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Financial Planning for Energy Traders

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Manage episode 361297994 series 2939409
Content provided by Brownlee Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brownlee Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 professional traders even need wealth management?

For more information and show notes visit: https://bwmplanning.com/episode49

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.

  continue reading

79 episodes

Artwork
iconShare
 
Manage episode 361297994 series 2939409
Content provided by Brownlee Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brownlee Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 professional traders even need wealth management?

For more information and show notes visit: https://bwmplanning.com/episode49

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.

  continue reading

79 episodes

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