Brownlee Wealth Management
FPOG: Financial Planning for Oil & Gas ProfessionalsEpisodes
Episodes of FPOG
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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 oi
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 chal
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? Wh
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 foot
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,
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 deci
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: h
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
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 w
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
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 vi
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
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.
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 c
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.
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 plan
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 avo
In this episode, Justin breaks down the life of another sample client: Alvis and Alyssa Accumulator. They are in their early 40s and have three kids. Their income and expenses have never been higher. We discuss what considerations, opportunitie
In this episode, Justin breaks down the life of a sample client: Elvis & Imogen Exxon. They are in their late 50s and nearing retirement from a supermajor O&G company. They have accumulated $5.2M and are planning on relocating to Colorado. We d
In this episode, Justin and Nathan discuss passing financial wisdom down to the next generation. We discuss what kids need to learn and methods to help kids apply these concepts. We discuss how it changes as kids grow up and share examples of h
In this episode, Justin and Nathan discuss planning opportunities and challenges if you have more than $2M in brokerage assets. We'll talk through the biggest tax opportunities available to you, estate planning considerations over the next 10 y
In this episode, Justin and Jared discuss how the death of the beneficiary "stretch" RMD has created seismic changes for IRA tax planning. We discuss why the stakes are so high, review a case study to illustrate its impact, and outline strateg
In this episode, Justin and Jared discuss the issues with assets under management (AUM) fees. We review the conflicts of interest, the balance sheet issues it creates, and what alternatives are available. For more information and show notes vis
In this episode, Nathan and Jared discuss why they think it's so hard for Oil and Gas professionals to spend money in retirement. We often see retirees with more than they ever need, yet they have trouble enjoying and spending the nest egg they
To celebrate 50 podcast episodes, Justin and Jared provide an update on FPOG and Brownlee Wealth Management. They talk about what they've learned, the history of the firm, and what's on the horizon.For more information and show notes visit: htt
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