Advertise on podcast: FPO&G: Financial Planning for Oil & Gas Professionals

Justin and Jared break down portfolio rebalancing: why it matters, calendar vs. band-based approaches, tax implications, and how oil and gas professionals should think about concentrated equity exposure. For More Information Visit: bwmplanning.com/post/139 Connect With Us: Facebook | Linkedin 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.

Justin and Jared discuss why asset management may be underrated, what DIY investors can miss, and why “just buy index funds” still leaves dozens of portfolio decisions unanswered. For More Information Visit: bwmplanning.com/post/138 Connect With Us: Facebook | Linkedin 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.

Justin and Jared discuss why retiring at 55 is so different from retiring at 65, including health care, withdrawal rates, Social Security timing, taxable assets, part-time income, and the decade of compounding you may give up. For More Information Visit: bwmplanning.com/post/137 Connect With Us: Facebook | Linkedin 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 lightning pod, Justin Brownlee, CFP® and Jared Machen, CFP® talk through the silver tsunami, the great wealth transfer, San Francisco real estate, and Norway’s wealth tax. For More Information Visit: bwmplanning.com/post/136 Connect With Us: Facebook | Linkedin 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.

What happens if the market goes nowhere for 10 years? Justin and Jared discuss how retirees can prepare for a lost decade, why sequence of returns risk matters, and how diversification and spending flexibility can help protect a retirement plan. For More Information Visit: bwmplanning.com/post/135 Connect With Us: Facebook | Linkedin 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 lightning pod, Justin Brownlee, CFP® and Jared Machen, CFP® discuss three recent wealth stories: boomers and inheritance plans, a SpaceX welder who became a millionaire through company stock, and the rise of $100M CEO pay packages. For More Information Visit: bwmplanning.com/post/134 Connect With Us: Facebook | Linkedin 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.

An eight-figure oil and gas exit creates more than a retirement question. It creates decisions around estate planning, insurance, taxes, lifestyle, investing, and how much complexity you actually want in your financial life. Justin Brownlee, CFP® and Jared Machen, CFP® close their oil and gas entrepreneurship case-study series with a 55-year-old receiving a major payout. They discuss what should happen before and after the transaction, why estate planning matters, how to think about insurance and liquidity, and why many wealthy families eventually return to simplicity. For More Information Visit: bwmplanning.com/post/133 Connect With Us: Facebook | Linkedin 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.

A $6 million liquidity event can create real freedom. But for an oil and gas entrepreneur in their 40s, it does not automatically mean retirement. Justin Brownlee, CFP® and Jared Machen, CFP® walk through the planning decisions that matter after a major exit: estate planning, insurance, housing, investment allocation, future work, and how much you can reasonably spend while keeping the plan sustainable. For More Information Visit: bwmplanning.com/post/132 Connect With Us: Facebook | Linkedin 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.

A liquidity event can create a lot of opportunity, especially for oil and gas professionals with equity in a privately held company. But a major payout also raises new questions. Can you retire? Should you buy the bigger house? How much should you keep invested? Do you still need life and disability insurance? What should your portfolio look like if your career already involves taking big swings? In this episode, Justin and Jared walk through a case study of a young family in their 30s receiving a $2 million to $4 million after-tax payout. For More Information Visit: bwmplanning.com/post/131 Connect With Us: Facebook | Linkedin 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 and Jared walk through a year-in-review of the markets, breaking down what the last 15 months can teach investors about uncertainty, volatility, and long-term strategy. They explore why having conviction in your investment approach matters—especially during periods of underperformance and market fear. Using real market data, they highlight how different asset classes performed and why diversification remains critical. Ultimately, the discussion reinforces that while markets are unpredictable, a disciplined, evidence-based approach is the most reliable path forward. For more information and show notes visit: https://bwmplanning.com/post/130 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 and Jared discuss key investing themes through the lens of Berkshire Hathaway, SpaceX, and consumer behavior. They unpack what drives long-term success in investing and why even great strategies can underperform at times. They also examine the ripple effects of major wealth events like SpaceX and what they signal for the future. Finally, they analyze why many high-income earners still live paycheck to paycheck and what it reveals about financial habits. For more information and show notes visit: https://bwmplanning.com/post/129 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, Jared visits with Phil McInnis, the chief investment strategist at the $100B+ asset manager Avantis Investors, to break down the science and art of building better investment portfolios. They explore the realities of passive vs. active investing, why fees and structure matter, and how to think about risk and uncertainty in today’s markets. Jared and Phil unpack what it even means to be an "evidence-based investor", exploring the key levers that matter most when constructing portfolios designed to optimize long-term returns. For more information and show notes visit: https://bwmplanning.com/post/128 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 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,” and the growing influence of technology and energy in the state’s economy. Finally, they discuss potential risks to Texas’s momentum and what the future may hold if the state maintains its current trajectory. For more information and show notes visit: https://bwmplanning.com/post/127 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 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 to approach gold and commodities within a portfolio, emphasizing the importance of having a clear investment framework and balanced strategy. For more information and show notes visit: https://bwmplanning.com/post/126 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 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 more information and show notes visit: https://bwmplanning.com/post/125 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.