• The ProVest Perspective Podcast

  • By: Noel Swain
  • Podcast

The ProVest Perspective Podcast By cover art

The ProVest Perspective Podcast

By: Noel Swain
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  • Summary

  • 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.
    Copyright 2023 All rights reserved.
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Episodes
  • Short Take - Taxes

    Short Take - Taxes
    Jul 15 2024

    CFP Noel Swain discusses government revenue and government spending, and who really pays their fair share of taxes
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    6 mins
  • 6 Ways Retirement has changed over the past 30 years

    6 Ways Retirement has changed over the past 30 years
    Jul 11 2024

    CFP Noel Swain discusses the ways retirement has changed over the past 3 decades with the rise of the internet and automation, as well as how healthcare has affected retirement.

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    29 mins
  • Short Take - The Age Old Question

    Short Take - The Age Old Question
    Jul 9 2024

    Noel Swain discusses how his years of experience have led him to his current active management style which he has become very pleased with its performance for his clients. He also discusses the 'Age Old Question' of what happens to his practice when he retires.

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    7 mins
Economics Personal Finance
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