Best Brownlee Wealth Management Podcasts (2024)

1
Lightning Pod: Roth IRAs, Chipotle Stock, Financial Planning - Ep. 77 33:26

11m ago33:26

33:26

For more information and show notes visit: https://bwmplanning.com/post/77 In this episode of FPOG, we're excited to bring back our lightning round format and it's been a while since it's just been the two of us—Justin and Jared—diving into your questions and our thoughts on various financial planning strategies and investment insights. Key Topics …

1
[Bonus] Paths to Wealth in Oil & Gas: From Corporate to Entrepreneurship - Ep. 76 19:53

13d ago19:53

19:53

For more information and show notes visit: https://bwmplanning.com/post/76 Today, Justin dives deeper into a topic we touched on a few weeks ago with Nathan—career paths within the oil and gas industry. Recap of the Three Career Paths: Working at a Major or Supermajor: This path offers a stable and potentially lucrative career, with salaries rangin…

1
Meet Cari Lingle: The Newest BWM Team Member - Ep. 75 32:22

10d ago32:22

32:22

For more information and show notes visit: https://bwmplanning.com/post/75 This episode of FPOG features a Meet the Team segment with Cari Lingle, the newest member of Brownlee Wealth Management. Cari shares: Her background in financial analysis and education Her transition to financial planning And her alignment with the firm's values She brings a…

1
Building Wealth in Oil & Gas: Exploring Different Career Paths - Ep. 74 42:20

24d ago42:20

42:20

For more information and show notes visit: https://bwmplanning.com/post/74 On this episode of Financial Planning for Oil and Gas Professionals, hosts Justin and Jared, along with guest Nathan, delve into the different career tracks within the oil and gas industry and the financial planning implications associated with each track. They discuss the a…

1
Finding Fulfillment After Financial Freedom: Retired Founder's Journey 38:39

1M ago38:39

38:39

In this episode, Justin spoke with an anonymous guest known as Retired Founder, who shared his journey from a middle-class upbringing to achieving financial freedom after selling his tech company. Retired Founder provided insights into the challenges and realizations that come with retirement, especially after a successful exit event. Retired Found…

1
Private Aviaton with Preston Holland 42:08

2M ago42:08

42:08

In this episode, Justin sits down with Preston Holland from Flying Finance to discuss all things private aviation. When can people begin to explore private aviation? When does owning a plane (fractionally or whole) make sense vs. chartering? What innovations get Preston excited? What tax considerations are there related to aircraft ownership? For m…

1
Lightning Pod: Investing Holy Grail, ESPPs, College Football Playoff 33:00

2M ago33:00

33:00

This lightning pod episode covers several topics in 10 minutes or less. We discuss: Tony Robbins's new book on the "the holy grail of Investing", why you're probably thinking about your ESPP wrong, and what we think of the expanded college football playoff. For more information and show notes visit: https://bwmplanning.com/episode71 Connect With Us…

1
Required Minimum Distributions 35:32

3M ago35:32

35:32

In this episode, we discuss how high-net-worth investors should think about RMDs. We also discuss why young accumulators should care about RMDs despite being decades away from taking them. Regardless of your age, RMDs will impact your tax plan, and it's never too early to start preparing! For more information and show notes visit: https://bwmplanni…

1
Investing in All-Time Highs 30:40

3M ago30:40

30:40

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://…

1
Petroleum Engineering with Nathan Meehan 55:59

4M ago55:59

55:59

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 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManag…

1
Top Tax Prep Mistakes 27:42

4M ago27:42

27:42

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 Connect With Us: Facebook - https://www.facebook.com/B…

1
2023 Year-End Review 34:04

5M ago34:04

34:04

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 Connect With Us: Facebo…

1
Chevron Benefits Review 34:08

5M ago34:08

34:08

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 Connect Wi…

1
Lightning Pod: Budgeting, College Football, CPA Shortage 30:41

6M ago30:41

30:41

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 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealt…

1
Supermajors doing massive M&A deals 27:16

6M ago27:16

27:16

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 …

1
Optimizing Your Charitable Giving with Brandon O'Neill 28:42

7M ago28:42

28:42

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 Connect With Us: Facebook - h…

1
Fad or Future: Investing in Innovation 32:40

7M ago32:40

32:40

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://b…

1
Managing Risk 39:41

8M ago39:41

39:41

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 Connect With Us: Facebook -…

1
Mineral Rights with Matt Sands 50:19

8M ago50:19

50:19

In this episode, we visit with Matt Sands of Silverheels Investments to talk about all things Mineral Rights. In this episode, we discuss valuing your minerals, financial planning considerations with minerals, how to construct your mineral planning team, and investing in the asset class. For more information and show notes, visit: https://bwmplanni…

1
Case Study: Teddy & Theresa Taxable 1:00:19

8M ago1:00:19

1:00:19

In this episode, Justin and Jared break down the life of another sample client: Teddy & Theresa Taxable. They are retired in their 60s and have a $25 million net worth. They are not worried about running out of money but want to ensure they avoid estate taxes. We discuss what considerations, opportunities, and mistakes they must be aware of to opti…

