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  • Advanced Planning Strategies for 2026 - December 14, 2025

    Advanced Planning Strategies for 2026 - December 14, 2025
    2025/12/14
    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.
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    30 分
  • What Lower Interest Rates May Mean to You - December 7, 2025

    What Lower Interest Rates May Mean to You - December 7, 2025
    2025/12/07
    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.
    続きを読む 一部表示
    30 分
  • Happy Thanksgiving - November 30, 2025

    Happy Thanksgiving - November 30, 2025
    2025/11/30
    Robert celebrates the holiday by comparing a retirement plan to a Thanksgiving feast - what parts equate to the various dishes served for the traditional meal and how they all fit together, just like the big dinner you likely had at some point this weekend.

    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.
    続きを読む 一部表示
    30 分
  • Drinking the Annual COLA - November 23, 2025

    Drinking the Annual COLA - November 23, 2025
    2025/11/23
    Today Robert addresses the annual Social Security Cost of Living Adjustment, or COLA, set at 2.8% for 2026, as well as other changes to the program. Later he answers more questions from the 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.
    続きを読む 一部表示
    30 分
  • Optimism About the Future - November 16, 2025

    Optimism About the Future - November 16, 2025
    2025/11/16
    There is a new survey that indicates that a majority of financial advisors feel optimistic about the immediate future of the economy. Robert addresses this topic and the importance of having a plan to make sure you are prepared for any scenario that could come up regarding economic changes going forward.

    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.
    続きを読む 一部表示
    30 分
  • The New Retirement Reality - November 9, 2025

    The New Retirement Reality - November 9, 2025
    2025/11/09
    A new study shows most Americans believe they need at least a million dollars to retire comfortably. These same studies show Americans have generally saved far less than that. Robert stresses that pensions are gone, and lifespans are much longer than in previous generations, so using 401K plans and optimizing Social Security are more important than ever in providing for retirement income.

    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.
    続きを読む 一部表示
    30 分
  • Key Habits of Retirees - November 2, 2025

    Key Habits of Retirees - November 2, 2025
    2025/11/02
    A Yahoo Finance study showed that certain habits of successful retirees revolve around ways to make their money last, including preserving assets and saving on taxes. Robert addresses these issues and how having a solid financial plan can assist with these same issues.

    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.
    続きを読む 一部表示
    30 分
  • Financial Planning Month - October 26, 2025

    Financial Planning Month - October 26, 2025
    2025/10/26
    October is Financial Planning Month, and Robert looks at what financial planning is through the eyes of someone who mainly deals with retirement planning and what it entails.

    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.
    続きを読む 一部表示
    30 分