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The Personal Finance Project

The Personal Finance Project
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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
Top 52.2% by pitch volume (Rank #26086 of 50,000)Data updated Feb 10, 2026

Key Facts

Publishes
N/A
Episodes
60
Founded
N/A
Category
Investing
Number of listeners
Private
Hidden on public pages

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Public snapshot
Audience: Under 4K / month
Canonical: https://podpitch.com/podcasts/the-personal-finance-project
Reply rate: Under 2%

Latest Episodes

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Year-End Tax Planning

Thu Dec 04 2025

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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 withholding instead of quarterly estimates • Safe harbor rules and avoiding penalties • Qualified Charitable Distributions (QCDs) and why they can lower your AGI • Charitable bunching and donor-advised funds ahead of 2026 rule changes • New 2026 contribution limits for 401(k)s, IRAs, and HSAs • How changing brackets affect Roth conversions, Social Security timing, and retirement income planning If you want to minimize taxes and make smart year-end decisions, this episode is packed with practical guidance and clear explanations. For educational purposes only. Not tax or legal advice.

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 withholding instead of quarterly estimates • Safe harbor rules and avoiding penalties • Qualified Charitable Distributions (QCDs) and why they can lower your AGI • Charitable bunching and donor-advised funds ahead of 2026 rule changes • New 2026 contribution limits for 401(k)s, IRAs, and HSAs • How changing brackets affect Roth conversions, Social Security timing, and retirement income planning If you want to minimize taxes and make smart year-end decisions, this episode is packed with practical guidance and clear explanations. For educational purposes only. Not tax or legal advice.

Key Metrics

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Pitches sent
13
From PodPitch users
Rank
#26086
Top 52.2% by pitch volume (Rank #26086 of 50,000)
Average rating
N/A
Ratings count may be unavailable
Reviews
N/A
Written reviews (when available)
Publish cadence
N/A
Episode count
60
Data updated
Feb 10, 2026
Social followers
100

Public Snapshot

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InvestingPodcastsBusiness
Country
United States
Language
EN-US
Language (ISO)
Release cadence
N/A
Latest episode date
Thu Dec 04 2025

Audience & Outreach (Public)

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Audience range
Under 4K / month
Public band
Reply rate band
Under 2%
Public band
Response time band
Private
Hidden on public pages
Replies received
Private
Hidden on public pages

Public ranges are rounded for privacy. Unlock the full report for exact values.

Presence & Signals

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Social followers
100
Contact available
Yes
Masked on public pages
Sponsors detected
No
Guest format
No

Social links

No public profiles listed.

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Audience & Growth
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Monthly listeners49,360
Reply rate18.2%
Avg response4.1 days
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Sponsor mentionsLikely
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How To Pitch The Personal Finance Project

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Frequently Asked Questions About The Personal Finance Project

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What is The Personal Finance Project 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 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

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