FPO&G: Financial Planning for Oil & Gas Professionals

In this episode, we talk about what important financial planning strategies you should consider prior to year-end. We also discuss the importance of working with your CPA to ensure the plans executed are actually reflected on your tax return.

For more information and show notes visit: https://bwmplanning.com/episode39

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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 talk about what happens to your financial plan when you're gone. How do I ensure my financial plan continues and that my surviving spouse is taken care of? How do I set my family up for success?

For more information and show notes visit: https://bwmplanning.com/episode38

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 wealth management fees. Why is the average person overpaying? Why does the average person not even know what they're paying? (hint: Wall Street made it this way) We end the episode outlining the various options and costs available to investors.

For more information and show notes visit: https://bwmplanning.com/episode37

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 to Rusty Gilbert about everything ESG investing. How much of a difference is it making vs. just being a new industry buzzword? How do you account for the variety of definitions domestically and internationally? Has ESG contributed to the energy instability we're seeing globally? How could it be improved?

For more information and show notes visit: https://bwmplanning.com/episode36

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.

Meet our new associate financial planner, Nathan Steele. In this episode, we talk to Nathan to learn more about his background and career transition from natural gas scheduling to wealth management.

For more information and show notes visit: https://bwmplanning.com/episode35

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 the episode, we sit down with Blaine Killion to talk about all things Dave Ramsey. What do we think of his advice? Do we agree or disagree with his biggest ideas? Is it still applicable today?

For more information and show notes visit: https://bwmplanning.com/episode34

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 professio

What do we think about Do-It-Yourself Investing? In this episode, we discuss when DIY investing could make sense and the key ingredients to doing it successfully.

For more information and show notes visit: https://bwmplanning.com/episode33

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.

Are investment returns impacted by who is in control in Washington? This podcast looks at the historical data on how presidents, congress, and election years affect the stock market.

For more information and show notes visit: https://bwmplanning.com/episode32

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 break down a Bloomberg article talking about people making at least $250K/yr. and living paycheck to paycheck. We also talk about when living paycheck to paycheck is a good thing, the inflation of lifestyle, and the private equitization of everything.

For more information and show notes visit: https://bwmplanning.com/episode31

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 about short-term rentals as an investment opportunity. Real estate has made lots of millionaires, but how do short-term rentals compare to other types of real estate? What risks should you be aware of? Is real estate really a passive investment?

For more information and show notes visit: https://bwmplanning.com/episode30

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.