The ProVest Perspective Podcast

Hosted by Noel Swain

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Episodes

100

Latest episode

Aug 2026

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About the show

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 Investment Research Advisors, Inc., a Registered Investment Advisor. ProVest Wealth Advisors and The ProVest Perspective are not affiliated with Cambridge.

Listen to episodes

60 recent

August 17, 2026Episode 22152 min

The 3 Keys to Retirement Planning

Noel discusses what three major challenges every retiree is likely to face in order to achieve the retirement of their dreams.

August 11, 2026Episode 22058 min

How ProVest Invest

Noel discusses the way ProVest invest their clients' money as well as discuss a new model that Gabe Lopez has spent several years developing

August 3, 2026Episode 21951 min

2 Eras of Advisors

Noel Swain, FA for 40 years, and Peyton Hoppes, FA for 10 years, discuss how Financial Advising and Investing has changed over the years.

July 27, 2026Episode 21854 min

4 Silent Killers of Retirement

Noel discusses four areas that if left unaddressed, can genuinely derail someone's financial future.

July 20, 2026Episode 21754 min

Why Talk to a Financial Advisor

Noel discusses the reasons why people who work with a Financial Advisor tend to fair better with their investments

July 14, 2026Episode 21638 min

5 Things to do before retirement

Noel Swain discusses 5 Things that MUST be done before anyone retires.

July 6, 2026Episode 21542 min

Retirement Withdrawal Strategies

Noel discusses the 4 major withdrawal strategies that most retirees use in retirement to make sure they have enough money to last their lifetime.

June 29, 2026Episode 21454 min

Can you trust your Financial Advisor

Since it's important to be able to trust someone before investing your retirement savings, Noel Swain discusses the 7 possible warnings signs of an untrustworthy advisor.

June 22, 2026Episode 21348 min

How Much You Should Have Invested, part 2

Noel Swain and Gabe Lopez continue their discussion of how much someone should have invested as they cover the 40s, 50s, and 60s.

June 15, 2026Episode 21242 min

How much you should have invested by age, part 1

In part 1 of a 2 part series, Noel and Gabe discuss each decade of adult life from the 20s to the 60s to understand how much should be saved to each point to have the best chances of a long and happy retirement.