1
Case Study: Alvin & Alyssa Accumulator 30:56

9M ago30:56

30:56

In this episode, Justin breaks down the life of another sample client: Alvis and Alyssa Accumulator. They are in their early 40s and have three kids. Their income and expenses have never been higher. We discuss what considerations, opportunities, and mistakes they need to be aware of to optimize their financial plan (tax, investment, estate plannin…

1
Case Study: Elvis & Imogen Exxon 49:00

9M ago49:00

49:00

In this episode, Justin breaks down the life of a sample client: Elvis & Imogen Exxon. They are in their late 50s and nearing retirement from a supermajor O&G company. They have accumulated $5.2M and are planning on relocating to Colorado. We discuss what considerations, opportunities, and mistakes they need to be aware of to optimize their financi…

1
Raising Financially Wise Children 44:49

10M ago44:49

44:49

In this episode, Justin and Nathan discuss passing financial wisdom down to the next generation. We discuss what kids need to learn and methods to help kids apply these concepts. We discuss how it changes as kids grow up and share examples of how we've seen it done well across various ages. For more information and show notes, visit: https://bwmpla…

1
You've Saved $2M in Brokerage Assets: Now What? 30:22

10M ago30:22

30:22

In this episode, Justin and Nathan discuss planning opportunities and challenges if you have more than $2M in brokerage assets. We'll talk through the biggest tax opportunities available to you, estate planning considerations over the next 10 years, life planning implications, and relevant changes to your insurance needs. For more information and s…

1
When IRAs Become Tax Time Bombs 34:35

11M ago34:35

34:35

In this episode, Justin and Jared discuss how the death of the beneficiary "stretch" RMD has created seismic changes for IRA tax planning. We discuss why the stakes are so high, review a case study to illustrate its impact, and outline strategies to defuse the potential tax time bomb. For more information and show notes visit: https://bwmplanning.c…

1
The Problem with AUM fees 31:15

11M ago31:15

31:15

In this episode, Justin and Jared discuss the issues with assets under management (AUM) fees. We review the conflicts of interest, the balance sheet issues it creates, and what alternatives are available. For more information and show notes visit: https://bwmplanning.com/episode52 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthM…

1
Psychology of Retirement Spending 28:24

12M ago28:24

28:24

In this episode, Nathan and Jared discuss why they think it's so hard for Oil and Gas professionals to spend money in retirement. We often see retirees with more than they ever need, yet they have trouble enjoying and spending the nest egg they've worked so hard to build. We talk through why that is and strategies for spending well in retirement. F…

1
Celebrating 50 Episodes! Firm Update and What's Ahead 28:56

1y ago28:56

28:56

To celebrate 50 podcast episodes, Justin and Jared provide an update on FPOG and Brownlee Wealth Management. They talk about what they've learned, the history of the firm, and what's on the horizon. For more information and show notes visit: https://bwmplanning.com/episode50 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManagem…

1
Financial Planning for Energy Traders 50:00

1y ago50:00

50:00

In this episode, Justin and Nathan talk through the complexities of financial planning as an energy trader. How do I deal with the volatility in income? What tax strategies are available to high earners with variable compensation? How similar or different is managing my personal investments from managing a professional trading portfolio? Do profess…

1
Lightning Pod: Home Prices, Inflation, and Student Loans 24:19

1y ago24:19

24:19

This episode is a lightning pod, covering several topics in bite-sized chunks. We discuss home prices, inflation, student loans, and college football tickets. Are homes overvalued? Is an economic soft landing possible? We finish some commentary on the landscape of higher education and tax deductions related to college football tickets. For more inf…

1
The Collapse of Silicon Valley Bank 26:32

1y ago26:32

26:32

In this episode, we talk about the collapse of one of the 20 largest banks in America, Silicon Valley Bank. What can Oil and Gas professionals learn from this? What does this teach us about cash management, risk management, and duration matching? For more information and show notes visit: https://bwmplanning.com/episode47 Connect With Us: Facebook …

1
How To Be a Better Investor Than Your Neighbor 36:07

1y ago36:07

36:07

In this episode, we talk about how to be an above-average investor. What does the data tell us? How good are professional investors? Can advisors help you be a better investor? For more information and show notes visit: https://bwmplanning.com/episode46 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c Linkedin…

1
Planning for Your Bonus 28:35

1y ago28:35

28:35

In this episode, we talk about how to plan for your annual bonus. We build a framework for understanding how to balance spending, investing, paying taxes, and saving those funds. We also talk about how it touches other parts of your financial plan. For more information and show notes visit: https://bwmplanning.com/episode45 Connect With Us: Faceboo…

1
What is Financial Planning? 29:29

1+ y ago29:29

29:29

Financial planning is an industry buzzword, but what does it actually mean? Is it a 40-page plan? Is it only retirement planning? Does every advisor do financial planning? Can a hybrid broker be a financial planner? For more information and show notes visit: https://bwmplanning.com/episode44 Connect With Us: Facebook - https://www.facebook.com/Brow…

