FPO&G: Financial Planning for Oil & Gas Professionals

ANOTHER new piece of tax legislation has been proposed. While nothing is set in stone, it's really important to see what tax changes may be on the horizon. Changes to capital gains rates, income taxes rates, and the potential death of the backdoor Roth IRA are all on the table. Learn more about what is in legislators crosshairs and what you can do to begin planning for potential tax changes.

For more information and show notes visit: https://bwmplanning.com/episode9

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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.

Where do cryptocurrency, hedge funds, private equity, real estate, and other alternative investments fit into an investment portfolio? In this episode, we have a discussion on how alternative investments can be incorporated into an investment strategy.

For more information and show notes visit: https://bwmplanning.com/episode8

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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 have a discussion on planning for and funding college expenses. College is a disproportionally large expense and often a highly emotional decision. So, having firm convictions around paying for college is critical to financial success. Learn more about what we think about the value of college, the vehicles used to fund college (like 529's), and some planning strategies.

For more information and show notes visit: https://bwmplanning.com/episode7

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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.

Inspired by our conversation last episode with Alan Killion, we have a freeform discussion for Retiring Early from the Oil and Gas Industry. How much earlier can you retire if you plan to consult or work part-time?  When do you have the assets to retire? What planning considerations are there in your final years of employment and first years of retirement? Learn more about the various ways we are seeing people retire early and what what we are helping them think through.

For more information and show notes visit: https://bwmplanning.com/episode6

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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 of FPOG we visit with Alan Killion to discuss his career in oil and gas, as well as, what's next for his career as a consultant. This podcast is a must listen for anyone in O&G nearing retirement or contemplating an encore career in consulting.

For more information and show notes visit: https://bwmplanning.com/episode5

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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 investment decisions are personal, there should be some core convictions that remain true regardless of how aggressive or conservative you are as an investor. In this episode, we talk about our investment manifesto, the guiding principles that inform how we invest.

For more information and show notes visit: https://bwmplanning.com/episode4

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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.

Many types of investment fees slowly eat away at your retirement accounts! Do you know what kinds of fees an advisor charges or how much you're paying? Today, we talk through the different advisor fee types, why it matters, and how to discern when the value provided outweighs the fee paid. 

For more information and show notes visit: https://bwmplanning.com/episode3

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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.

NUA decisions sit at an intersection of a big opportunity, huge possible consequences, and conflicting information. When considering what to do with company stock in you 401K plan, make sure to contact a professional to weigh options. In this episode, we go over the when, what, and how of NUAs.

For more information and show notes visit: https://bwmplanning.com/episode2

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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.

Financial Planning for Oil and Gas Professionals is unique in several distinct ways. What opportunities, intricacies, and considerations make financial planning for Oil and Gas Professionals so unique? Between, concentrated stock positions, potential NUA opportunities, change of control packages, there's a lot to unpack.

For more information and show notes visit: https://bwmplanning.com/episode1

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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.

Providing financial planning strategies for Oil & Gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth, if you work at or retire from a large oil or gas company. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm that is dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanagement.com