:14

Noel discusses his granddaughter's first year at vet school and gives some pointers for anyone hoping to go a little further in life.

Shakespeare on Wealth 02.05.2025 28:04

"Better three hours too soon than a minute too late." Noel discusses how many of Shakespeare's principles can be applied to finance.

Short Take - Fixing the Economy 29.04.2025 6:46

Noel Swain discusses the main problem in today's economy......and that's the growing size of the Federal Government

How Emerging Trends are Changing Investing 28.04.2025 33:05

Noel discusses the pros and cons of some of the most recent investing trends, as well as what Investing in Cash means and some other interesting terms.

Short Take - The Awful Feeling of a Market Downturn 22.04.2025 5:25

Noel Swain discusses how the tariffs, with a long term goal of helping the US economy, are causing a lot of current volatility in the market. But despite possible feelings of anxiety and worry, we must not abandon our investmnet strategies.

Understanding Interest Rate and Bond Yields like a Pro 18.04.2025 29:43

Noel Swain discusses types of bonds, as well as common bond terms like par value, coupon rate and price.