FPOG: Financial Planning for Oil & Gas Professionals Brownlee Wealth Management

For more information and show notes visit: https://bwmplanning.com/post/75
This 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 values
She 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 the exam.
Cari connected with Justin through their kids' school and found that her interests in financial planning aligned perfectly with our firm's approach. She has spent her career in various financial roles, starting in corporate banking and moving into financial counseling for military service members. Cari's analytical skills and ability to communicate complex financial concepts make her a valuable addition to our team.
Originally from Southern California, Cari has lived all over the United States due to her husband's career in the Navy. They eventually settled in Texas, where she has fully embraced the Fort Worth community, though she admits she's not looking to move anywhere else in Texas outside her beloved neighborhood.
We also discuss her educational journey, which includes not only the CFP but also two levels of the CFA exam. She's a lifelong learner who enjoys the challenge of mastering new areas of finance. Her decision to join Brownlee Wealth Management was driven by her desire to work with a small, independent, fee-only firm that focuses on providing high-quality service to a select number of clients.
For fun, Cari loves to travel and meticulously plan her trips, with a trip to Japan currently in the works. She also enjoys baking creative cakes for her children's birthdays, recently making a hit koala cake for her daughter's 8th birthday:
We're excited to have Cari on board and look forward to the expertise and passion she brings to our team. If you have any ideas for future episodes or want to give us feedback, reach out to us at podcast@brownleewealthmanagement.com.
Remember to subscribe to our podcast for more insights on optimizing investments, lowering future taxes, and growing your wealth, specifically tailored for those in the oil and gas profession.
Tune in to learn more about Cari and her role in optimizing investments and growing wealth for oil and gas professionals.
Connect With Us:
Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c
Linkedin - 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 investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.

For more information and show notes visit: https://bwmplanning.com/post/74
On 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 knowledge on optimizing investments, lowering taxes, and growing wealth in the oil and gas sector.
Connect With Us:
Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c
Linkedin - 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 investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.

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.
He highlighted the low points before and after his company's liquidation events, emphasizing that the lows experienced without money were far more challenging than those faced after achieving financial independence.

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/episode72
Connect With Us:
Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c
Linkedin - 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 investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.

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/episode71
Connect With Us:
Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c
Linkedin - 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 investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.

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/episode70
Connect With Us:
Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c
Linkedin - 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 investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.