エピソード

  • The President vs. The Fed - August 17, 2025

    The President vs. The Fed - August 17, 2025
    2025/08/17
    President Trump and Federal Reserve Chairman Jerome Powell have had very public disagreements about the direction of the economy lately. but should any of this news affect your retirement plan? Robert discusses this and talks about how your plan should be solid enough to you can ignore the noise and, if needed, make tweaks to the plan to be sure it continues to provide what you need in reitrement.
    続きを読む 一部表示
    30 分
  • Behavioral Finance and You - August 10, 2025

    Behavioral Finance and You - August 10, 2025
    2025/08/10
    Today Robert talks about the growing area of behavioral finance and how people behave when it comes to their money and ways it can affect their decision making. He also discusses how having a financial professional can help folks prevent making bad financial decisions and keep them on track when it comes to their retirement plan.
    続きを読む 一部表示
    30 分
  • Preserving Wealth In Times of Volatility - August 3, 2025

    Preserving Wealth In Times of Volatility - August 3, 2025
    2025/08/03
    in this show, Robert introduces us to the AIM process used by his office to help folks plan financiallly for retirement. A means assess your savings and assets, I stands for identify goals for retirement, and M means mapping out the strategies to make everything happen. The finalized plan can help make sure money is there for whatever it is needed for, and can change as necessary when life changes, either personally or in economic circumstances.
    続きを読む 一部表示
    30 分
  • Creating Dependable Retirement Income - July 27, 2025

    Creating Dependable Retirement Income - July 27, 2025
    2025/07/27
    Dependable income is the backbone of any retirement, especially with longer lifespans in many people's lives. Robert takes a look at the importance of having this income and the best sources to provide it in your plan.
    続きを読む 一部表示
    30 分
  • The Five Financial Stages of Life - July 20, 2025

    The Five Financial Stages of Life - July 20, 2025
    2025/07/21
    In the debut episode of Money Mindset, financial advisor Robert Vincent and show host Ben Heisler discuss the five stages people go through in their financial lives, from starting a career, to buying their first house and other life markers all the way through retirement, and how money is involved in each stage, as well as how best to plan for each.
    続きを読む 一部表示
    30 分