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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

44:51

Research on Retirement Spending

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

2025/11/28

In this episode, Justin and Jared break down the latest JPMorgan Guide to Retirement, exploring what real spending looks like for retirees today. They highlight the study’s most surprising findings and compare them with spending patterns they see among Oil & Gas professionals. Drawing from their own client data, they share practical insights into how retirement spending actually evolves—and what that means for planning a sustainable, confident retirement. For more information and show notes

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32:49

Lightning Pod: IUL Lawsuits, BD Exodus, and Today’s...

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

2025/11/14

In this episode, Justin and Jared dive into several key topics shaping today’s financial landscape. They discuss Kyle Busch’s lawsuit against Pacific Life and what it says about life insurance, the growing trend of advisors moving away from broker-dealers, and the latest shifts in used car prices, housing, and interest rates. They conclude with a look at AI’s influence on the economy and what these changes mean for investors.For more information and show notes visit:

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29:02

HNW Property Insurance with Landon Davis Ep 115

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

2025/10/31

In this episode, we dive into the world of property and casualty insurance for high-net-worth families with Landon Davis from NFP. We examine the evolving risks and market shifts that make insuring valuable property particularly challenging. We also talk about Landon’s journey into the insurance field and how great brokers do more than manage policies—they become trusted advocates when challenges arise. For more information and show notes visit: https://bwmplanning.com/post/115Connect With

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30:06

Investing Lessons for Ivy League Endowments - Ep 114

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

2025/10/17

In this episode, we explore how the Ivy League endowment model can inform smarter investing for oil and gas professionals. We discuss how these massive funds balance long-term growth with liquidity and why even “permanent capital” requires flexibility. Listeners will see the blind spots of the largest pools of institutional capital and learn why no one invests to optimize for total return. For more information and show notes visit: https://bwmplanning.com/114Connect With Us:Facebook -

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15:23

Meet the Team: Reagan Miller - Ep. 113

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

2025/10/03

In this episode, we’re excited to welcome Reagan Miller, the newest member of our Fort Worth team. She shares her journey into wealth management, how her background in admin and marketing supports her role, and her passion for organization, bookkeeping, and learning new skills. Reagan also talks about her excitement for being part of the Fort Worth community and contributing to our team’s mission of providing trusted financial planning in the oil and gas industry.For more information and show notes

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28:29

Lightning Pod: Future of Work, Real Estate Trends &...

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

2025/09/19

In this episode, Justin and Jared explore real estate investing, the future of work trends, and how both are reshaping today’s markets. We dive into Galveston’s oversaturated Airbnb market, the return-to-office push, and what these shifts mean for hybrid work models and investors. Plus, we break down dividend strategies and the economic impact of ultra-luxury real estate projects like Ken Griffin’s billion-dollar Palm Beach estate. For more information and show notes visit:

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31:03

UBS Wealth Report 2025: Key Insights on the Future of...

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

2025/09/05

Justin and Jared break down the key insights from UBS’s Global Wealth Report. We look at how wealth is growing across different demographics, why median wealth in the U.S. is outpacing other countries, and what the rise in everyday millionaires really means. We also dig into unique factors driving this trend, including equity ownership and mineral rights, and what they mean for oil and gas professionals. Finally, we connect the dots between wealth distribution, consumer behavior, and economic

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33:34

The Truth About Wills and Trusts - Ep. 110

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

2025/08/22

In this episode, Justin and Jared break down the truths and myths about trusts. We discuss how trusts can help with estate planning by avoiding probate, protecting assets, and managing distributions if you become incapacitated. You’ll also hear how trusts compare to wills and where people often misunderstand their role in a financial plan. For more information and show notes visit:https://www.bwmplanning.com/post/110Connect With Us:Facebook

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35:08

One Big Beautiful Bill Act (OBBBA)

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

2025/08/08

In this podcast, Jared and Nathan discuss the newest piece of tax legislation that was passed into law earlier this year - One Big Beautiful Bill Act. They highlight the pieces of the bill that are most pertinent to oil and gas professionals, they also discuss which pieces of the bill are the most overrated.For more information and show notes visit:https://www.bwmplanning.com/post/109Connect With Us:Facebook -https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin

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31:57

Lightning Pod: Lump Sum vs. Dollar Cost Average,...

