HeyJaredThe 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.
- Indexed episodes, last 90 days
- 11
- Latest publication
- Sep 24, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 16, 2026
Latest episodes
The Swift Ark Ponzi Scheme: Warning Signs Every Investor Should Know (opens the original)
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A high-profile connection may have brought attention to the Swift Ark case, but the lessons extend far beyond professional athletes and celebrity investors. In this episode of The Personal Finance Project , we examine the timeline of the Swift Ark investment scheme, how an allegedly diversified fund became heavily concentrated in a single thinly traded security, and how new investor money was used to satisfy earlier redemption requests. The episode then shifts from the case itself to the practic
What Are You Doing at Tax Court? The Richard Hatch Case (opens the original)
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Winning $1 million on Survivor should have been a life-changing financial opportunity. Instead, Richard Hatch's decision not to properly report his prize money and other income led to tax-evasion convictions, multiple prison sentences, and a federal tax judgment of approximately $3.3 million. In the first installment of "What Are You Doing at Tax Court?" , we examine how the case unfolded and explore the financial planning strategies that could have produced a much different outcome. The episode
Can You Trust Financial Advice on the Internet? (opens the original)
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How much of the financial advice you see online is actually true? In this episode of The Personal Finance Project, two financial advisors react to viral claims about an S&P 500 warning signal, the CAPE ratio, billionaire estate-planning strategies, irrevocable trusts, popular budgeting rules, retirement withdrawals, and whether most people really need a financial advisor. Along the way, they separate useful guidance from oversimplified advice, explain why diversification still matters, correct c
Buy or Sell: Navigating Markets in an Uncertain World (opens the original)
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Welcome to a brand-new segment of The Personal Finance Project : Buy or Sell . In this episode, Hannah puts Greg and Scott on the spot to weigh in on some of the biggest topics shaping today's financial landscape. Will inflation remain a persistent challenge through 2027? Are higher interest rates here to stay? Should investors worry about the infamous September stock market slump? And how much do midterm elections really matter to your portfolio? Along the way, the team explores the impact of e
Stop Overpaying the IRS: Smarter Tax Planning in Retirement (opens the original)
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In this solo episode of The Personal Finance Project, Greg dives into one of the most misunderstood aspects of retirement planning: how to pay your taxes after leaving the workforce. Many retirees transition from automatic payroll withholding to managing taxes on their own, often leading to confusion about estimated tax payments, withholding strategies, IRS safe harbor rules, and avoiding underpayment penalties. Greg explains the differences between estimated payments and withholding, when each
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