Episodes

  • Preserving Wealth In Times of Volatility - August 3, 2025

    Preserving Wealth In Times of Volatility - August 3, 2025
    Aug 3 2025
    in this show, Robert introduces us to the AIM process used by his office to help folks plan financiallly for retirement. A means assess your savings and assets, I stands for identify goals for retirement, and M means mapping out the strategies to make everything happen. The finalized plan can help make sure money is there for whatever it is needed for, and can change as necessary when life changes, either personally or in economic circumstances.
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    30 mins
  • Creating Dependable Retirement Income - July 27, 2025

    Creating Dependable Retirement Income - July 27, 2025
    Jul 27 2025
    Dependable income is the backbone of any retirement, especially with longer lifespans in many people's lives. Robert takes a look at the importance of having this income and the best sources to provide it in your plan.
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    30 mins
  • The Five Financial Stages of Life - July 20, 2025

    The Five Financial Stages of Life - July 20, 2025
    Jul 21 2025
    In the debut episode of Money Mindset, financial advisor Robert Vincent and show host Ben Heisler discuss the five stages people go through in their financial lives, from starting a career, to buying their first house and other life markers all the way through retirement, and how money is involved in each stage, as well as how best to plan for each.
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    30 mins