Épisodes

  • Retirement Forecast - January 25, 2026

    Retirement Forecast - January 25, 2026
    Jan 25 2026
    Robert takes a look at some of the new things for 2026, including increased contribution limits for 401Ks and IRAs, Social Security and Medicare adjustments, tax deductions and more.

    Money Mindset is a weekly radio show featuring financial advisor Robert Vincent of Vincent Group Financial Services based in Smiths Grove, Kentucky. Robert addresses topics concerning retirement planning, and ways it can be tailored to help suit the needs of a particular individual or couple.

    Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
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    30 min
  • Rebalance Your Retirement Portfolio - January 18, 2026

    Rebalance Your Retirement Portfolio - January 18, 2026
    Jan 18 2026
    Finding the right mix of investments can be tricky, and having to rebalance that mix can be even more daunting. Robert discusses the importance of rebalancing your portfolio to fit your goals and risk profile and keep it that way.

    Money Mindset is a weekly radio show featuring financial advisor Robert Vincent of Vincent Group Financial Services based in Smiths Grove, Kentucky. Robert addresses topics concerning retirement planning, and ways it can be tailored to help suit the needs of a particular individual or couple.

    Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
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    30 min
  • Avoiding Financial Pitfalls - January 11, 2026

    Avoiding Financial Pitfalls - January 11, 2026
    Jan 11 2026
    Mistakes in planning for retirement can cause a lot of stress during a time where people should be relaxing and enjoying their free time. Today Robert looks at some of the top financial challenges and some ways to help avoid them so your retirement can be a little more stress free.

    Money Mindset is a weekly radio show featuring financial advisor Robert Vincent of Vincent Group Financial Services based in Smiths Grove, Kentucky. Robert addresses topics concerning retirement planning, and ways it can be tailored to help suit the needs of a particular individual or couple.

    Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
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    30 min
  • Battling Inflated Prices - January 4, 2026

    Battling Inflated Prices - January 4, 2026
    Jan 4 2026
    Inflation is a top concern for many retirees, but is it the biggest threat to your retirement future? Robert discusses ways for retirees to protect their long term buying power and help make their money last as long as they do.

    Money Mindset is a weekly radio show featuring financial advisor Robert Vincent of Vincent Group Financial Services based in Smiths Grove, Kentucky. Robert addresses topics concerning retirement planning, and ways it can be tailored to help suit the needs of a particular individual or couple.

    Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
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    30 min
  • A Christmas Guide to Retirement Part Two - December 28, 2025

    A Christmas Guide to Retirement Part Two - December 28, 2025
    Dec 28 2025
    In part two of this Christmas themed program, Robert takes you through strategies to maximize returns from retirement accounts, including various diversification methods and so-called back door Roth strategies. Then he answers questions from Santa's mailbag.

    Money Mindset is a weekly radio show featuring financial advisor Robert Vincent of Vincent Group Financial Services based in Smiths Grove, Kentucky. Robert addresses topics concerning retirement planning, and ways it can be tailored to help suit the needs of a particular individual or couple.

    Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
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    30 min
  • A Christmas Guide to Retirement Part One - December 21, 2025

    A Christmas Guide to Retirement Part One - December 21, 2025
    Dec 21 2025
    Santa makes a list - and checks it twice - for Christmas. Why not do the same thing for your retirement plan? In part one of a two part series, Robert looks at the things which should be on that list so that everything is covered for your retirement, including income, taxes, growth and more.

    Money Mindset is a weekly radio show featuring financial advisor Robert Vincent of Vincent Group Financial Services based in Smiths Grove, Kentucky. Robert addresses topics concerning retirement planning, and ways it can be tailored to help suit the needs of a particular individual or couple.

    Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
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    30 min
  • Advanced Planning Strategies for 2026 - December 14, 2025

    Advanced Planning Strategies for 2026 - December 14, 2025
    Dec 14 2025
    Robert takes a look at deeper planning strategies that a do-it-yourselfer might overlook as we look at the start of another new year. Some of these include understanding tax loss harvesting, looking at opportunities to reduce taxes, as well as using donor advised funds to make charitable contributions that can also reduce tax outlays.

    Money Mindset is a weekly radio show featuring financial advisor Robert Vincent of Vincent Group Financial Services based in Smiths Grove, Kentucky. Robert addresses topics concerning retirement planning, and ways it can be tailored to help suit the needs of a particular individual or couple.

    Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
    Afficher plus Afficher moins
    30 min
  • What Lower Interest Rates May Mean to You - December 7, 2025

    What Lower Interest Rates May Mean to You - December 7, 2025
    Dec 7 2025
    Last month the Federal Reserve cut interest rates by a quarter percent, but there is disagreement as to whether this was a smart move, especially in regards to triggering inflation. Robert discusses the issues and stresses that having a plan is important in battling anything regarding economic issues that may come up.

    Money Mindset is a weekly radio show featuring financial advisor Robert Vincent of Vincent Group Financial Services based in Smiths Grove, Kentucky. Robert addresses topics concerning retirement planning, and ways it can be tailored to help suit the needs of a particular individual or couple.

    Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
    Afficher plus Afficher moins
    30 min