The Personal Finance Project
The Personal Finance ProjectThe 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 futu... more
| Publishes | Weekly | Episodes | 65 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||
Listen to this Podcast
Latest Episodes
In this episode, we introduce the concept of "financial escape velocity"—a practical middle ground between traditional retirement and the extreme version of the FIRE movement. We discuss how to recognize when your investments begin doing the heavy li... more
Trump Accounts are generating a lot of interest—but how do they actually work, and where do they fit within a broader financial plan?
In this episode, we walk through:
• Who qualifies and how contributions work
• Tax treatment and key differenc... more
In this episode of The Personal Finance Project, Greg Ashcroft and Scott Bartosh provide an update on ExxonMobil pension segment rates and what recent interest rate movements could mean for employees and retirees evaluating their pension options.
T... more
Are capital gains really the "tax nightmare" retirees fear? Or are they actually one of the most tax-efficient sources of retirement income available?
In this episode of The Personal Finance Project, Greg Ashcroft and Scott Bartosh break down the m... more
After a five-month hiatus, The Personal Finance Project is back — and a lot has changed.
In this episode, Greg and Scott finally answer the question listeners have been asking: "Where have you guys been?"
The last several months brought major lif... more
In this episode of The Personal Finance Project, Greg Ashcroft and Scott Bartosh break down the essential year-end tax moves for 2025—and the big changes coming in 2026.
They cover: • How to handle your first RMD at age 73 • Using year-end IRA with... more
In this episode of The Personal Finance Project, Greg and Scott sit down with Joe Hodes, Director of Research on Baird's Specialized Asset Management (SAM) team. With a decade of experience as a research analyst and his CFA designation, Joe brings a ... more
In this episode of The Personal Finance Project, Scott and Greg welcome back Justin Nichols, a nearly 30-year industry veteran, for a timely and expansive discussion on the economy, AI, and the future of financial advice.
We begin with today's econ... more
Key Facts
Similar Podcasts
People also subscribe to these shows.
Top Investing Podcasts
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
Frequently Asked Questions About The Personal Finance Project
Where can I find podcast stats for The Personal Finance Project?
Rephonic provides a wide range of podcast stats for The Personal Finance Project. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The Personal Finance Project and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does The Personal Finance Project get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for The Personal Finance Project, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for The Personal Finance Project?
Rephonic provides comprehensive predictive audience data for The Personal Finance Project, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does The Personal Finance Project have?
To see how many followers or subscribers The Personal Finance Project has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to The Personal Finance Project?
These podcasts share a similar audience with The Personal Finance Project:
How many episodes of The Personal Finance Project are there?
The Personal Finance Project launched 2 years ago and published 65 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact The Personal Finance Project?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for The Personal Finance Project?
Rephonic pulls ratings and reviews for The Personal Finance Project from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for The Personal Finance Project?
Rephonic provides full transcripts for episodes of The Personal Finance Project. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.