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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

38:42

The Texas Economic Boom: What’s Driving Growth and...

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

2026/04/17

In this episode, Justin Brownlee and guest J.B. Horton, Executive Vice President at the Texas Public Policy Foundation, explore the key drivers behind Texas’s remarkable economic growth and why the state continues to attract businesses, capital, and talent. They break down the policy framework that has fueled this expansion, including low taxes, limited regulation, and a pro-business environment. The conversation also highlights emerging trends such as migration patterns, the rise of “Y’all Street,”

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30:51

Lightning Round: AI in Wealth Management, Anti-Tech...

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

2026/04/03

In this episode Justin and Jared dive into a lightning round covering AI in wealth management, the growing appeal of “anti-tech” living, and how to think about gold in today’s market. They explore how AI is transforming the financial planning profession—enhancing efficiency while still requiring human judgment for deeper, more personalized decision-making. The conversation also highlights a cultural shift toward choosing simplicity and “friction” in a hyper-optimized world. Finally, they discuss how

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37:01

Why Bonds Are Interesting Again – Ep. 125

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

2026/03/20

In this episode, Justin and Jared explore the renewed relevance of bonds following the historic challenges of 2022. They explain how rising interest rates reshaped the fixed income landscape and why bonds are now offering more compelling opportunities. The discussion also highlights key differences across bond types and common misconceptions investors have when evaluating them. Ultimately, they outline how bonds can provide stability, liquidity, and risk management within a diversified portfolio.For

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43:21

Shell Benefits Review - Ep. 124

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

2026/03/06

In this episode Justin and Nathan discuss the key benefits available to Shell employees and how they fit into a long-term financial strategy. They break down how the Shell Provident Fund works, explain the 80-Point Pension Plan, and highlight the unique features of Shell’s non-elective contributions. The conversation also explores what these benefits mean for oil and gas professionals considering a move away from a super major into a more entrepreneurial path, and the financial factors that should

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38:48

Understanding Cost vs. Value with Investment Fees -...

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

2026/02/20

In this episode, Justin and Jared discuss how to evaluate investment advisory fees by focusing on the value received rather than just the cost paid. They explain common misconceptions around investment expenses and why higher fees don’t always translate to better outcomes. The conversation provides practical tools to help oil and gas professionals assess whether their financial advice is truly serving their long-term goals. Throughout the episode, they share actionable insights for optimizing wealth

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37:58

Executive Leadership in O&G with Les Csorba - Ep. 122

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

2026/02/06

In this episode Jared and Les Csorba discuss executive leadership and talent trends in the oil and gas industry, drawing on Les’s experience at Heidrick & Struggles. They examine current hiring challenges, shifts in executive management, and the skills leaders need to navigate ongoing industry change. The conversation also addresses the role of self-awareness in effective leadership and its impact on organizational performance. Together, they outline key considerations for developing and

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31:11

Lightning Pod: Housing Happiness, CA Wealth Tax, and...

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

2026/01/23

In this episode, Justin and Jared discuss the connection between home size and happiness, including why bigger homes don’t always lead to better life satisfaction. They also break down California’s proposed billionaire wealth tax and the potential ripple effects it could have on residents, businesses, and long-term state revenue. Plus, they review energy company performance in 2025 and highlight why results can vary widely within the same sector. Throughout the conversation, they share practical

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26:11

Navigating Elder Care Options with Brian Levy - Ep 120

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

2026/01/09

In this episode Jared discusses elder care planning with Brian Levy, Chief Relationship Officer at Manchester Care Homes and Cambridge Caregivers. They break down the elder care continuum, from in-home private caregiving to assisted living and care homes, and explain how families should think about these decisions before a crisis occurs. Brian shares insights on the true cost of care, what long-term care insurance does and doesn’t cover, and why understanding current care needs is critical. This

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40:02

Listener Question: "...IRAs that currently exceed $5M?"

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

2025/12/26

In this episode, Justin and Jared answer a listener's question from a 70½-year-old with over $5 million in IRAs who wants to manage their lifetime tax liability. They walk through the math of Required Minimum Distributions (RMDs) and compare and contrast using Roth conversions, qualified charitable distributions (QCDs), and donating appreciated stock.For more information and show notes visit:https://www.bwmplanning.com/post/119Connect With Us:Facebook -

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45:07

Estate Planning: The Inheritor’s POV with Sean Dugan...

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

2025/12/12

In this episode, Jared and Justin sit down with Sean T. Dugan of Dugan Production Corporation to unpack the often messy world of estate planning. Sean shares what it’s been like stepping in as the third generation of a six decade family oil and gas business and the challenges that come with unclear communication and disorganized inherited assets. Together, we talk about how family dynamics, business responsibilities, and legacy planning can collide and why proactive conversations matter. It’s an

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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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127 results

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