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

A Christmas Guide to Retirement Part Two - December 28, 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, 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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Episoder(51)

Financial Independence

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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...

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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...

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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 Jun 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 Jun 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 Jun 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 Mai 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 Mai 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 Mai 30min

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