FPO&G: Financial Planning for Oil & Gas Professionals

In this episode, Justin and Nathan talk through the complexities of financial planning as an energy trader. How do I deal with the volatility in income? What tax strategies are available to high earners with variable compensation? How similar or different is managing my personal investments from managing a professional trading portfolio? Do professional traders even need wealth management?

For more information and show notes visit: https://bwmplanning.com/episode49

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.

This episode is a lightning pod, covering several topics in bite-sized chunks. We discuss home prices, inflation, student loans, and college football tickets. Are homes overvalued? Is an economic soft landing possible? We finish some commentary on the landscape of higher education and tax deductions related to college football tickets.

For more information and show notes visit: https://bwmplanning.com/episode48

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.

In this episode, we talk about the collapse of one of the 20 largest banks in America, Silicon Valley Bank. What can Oil and Gas professionals learn from this? What does this teach us about cash management, risk management, and duration matching?

For more information and show notes visit: https://bwmplanning.com/episode47

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.

In this episode, we talk about how to be an above-average investor. What does the data tell us? How good are professional investors? Can advisors help you be a better investor?

For more information and show notes visit: https://bwmplanning.com/episode46

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.

In this episode, we talk about how to plan for your annual bonus. We build a framework for understanding how to balance spending, investing, paying taxes, and saving those funds. We also talk about how it touches other parts of your financial plan.

For more information and show notes visit: https://bwmplanning.com/episode45

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.

Financial planning is an industry buzzword, but what does it actually mean? Is it a 40-page plan? Is it only retirement planning? Does every advisor do financial planning? Can a hybrid broker be a financial planner?

For more information and show notes visit: https://bwmplanning.com/episode44

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.

In this episode, Justin talks through the recent pieces of tax legislation and what it might mean for the future of taxes. We discuss how indirect taxation, the wealth tax, high-income brackets, and the growing army of IRS agents impact retirement planning for oil and gas professionals.

For more information and show notes visit: https://bwmplanning.com/episode43

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.

In this episode, we talk about Secure Act 2.0, the newest piece of tax legislation passed into law. We discuss the major changes, how it impacts O&G professionals, and who are the winners/losers as a result of the new rules.

For more information and show notes visit: https://bwmplanning.com/episode42

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.

In this episode, we discuss the market's performance for 2022. We discuss the biggest surprises, why we're bullish, and what the data looks like over a longer time period.

For more information and show notes visit: https://bwmplanning.com/episode41

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.

What should you do if you are in your 50s and your employer starts taking away benefits? In this episode, we discuss when you should leave, how to consider the trade-offs, and how post-employment consulting fits in. We also discuss the importance of avoiding tax penalties and thinking through planning opportunities if you decide to retire sooner than expected.

For more information and show notes visit: https://bwmplanning.com/episode40

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.