FPO&G: Financial Planning for Oil & Gas Professionals

In this episode, we unpack our theory on why we think that Oil and Gas professionals are above-average investors. The cyclicality of the profession and an understanding of a business's value and risks contextualize market volatility and confirm the importance of a long-term approach.

For more information and show notes visit: https://bwmplanning.com/episode29

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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, we talk about bear markets. How often do they happen? Should you change your portfolio? Are there financial planning strategies that make MORE sense to execute during a bear market?

For more information and show notes visit: https://bwmplanning.com/episode28

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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 how to make financial planning multi-generational. Is legacy planning more than an estate plan? What are things I can do in my life today to incorporate legacy planning into my plan?

For more information and show notes visit: https://bwmplanning.com/episode27

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.

How are Oil & Gas professionals thinking about the industry, risk management, retirement, and financial planning? In this episode, we sit down with Will Sims of Kosmos Energy and David McKellips of Williams to learn more about how this generation of oil and gas professionals are thinking about their professional and financial futures.

For more information and show notes visit: https://bwmplanning.com/episode26

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 case against dividend-focused investing. Why is it focusing on the wrong thing? Why dividends don't protect you in the long term? Why are dividends suboptimal from a tax perspective?

For more information and show notes visit: https://bwmplanning.com/episode25

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 recreate a paycheck in retirement. How do you build a thoughtful strategy for decumulating an investment portfolio? Which account should I take assets from? What about estimated taxes?

For more information and show notes visit: https://bwmplanning.com/episode24

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 make financial planning multi-generational. Is legacy planning for everyone? What is wealth? Why is "spending your last dollar on your last day" a terrible idea? How does generational financial planning change how you think about your time horizon?

For more information and show notes visit: https://bwmplanning.com/episode23

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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 all about deferred compensation. How does deferred comp work and how does it fit into my financial plan? What planning opportunities are available? What common mistakes do people make with these plans?

For more information and show notes visit: https://bwmplanning.com/episode22

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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 the charitable giving and how it fits into a financial plan and a rich life. How does it impact taxes? How can you optimize charitable giving? When and what should you be giving?

For more information and show notes visit: https://bwmplanning.com/episode21

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 oil & gas compensation, the great migration of oil & gas talent to tech, and what it means for oil & gas going forward.

For more information and show notes visit: https://bwmplanning.com/episode20

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.