Podcast Episodes
Back to SearchHow much you should have invested by age
Episode 212
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 …
10 hours ago
Money for Nothing
Episode 211
Noel Swain discusses the advantages and disadvantages of having an income in retirement with Dividends.
1 week ago
Wealthspan - Assets to Last a Lifetime
Episode 210
Noel Swain discusses the concept of Wealthspan, which is how long your assets will last in Retirement, as well as how to increase that longevity shou…
2 weeks ago
When Can You Really Retire?
Episode 209
Noel Swain discusses the necessary steps needed to make sure you're mentally, emotionally, and financially ready for retirement.
2 weeks, 6 days ago
Frauds and Scams, part 2 - Some of the newer AI scams
Episode 208
In part 2, Noel discusses the rise of some of the newer scams that are becoming prevalent due to the rise of AI.
4 weeks ago
Scams and Frauds, what to look our for, Part 1
Episode 207
Noel Swain reviews some of the more common scams that have been used for decades and why they still unfortunately work.
1 month ago
4 Silent Killers of Retirement
Episode 206
Noel Swain discusses 4 things that silently decrease the strength of your retirement portfolio, thus lessening the likelihood of a happy and sustaini…
1 month, 1 week ago
Know where your money is - The ProVest Style of Active Management
Episode 205
Noel Swain discusses how ProVest actively manages their clients' accounts by following trends. This is done in an effort to mitigate risk for those …
1 month, 2 weeks ago
Understanding Annuities
Episode 204
Noel Swain goes in depth on the 3 basic annuity types, and reviews the pros and cons of each.
1 month, 3 weeks ago
The Bear Market Survival Guide
Episode 203
Noel Swain and Gabe Lopez discuss how to be prepared for the next Bear Market, BEFORE it hits.
2 months ago