FPOG: Financial Planning for Oil & Gas Professionals

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 recently retired 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 dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanagement.com
FPOG: Financial Planning for Oil & Gas Professionals

🎧 Podcast episodes

Listen to 68 episodes
Chevron Benefits Review
34 minutes ·

Chevron Benefits Review

FPOG 64
31 minutes ·

FPOG 64

Managing Risk
40 minutes ·

Managing Risk

Mineral Rights with Matt Sands
50 minutes ·

Mineral Rights with Matt Sands

Case Study: Elvis & Imogen Exxon
49 minutes ·

Case Study: Elvis & Imogen Exxon

When IRAs Become Tax Time Bombs
35 minutes ·

When IRAs Become Tax Time Bombs

The Problem with AUM fees
31 minutes ·

The Problem with AUM fees

Planning for Your Bonus
29 minutes ·

Planning for Your Bonus

What is Financial Planning?
29 minutes ·

What is Financial Planning?

The Future of Taxes
34 minutes ·

The Future of Taxes

New Tax Law! Secure Act 2.0
31 minutes ·

New Tax Law! Secure Act 2.0

2022 Year End Review
45 minutes ·

2022 Year End Review

Meet the Team: Nathan Steele
24 minutes ·

Meet the Team: Nathan Steele

DIY Investing
23 minutes ·

DIY Investing

Investing and Politics
24 minutes ·

Investing and Politics

The Benefits of a Bear Market
22 minutes ·

The Benefits of a Bear Market

Deferred Compensation
37 minutes ·

Deferred Compensation

Charitable Giving
27 minutes ·

Charitable Giving

Meet the Team: Jared Machen
36 minutes ·

Meet the Team: Jared Machen

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