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Complex ideas made simple

We understand what keeps you up at night:

  • When can I retire?
  • Will my money last throughout my retirement?
  • Will my family be ok?

That's why we created The Personal Finance Project to give you clear, practical guidance on topics that matter most. 

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What Are You Doing In Tax Court? The Jimmy Carr Case

What Are You Doing In Tax Court? The Jimmy Carr Case

Jimmy Carr’s K2 tax scheme promised massive tax savings, until it didn’t. In this episode, we look at what went wrong and why even professionally recommended tax strategies can carry significant risks.

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Should the Midterms Change Your Investment Strategy?

Should the Midterms Change Your Investment Strategy?

Midterm elections can bring plenty of uncertainty, but should they change your investment strategy? Scott and Greg break down what elections may mean for markets, taxes, and your long-term financial plan.

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Prediction Markets: Investing, Gambling, or Something In Between?

Prediction Markets: Investing, Gambling, or Something In Between?

Prediction markets are everywhere, but do they belong in your portfolio? Hannah and Scott break down how they work, what they can tell us about the future, and why investors should approach them with caution.

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The Affordability Crisis: Is Life Really Getting More Expensive?

The Affordability Crisis: Is Life Really Getting More Expensive?

Everything feels more expensive, but what’s really behind the affordability crisis? Scott and Greg explore inflation, housing, education, and healthcare while sharing how to stay focused on the fundamentals when rising costs put pressure on your finances.

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The Swiftarc Ponzi Scheme: Warning Signs Every Investor Should Know

The Swiftarc Ponzi Scheme: Warning Signs Every Investor Should Know

The Swiftarc Ponzi scheme attracted millions of dollars and even counted Travis Kelce among its victims. We break down what went wrong and the simple investing principles that can help you avoid becoming the victim of a financial scam.

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What Are You Doing In Tax Court? The Richard Hatch Case

What Are You Doing In Tax Court? The Richard Hatch Case

What happens when you win $1 million and don’t pay the taxes? In the first installment of What Are You Doing in Tax Court?, we look at Survivor winner Richard Hatch’s long-running battle with the IRS and the important difference between smart tax planning and tax evasion.

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Latest Episodes:

Catch up on the latest episodes of The Personal Finance Project.  Honest conversations on retirement, investing, and everything in between.




Want to work with the team?

At the Ashcroft Pesek Bartosh Group, we specialize in helping individuals and families navigate retirement with clarity and confidence. With decades of combined experience and advanced financial planning credentials, we offer personalized strategies for income planning, pension decisions, and equity compensation. We’re here to build long-term relationships based on trust, transparency, and results.

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