Advanced Planning Strategies for 2026 - December 14, 2025

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Advanced Planning Strategies for 2026 - December 14, 2025

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About this listen

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.

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