9 episodes

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 retire 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 that is dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanagement.com

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

    • Business
    • 5.0 • 3 Ratings

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 retire 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 that is dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanagement.com

    Alternative Invesments

    Alternative Invesments

    Where do cryptocurrency, hedge funds, private equity, real estate, and other alternative investments fit into an investment portfolio? In this episode, we have a discussion on how alternative investments can be incorporated into an investment strategy.
    For more information and show notes visit: https://bwmplanning.com/episode8
    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.

    • 41 min
    College Funding & Planning

    College Funding & Planning

    In this episode, we have a discussion on planning for and funding college expenses. College is a disproportionally large expense and often a highly emotional decision. So, having firm convictions around paying for college is critical to financial success. Learn more about what we think about the value of college, the vehicles used to fund college (like 529's), and some planning strategies.
    For more information and show notes visit: https://bwmplanning.com/episode7
    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.

    • 29 min
    Retiring Early from O&G

    Retiring Early from O&G

    Inspired by our conversation last episode with Alan Killion, we have a freeform discussion for Retiring Early from the Oil and Gas Industry. How much earlier can you retire if you plan to consult or work part-time? When do you have the assets to retire? What planning considerations are there in your final years of employment and first years of retirement? Learn more about the various ways we are seeing people retire early and what what we are helping them think through.
    For more information and show notes visit: https://bwmplanning.com/episode6


    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.

    • 29 min
    Life after O&G (featuring Alan Killion)

    Life after O&G (featuring Alan Killion)

    In this episode of FPOG we visit with Alan Killion to discuss his career in oil and gas, as well as, what's next for his career as a consultant. This podcast is a must listen for anyone in OandG nearing retirement or contemplating an encore career in consulting.
    For more information and show notes visit: https://bwmplanning.com/episode5
    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.

    • 36 min
    Our Investment Manifesto

    Our Investment Manifesto

    While investment decisions are personal, there should be some core convictions that remain true regardless of how aggressive or conservative you are as an investor. In this episode, we talk about our investment manifesto, the guiding principles that inform how we invest.
    For more information and show notes visit: https://bwmplanning.com/episode4
    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.

    • 50 min
    Investment Fees and Precautions

    Investment Fees and Precautions

    Many types of investment fees slowly eat away at your retirement accounts! Do you know what kinds of fees an advisor charges or how much you're paying? Today, we talk through the different advisor fee types, why it matters, and how to discern when the value provided outweighs the fee paid.
    For more information and show notes visit: https://bwmplanning.com/episode3
    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.

    • 36 min

Customer Reviews

5.0 out of 5
3 Ratings

3 Ratings

RS1254 ,

Brilliant

Justin is a highly talented financial planner! His excitement for helping oil and gas professionals navigate their unique financials is priceless! This podcast is a must listen.

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