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
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 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
  • 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.
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    36 m
  • Meet The Team: Josh Matthews - Ep. 104

    Meet The Team: Josh Matthews - Ep. 104
    May 30 2025

    In this episode, Justin sits down with our newest team member, Josh Matthews, to discuss his first money memory, his career in commercial real estate, and what led him to change careers.

    For more information and show notes visit: https://www.bwmplanning.com/post/104

    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.
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    29 m
  • Public vs. Private School - Ep. 103

    Public vs. Private School - Ep. 103
    May 16 2025

    In this episode, Justin and Nathan discuss the trade-offs between public and private schools. Through the lens of Houston and Dallas specifically, they compare living in the city core and sending kids to private schools, moving to the suburbs for public schools, or buying an expensive home with great public schools that's centrally located.

    For more information and show notes visit: https://www.bwmplanning.com/post/103

    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.
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    44 m
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