Money Mindset with Robert Vincent

What does it really mean when the Federal Reserve hits “pause” on interest rates—and how could this decision shape your retirement journey? This episode of Money Mindset dives into the hidden challenges of rising inflation, shifting financial “bears,” and why the so-called ‘neutral rate’ isn’t just a news headline, but a reality check for your portfolio. With clarity, wit, and the Goldilocks analogy, Ben and Robert unpack how today’s economic moves ripple through bonds, cash, and your nest egg. Behind the headlines, practical strategies surface—yet the best answers may not be what you expect.

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.

Legacy planning is something that can't be assumed - it has to be planned for. Robert takes a deep dive into the subject and the importance of how to make sure your wishes are carried out in the best and most efficient way possible for your situation.

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.

That's a question you need to ask and answer - not just financially, but emotionally, when it comes to retirement. And the answer may not be all that easy. Robert takes a deep dive into how to feel comfortable about knowing that you are actually ready to retire, financially and otherwise.

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.

Robert takes a look at some of the new things for 2026, including increased contribution limits for 401Ks and IRAs, Social Security and Medicare adjustments, tax deductions and more.

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.

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 profile and keep it that way.

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.

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 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.

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 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.

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.

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 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.

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 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.