She grew up riding pump jacks in West Texas and now she’s helping high-income professionals slash their tax bills and grow serious cash flow through strategic oil and gas investments. In this episode, Courtney Moeller joins us to break down the truth behind working interest, the real risks (and myths), and why this overlooked asset class might be the greatest wealth hack nobody's talking about.

This is not your dad’s oil investing. Courtney reveals how to invest alongside billion-dollar operators, minimize dry-well risk, and structure deals that not only cash flow fast but also give investors massive year-one tax benefits. Whether you’re a W-2 earner, business owner, or pro looking for tax efficiency—this one’s for you.

TAKEAWAYS

• Oil and gas offers unique tax advantages unmatched by most other assets
• Why horizontal wells drastically reduce dry-hole risk
• The myth of EVs replacing oil and what most investors get wrong
• How to vet oil and gas operators like a pro
• Returns you should expect from smart oil deals
• The timeline for return of capital and cash flow acceleration
• Why demand from AI and data centers is fueling energy investment urgency

RESOURCES MENTIONED

Oil and Gas Report

Courtney’s Website

FOLLOWS

⁠⁠Oak IQ Investments⁠⁠

⁠Own The Exit⁠

⁠Aaron Investing⁠

⁠Caleb Investing⁠

CHAPTERS

00:00 - Courtney’s wild oilfield background

04:22 - Why now is the window to invest

06:48 - EV myths and the truth about energy demand

09:04 - Vetting oil and gas operators

13:10 - Why oil beats real estate on taxes

17:00 - What dry wells really cost you

21:14 - How Courtney structures her deals

23:31 - Return timelines and cash flow expectations

28:03 - 85% K1 loss? Yep.

30:45 - Freedom, family, and oil wealth

KEYWORDS

oil and gas investing, passive income, tax advantages, W2 tax strategy, working interest, cash flow, horizontal drilling, high income earners, accredited investors, financial independence, energy investing, inflation hedge, generational wealth, investment diversification, tax deferral, royalty income, depletion allowance, Permian Basin, offsetting earned income, energy sector, real asset investing, alternative investments, AI energy demand, Bitcoin mining and oil

WANT TO LEARN MORE?

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