The ProVest Perspective Podcast
by Noel Swain
Latest episode
The ProVest Retrospective - How we started and where we are headed
The ProVest Retrospective - How we started and where we are headed
About this podcast
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.
Episodes
The newest 20 of 100 episodes
- The ProVest Retrospective - How we started and where we are headed · 51 min · Episode 232Noel Swain, Gabe Lopez, and Peyton Hoppes discuss how Noel got started in the business and where the future of ProVest is headed now that they are on board.
- Biblical Finance · 51 min · Episode 231Noel Swain and Peyton Hoppes discuss several Bible verses that discuss God's view on Finances.
- Insurance Products · 54 min · Episode 230Noel Swain and Peyton Hoppes discuss insurance products and how they compare to investment products
- They Psychology of Wealth Building · 60 min · Episode 229Peyton Hoppes and Gabe Lopez discuss the 4 steps to automate your wealth.
- New Models · 1 h 4 min · Episode 228Noel Swain and Peyton Hoppes discuss the advantages of the new models that ProVest Wealth now offers.
- Questions you were afraid to ask on Bonds and Upcoming Investment Trends · 47 min · Episode 227In part 2, Noel Swain discusses the basics of bonds, as well as the pros and cons of some of the upcoming investment trends
- Questions You Were Afraid to Ask on the Stock Market on Investments · 42 min · Episode 226Noel Swain discusses the basics of the stock market. As well, he delves into the different types of investment choices that are available, and how to determine which one(s) are…
- 5 Reasons to Fire your Financial Advisor · 56 min · Episode 225Some advisors say they are advisors when they are actually more than insurance salesmen. And other advisors are beholden to certain products. So Peyton Hoppes and Gabe Lopez…
- 5 Market Dynamics over the next 5 years · 54 min · Episode 224Peyton Hoppes and Gabriel Lopez discuss some of the trending Market dynamics that they see shaping up for the next 5 years
- 5 Types of Retirement · 45 min · Episode 223Noel Swain and Peyton Hoppes discuss 4 optional retirement options as opposed to the traditional path of working until 65 and then completely retiring.
- Failing to Plan is Planning to Fail · 48 min · Episode 22210 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.
- The 3 Keys to Retirement Planning · 52 min · Episode 221Noel discusses what three major challenges every retiree is likely to face in order to achieve the retirement of their dreams.
- How ProVest Invest · 59 min · Episode 220Noel discusses the way ProVest invest their clients' money as well as discuss a new model that Gabe Lopez has spent several years developing
- 2 Eras of Advisors · 51 min · Episode 219Noel Swain, FA for 40 years, and Peyton Hoppes, FA for 10 years, discuss how Financial Advising and Investing has changed over the years.
- 4 Silent Killers of Retirement · 54 min · Episode 218Noel discusses four areas that if left unaddressed, can genuinely derail someone's financial future.
- Why Talk to a Financial Advisor · 54 min · Episode 217Noel discusses the reasons why people who work with a Financial Advisor tend to fair better with their investments
- 5 Things to do before retirement · 38 min · Episode 216Noel Swain discusses 5 Things that MUST be done before anyone retires.
- Retirement Withdrawal Strategies · 43 min · Episode 215Noel discusses the 4 major withdrawal strategies that most retirees use in retirement to make sure they have enough money to last their lifetime.
- Can you trust your Financial Advisor · 54 min · Episode 214Since 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.
- How Much You Should Have Invested, part 2 · 48 min · Episode 213Noel Swain and Gabe Lopez continue their discussion of how much someone should have invested as they cover the 40s, 50s, and 60s.