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

2025/07/25

In this lightning pod, we discuss: dollar cost averaging vs. lump sum investing, credit card points, and which market segment we'd only own if we could only own one. Be sure to listen to the end, where we discuss our thoughts on the most overrated and underrated cities. For more information and show notes visit: https://www.bwmplanning.com/post/108Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin -

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28:56

Why 529 Plans Are Overrated - Ep 107

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

2025/07/11

In this episode, Justin and Jared discuss why they think 529 plans are overrated. We discuss the 529 to Roth rollover provision, the state income tax deduction, and the tradeoffs and benefits of locking funds into an account earmarked for education funding. For more information and show notes visit: https://www.bwmplanning.com/post/107Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_cLinkedin -

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38:59

Should You Buy a Business? - Ep. 106

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

2025/06/27

In this episode, Justin and Jared discuss what to think through if you want to buy a business. Should I buy a business in retirement? What type of business should I buy or start? When will the steady path of a W2 career result in more wealth?For more information and show notes visit: https://www.bwmplanning.com/post/106Connect 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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36:18

The Deficit & Future Tax Policy - Ep. 105

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

2025/06/13

In this episode, Justin and Jared discuss the federal deficit, the funding status of Social Security, and what that may mean for future tax policy and retirement planning for oil and gas professionals. For more information and show notes visit: https://www.bwmplanning.com/post/105Connect 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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28:55

Meet The Team: Josh Matthews - Ep. 104

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

2025/05/30

In this episode, Justin sits down with our newest team member, Josh Matthews, to discuss his first money memory, his career in commercial real estate, and what led him to change careers.For more information and show notes visit: https://www.bwmplanning.com/post/104Connect 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

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43:40

Public vs. Private School - Ep. 103

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

2025/05/16

In this episode, Justin and Nathan discuss the trade-offs between public and private schools. Through the lens of Houston and Dallas specifically, they compare living in the city core and sending kids to private schools, moving to the suburbs for public schools, or buying an expensive home with great public schools that's centrally located.For more information and show notes visit: https://www.bwmplanning.com/post/103Connect With Us:Facebook -

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29:20

Lightning Pod: Youth Sports, Property Taxes, Rolls...

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

2025/05/02

In this lightning pod, we discuss: the outrageous and ever-rising costs of youth sports, the pros and cons of property taxation, and the brilliance of Rolls-Royce.For more information and show notes visit: https://www.bwmplanning.com/post/102Connect 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

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41:17

Money & Marketing with Massiel Diez - Ep. 101

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

2025/04/18

In this episode, we sit down with Massiel Diez to discuss how her relationship with money has shaped her life and career in Oil and Gas. And how she's found success in her career in entrepreneurial marketing and content creation within the industry.For more information and show notes visit: https://www.bwmplanning.com/post/101Connect 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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30:49

Celebrating 100 Episodes! - Ep. 100

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

2025/04/04

In this episode, we celebrate 100 episodes by telling Brownlee Wealth Management's origin story, reflecting on our progress, and mapping out our plans for the future. For more information and show notes visit: https://www.bwmplanning.com/post/100Connect 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

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20:59

The Case for International Investing - Ep. 99

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

2025/03/21

In this episode, we discuss the most common question we get on investment portfolios: "Why should I own international stocks?"For more information and show notes visit: https://www.bwmplanning.com/post/99Connect 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 interpreted as tax, legal, or

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56:34

Retire in Five with Scott Darling - Ep. 98

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

2025/03/07

In this episode, we sit down with Scott Darling to discuss his 35-year career at ExxonMobil, the Retire in 5 Yammer group for ExxonMobil employees approaching retirement, and how Scott worked through his retirement readiness.For more information and show notes visit: https://www.bwmplanning.com/post/98Connect 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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