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The ProVest Perspective Podcast

The ProVest Perspective Podcast

By: Noel Swain
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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 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. Economics Personal Finance
Episodes
  • How Much You Should Have Invested, part 2

    How Much You Should Have Invested, part 2
    Jun 22 2026

    Noel Swain and Gabe Lopez continue their discussion of how much someone should have invested as they cover the 40s, 50s, and 60s.

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    48 mins
  • How much you should have invested by age, part 1

    How much you should have invested by age, part 1
    Jun 15 2026

    In part 1 of a 2 part series, Noel and Gabe discuss each decade of adult life from the 20s to the 60s to understand how much should be saved to each point to have the best chances of a long and happy retirement.

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    42 mins
  • Money for Nothing

    Money for Nothing
    Jun 8 2026

    Noel Swain discusses the advantages and disadvantages of having an income in retirement with Dividends.

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    37 mins
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