Where can I listen to this podcast?

This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

No, this podcast does not typically feature guests.

Baird Retirement Management

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by The Personal Finance Project

5.0(5 reviews)

65 episodes

Updated Daily

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Authority

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FairBased on show quality, social media presence, reviews, charts, and more

Quality45

Social0

YouTube68

Engagement32

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Podcast Overview

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 Vice President at Baird Retirement Management. He joined Baird in May 2015 after graduating from Texas A&M University with a Bachelor of Business Administration in Management. Greg has earned multiple professional designations, including Chartered Financial Analyst (CFA®), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Private Wealth Advisor® (CPWA®), Certified Investment Management Analyst® (CIMA®), and Retirement Management Advisor® (RMA®). In March 2023, he graduated with a Master of Science in Personal Financial Planning. •Scott Bartosh, CFP®: Scott is a Director at Baird Retirement Management and holds the CERTIFIED FINANCIAL PLANNER™ certification, demonstrating his commitment to providing comprehensive financial planning services. Scott also holds a Master of Science in Personal Financial Planning, highlighting his dedication to advancing his expertise in helping clients navigate their financial futures. Together, Greg and Scott bring a wealth of knowledge and experience to the podcast, offering listeners practical advice and strategies to navigate the complexities of retirement planning and investment management.

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Publishing Since

8/14/2024

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Spotify 827

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FairBased on show quality, social media presence, reviews, charts, and more

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Social0

YouTube68

Engagement32

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Episode Length

31 minutes

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Recent Episodes

June 18, 2026

Achieving Financial Escape Velocity

<div> 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 lifting, reducing the need for continued high levels of saving, and what that inflection point can mean for your lifestyle decisions. We explore key indicators, including when portfolio growth begins to exceed contributions, how early savings discipline can create long-term flexibility, and why not all additional saving has equal value over time. The conversation also touches on trade-offs between deferred consumption and enjoying income earlier in life, as well as how tools like traditional retirement accounts can help accelerate progress toward financial independence. Ultimately, this episode is aimed at individuals who have built a strong financial foundation and are evaluating how to balance continued saving with the opportunity to live more fully today—without compromising long-term goals. </div>

June 11, 2026

Trump Accounts Explained: What Families Need to Know

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: <ul type="disc"> <li class="MsoNormal">Who qualifies and how contributions work</li> <li class="MsoNormal">Tax treatment and key differences vs. Roth IRAs and 529 plans</li> <li class="MsoNormal">Potential long-term growth implications</li> <li class="MsoNormal">Strategic considerations at key decision points</li> <li class="MsoNormal">Common risks, including tax complexity and behavioral pitfalls</li> </ul> We also discuss how families might think about coordinating Trump Accounts with existing savings strategies and why flexibility still matters when planning for future generations.

June 4, 2026

ExxonMobil Segment Rates | Q3 Update

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. The discussion covers how IRS segment rates are calculated, why geopolitical events and inflation expectations can influence pension lump sums, and what the latest April data may signal for upcoming retirement quarters. Greg and Scott explain why rising rates can reduce lump-sum pension values, but also why retirees shouldn't focus solely on segment rates when making retirement decisions. They also explore the broader retirement planning implications of today's higher interest rate environment, including opportunities in fixed income, the tradeoffs between pension annuities and lump sums, and the importance of considering salary, bonuses, RSUs, and age-based pension accruals when determining the right retirement date. Whether you're actively planning an ExxonMobil retirement, have already retired and deferred your pension election, or simply want to better understand how interest rates affect retirement planning, this episode provides practical context to help you make more informed decisions. Topics covered: • How ExxonMobil pension segment rates are calculated • What the latest April rates may indicate for future quarters • The impact of rising interest rates on lump-sum pensions • Why "working for free" is often an oversimplification • Pension timing considerations for employees approaching retirement • The role of fixed income in today's retirement environment • Lump sum versus annuity considerations • Key factors retirees should evaluate beyond segment rates

65 total episodes available

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Frequently asked questions

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is Baird Retirement Management?: 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 Vice President at Baird Retirement Management. He joined Baird in May 2015 after graduating from Texas A&M University with a Bachelor of Business Administration in Management. Greg has earned multiple professional designations, including Chartered Financial Analyst (CFA®), CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Private Wealth Advisor® (CPWA®), Certified Investment Management Analyst® (CIMA®), and Retirement Management Advisor® (RMA®). In March 2023, he graduated with a Master of Science in Personal Financial Planning.

•Scott Bartosh, CFP®: Scott is a Director at Baird Retirement Management and holds the CERTIFIED FINANCIAL PLANNER™ certification, demonstrating his commitment to providing comprehensive financial planning services. Scott also holds a Master of Science in Personal Financial Planning, highlighting his dedication to advancing his expertise in helping clients navigate their financial futures.

Together, Greg and Scott bring a wealth of knowledge and experience to the podcast, offering listeners practical advice and strategies to navigate the complexities of retirement planning and investment management.
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: No, this podcast does not typically feature guests.

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