In this episode Jared and Les Csorba discuss executive leadership and talent trends in the oil and gas industry, drawing on Les’s experience at Heidrick & Struggles. They examine current hiring challenges, shifts in executive management, and the skills leaders need to navigate ongoing industry change. The conversation also addresses the role of self-awareness in effective leadership and its impact on organizational performance. Together, they outline key considerations for developing and retaining strong leadership in a changing energy landscape.

For more information and show notes visit: https://bwmplanning.com/post/122

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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 the connection between home size and happiness, including why bigger homes don’t always lead to better life satisfaction. They also break down California’s proposed billionaire wealth tax and the potential ripple effects it could have on residents, businesses, and long-term state revenue. Plus, they review energy company performance in 2025 and highlight why results can vary widely within the same sector. Throughout the conversation, they share practical takeaways for smarter financial planning and diversification for oil and gas professionals.

For more information and show notes visit: https://bwmplanning.com/post/121

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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 discusses elder care planning with Brian Levy, Chief Relationship Officer at Manchester Care Homes and Cambridge Caregivers. They break down the elder care continuum, from in-home private caregiving to assisted living and care homes, and explain how families should think about these decisions before a crisis occurs. Brian shares insights on the true cost of care, what long-term care insurance does and doesn’t cover, and why understanding current care needs is critical. This episode provides a practical framework for incorporating elder care into a broader financial plan.

For more information and show notes visit: https://bwmplanning.com/post/120

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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 answer a listener's question from a 70½-year-old with over $5 million in IRAs who wants to manage their lifetime tax liability. They walk through the math of Required Minimum Distributions (RMDs) and compare and contrast using Roth conversions, qualified charitable distributions (QCDs), and donating appreciated stock.

For more information and show notes visit:https://www.bwmplanning.com/post/119

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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 and Justin sit down with Sean T. Dugan of Dugan Production Corporation to unpack the often messy world of estate planning. Sean shares what it’s been like stepping in as the third generation of a six decade family oil and gas business and the challenges that come with unclear communication and disorganized inherited assets. Together, we talk about how family dynamics, business responsibilities, and legacy planning can collide and why proactive conversations matter. It’s an insightful look at preparing the next generation and avoiding avoidable pitfalls when it comes to passing down a family enterprise.

For more information and show notes visit: www.bwmplanning.com/post/118

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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 break down the latest JPMorgan Guide to Retirement, exploring what real spending looks like for retirees today. They highlight the study’s most surprising findings and compare them with spending patterns they see among Oil & Gas professionals. Drawing from their own client data, they share practical insights into how retirement spending actually evolves—and what that means for planning a sustainable, confident retirement.

For more information and show notes visit: www.bwmplanning.com/post/117

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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 several key topics shaping today’s financial landscape. They discuss Kyle Busch’s lawsuit against Pacific Life and what it says about life insurance, the growing trend of advisors moving away from broker-dealers, and the latest shifts in used car prices, housing, and interest rates. They conclude with a look at AI’s influence on the economy and what these changes mean for investors.

For more information and show notes visit: www.bwmplanning.com/post/116

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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, we dive into the world of property and casualty insurance for high-net-worth families with Landon Davis from NFP. We examine the evolving risks and market shifts that make insuring valuable property particularly challenging. We also talk about Landon’s journey into the insurance field and how great brokers do more than manage policies—they become trusted advocates when challenges arise.

For more information and show notes visit: https://bwmplanning.com/post/115

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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, we explore how the Ivy League endowment model can inform smarter investing for oil and gas professionals. We discuss how these massive funds balance long-term growth with liquidity and why even “permanent capital” requires flexibility. Listeners will see the blind spots of the largest pools of institutional capital and learn why no one invests to optimize for total return.

For more information and show notes visit: https://bwmplanning.com/114

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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, we’re excited to welcome Reagan Miller, the newest member of our Fort Worth team. She shares her journey into wealth management, how her background in admin and marketing supports her role, and her passion for organization, bookkeeping, and learning new skills. Reagan also talks about her excitement for being part of the Fort Worth community and contributing to our team’s mission of providing trusted financial planning in the oil and gas industry.

For more information and show notes visit: www.bwmplanning.com/post/113

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.