Robert Vincent

Money Mindset with Robert Vincent

Business EN ↓ 51 episodes

Money Mindset is a program featuring Robert Vincent, owner, CEO and Investment Adviser Representative of Vincent Group Financial Services with offices in Smiths Grove, Kentucky. It focuses on strategies involved for retirement, including planning for income, taxes, investments and more.  Insurance products are offered through the insurance business Vincent Group Financial Services. Vincent Group Financial Services is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance pro...

Author

Robert Vincent

Category

Business

Podcast website

www.spreaker.com

Latest episode

Jul 4, 2026

Where to listen?

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Episodes

Financial Independence 04.07.2026

What if your retirement income suddenly shrank by over 20%? As headlines warn of Social Security’s looming shortfall in 2032, Ben Heisler and Robert Vincent break down what these changes could mean for your future—and why panic isn’t the answer. Discover the key financial decisions and flexible planning moves that could help you weather uncertainty, from shifting strategies to navigating policy cu...

The Retirement Tax Shock - June 28, 2026 28.06.2026

People have been told for years that taxes will go down once they stop working - but that's not always the case. Robert takes a look at why the tax bill could be higher, including fewer deductions, how Social Security plays into it, and more. He also reiterates how having a plan to deal with taxes can help you avoid paying more than you need to. Money Mindset is a weekly radio show featuring finan...

Building Essential Retirement Income 20.06.2026

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 Regis...

Mailbag Questions 14 13.06.2026

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 Regis...

The Roth Conversion Window 06.06.2026

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 Regis...

Make Your Money Work For You 30.05.2026

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 Regis...

Mailbag Questions 35 23.05.2026

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 Regis...

Mailbag Questions 36 16.05.2026

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 Regis...

Big Tech Turbulence: Retirement at Risk 09.05.2026

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 Regis...

Mailbag Questions 34 02.05.2026

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 Regis...

Trivia Game: Taxes 25.04.2026

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 Regis...

Mailbag Questions 35 18.04.2026

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 Regis...

Mailbag Questions 41 11.04.2026

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 Regis...

Mailbag Questions 40 04.04.2026

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 Regis...

Time Machines 1975 28.03.2026

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 Regis...

Are You Truly Ready - March 22, 2026 22.03.2026

Robert tackles two tough subjects, including a new report which shows many Americans aren't ready for retirement, especially in terms of savings or lack thereof, and also what recent global tensions could mean for your retirement plan and why it is could be best to stay on the present course instead of making changes which could adversely affect your plan down the road. Money Mindset is a weekly r...

Retirement for Small Business Owners 14.03.2026

What happens when your retirement plan isn’t a neatly packaged 401k, but the business you built from scratch? This episode dives into the unique twists and emotional turns small business owners face as they approach retirement—covering everything from customized retirement savings options to the critical need for an exit strategy. You'll hear candid insights into the pitfalls of underestimating bu...

Trivia Game: Inflation 07.03.2026

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 Regis...

5 Mistakes to Avoid When Planning for Retirement 28.02.2026

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 Regis...

Navigating Market Turbulence in Retirement 21.02.2026

Is your retirement plan ready for turbulence or are you just hoping for smooth sailing? When headlines scream “market drops” and “wild swings,” it’s only natural to feel anxious—but reacting emotionally can turn a setback into a lasting mistake. In this week's show, Ben and Robert tackle the surprising dangers of panic, why a defensive plan matters, and the secrets to making your money last throug...

Think Fast 6 14.02.2026

What does it really mean when the Federal Reserve hits “pause” on interest rates—and how could this decision shape your retirement journey? This episode of Money Mindset dives into the hidden challenges of rising inflation, shifting financial “bears,” and why the so-called ‘neutral rate’ isn’t just a news headline, but a reality check for your portfolio. With clarity, wit, and the Goldilocks analo...

Make Your Wishes Known - February 8, 2026 08.02.2026

Legacy planning is something that can't be assumed - it has to be planned for. Robert takes a deep dive into the subject and the importance of how to make sure your wishes are carried out in the best and most efficient way possible for your situation. Money Mindset is a weekly radio show featuring financial advisor Robert Vincent of Vincent Group Financial Services based in Smiths Grove, Kentucky....

Are You Truly Ready - February 1, 2026 01.02.2026

That's a question you need to ask and answer - not just financially, but emotionally, when it comes to retirement. And the answer may not be all that easy. Robert takes a deep dive into how to feel comfortable about knowing that you are actually ready to retire, financially and otherwise. Money Mindset is a weekly radio show featuring financial advisor Robert Vincent of Vincent Group Financial Ser...

Retirement Forecast - January 25, 2026 25.01.2026

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...

Rebalance Your Retirement Portfolio - January 18, 2026 18.01.2026

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 top...

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