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FPO&G: Financial Planning for Oil & Gas Professionals
Brownlee Wealth Management
119 episodes
1 week ago
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
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All content for FPO&G: Financial Planning for Oil & Gas Professionals is the property of Brownlee Wealth Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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
Show more...
Investing
Education,
Business,
Careers,
How To
Episodes (20/119)
FPO&G: Financial Planning for Oil & Gas Professionals
Listener Question: "...IRAs that currently exceed $5M?"
1 week ago
40 minutes 2 seconds

FPO&G: Financial Planning for Oil & Gas Professionals
Estate Planning: The Inheritor’s POV with Sean Dugan - Ep 118
3 weeks ago
45 minutes 7 seconds

FPO&G: Financial Planning for Oil & Gas Professionals
Research on Retirement Spending
1 month ago
44 minutes 51 seconds

FPO&G: Financial Planning for Oil & Gas Professionals
Lightning Pod: IUL Lawsuits, BD Exodus, and Today’s Economy - Ep 116
1 month ago
32 minutes 49 seconds

FPO&G: Financial Planning for Oil & Gas Professionals
HNW Property Insurance with Landon Davis Ep 115
2 months ago
29 minutes 2 seconds

FPO&G: Financial Planning for Oil & Gas Professionals
Investing Lessons for Ivy League Endowments - Ep 114
2 months ago
30 minutes 6 seconds

FPO&G: Financial Planning for Oil & Gas Professionals
Meet the Team: Reagan Miller - Ep. 113
3 months ago
15 minutes 23 seconds

FPO&G: Financial Planning for Oil & Gas Professionals
Lightning Pod: Future of Work, Real Estate Trends & Investing - Ep 112
3 months ago
28 minutes 29 seconds

FPO&G: Financial Planning for Oil & Gas Professionals
UBS Wealth Report 2025: Key Insights on the Future of Wealth - Ep 111
4 months ago
31 minutes 3 seconds

FPO&G: Financial Planning for Oil & Gas Professionals
The Truth About Wills and Trusts - Ep. 110
4 months ago
33 minutes 34 seconds

FPO&G: Financial Planning for Oil & Gas Professionals
One Big Beautiful Bill Act (OBBBA) - Ep.109
5 months ago
35 minutes 8 seconds

FPO&G: Financial Planning for Oil & Gas Professionals
Lightning Pod: Lump Sum vs. Dollar Cost Average, Credit Card Points, The Most Interesting Public Market
5 months ago
31 minutes 57 seconds

FPO&G: Financial Planning for Oil & Gas Professionals
Why 529 Plans Are Overrated - Ep. 107
6 months ago
28 minutes 56 seconds

FPO&G: Financial Planning for Oil & Gas Professionals
Should You Buy a Business? - Ep. 106
6 months ago
38 minutes 59 seconds

FPO&G: Financial Planning for Oil & Gas Professionals
The Deficit & Future Tax Policy - Ep. 105
6 months ago
36 minutes 18 seconds

FPO&G: Financial Planning for Oil & Gas Professionals
Meet The Team: Josh Matthews - Ep. 104
7 months ago
28 minutes 55 seconds

FPO&G: Financial Planning for Oil & Gas Professionals
Public vs. Private School - Ep. 103
7 months ago
43 minutes 40 seconds

FPO&G: Financial Planning for Oil & Gas Professionals
Lightning Pod: Youth Sports, Property Taxes, Rolls Royce - Ep. 102
8 months ago
29 minutes 20 seconds

FPO&G: Financial Planning for Oil & Gas Professionals
Money & Marketing with Massiel Diez - Ep. 101
8 months ago
41 minutes 17 seconds

FPO&G: Financial Planning for Oil & Gas Professionals
Celebrating 100 Episodes! - Ep. 100
9 months ago
30 minutes 49 seconds

FPO&G: 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