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The ProVest Perspective Podcast: Daily Summaries Delivered
by Noel Swain
Get key takeaways, quotes, and insights from The ProVest Perspective Podcast in a 5-minute read. Delivered straight to your inbox.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Yesterday42 min
Frauds and Scams, part 2 - Some of the newer AI scams
In part 2, Noel discusses the rise of some of the newer scams that are becoming prevalent due to the rise of AI.
- 1 weeks ago42 min
Scams and Frauds, what to look our for, Part 1
Noel Swain reviews some of the more common scams that have been used for decades and why they still unfortunately work.
- 2 weeks ago1h 14m
4 Silent Killers of Retirement
Noel Swain discusses 4 things that silently decrease the strength of your retirement portfolio, thus lessening the likelihood of a happy and sustaining retirement .
- 3 weeks ago1h 10m
Know where your money is - The ProVest Style of Active Management
Noel Swain discusses how ProVest actively manages their clients' accounts by following trends. This is done in an effort to mitigate risk for those that are close to or in retirement.
- 4 weeks ago54 min
Understanding Annuities
Noel Swain goes in depth on the 3 basic annuity types, and reviews the pros and cons of each.
- Apr 13, 20261h 5m
The Bear Market Survival Guide
Noel Swain and Gabe Lopez discuss how to be prepared for the next Bear Market, BEFORE it hits.
- Apr 9, 202641 min
I'm retired, now what?
Noel Swain discusses 4 things that a new retiree needs to do upon entering retirement.
- Mar 30, 202638 min
The Happiest Retirees
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.
About The ProVest Perspective Podcast
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 In
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Frequently Asked Questions
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It's a free AI-powered email that summarizes new episodes of The ProVest Perspective Podcast as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
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When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
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How often does The ProVest Perspective Podcast release new episodes?
The ProVest Perspective Podcast publishes weekly. Our AI generates a summary within hours of each new episode.
What topics does The ProVest Perspective Podcast cover?
The ProVest Perspective Podcast covers topics including Business, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
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