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.
All content for The Personal Finance Project is the property of The Personal Finance Project and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
NUA 101: Turning Company Stock in Your 401(k) into Long-Term Capital Gains
The Personal Finance Project
44 minutes 14 seconds
1 month ago
NUA 101: Turning Company Stock in Your 401(k) into Long-Term Capital Gains
The Personal Finance Project
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.
