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

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Episodes

Avoiding Financial Pitfalls - January 11, 2026 11.01.2026

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 b...

Battling Inflated Prices - January 4, 2026 04.01.2026

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...

A Christmas Guide to Retirement Part Two - December 28, 2025 28.12.2025

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, Ke...

A Christmas Guide to Retirement Part One - December 21, 2025 21.12.2025

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...

Advanced Planning Strategies for 2026 - December 14, 2025 14.12.2025

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 adviso...

What Lower Interest Rates May Mean to You - December 7, 2025 07.12.2025

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...

Happy Thanksgiving - November 30, 2025 30.11.2025

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, Ken...

Drinking the Annual COLA - November 23, 2025 23.11.2025

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 planni...

Optimism About the Future - November 16, 2025 16.11.2025

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 Gro...

The New Retirement Reality - November 9, 2025 09.11.2025

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 Mi...

Key Habits of Retirees - November 2, 2025 02.11.2025

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 Smith...

Financial Planning Month - October 26, 2025 26.10.2025

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...

Social Security Within Your Plan - October 19, 2025 19.10.2025

With the annual COLA about to be announced for 2026, Robert takes a look at Social Security, how it benefits your plan and the areas where it falls short and how you need to make sure you augment your benefits so your retirement years can bring you the kind of lifestyle you desire. Money Mindset is a weekly radio show featuring financial advisor Robert Vincent of Vincent Group Financial Services b...

Planning For Health Care - October 12, 2025 12.10.2025

Health care costs keep rising and recent studies show many people haven't planned well enough to account for this. Robert takes a look and stresses the importance of including a solid health care component as part of your retirement plan. He also looks at five strategic steps to help elevate your retirement savings. Money Mindset is a weekly radio show featuring financial advisor Robert Vincent of...

Balance Your Retirement Portfolio Now - October 5, 2025 05.10.2025

Robert discusses balancing your investment portfolio and why it can be important when it comes to the make-up of your plan and staying away from having too much in one particular area. 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 i...

What Will You Need to Retire - September 28, 2025 28.09.2025

There isn't a set amount to save for retirement for any given person or couple - lifestyle needs are different, health situations could play into it, as well as other variables. Robert discusses the importance of putting a plan together that can help determine what your requirements are and how you can get there. Money Mindset is a weekly radio show featuring financial advisor Robert Vincent of Vi...

Fighting Turmoil With a Plan - September 21, 2025 21.09.2025

Financial headlines always seem kind of tumultous, and volatility is always looming as a result. But Robert assures us in this episode that the best way to stay calm amidst the storm is to have a solid plan in place that can help make sure you stay financially solid in retirement, even during ups and downs of the economy. He also takes listener questions from the mailbag. Money Mindset is a weekly...

Retirement Preparedness Manual Part Two - September 14, 2025 14.09.2025

In part two of this program series, Robert discusses health care costs and how to plan for them, as well as making sure your overall plan takes into account all the major areas planning involves, including taxes, inflation and legacy planning. Money Mindset is a weekly radio show featuring financial advisor Robert Vincent of Vincent Group Financial Services based in Smiths Grove, Kentucky. Robert...

Retirement Preparedness Manual: Part One - September 7, 2025 07.09.2025

In the first of a two part series, Robert puts a so-called manual together for retirees that helps them prepare for what's ahead. This episode addresses the possibilities of future inflation, a recession and legislative risk - ie. changes that could be made by Congress which could affect the economy and retirement plans as we now know them. Money Mindset is a weekly radio show featuring financial...

Volatility and Your Retirement - August 31, 2025 31.08.2025

Market volatility seems to be the norm these days, and the ups and downs may cause retirees to feel unsure about their savings. Robert helps break down the headlines and why having a solid plan can help people have more certainty despite anything going on with the economy and the markets. Money Mindset is a weekly radio show featuring financial advisor Robert Vincent of Vincent Group Financial Ser...

Are Your Plans Ready? - August 24, 2025 24.08.2025

Trade deals, tariffs, new market highs - you never know what new headlines will hit the news on any given day. Robert looks at some of the more recent ones and empasizes the importance of having a written plan for retirement, especially for income, so it brings some certainty into your future. Money Mindset is a weekly radio show featuring financial advisor Robert Vincent of Vincent Group Financia...

The President vs. The Fed - August 17, 2025 17.08.2025

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....

Behavioral Finance and You - August 10, 2025 10.08.2025

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. Money Mindset is a weekly radio show featuring financial advisor Rob...

Preserving Wealth In Times of Volatility - August 3, 2025 03.08.2025

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...

Creating Dependable Retirement Income - July 27, 2025 27.07.2025

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. 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 concerni...

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