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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

33:26

Lightning Pod: Roth IRAs, Chipotle Stock, Financial...

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

2024/05/10

For more information and show notes visit: https://bwmplanning.com/post/77In this episode of FPOG, we're excited to bring back our lightning round format and it's been a while since it's just been the two of us—Justin and Jared—diving into your questions and our thoughts on various financial planning strategies and investment insights.Key Topics Discussed:Roth IRA Utilization: We kicked off the episode with a deep dive into when to use a Roth IRA. Despite our strong advocacy for Roth IRAs due to

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19:53

[Bonus] Paths to Wealth in Oil & Gas: From Corporate...

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

2024/05/03

For more information and show notes visit: https://bwmplanning.com/post/76Today, Justin dives deeper into a topic we touched on a few weeks ago with Nathan—career paths within the oil and gas industry.Recap of the Three Career Paths:Working at a Major or Supermajor: This path offers a stable and potentially lucrative career, with salaries ranging from $200,000 to $400,000 annually. It's arguably the easiest path to accumulate around $5 million in investable assets by retirement.Climbing the

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32:22

Meet Cari Lingle: The Newest BWM Team Member - Ep. 75

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

2024/04/26

For more information and show notes visit: https://bwmplanning.com/post/75This episode of FPOG features a Meet the Team segment with Cari Lingle, the newest member of Brownlee Wealth Management. Cari shares:Her background in financial analysis and educationHer transition to financial planningAnd her alignment with the firm's valuesShe brings a wealth of experience in financial analysis and education, and she's now transitioning into financial planning after completing her CFP education and passing

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42:20

Building Wealth in Oil & Gas: Exploring Different...

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

2024/04/12

For more information and show notes visit: https://bwmplanning.com/post/74On 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

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38:39

Finding Fulfillment After Financial Freedom: Retired...

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

2024/03/29

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

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42:08

Private Aviaton with Preston Holland

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

2024/03/15

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/episode72Connect With Us:Facebook -

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33:00

Lightning Pod: Investing Holy Grail, ESPPs, College...

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

2024/03/01

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/episode71Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure:

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35:32

Required Minimum Distributions

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

2024/02/16

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/episode70Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin -

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30:40

Investing in All-Time Highs

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

2024/02/02

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/episode69Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin -

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55:59

Petroleum Engineering with Nathan Meehan

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

2024/01/19

In this episode, we visit with Nathan Meehan to discuss all things petroleum engineering. We discuss his career, his transition from the private sector to academia, and the future of energy education.For more information and show notes visit: https://bwmplanning.com/episode68Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only

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27:42

Top Tax Prep Mistakes

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

2024/01/05

In this episode, we discuss the most common tax mistakes we see. We also share horror stories of six-figure tax mistakes we've identified for clients. Lastly, we provide ideas to ensure you avoid these costly mistakes. For more information and show notes visit: https://bwmplanning.com/episode67Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational

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34:04

2023 Year-End Review

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

2023/12/22

In this year-end review, we discuss investment returns, the biggest storylines, our biggest surprises, and why we're bullish going into 2024. We also review some of the expert "consensus" forecasts that aged poorly because they were so wildly wrong.For more information and show notes visit: https://bwmplanning.com/episode66Connect 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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34:08

Chevron Benefits Review

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

2023/12/08

In this episode, we do a deep dive into Chevron's benefits. We provide an overview of the key employee benefits and strategies to optimize these benefits. We also compare the benefits to other supermajors and provide our overall rating on their benefits package.For more information and show notes visit: https://bwmplanning.com/episode65Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin -

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30:41

Lightning Pod: Budgeting, College Football, CPA Shortage

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

2023/11/24

This lightning pod episode covers several topics in 10 minutes or less. We discuss the case against budgeting, the insanity that is college football coaching buyouts, and why there's a looming CPA shortage.For more information and show notes visit: https://bwmplanning.com/episode64Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only

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27:16

Supermajors doing massive M&A deals

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

2023/11/10

When does a supermajor become a Super-Duper major? In the episode, we discuss Chevron acquiring Hess and ExxonMobil acquiring Pioneer Natural Resources. We talk about the deals, what they say about the state of the industry, and what financial planning considerations are there for employees of the firm being acquired. For more information and show notes, visit: https://bwmplanning.com/episode63Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin -

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28:42

Optimizing Your Charitable Giving with Brandon O'Neill

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

2023/10/27

In this episode, we visit with Brandon O'Neill, Vice President at Fidelity Charitable. We discuss the mechanics of donor-advised funds, what assets are optimal for gifting, and various giving strategies that optimize your tax and estate plan. For more information and show notes, visit: https://bwmplanning.com/episode62Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/

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32:40

Fad or Future: Investing in Innovation

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

2023/10/13

In this episode, we discuss the paradox of investing in innovation. How do you invest in the future while trying to avoid bubbles? Innovation creates excitement, which often creates high valuations. Is investing in high valuation companies or companies without earnings a bad investment strategy? For more information and show notes, visit: https://bwmplanning.com/episode61Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin -

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39:41

Managing Risk

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

2023/09/29

In this episode, we discuss: what risk is, how it changes over time, common risks we see for Oil & Gas professionals, and how to manage them. We also question the merits of a risk tolerance questionnaire as a comprehensive risk management tool.For more information and show notes, visit: https://bwmplanning.com/episode60Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/

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50:19

Mineral Rights with Matt Sands

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

2023/09/15

In this episode, we visit with Matt Sands of Silverheels Investments to talk about all things Mineral Rights. In this episode, we discuss valuing your minerals, financial planning considerations with minerals, how to construct your mineral planning team, and investing in the asset class.For more information and show notes, visit: https://bwmplanning.com/episode59Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin -

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01:00:19

Case Study: Teddy & Theresa Taxable

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

2023/09/01

In this episode, Justin and Jared break down the life of another sample client: Teddy & Theresa Taxable. They are retired in their 60s and have a $25 million net worth. They are not worried about running out of money but want to ensure they avoid estate taxes. We discuss what considerations, opportunities, and mistakes they must be aware of to optimize their financial plan (tax, investment, estate planning, income planning, and risk management).For more information and show notes, visit:

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117 results

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