Podcast Episodes
Back to SearchI'm retired, now what?
Episode 202
Noel Swain discusses 4 things that a new retiree needs to do upon entering retirement.
2 months, 1 week ago
The Happiest Retirees
Episode 201
Noel Swain discusses some of the things that the happiest retirees do or don't do in retirement, to make it as fullfilling as possible.
2 months, 2 weeks ago
The Future of ProVest
Episode 200
CFP Noel Swain and newly licensed, Gabriel Lopez discuss how they are merging their unique strengths and experiences to bring ProVest to a stronger f…
2 months, 3 weeks ago
The Month you Retire matters
Episode 199
Noel Swain discusses how the decisions we make and the time of year in which we choose to retire can have a profound difference......from a tax stand…
3 months ago
5 Steps to a Written Retirement Plan
Episode 198
Noel Swain discusses the 5 crucial steps to developing a written retirement plan, so as not to have to return to work, aka Reverse Retirement, which …
3 months, 1 week ago
Best Places to Retire
Episode 197
Noel Swain discusses WalletHub's list of best and worst places to retire, based on Affordability, Quality of Life and Healthcare.
3 months, 2 weeks ago
What it Takes to be a ProVestor
Episode 196
Noel Swain discusses the ideal qualities of a client who wants to invest at ProVest Wealth Advisors.
3 months, 3 weeks ago
How Retirement is the Ultimate Vacation
Episode 195
Noel Swain discusses the basic principles of vacation planning and compares them to Retirement Planning, as Retirement is the Ultimate Vacation
4 months ago
5 Things to do before Retirement
Episode 194
Noel Swain discusses the 5 most important things to evaluate in the years just before you retire
4 months ago
Retirement Trifecta, part 2 - FAQs of SS, RMDs and taxes
Episode 193
In part 2, Noel Swain discusses the most frequently asked questions of RMDs and taxes
4 months, 1 week ago