1
The Future of Taxes 33:37

1+ y ago33:37

33:37

In this episode, Justin talks through the recent pieces of tax legislation and what it might mean for the future of taxes. We discuss how indirect taxation, the wealth tax, high-income brackets, and the growing army of IRS agents impact retirement planning for oil and gas professionals. For more information and show notes visit: https://bwmplanning…

1
New Tax Law! Secure Act 2.0 30:57

1+ y ago30:57

30:57

In this episode, we talk about Secure Act 2.0, the newest piece of tax legislation passed into law. We discuss the major changes, how it impacts O&G professionals, and who are the winners/losers as a result of the new rules. For more information and show notes visit: https://bwmplanning.com/episode42 Connect With Us: Facebook - https://www.facebook…

1
2022 Year End Review 44:31

1+ y ago44:31

44:31

In this episode, we discuss the market's performance for 2022. We discuss the biggest surprises, why we're bullish, and what the data looks like over a longer time period. For more information and show notes visit: https://bwmplanning.com/episode41 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c Linkedin - ht…

1
"I'm in my 50's and my employer is taking away benefits..." 30:24

1+ y ago30:24

30:24

What should you do if you are in your 50s and your employer starts taking away benefits? In this episode, we discuss when you should leave, how to consider the trade-offs, and how post-employment consulting fits in. We also discuss the importance of avoiding tax penalties and thinking through planning opportunities if you decide to retire sooner th…

1
Year-End Planning Opportunities 29:39

1+ y ago29:39

29:39

In this episode, we talk about what important financial planning strategies you should consider prior to year-end. We also discuss the importance of working with your CPA to ensure the plans executed are actually reflected on your tax return. For more information and show notes visit: https://bwmplanning.com/episode39 Connect With Us: Facebook - ht…

1
What Happens to Your Financial Plan When You're Gone? 36:55

1+ y ago36:55

36:55

In this episode, we talk about what happens to your financial plan when you're gone. How do I ensure my financial plan continues and that my surviving spouse is taken care of? How do I set my family up for success? For more information and show notes visit: https://bwmplanning.com/episode38 Connect With Us: Facebook - https://www.facebook.com/Brown…

1
Why Do Most Wealth Management Clients Overpay? 31:11

1+ y ago31:11

31:11

In this episode, we talk about wealth management fees. Why is the average person overpaying? Why does the average person not even know what they're paying? (hint: Wall Street made it this way) We end the episode outlining the various options and costs available to investors. For more information and show notes visit: https://bwmplanning.com/episode…

1
ESG Investing with Rusty Gilbert 37:31

1+ y ago37:31

37:31

In this episode, we talk to Rusty Gilbert about everything ESG investing. How much of a difference is it making vs. just being a new industry buzzword? How do you account for the variety of definitions domestically and internationally? Has ESG contributed to the energy instability we're seeing globally? How could it be improved? For more informatio…

1
Meet the Team: Nathan Steele 23:53

1+ y ago23:53

23:53

Meet our new associate financial planner, Nathan Steele. In this episode, we talk to Nathan to learn more about his background and career transition from natural gas scheduling to wealth management. For more information and show notes visit: https://bwmplanning.com/episode35 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManagem…

1
The Case For/Against Dave Ramsey with Blaine Killion 32:06

1+ y ago32:06

32:06

In the episode, we sit down with Blaine Killion to talk about all things Dave Ramsey. What do we think of his advice? Do we agree or disagree with his biggest ideas? Is it still applicable today? For more information and show notes visit: https://bwmplanning.com/episode34 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManagement…

1
DIY Investing 23:07

1+ y ago23:07

23:07

What do we think about Do-It-Yourself Investing? In this episode, we discuss when DIY investing could make sense and the key ingredients to doing it successfully. For more information and show notes visit: https://bwmplanning.com/episode33 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c Linkedin - https://www…

1
Investing and Politics 24:24

1+ y ago24:24

24:24

Are investment returns impacted by who is in control in Washington? This podcast looks at the historical data on how presidents, congress, and election years affect the stock market. For more information and show notes visit: https://bwmplanning.com/episode32 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c Li…

1
Why Are High Income Millennials Broke? 51:04

2y ago51:04

51:04

In this episode, we break down a Bloomberg article talking about people making at least $250K/yr. and living paycheck to paycheck. We also talk about when living paycheck to paycheck is a good thing, the inflation of lifestyle, and the private equitization of everything. For more information and show notes visit: https://bwmplanning.com/episode31 C…

1
Short Term Rentals as an Investment 16:57

2y ago16:57

16:57

In this episode, Justin talks about short-term rentals as an investment opportunity. Real estate has made lots of millionaires, but how do short-term rentals compare to other types of real estate? What risks should you be aware of? Is real estate really a passive investment? For more information and show notes visit: https://bwmplanning.com/episode…

1
Why Oil & Gas Makes Better Investors 27:52

2y ago27:52

27:52

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.co…

1
The Benefits of a Bear Market 21:51

2y ago21:51

21:51

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 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManagem…

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