FPO&G: Financial Planning for Oil & Gas Professionals

In this episode, we discuss the S&P breaking through to new all-time highs. Is investing in all-time highs a bad idea? What does the data say? Can you be a value investor and invest at all-time highs? How does your time horizon impact this decision? What should you do with a lump sum cash payment?

For more information and show notes visit: https://bwmplanning.com/episode69

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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 visit with Nathan Meehan to discuss all things petroleum engineering. We discuss his career, his transition from the private sector to academia, and the future of energy education.

For more information and show notes visit: https://bwmplanning.com/episode68

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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 discuss the most common tax mistakes we see. We also share horror stories of six-figure tax mistakes we've identified for clients. Lastly, we provide ideas to ensure you avoid these costly mistakes.

For more information and show notes visit: https://bwmplanning.com/episode67

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Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c

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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 year-end review, we discuss investment returns, the biggest storylines, our biggest surprises, and why we're bullish going into 2024. We also review some of the expert "consensus" forecasts that aged poorly because they were so wildly wrong.

For more information and show notes visit: https://bwmplanning.com/episode66

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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 do a deep dive into Chevron's benefits. We provide an overview of the key employee benefits and strategies to optimize these benefits. We also compare the benefits to other supermajors and provide our overall rating on their benefits package.

For more information and show notes visit: https://bwmplanning.com/episode65

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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.

This lightning pod episode covers several topics in 10 minutes or less. We discuss the case against budgeting, the insanity that is college football coaching buyouts, and why there's a looming CPA shortage.

For more information and show notes visit: https://bwmplanning.com/episode64

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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.

When does a supermajor become a Super-Duper major? In the episode, we discuss Chevron acquiring Hess and ExxonMobil acquiring Pioneer Natural Resources. We talk about the deals, what they say about the state of the industry, and what financial planning considerations are there for employees of the firm being acquired.

For more information and show notes, visit: https://bwmplanning.com/episode63

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In this episode, we visit with Brandon O'Neill, Vice President at Fidelity Charitable. We discuss the mechanics of donor-advised funds, what assets are optimal for gifting, and various giving strategies that optimize your tax and estate plan.

For more information and show notes, visit: https://bwmplanning.com/episode62

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In this episode, we discuss the paradox of investing in innovation. How do you invest in the future while trying to avoid bubbles? Innovation creates excitement, which often creates high valuations. Is investing in high valuation companies or companies without earnings a bad investment strategy?

For more information and show notes, visit: https://bwmplanning.com/episode61

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In this episode, we discuss: what risk is, how it changes over time, common risks we see for Oil & Gas professionals, and how to manage them. We also question the merits of a risk tolerance questionnaire as a comprehensive risk management tool. 

For more information and show notes, visit: https://bwmplanning.com/episode60

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