FPOG: Financial Planning for Oil & Gas Professionals Podcast Por Brownlee Wealth Management arte de portada

FPOG: Financial Planning for Oil & Gas Professionals

FPOG: Financial Planning for Oil & Gas Professionals

De: Brownlee Wealth Management
Escúchala gratis

Acerca de esta escucha

 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.comCopyright Brownlee Wealth Management Economía Exito Profesional Finanzas Personales
Episodios
  • Why 529 Plans Are Overrated - Ep 107

    Why 529 Plans Are Overrated - Ep 107
    Jul 11 2025

    In this episode, Justin and Jared discuss why they think 529 plans are overrated. We discuss the 529 to Roth rollover provision, the state income tax deduction, and the tradeoffs and benefits of locking funds into an account earmarked for education funding.

    For more information and show notes visit: https://www.bwmplanning.com/post/107

    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.
    Más Menos
    29 m
  • Should You Buy a Business? - Ep. 106

    Should You Buy a Business? - Ep. 106
    Jun 27 2025

    In this episode, Justin and Jared discuss what to think through if you want to buy a business. Should I buy a business in retirement? What type of business should I buy or start? When will the steady path of a W2 career result in more wealth?

    For more information and show notes visit: https://www.bwmplanning.com/post/106

    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.
    Más Menos
    39 m
  • The Deficit & Future Tax Policy - Ep. 105

    The Deficit & Future Tax Policy - Ep. 105
    Jun 13 2025

    In this episode, Justin and Jared discuss the federal deficit, the funding status of Social Security, and what that may mean for future tax policy and retirement planning for oil and gas professionals.

    For more information and show notes visit: https://www.bwmplanning.com/post/105

    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.
    Más Menos
    36 m
Todavía no hay opiniones