Best Lightning Hood Podcasts (2024)

1
Building a Successful Career in Oil & Gas w/ Terry Nixon - Ep. 82 51:51

4h ago51:51

51:51

For more information and show notes visit: https://www.bwmplanning.com/post/82 In this episode of Financial Planning for Oil & Gas Professionals, we had the pleasure of hosting Terry Nixon, a seasoned veteran in the oil and gas industry with a career spanning over four decades. Terry, who is also my neighbor in Fort Worth, shared his incredible jou…

1
How to Break Up with Your Financial Advisor: A Guide for Oil & Gas Professionals - Ep. 81 26:35

8d ago26:35

26:35

For more information and show notes visit: https://bwmplanning.com/post/81 In this episode, we discuss an interesting situation forming in the financial advisor industry: while client retention rates are high, trust and satisfaction levels are not as impressive. This discrepancy suggests that many clients stay with their advisors despite feeling un…

1
Retirement Planning with Executive Compensation - Ep. 80 30:10

27d ago30:10

30:10

In this episode of FPO&G, Justin and Jared dissect how retirement planning is impacted by executive compensation. Should my investment allocation be changed due to the nonqualified stock options, deferred comp, and restricted stock that vest after retirement? Do Roth conversions still make sense as a retiree in light of my post retirement income? H…

1
Looking Under the Hood of Family Offices - Ep. 79 42:06

1M ago42:06

42:06

For more information and show notes visit: www.bwmplanning.com/post/79 In this episode of FPOG, Justin and Jared dissect JP Morgan's 2024 Global Family Office Report. What can research from the biggest bank in America on some of its wealthiest clients teach us? We discuss our favorite parts of the report, takeaways for Oil & Gas professionals, and …

1
Why Your Investment Allocation Is Probably Wrong - Ep. 78 35:52

2M ago35:52

35:52

In this episode of FPOG, Justin and Jared discuss the most common mistakes they see related to constructing an investment allocation. They also talk through best practices when it comes to thinking through how to construct your mix of investments. For more information and show notes visit: https://bwmplanning.com/post/78 Connect With Us: Facebook L…

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

2M 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

3M 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

3M 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

3M 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

4M 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

4M 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

5M 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

5M 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
BetweenTheSheets: STOH 2024 Preview with Casey Scheidegger 1:31:52

5M ago1:31:52

1:31:52

2024 Scotties Tournament of Hearts Preview Go #BetweenTheSheets with Special Guest Casey Scheidegger Casey Scheidegger makes a #5peat appearance on the TwineTime podcast to help preview the upcoming #STOH2024 action in Calgary. In this episode, we discuss: New Qualification System New Playoff Format NO TB!! New Jersey's Olympic Trials Spot Money, M…

1
Investing in All-Time Highs 30:40

6M 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

6M 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
BetweenTheSheets: Canadian Open Preview with Tyler Powell 1:30:21

6M ago1:30:21

1:30:21

2024 Canadian Open Preview Go BetweenTheSheets with Special Guest Tyler Powell Tyler Powell joins the #TwineTimeFam for this special Grand Slam of Curling event preview. We break down all the upcoming action in Red Deer, from who are the #Favs to who could be #TeamUpset dark horse challengers. Plus we discuss some key What 2 Watch 4 moments and PRE…

1
Top Tax Prep Mistakes 27:42

7M 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
Santa VS The United States Postal Service 32:52

7M ago32:52

32:52

It's the battle of the...gift givers? This week, Katelyn and Adam pit Santa against the USPS - it's their most festive episode yet! Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Wood Elf Media

1
2023 Year-End Review 34:04

7M 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
Frosty the Snowman VS Gritty the Philadelphia Flyers Mascot 32:34

7M ago32:34

32:34

It's the battle of the...you know what, never mind. This week, Katelyn and Adam inexplicably pit Frosty the Snowman against Gritty the Philadelphia Flyers Mascot...who will come out o top? Who the heck knows! Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Wood Elf Media

1
Chevron Benefits Review 34:08

8M 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
Fantastic Mr. Fox VS Robin Hood 38:58

8M ago38:58

38:58

It's the battle of the foxes! This week, Katelyn and Adam pit the Fantastic Mr. Fox against the sultry, Mr. Robin Hood Disney fox. Who will come out on top - listen to find out. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Wood Elf Media

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

8M 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
BetweenTheSheets with Anton Hood 1:15:22

8M ago1:15:22

1:15:22

What's good in the Hood? Saying goodbye to the #HoodFrown? TwineTime finds out in this podcast episode with Special Guest Anton Hood The New Zealand men's skip returns to chat all things curling...on and off the ice. From taking up residence in a new country to the ups and downs at the start of the season to overcoming adversity to becoming a stron…

1
Supermajors doing massive M&A deals 27:16

8M 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
Power Rangers VS Sailor Guardians 42:16

