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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 s... more
FAQs about The ProVest Perspective Podcast:How many episodes does The ProVest Perspective Podcast have?The podcast currently has 181 episodes available.
June 17, 2024Short Take - Does Attitude Really Count?Our resident CFP, Noel Swain discusses people's attitudes in life, whether it be pessimism or optimism, and what challenges each one faces when it comes to investing. ...more5minPlay
June 10, 2024Short Take - Terrible at InvestingNoel Swain, CFP discusses the complexity of investing and how important it is to use an experienced financial professional....more5minPlay
June 07, 2024How to Spot and Stop Elder Financial AbuseCFP Noel Swain discusses the prevalence of scams among the elderly as well as what they can look for to spot a scam before it's too late, and what to do if they have become a victim of a scam. ...more41minPlay
June 03, 2024Short Take - Being WrongCFP Noel Swain discusses his tried and true research company and how he has successfully used it for 5 years for the active management of his client accounts. ...more7minPlay
May 30, 2024Mistakes Retirees MakeCFP Noel Swain discusses the mistakes retirees generally make when it comes to sabotaging their investments, not maximizing their social security and and not having the proper plan for managing their money after retirement. ...more33minPlay
May 23, 20244 Ways to Survive and Thrive in an Election YearNoel Swain, CFP, discusses the financial concerns so many investors have during election year relative to the party in office as well as all of the sensational news that tends to circulate. As well, he gives ways for your investments to thrive during this time period. ...more18minPlay
May 20, 2024Short Take - Story of TeddyCFP Noel Swain tells the story of Teddy Stoddard, whose 5th grade teacher made a huge difference in the direction of his life...more8minPlay
May 17, 2024The importance of Time Management to Retirement SuccessCFP Noel Swain discusses how the act of planning and exercising control over the amount of time spent on retirement planning, can increase effectiveness, efficiency and productivity. ...more31minPlay
May 13, 2024Short Take - Solving Social SecurityNoel Swain discusses the fact that The Republican Study Committee of Congress is working to solve the current Social Security crisis and what plans they are looking to make....more7minPlay
May 09, 2024Things other advisors don't usually discussNoel Swain discusses topics such as Burnout and Lack of Prioritization and compares how these issues can affect you in a very negative way, financially...more37minPlay
FAQs about The ProVest Perspective Podcast:How many episodes does The ProVest Perspective Podcast have?The podcast currently has 181 episodes available.