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The ProVest Perspective Podcast episodes
- 5 Critical Questions to Answer before filing for social security
Noel Swain discusses the importance of getting the answers to these 5 critical questions before YOU can ever think of filing for social security so that you can be sure you are maximizing your benefits.
42 min - 5 Retirement Planning Resolutions
Noel Swain discusses helpful resolutions to get your retirement going in the right direction in 2026.
54 min - Christmas Stories Around the Fireplace
Noel Swain and Pamela Lyda share 6 heartwarming Christmas stories and then discuss the financial takeaway from each.
54 min - The AI Bubble - Are we getting Gifts or Coal?
Noel Swain discusses the recent AI stock market hype as to whether we might be destined for a continued market climb, a bubble bust, or maybe just a slow deflate.
48 min - Keeping the Magic of Christmas without Breaking the Bank
Noel Swain discusses how to budget and give intentionally during the Christmas season.
51 min - Mental Money Mistakes
Noel Swain discusses the 5 subtle errors in judgement that keep most people from getting ahead financially
41 min - When Can You Really Retire
Noel Swain discusses the necessary steps to make sure you are prepared for a retirement that could last 30 to 40 years.
52 min - How to Survive a Financial Disaster
Noel Swain discusses the 6 necessary steps to recover from any financial disaster.
54 min - 6 Steps to Achieve Financial Independence
No matter who you are or where you come from, it’s important to achieve financial independence. CFP Noel Swain discusses how although challenging, especially to women, these 6 Steps are something that anyone can do.
51 min - Straight Talk from the Top, part 2
Noel Swain continues his conversation with a top Schwab exec, asking questions on subjects covering Sequence of Withdrawals, Robo-Advisors, and Unspoken Financial Pain Points
54 min
About The ProVest Perspective Podcast
From the publisher's feed
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.