The Personal Finance Project

Business EN ↓ 79 afleveringen

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 con...

Bezoek zeker de website van de podcast en steun de maker: www.bairdretirementmanagement.bairdwealth.com

Auteur

The Personal Finance Project

Categorie

Business

Website van de podcast

www.bairdretirementmanagement.bairdwealth.com

Nieuwste aflevering

8 okt. 2026

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Afleveringen

Episode 3: Tax Code Sunset: What Retirees Need to Know with Scott Bartosh & Greg Ashcroft 23.09.2024 21:22

In this episode of the Baird Retirement Management Show , hosts are joined again by Scott Bartosh, CFP®, and Greg Ashcroft, CFA®, CFP®, from the Ashcroft Pesek Bartosh Group to discuss the potential impact of the upcoming 2025 tax code sunset. With the Tax Cuts and Jobs Act set to expire at the end of 2025, Scott and Greg provide insight into what could happen if tax laws revert to the pre-2017 s...

Episode 4: Market Volatility and Retirement with Greg Ashcroft 03.09.2024 18:34

Welcome to the fourth episode of the Baird Retirement Management Show! Today, we are thrilled to welcome back Greg Ashcroft, a Chartered Financial Analyst, Certified Financial Planner, and Senior Vice President with the Ashcroft Pesek Bartosh Group. With nine years of experience in the industry, Greg joins us to unravel two fundamental yet often misunderstood concepts in investing: volatility and...

Episode 2: Cross Examination of Roth Conversions with Scott Bartosh and Greg Ashcroft 27.08.2024 35:30

In this episode of the Baird Retirement Management Show, we are joined by financial experts Scott Bartosh and Greg Ashcroft from the Ashcroft Pesek Bartosh group to dive deep into the world of Roth conversions in retirement. Scott and Greg, both seasoned professionals with extensive experience in financial planning, break down the intricacies of Roth conversions, discussing who can benefit from th...

90 Days Out 14.08.2024 21:02

In the first episode of the Baird Retirement Management Podcast, Scott Bartosh and Greg Ashcroft from the Ashcroft Pesek Bartosh Group discuss the unique dynamics of investing during an election year. Scott, a Certified Financial Planner, and Greg, a Certified Financial Planner and Chartered Financial Analyst, share their insights into how political cycles can influence financial markets. Join us...