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.

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 the issues and stresses that having a plan is important in battling anything regarding economic issues that may come up.

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 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 the big dinner you likely had at some point this weekend.

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.

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.

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.

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.

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.

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.

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.

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. 

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.

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.

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.

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.

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.