FPO&G: Financial Planning for Oil & Gas Professionals

What do Elon Musk, USC football, and Honduras have in common? They’re all part of Jared’s unique story that eventually lead him to join Brownlee Wealth Management.

For more information and show notes visit: https://bwmplanning.com/episode19

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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 compare and contrast ETFs and Mutual Funds. Is one better than the other? Is the ETF hype warranted? Which what are the benefits and tax consequences of each?

For more information and show notes visit: https://bwmplanning.com/episode18

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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.

What do Kansas, cancer, and campus ministry have in common? They’re all part of Justin’s unique story that eventually lead him to found Brownlee Wealth Management. In this episode, we learn more about him and how our firm came to be

For more information and show notes visit: https://bwmplanning.com/episode17

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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’re trying something new and doing a lightning pod where we cover several different topics in bite-sized chunks. In this episode, we talk about what we think about I bonds, how much should be in an emergency fund, and why disability insurance is so underrated and important

For more information and show notes visit: https://bwmplanning.com/episode16

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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.

While we're big proponents of Roth conversions, we wanted to review a white paper that outlined the case AGAINST Roth conversions to learn, challenge our thinking, and see where we agree/disagree. Tune it to hear what we think of the paper and wether or not it changes how we think abut Roth conversions.

For more information and show notes visit: https://bwmplanning.com/episode15

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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 managing concentrated stock positions. How much of a single companies stock is too much? How does Restricted Stock Units and equity compensation impact my approach? What are some tactical strategies for trimming a position once it's grown beyond your target amount?

For more information and show notes visit: https://bwmplanning.com/episode14

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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 in-and-outs of life insurance for Oil & Gas professionals. What are you solving for? How much coverage do you need? What type of life insurance should I consider? How do I know when I am self insured?

For more information and show notes visit: https://bwmplanning.com/episode13

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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 discuss the most common mistakes we see people make when hiring an advisor. We discuss why hiring an advisor who answers your questions isn't enough, the multiple advisor diversification fallacy, how to determine who the hero of the relationship is, and delineating cost from value.

For more information and show notes visit: https://bwmplanning.com/episode12

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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.

How do you use investment assets to produce the income needed for retirement? How much money do you need to be financially free? How much can you take from retirement portfolio every year? In this episode we dive into all the intricacies of using your investment portfolio for retirement living.

For more information and show notes visit: https://bwmplanning.com/episode11

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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 discuss what timing the market is and why it's nearly impossible to do. We cover everything from historical market returns, behavioral finance, to current valuations. This episode illustrates the importance of remaining invested and "time diversified".

For more information and show notes visit: https://bwmplanning.com/episode10

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.