FPOG: Financial Planning for Oil & Gas Professionals Brownlee Wealth Management
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Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth. If you work at or recently retired from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanagement.com
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Building Wealth in Oil & Gas: Exploring Different Career Paths - Ep. 74
For more information and show notes visit: https://bwmplanning.com/post/74
On this episode of Financial Planning for Oil and Gas Professionals, hosts Justin and Jared, along with guest Nathan, delve into the different career tracks within the oil and gas industry and the financial planning implications associated with each track. They discuss the allure of entrepreneurship and owning a business as a path to wealth, providing valuable insights for professionals in the field. Tune in to gain valuable knowledge on optimizing investments, lowering taxes, and growing wealth in the oil and gas sector.
Connect With Us:
Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c
Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/
Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional. -
Finding Fulfillment After Financial Freedom: Retired Founder's Journey
In this episode, Justin spoke with an anonymous guest known as Retired Founder, who shared his journey from a middle-class upbringing to achieving financial freedom after selling his tech company.
Retired Founder provided insights into the challenges and realizations that come with retirement, especially after a successful exit event.
Retired Founder discussed his early memories of money, his motivation driven by financial rewards, and the struggles he faced during the initial years of his business.
He highlighted the low points before and after his company's liquidation events, emphasizing that the lows experienced without money were far more challenging than those faced after achieving financial independence. -
Private Aviaton with Preston Holland
In this episode, Justin sits down with Preston Holland from Flying Finance to discuss all things private aviation. When can people begin to explore private aviation? When does owning a plane (fractionally or whole) make sense vs. chartering? What innovations get Preston excited? What tax considerations are there related to aircraft ownership?
For more information and show notes, visit: https://bwmplanning.com/episode72
Connect With Us:
Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c
Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/
Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional. -
Lightning Pod: Investing Holy Grail, ESPPs, College Football Playoff
This lightning pod episode covers several topics in 10 minutes or less. We discuss: Tony Robbins's new book on the "the holy grail of Investing", why you're probably thinking about your ESPP wrong, and what we think of the expanded college football playoff.
For more information and show notes visit: https://bwmplanning.com/episode71
Connect With Us:
Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c
Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/
Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional. -
Required Minimum Distributions
In this episode, we discuss how high-net-worth investors should think about RMDs. We also discuss why young accumulators should care about RMDs despite being decades away from taking them. Regardless of your age, RMDs will impact your tax plan, and it's never too early to start preparing!
For more information and show notes visit: https://bwmplanning.com/episode70
Connect With Us:
Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c
Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/
Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional. -
Investing in All-Time Highs
In this episode, we discuss the S&P breaking through to new all-time highs. Is investing in all-time highs a bad idea? What does the data say? Can you be a value investor and invest at all-time highs? How does your time horizon impact this decision? What should you do with a lump sum cash payment?
For more information and show notes visit: https://bwmplanning.com/episode69
Connect With Us:
Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c
Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/
Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.
Customer Reviews
Brilliant
Justin is a highly talented financial planner! His excitement for helping oil and gas professionals navigate their unique financials is priceless! This podcast is a must listen.