The Personal Finance Project

The Personal Finance Project

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About

The Personal Finance Project is a podcast dedicated to providing specialized advice on retirement planning, investment strategies, and financial management, particularly for employees in the oil, gas, and chemical industries. Hosted by experienced advisors from Baird Retirement Management, each episode delves into topics designed to help listeners make informed decisions about their financial futures. Whether you're approaching retirement or looking to optimize your investment portfolio, this show offers valuable insights tailored to your unique situation. Tune in to stay informed and take control of your financial well-being. Meet Your Hosts: •Greg Ashcroft, CFA®, CFP®, CPWA®, CIMA®, RMA®: Greg is a Senior...

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Recent episodes

  • What Are You Doing at Tax Court? The Jimmy Carr CaseOct 22, 2026 · 19 min
  • Should the Midterms Change Your Investment Strategy?Oct 15, 2026 · 35 min
  • Prediction Markets: Investing, Gambling, or Something In Between?Oct 8, 2026 · 38 min
  • The Affordability Crisis: Is Life Really Getting More Expensive?Oct 2, 2026 · 35 min
  • The Swiftarc Ponzi Scheme: Warning Signs Every Investor Should KnowSep 24, 2026 · 26 min
  • What Are You Doing at Tax Court? The Richard Hatch CaseSep 17, 2026 · 21 min
  • Can You Trust Financial Advice on the Internet?Sep 11, 2026 · 35 min
  • Buy or Sell: Navigating Markets in an Uncertain WorldSep 3, 2026 · 27 min
  • Stop Overpaying the IRS: Smarter Tax Planning in RetirementAug 31, 2026 · 48 min
  • Investing Through Distressing HeadlinesAug 20, 2026 · 25 min

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