September 8, 2026Episode 22453 min
5 Market Dynamics over the next 5 years
Peyton Hoppes and Gabriel Lopez discuss some of the trending Market dynamics that they see shaping up for the next 5 years
Episodes
100
Latest episode
Aug 2026
Language
EN
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
August 31, 2026Episode 22344 min
5 Types of Retirement
Noel Swain and Peyton Hoppes discuss 4 optional retirement options as opposed to the traditional path of working until 65 and then completely retiring.
August 24, 2026Episode 22247 min
Failing to Plan is Planning to Fail
10 year veteran Peyton Hoppes and newcomer Gabe Lopez discuss the importance of not having a plan, and Peyton discusses how he works with his clients to make sure they're prepared.
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.
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