Episodios

  • 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 m
  • 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 m
  • 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 m
  • When Emotions Take Over
    Jul 3 2024

    Noel Swain, CFP discusses how sometime the amygdala part of the brain, that controls the fight or flight responses, can get us into trouble when it comes to investing. So, he give us examples on how to overcome these innate responses.

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    33 m
  • Short Take - Good News
    Jul 2 2024

    CFP Noel Swain discusses that amidst all of the recent political upheaval, there are a lot of inventions and technology that will really help to make our lives easier and more fantastic.

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    10 m
  • 7 Possible Warning Signs of an Untrustworthy Advisor
    Jun 27 2024

    Just because a financial advisor 'feels' trustworthy doesn't mean he is. Since you can't always trust your gut, Noel Swain discusses 7 possible warning signs of an untrustworthy advisor.

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    27 m
  • Short Take - Great Goals of Life
    Jun 24 2024

    Noel Swain, discusses how important it is that investments are goal-driven, not return-driven.

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    6 m
  • Common Retirement Terms
    Jun 20 2024

    Noel Swain, Certified Financial Planner, discusses in detail 11 common retirement terms that are often used in the financial industry.

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    24 m