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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

31:11

Why Do Most Wealth Management Clients Overpay?

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

2022/11/04

In this episode, we talk about wealth management fees. Why is the average person overpaying? Why does the average person not even know what they're paying? (hint: Wall Street made it this way) We end the episode outlining the various options and costs available to investors.For more information and show notes visit: https://bwmplanning.com/episode37Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin -

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37:31

ESG Investing with Rusty Gilbert

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

2022/10/21

In this episode, we talk to Rusty Gilbert about everything ESG investing. How much of a difference is it making vs. just being a new industry buzzword? How do you account for the variety of definitions domestically and internationally? Has ESG contributed to the energy instability we're seeing globally? How could it be improved?For more information and show notes visit: https://bwmplanning.com/episode36Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin -

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23:53

Meet the Team: Nathan Steele

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

2022/10/07

Meet our new associate financial planner, Nathan Steele. In this episode, we talk to Nathan to learn more about his background and career transition from natural gas scheduling to wealth management. For more information and show notes visit: https://bwmplanning.com/episode35Connect 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. Nothing

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32:06

The Case For/Against Dave Ramsey with Blaine Killion

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

2022/09/23

In the episode, we sit down with Blaine Killion to talk about all things Dave Ramsey. What do we think of his advice? Do we agree or disagree with his biggest ideas? Is it still applicable today? For more information and show notes visit: https://bwmplanning.com/episode34Connect 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. Nothing

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23:07

DIY Investing

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

2022/09/09

What do we think about Do-It-Yourself Investing? In this episode, we discuss when DIY investing could make sense and the key ingredients to doing it successfully.For more information and show notes visit: https://bwmplanning.com/episode33Connect 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. Nothing discussed during this video should

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24:24

Investing and Politics

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

2022/08/26

Are investment returns impacted by who is in control in Washington? This podcast looks at the historical data on how presidents, congress, and election years affect the stock market.For more information and show notes visit: https://bwmplanning.com/episode32Connect 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. Nothing discussed during

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51:04

Why Are High Income Millennials Broke?

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

2022/08/12

In this episode, we break down a Bloomberg article talking about people making at least $250K/yr. and living paycheck to paycheck. We also talk about when living paycheck to paycheck is a good thing, the inflation of lifestyle, and the private equitization of everything. For more information and show notes visit: https://bwmplanning.com/episode31Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin -

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16:57

Short Term Rentals as an Investment

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

2022/07/29

In this episode, Justin talks about short-term rentals as an investment opportunity. Real estate has made lots of millionaires, but how do short-term rentals compare to other types of real estate? What risks should you be aware of? Is real estate really a passive investment?For more information and show notes visit: https://bwmplanning.com/episode30Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin -

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27:52

Why Oil & Gas Makes Better Investors

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

2022/07/15

In this episode, we unpack our theory on why we think that Oil and Gas professionals are above-average investors. The cyclicality of the profession and an understanding of a business's value and risks contextualize market volatility and confirm the importance of a long-term approach.For more information and show notes visit: https://bwmplanning.com/episode29Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin -

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21:51

The Benefits of a Bear Market

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

2022/07/01

In this episode, we talk about bear markets. How often do they happen? Should you change your portfolio? Are there financial planning strategies that make MORE sense to execute during a bear market?For more information and show notes visit: https://bwmplanning.com/episode28Connect 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. Nothing

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33:59

Generational Financial Planning Part 2

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

2022/06/17

In this episode, we talk about how to make financial planning multi-generational. Is legacy planning more than an estate plan? What are things I can do in my life today to incorporate legacy planning into my plan? For more information and show notes visit: https://bwmplanning.com/episode27Connect 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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28:42

The Case Against Dividend Investing

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

2022/05/20

In this episode, we talk about the case against dividend-focused investing. Why is it focusing on the wrong thing? Why dividends don't protect you in the long term? Why are dividends suboptimal from a tax perspective? For more information and show notes visit: https://bwmplanning.com/episode25Connect 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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28:26

Recreating a Paycheck in Retirement

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

2022/05/06

In this episode, we talk about how to recreate a paycheck in retirement. How do you build a thoughtful strategy for decumulating an investment portfolio? Which account should I take assets from? What about estimated taxes?For more information and show notes visit: https://bwmplanning.com/episode24Connect 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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33:52

Generational Financial Planning

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

2022/04/22

In this episode, we talk about how to make financial planning multi-generational. Is legacy planning for everyone? What is wealth? Why is "spending your last dollar on your last day" a terrible idea? How does generational financial planning change how you think about your time horizon?For more information and show notes visit: https://bwmplanning.com/episode23Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin -

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37:08

Deferred Compensation

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

2022/04/08

In this episode we talk all about deferred compensation. How does deferred comp work and how does it fit into my financial plan? What planning opportunities are available? What common mistakes do people make with these plans?For more information and show notes visit: https://bwmplanning.com/episode22Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for

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27:15

Charitable Giving

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

2022/03/25

In this episode, we talk about the charitable giving and how it fits into a financial plan and a rich life. How does it impact taxes? How can you optimize charitable giving? When and what should you be giving?For more information and show notes visit: https://bwmplanning.com/episode21Connect 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

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27:50

Financial Planning Trends for Oil & Gas

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

2022/03/11

In this episode we talk about oil & gas compensation, the great migration of oil & gas talent to tech, and what it means for oil & gas going forward.For more information and show notes visit: https://bwmplanning.com/episode20Connect 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. Nothing discussed during this video should be

en

35:59

Meet the Team: Jared Machen

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

2022/02/25

What do Elon Musk, USC football, and Honduras have in common? They’re all part of Jared’s unique story that eventually lead him to join Brownlee Wealth Management. For more information and show notes visit: https://bwmplanning.com/episode19Connect 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. Nothing discussed during this video should

en

32:07

ETFs vs Mutual Funds

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

2022/02/11

In this episode we compare and contrast ETFs and Mutual Funds. Is one better than the other? Is the ETF hype warranted? Which what are the benefits and tax consequences of each?For more information and show notes visit: https://bwmplanning.com/episode18Connect 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. Nothing discussed during this

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44:48

Meet the Team: Justin Brownlee

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

2022/01/28

What do Kansas, cancer, and campus ministry have in common? They’re all part of Justin’s unique story that eventually lead him to found Brownlee Wealth Management. In this episode, we learn more about him and how our firm came to beFor more information and show notes visit: https://bwmplanning.com/episode17Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for

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117 results

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