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

Category

Business

Podcast website

coixs.podbean.com

Latest episode

Jul 6, 2026

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Episodes

Short Take - Tariffs 14.04.2025

Noel Swain explains how the current tariff wars will eventually be a great thing for our economy. 

Understanding Different Investment Types 11.04.2025

Noel reviews the major investment types like stocks, bonds, mutual funds and ETFs, as well as discusses how to know which one is best for you

Short Take - Trust 08.04.2025

Noel Swain discusses the importance of Trust as it relates to both your personal life, as well as your investing mindset. 

Wall Street Jargon Explained: Making Sense of the Stock Market 03.04.2025

Noel Swain discusses the stock market, what the numbers mean as well as what some common terms such as Blue Chip and Ratings really mean 

Short Take - 7 Valuable Questions 31.03.2025

Noel Swain discusses 7 important questions to ask your next advisor before you hire them

The Latest Scams you need to know 28.03.2025

In this episode, Noel Swain discusses all of the new and creative ways scammers have to get your money, as well as how to recognize and avoid them

Short Take - Are We in Recession? 24.03.2025

Noel Swain discusses the reason why it's possible that we might be entering a recession

Fortress Finances - Protecting your wealth from scams 21.03.2025

Noel Swain discusses some of the more commons scam tactics and provides way to protect yourself from each. 

Short Take - Be not Afraid 19.03.2025

Noel Swain discusses the stock market and how it should not be feared based on its amazing history, as it is one of the best wealth-producing machines of our time. 

Inbox Infiltration - Investment Scams Exposed 17.03.2025

Noel Swain, CFP, details the recent investment scams sent via email, how to recognize them, and what they really want. 

Short Take - The Richest People 10.03.2025

Noel describes who tends to be the richest people, and compares them to how the stock market works.   

Scam Proof your Retirement 06.03.2025

Noel Swain discusses why the Elder are more prone to being scammed, as well as he discusses the differences between financial abuse and elder fraud and how to both spot them and prevent them

Short Take - Sequence of Returns2 03.03.2025

Noel Swain discusses how to effectively manage your accounts in retirement to avoid the bad effects of market downturns on withdrawals. 

Retirement has changed; Have you kept up? 28.02.2025

Noel Swain discusses 6 ways that Retirement has changed over the last 30 years, according to Kiplinger, and the challenges that are being faced as a result.

Short Take - Awaken the Giant 26.02.2025

Noel Swain discusses the importance of Awakening the Giant within all of us, which is our untapped potential to grow and develop. 

The Truth about Annuities, part 3 21.02.2025

Noel Swain completes his discussion of annuities as he discusses the pros and cons of variable annuities

Short Take - Always have a Backup Plan 18.02.2025

Noel Swain discusses the personal experience of losing his office building to a fire, and relates it to the importance of having a disaster recovery plan. 

The Truth about Annuities, part 2 13.02.2025

In this podcast, Noel Swain continues his discussion of annuities and delves deeper into the differences between the Fixed Annuities and Fixed Indexed Annuities.  He also discusses slogans made by annuity salesmen, and then discusses the details that are not discussed.   

Short Take - Rate of Return Matters 10.02.2025

Noel Swain discusses how Rate of Return is more important than even a Retirement Plan, when it comes to making your retirement goals

The Truth About Annuities, part 1 06.02.2025

Part 1 of a 3-part series about Fixed Annuities, Fixed Indexed Annuities, and Variable Annuities....what they are, the advantages and disadvantages of each, as well as a discussion of the charges you need to be aware of. 

Retire Early, Make More Money 30.01.2025

Noel Swain discusses how the month in which you retire can matter, and how picking a month earlier in the year, can have some significant advantages.

Short Take - Resolutions 28.01.2025

In honor of January and the time of year for Resolutions, Noel Swain discusses timeless resolutions

3 Essential Keys to Mastering your Retirement Plan 27.01.2025

Noel Swain discusses the 3 biggest challenges to having a successful retirement, as well as how to overcome each challenge. 

Short Take - Looking Forward 21.01.2025

Noel Swain discusses how the markets surrounding Trump and Reagan's wins were similar and discusses what we might expect this year as a result. 

The Best Places to Retire 17.01.2025

Noel Swain discusses several best and worst lists of places to retire based on climate, health care, affordability and several other important factors

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