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On the show
From 16 epsHost
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Recent episodes
How Much You Should Have Invested, part 2
Jun 22, 2026
48m 07s
How much you should have invested by age, part 1
Jun 15, 2026
42m 13s
Money for Nothing
Jun 8, 2026
37m 21s
Wealthspan - Assets to Last a Lifetime
Jun 1, 2026
51m 15s
When Can You Really Retire?
May 26, 2026
54m 00s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/22/26 | How Much You Should Have Invested, part 2 | Noel Swain and Gabe Lopez continue their discussion of how much someone should have invested as they cover the 40s, 50s, and 60s. | 48m 07s | ||||||
| 6/15/26 | How much you should have invested by age, part 1 | 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. | 42m 13s | ||||||
| 6/8/26 | Money for Nothing✨ | retirement incomedividends+3 | — | — | — | retirementincome+3 | — | 37m 21s | |
| 6/1/26 | Wealthspan - Assets to Last a Lifetime✨ | WealthspanRetirement+3 | — | — | — | WealthspanRetirement+3 | — | 51m 15s | |
| 5/26/26 | When Can You Really Retire?✨ | retirementfinancial readiness+3 | — | — | — | retirementfinancial planning+3 | — | 54m 00s | |
| 5/18/26 | Frauds and Scams, part 2 - Some of the newer AI scams✨ | AI scamsfrauds+4 | — | — | — | AIscams+3 | — | 42m 24s | |
| 5/11/26 | Scams and Frauds, what to look our for, Part 1✨ | scamsfrauds+3 | — | — | — | scamsfrauds+3 | — | 42m 51s | |
| 5/4/26 | 4 Silent Killers of Retirement✨ | retirement planninginvestment risks+3 | — | — | — | retirementportfolio+3 | — | 1h 14m 08s | |
| 4/27/26 | Know where your money is - The ProVest Style of Active Management✨ | active managementinvestment strategies+3 | — | — | — | ProVestactive management+3 | — | 1h 10m 41s | |
| 4/20/26 | Understanding Annuities✨ | annuitiesfinancial planning+3 | — | — | — | annuitiesfinancial products+3 | — | 54m 05s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 4/13/26 | The Bear Market Survival Guide✨ | bear marketinvestment strategies+3 | Gabe Lopez | — | — | bear marketsurvival guide+3 | — | 1h 05m 50s | |
| 4/9/26 | I'm retired, now what?✨ | retirementfinancial planning+2 | — | — | — | retirement planningnew retiree+3 | — | 41m 40s | |
| 3/30/26 | The Happiest Retirees✨ | retirementhappiness+3 | — | — | — | retirementhappiest retirees+3 | — | 38m 51s | |
| 3/23/26 | The Future of ProVest✨ | business strategyinvesting+3 | Gabriel Lopez | ProVest | — | ProVestNoel Swain+5 | — | 1h 09m 32s | |
| 3/16/26 | The Month you Retire matters✨ | retirementtax implications+3 | — | — | — | retirementtaxes+3 | — | 38m 33s | |
| 3/9/26 | 5 Steps to a Written Retirement Plan✨ | retirement planningfinancial security+3 | — | — | — | retirement planfinancial planning+3 | — | 48m 19s | |
| 3/2/26 | Best Places to Retire✨ | retirementaffordability+3 | — | WalletHub | — | retirementWalletHub+4 | — | 54m 00s | |
| 2/23/26 | What it Takes to be a ProVestor✨ | investingclient qualities+3 | — | ProVest Wealth Advisors | — | ProVestorinvesting+3 | — | 49m 05s | |
| 2/16/26 | How Retirement is the Ultimate Vacation | Noel Swain discusses the basic principles of vacation planning and compares them to Retirement Planning, as Retirement is the Ultimate Vacation | 46m 17s | ||||||
| 2/9/26 | 5 Things to do before Retirement | Noel Swain discusses the 5 most important things to evaluate in the years just before you retire | 38m 20s | ||||||
| 2/3/26 | Retirement Trifecta, part 2 - FAQs of SS, RMDs and taxes | In part 2, Noel Swain discusses the most frequently asked questions of RMDs and taxes | 54m 00s | ||||||
| 1/28/26 | Retirement Trifecta, FAQs on SS, RMDs and taxes Part 1 | Noel Swain answers FAQs on 3 of the most important parts of Retirement......Social Security, Required Minimum Distributions,m and Taxes | 43m 58s | ||||||
| 1/19/26 | The 1-2-3s of RMDs | Noel Swain discusses what RMDs are, why they're important, how to know how much to take and when, as well as what the penalties are, and tax strategies to lower your RMD amount. | 43m 19s | ||||||
| 1/12/26 | Biased Investing | Noel Swain discusses Gen Xers who are scared they will run out of money, and Millennials and Gen Z'ers who are gambling on margin because a YouTuber told them to. In reality both groups are suffering from Biased Investing, which means they are letting emotion and bad information drive their decisions. | 39m 14s | ||||||
| 1/5/26 | 5 Critical Questions to Answer before filing for social security | Noel Swain discusses the importance of getting the answers to these 5 critical questions before YOU can ever think of filing for social security so that you can be sure you are maximizing your benefits. | 41m 47s | ||||||
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