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

In this episode, we talk about the collapse of one of the 20 largest banks in America, Silicon Valley Bank. What can Oil and Gas professionals learn from this? What does this teach us about cash management, risk management, and duration matching?
For more information and show notes visit: https://bwmplanning.com/episode47
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 talk about how to be an above-average investor. What does the data tell us? How good are professional investors? Can advisors help you be a better investor?
For more information and show notes visit: https://bwmplanning.com/episode46
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 talk about how to plan for your annual bonus. We build a framework for understanding how to balance spending, investing, paying taxes, and saving those funds. We also talk about how it touches other parts of your financial plan.
For more information and show notes visit: https://bwmplanning.com/episode45
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.

Financial planning is an industry buzzword, but what does it actually mean? Is it a 40-page plan? Is it only retirement planning? Does every advisor do financial planning? Can a hybrid broker be a financial planner?
For more information and show notes visit: https://bwmplanning.com/episode44
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 talks through the recent pieces of tax legislation and what it might mean for the future of taxes. We discuss how indirect taxation, the wealth tax, high-income brackets, and the growing army of IRS agents impact retirement planning for oil and gas professionals.
For more information and show notes visit: https://bwmplanning.com/episode43
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 talk about Secure Act 2.0, the newest piece of tax legislation passed into law. We discuss the major changes, how it impacts O&G professionals, and who are the winners/losers as a result of the new rules.
For more information and show notes visit: https://bwmplanning.com/episode42
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.