The Personal Finance Project
You deserve specialized advice based on your unique situation and opportunity. The Personal Finance Project is a group of advisors singularly focused on lifetime income management. And our advisors specialize in retirement planning and management for employees in specific oil, gas and chemical companies.
Breaking Down Active Management, AI, and the S&P 500 with Baird’s SAM Team
Tariffs, AI, Succession Planning & the Future of Financial Advice - Justin Nichols Returns
Can You Really “Retire Early”? The FIRE Movement Explained
Let's Talk About Taxes
Gold in a Portfolio: Diversifier or Distraction?
NUA 101: Turning Company Stock in your 401(k) into Long-Term Capital Gains
Fintok Reacts: 3 Money Rules, Dropshipping to Retire, the Truth About Annuities + Emergency Fund 101
Scott Reacts to r/Wallstreetbets: Meme Stocks, Market Mania, and the Value of Discipline
How to Retire Part 7: Retirement Game Plan: Vision, Spending, Social Security, and RMDs
Is Your Home Really an Investment?
ExxonMobil Segment Rates Explained | Pension Lump Sum vs. Annuity | Retirement Planning 2025
Financial Advisors React: Financial Advisors are a scam?
Principles Over Predictions: The Richard Ashcroft Interview Part Two
Mastering Retirement with the Bucket System
Financial Advisors React: Leasing Cars, Investing, and Laundromat Side Hustles
The Stealth IRA: Unlocking the Power of Health Savings Accounts with Andrew Atkinson
What the “One Big Beautiful Bill” Means for Your Retirement, Deductions & Roth Strategy
The Power of Doing Nothing: Market Wisdom with Michael Antonelli
Principles Over Predictions: A Financial Philosophy That Lasts with Richard Ashcroft
Things You Pretend to Know: Mortgage Rates
How to Retire Part 5: Navigating the Complexities of Retirement Planning
Financial MythBusters: Reacting to “FinTok” Early Retirement Advice at 33
The Family Conversation: What to Discuss With Your Children Before You Pass Away
Keep it in the Fairway: 27 Years in Financial Advisory with Justin Nichols
529 Plans: When They Work, When They Don’t, and Smarter Ways to Pay for College
Untangling Global Trade: Tariffs, Deficits, and Sandwich Economics
Unlocking the Power of SLATs: Estate Planning Before the Sunset
How to Retire: Tax Planning in Retirement
How to Retire Part 3: The Art of Portfolio Design