Episodios

  • Drinking the Annual COLA - November 23, 2025
    Nov 23 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 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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    30 m
  • Optimism About the Future - November 16, 2025
    Nov 16 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 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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    30 m
  • The New Retirement Reality - November 9, 2025
    Nov 9 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.
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    30 m
  • Key Habits of Retirees - November 2, 2025
    Nov 2 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.
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    30 m
  • Financial Planning Month - October 26, 2025
    Oct 26 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.
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    30 m
  • Social Security Within Your Plan - October 19, 2025
    Oct 19 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.
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    30 m
  • Planning For Health Care - October 12, 2025
    Oct 12 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.
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    30 m
  • Balance Your Retirement Portfolio Now - October 5, 2025
    Oct 5 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.
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    30 m