Retirement for Small Business Owners

Retirement for Small Business Owners

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 business value, the realities of switching from paycheck to income stream, and the simple mistake that could upend decades of hard work. The journey to retirement can look very different when you’re the boss, but the answers may surprise you.

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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Jaksot(51)

Financial Independence

Financial Independence

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 fo...

4 Heinä 30min

The Retirement Tax Shock - June 28, 2026

The Retirement Tax Shock - June 28, 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, ho...

28 Kesä 30min

Building Essential Retirement Income

Building Essential 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 plann...

20 Kesä 30min

Mailbag Questions 14

Mailbag Questions 14

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 plann...

13 Kesä 30min

The Roth Conversion Window

The Roth Conversion Window

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 plann...

6 Kesä 30min

Make Your Money Work For You

Make Your Money Work For You

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 plann...

30 Touko 30min

Mailbag Questions 35

Mailbag Questions 35

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 plann...

23 Touko 30min

Mailbag Questions 36

Mailbag Questions 36

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 plann...

16 Touko 30min

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