Money Mindset with Robert Vincent

Money Mindset with Robert Vincent

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 products. The insurance products offered by Vincent Group Financial Services are not subject to Investment Adviser requirements. AEWM and Vincent Group Financial Services are not affiliated companies.

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Avsnitt(51)

Rebalance Your Retirement Portfolio - January 18, 2026

Rebalance Your Retirement Portfolio - January 18, 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...

18 Jan 29min

Avoiding Financial Pitfalls - January 11, 2026

Avoiding Financial Pitfalls - January 11, 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...

11 Jan 29min

Battling Inflated Prices - January 4, 2026

Battling Inflated Prices - January 4, 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 mon...

4 Jan 29min

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 s...

28 Dec 202529min

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

A Christmas Guide to Retirement Part One - December 21, 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 ...

21 Dec 202530min

Advanced Planning Strategies for 2026 - December 14, 2025

Advanced Planning Strategies for 2026 - December 14, 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 a...

14 Dec 202529min

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

What Lower Interest Rates May Mean to You - December 7, 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 t...

7 Dec 202530min

Happy Thanksgiving - November 30, 2025

Happy Thanksgiving - November 30, 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 ...

30 Nov 202529min

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