FPO&G: Financial Planning for Oil & Gas Professionals

Justin and Jared discuss why they remain bullish despite high valuations, including strong earnings, resilient employment, broader S&P 500 participation, and the changing role of the Magnificent Seven.

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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.

Justin and Jared break down portfolio rebalancing: why it matters, calendar vs. band-based approaches, tax implications, and how oil and gas professionals should think about concentrated equity exposure.

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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.

Justin and Jared discuss why asset management may be underrated, what DIY investors can miss, and why “just buy index funds” still leaves dozens of portfolio decisions unanswered.

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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.

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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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.

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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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® 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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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.

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.