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PODCAST

FPO&G: Financial Planning for Oil & Gas Professionals

Brownlee Wealth Management

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

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All Episodes

35:47

Lightning Pod: I Bonds, Emergency Funds, and...

FPO&G: Financial Planning for Oil & Gas Professionals ·

2022/01/14

In this episode, we’re trying something new and doing a lightning pod where we cover several different topics in bite-sized chunks. In this episode, we talk about what we think about I bonds, how much should be in an emergency fund, and why disability insurance is so underrated and importantFor more information and show notes visit: https://bwmplanning.com/episode16Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin -

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47:53

The Case Against Roth Conversions?

FPO&G: Financial Planning for Oil & Gas Professionals ·

2021/12/24

While we're big proponents of Roth conversions, we wanted to review a white paper that outlined the case AGAINST Roth conversions to learn, challenge our thinking, and see where we agree/disagree. Tune it to hear what we think of the paper and wether or not it changes how we think abut Roth conversions.For more information and show notes visit: https://bwmplanning.com/episode15Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin -

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50:07

Concentrated Stock Positions

FPO&G: Financial Planning for Oil & Gas Professionals ·

2021/12/10

In this episode we talk about managing concentrated stock positions. How much of a single companies stock is too much? How does Restricted Stock Units and equity compensation impact my approach? What are some tactical strategies for trimming a position once it's grown beyond your target amount?For more information and show notes visit: https://bwmplanning.com/episode14Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin -

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46:30

Life Insurance

FPO&G: Financial Planning for Oil & Gas Professionals ·

2021/11/26

In this episode we talk about the in-and-outs of life insurance for Oil & Gas professionals. What are you solving for? How much coverage do you need? What type of life insurance should I consider? How do I know when I am self insured?For more information and show notes visit: https://bwmplanning.com/episode13Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is

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36:58

Mistakes to Avoid When Hiring an Advisor

FPO&G: Financial Planning for Oil & Gas Professionals ·

2021/11/12

In this episode we discuss the most common mistakes we see people make when hiring an advisor. We discuss why hiring an advisor who answers your questions isn't enough, the multiple advisor diversification fallacy, how to determine who the hero of the relationship is, and delineating cost from value.For more information and show notes visit: https://bwmplanning.com/episode12Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin -

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01:03:54

Living Off of Your Investments: Strategies to...

FPO&G: Financial Planning for Oil & Gas Professionals ·

2021/10/29

How do you use investment assets to produce the income needed for retirement? How much money do you need to be financially free? How much can you take from retirement portfolio every year? In this episode we dive into all the intricacies of using your investment portfolio for retirement living.For more information and show notes visit: https://bwmplanning.com/episode11Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin -

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29:52

Market Timing

FPO&G: Financial Planning for Oil & Gas Professionals ·

2021/10/15

In this episode we discuss what timing the market is and why it's nearly impossible to do. We cover everything from historical market returns, behavioral finance, to current valuations. This episode illustrates the importance of remaining invested and "time diversified".For more information and show notes visit: https://bwmplanning.com/episode10Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin -

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31:25

New Tax Proposal: American Families Plan

FPO&G: Financial Planning for Oil & Gas Professionals ·

2021/10/01

ANOTHER new piece of tax legislation has been proposed. While nothing is set in stone, it's really important to see what tax changes may be on the horizon. Changes to capital gains rates, income taxes rates, and the potential death of the backdoor Roth IRA are all on the table. Learn more about what is in legislators crosshairs and what you can do to begin planning for potential tax changes.For more information and show notes visit: https://bwmplanning.com/episode9Connect With Us:Facebook -

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41:23

Alternative Investments

FPO&G: Financial Planning for Oil & Gas Professionals ·

2021/09/17

Where do cryptocurrency, hedge funds, private equity, real estate, and other alternative investments fit into an investment portfolio? In this episode, we have a discussion on how alternative investments can be incorporated into an investment strategy.For more information and show notes visit: https://bwmplanning.com/episode8Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This

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29:52

College Funding & Planning

FPO&G: Financial Planning for Oil & Gas Professionals ·

2021/09/03

In this episode, we have a discussion on planning for and funding college expenses. College is a disproportionally large expense and often a highly emotional decision. So, having firm convictions around paying for college is critical to financial success. Learn more about what we think about the value of college, the vehicles used to fund college (like 529's), and some planning strategies.For more information and show notes visit: https://bwmplanning.com/episode7Connect With Us:Facebook -

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29:02

Retiring Early from O&G

FPO&G: Financial Planning for Oil & Gas Professionals ·

2021/08/20

Inspired by our conversation last episode with Alan Killion, we have a freeform discussion for Retiring Early from the Oil and Gas Industry. How much earlier can you retire if you plan to consult or work part-time? When do you have the assets to retire? What planning considerations are there in your final years of employment and first years of retirement? Learn more about the various ways we are seeing people retire early and what what we are helping them think through.For more information and show

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36:30

Life after O&G (featuring Alan Killion)

FPO&G: Financial Planning for Oil & Gas Professionals ·

2021/08/06

In this episode of FPOG we visit with Alan Killion to discuss his career in oil and gas, as well as, what's next for his career as a consultant. This podcast is a must listen for anyone in O&G nearing retirement or contemplating an encore career in consulting. For more information and show notes visit: https://bwmplanning.com/episode5Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin -

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50:13

Our Investment Manifesto

FPO&G: Financial Planning for Oil & Gas Professionals ·

2021/07/23

While investment decisions are personal, there should be some core convictions that remain true regardless of how aggressive or conservative you are as an investor. In this episode, we talk about our investment manifesto, the guiding principles that inform how we invest.For more information and show notes visit: https://bwmplanning.com/episode4Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin -

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36:10

Investment Fees and Precautions

FPO&G: Financial Planning for Oil & Gas Professionals ·

2021/07/09

Many types of investment fees slowly eat away at your retirement accounts! Do you know what kinds of fees an advisor charges or how much you're paying? Today, we talk through the different advisor fee types, why it matters, and how to discern when the value provided outweighs the fee paid.For more information and show notes visit: https://bwmplanning.com/episode3Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin -

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30:17

Net Unrealized Appreciation (NUA)

FPO&G: Financial Planning for Oil & Gas Professionals ·

2021/07/09

NUA decisions sit at an intersection of a big opportunity, huge possible consequences, and conflicting information. When considering what to do with company stock in you 401K plan, make sure to contact a professional to weigh options. In this episode, we go over the when, what, and how of NUAs.For more information and show notes visit: https://bwmplanning.com/episode2Learn More & Subscribe: BrownleeWealthManagement.comConnect With Us:Facebook -

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26:07

Why O&G Financial Planning is Unique

FPO&G: Financial Planning for Oil & Gas Professionals ·

2021/06/25

Financial Planning for Oil and Gas Professionals is unique in several distinct ways. What opportunities, intricacies, and considerations make financial planning for Oil and Gas Professionals so unique? Between, concentrated stock positions, potential NUA opportunities, change of control packages, there's a lot to unpack. For more information and show notes visit: https://bwmplanning.com/episode1Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin -

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01:30

Welcome to Financial Planning for Oil & Gas...

FPO&G: Financial Planning for Oil & Gas Professionals ·

2021/06/14

Providing financial planning strategies for Oil & Gas professionals.Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth, if you work at or retire from a large oil or gas company.Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm that is dedicated to those in the Oil & Gas profession.Learn more and subscribe today at brownleewealthmanagement.com

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117 results

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