Justin and Jared discuss why retiring at 55 is so different from retiring at 65, including health care, withdrawal rates, Social Security timing, taxable assets, part-time income, and the decade of compounding you may give up.

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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 lightning pod, Justin Brownlee, CFP® and Jared Machen, CFP® talk through the silver tsunami, the great wealth transfer, San Francisco real estate, and Norway’s wealth tax.

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What happens if the market goes nowhere for 10 years?

Justin and Jared discuss how retirees can prepare for a lost decade, why sequence of returns risk matters, and how diversification and spending flexibility can help protect a retirement plan.

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In this lightning pod, Justin Brownlee, CFP® and Jared Machen, CFP® discuss three recent wealth stories: boomers and inheritance plans, a SpaceX welder who became a millionaire through company stock, and the rise of $100M CEO pay packages.

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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.

An eight-figure oil and gas exit creates more than a retirement question. It creates decisions around estate planning, insurance, taxes, lifestyle, investing, and how much complexity you actually want in your financial life.

Justin Brownlee, CFP® and Jared Machen, CFP® close their oil and gas entrepreneurship case-study series with a 55-year-old receiving a major payout. They discuss what should happen before and after the transaction, why estate planning matters, how to think about insurance and liquidity, and why many wealthy families eventually return to simplicity.

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A $6 million liquidity event can create real freedom. But for an oil and gas entrepreneur in their 40s, it does not automatically mean retirement.

Justin Brownlee, CFP® and Jared Machen, CFP® walk through the planning decisions that matter after a major exit: estate planning, insurance, housing, investment allocation, future work, and how much you can reasonably spend while keeping the plan sustainable.

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A liquidity event can create a lot of opportunity, especially for oil and gas professionals with equity in a privately held company.

But a major payout also raises new questions.

Can you retire? Should you buy the bigger house? How much should you keep invested? Do you still need life and disability insurance? What should your portfolio look like if your career already involves taking big swings?

In this episode, Justin and Jared walk through a case study of a young family in their 30s receiving a $2 million to $4 million after-tax payout.

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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 walk through a year-in-review of the markets, breaking down what the last 15 months can teach investors about uncertainty, volatility, and long-term strategy. They explore why having conviction in your investment approach matters—especially during periods of underperformance and market fear. Using real market data, they highlight how different asset classes performed and why diversification remains critical. Ultimately, the discussion reinforces that while markets are unpredictable, a disciplined, evidence-based approach is the most reliable path forward.

For more information and show notes visit: https://bwmplanning.com/post/130

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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 key investing themes through the lens of Berkshire Hathaway, SpaceX, and consumer behavior. They unpack what drives long-term success in investing and why even great strategies can underperform at times. They also examine the ripple effects of major wealth events like SpaceX and what they signal for the future. Finally, they analyze why many high-income earners still live paycheck to paycheck and what it reveals about financial habits.

For more information and show notes visit: https://bwmplanning.com/post/129

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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 visits with Phil McInnis, the chief investment strategist at the $100B+ asset manager Avantis Investors, to break down the science and art of building better investment portfolios. They explore the realities of passive vs. active investing, why fees and structure matter, and how to think about risk and uncertainty in today’s markets. Jared and Phil unpack what it even means to be an "evidence-based investor", exploring the key levers that matter most when constructing portfolios designed to optimize long-term returns.

For more information and show notes visit: https://bwmplanning.com/post/128

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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.