9M ago42:16

42:16

It's the battle of the after-school teams! This week, Katelyn and Adam pit the Power Rangers against the Sailor Guardians. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Wood Elf Media

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

9M 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
Swamp Thing VS Man Thing 39:43

9M ago39:43

39:43

It's the battle of the swampy things! This week, Katelyn and Adam pit (basically) the same, exact characters against each-other...who will be victorious in our final episode of the Halloween season? Listen and find out! Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Wood Elf Media

1
Christine VS Lightning McQueen 37:15

9M ago37:15

37:15

It's the battle of the sentient cars! This week, Katelyn and Adam pit Christine against Lightning McQueen - who will come out on top? Listen to KA-CHOW! Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Wood Elf Media

1
Fad or Future: Investing in Innovation 32:40

9M 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
Freddy Krueger VS The Babadook 30:41

9M ago30:41

30:41

It's the battle of the nighttime terrors! This week on VS, Katelyn and Adam pit Freddy Krueger against the Babadook...nighty night. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Wood Elf Media

1
Patrick Bateman VS Norman Bates 38:50

10M ago38:50

38:50

It's the battle of the psychos! This week, Katelyn and Adam pit Patrick Bateman against Norman Bates in the Great Bate Debate - who will come out on top? You be the judge! Check out the Marvel Cinematic Universe Podcast: https://listen.qcodemedia.com/mcupodcast Learn more about your ad choices. Visit megaphone.fm/adchoices…

1
Managing Risk 39:41

10M 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
Cocaine Bear VS Paddington Bear 34:09

10M ago34:09

34:09

It's the battle of the ursine's! This week on VS, Katelyn and Adam pit the jacked up Cocaine Bear against the humble Paddington Bear. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Wood Elf Media

1
BetweenTheSheets: Sweep16 Bracket Preview with Felix Asselin 2:10:57

10M ago2:10:57

2:10:57

Are you ready for the 2nd PointsBet Invitational? Ready to fill out your Sweep16 bracket and try to win $1M? For a SPECIAL PREVIEW of the women's and men's brackets, Felix Asselin joins the podcast to break it all down. Who are the #Favs? Dark horse? Any dangerous #TeamUpset bracketbusters to watch out for? Also, what are some of the intriguing ope…

1
Walter White VS Sheldon Cooper 36:33

10M ago36:33

36:33

It's the battle of the brainiacs! This week, Katelyn and Adam pit famous nerd Walter White against famous nerd Sheldon Cooper. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Wood Elf Media

1
Mineral Rights with Matt Sands 50:19

10M 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
Shuri VS Reed Richards 34:58

10M ago34:58

34:58

It's the battle of the nerds! This week, Katelyn and Adam Peacock, MBA...pit two brainy titans agains each other - who will come out on top? Listen to find out! Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Wood Elf Media

1
Princess Leia Organa VS Ellen Ripley 37:33

11M ago37:33

37:33

It's the battle of the badass sci-fi heroines! This week on the podcast, Katelyn and Adam pit Star Wars' Leia Organa against Alien's Ellen Ripley. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Wood Elf Media

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

11M 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
Dominic Toretto VS Dominic Toretto 37:04

11M ago37:04

37:04

It's the battle of the...same guy? This week, Katelyn and Adam pit Dominic Toretto from The Fast and The Furious against Dominic Toretto from Fast X...who will come out on top? Listen to find out! Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Wood Elf Media

1
Mjölnir VS The One Ring 31:15

11M ago31:15

31:15

It's the battle of the magical MacGuffin's! This week on VS, Katelyn and Adam pit Mjölnir against the One Ring. Which inanimate object is the absolute best? Listen to find out! Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Wood Elf Media

1
Case Study: Alvin & Alyssa Accumulator 30:56

11M 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
Jason Bourne VS Goldie Hawn from Overboard 33:00

11M ago33:00

33:00

It's the battle of the...huh? This week on VS, Katelyn and Adam pit Jason Bourne against Goldie Hawn from Overboard. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Wood Elf Media

1
Boba Fett VS Dog the Bounty Hunter 33:16

12M ago33:16

33:16

It's the battle of the bounty hunters! This week, Adam and Katelyn put it all on the line for Dog the Bounty Hunter and Boba Fett! Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Wood Elf Media

1
Case Study: Elvis & Imogen Exxon 49:00

12M 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
Jaws VS The Meg 27:20

12M ago27:20

27:20

It's the battle of the big, pointy teeth! This week on VS< Katelyn and Adam are representing the two biggest sharks in cinema history - it's Jaws VS The Meg! Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Wood Elf Media

1
Sarah Connor VS Eleven 31:59

12M ago31:59

31:59

It's the battle of the badass female leads! This week, Katelyn and Adam pit Sarah Connor from Terminator against Eleven from Stranger Things! Learn more about your ad choices. Visit megaphone.fm/adchoicesBy Wood Elf Media

1
Raising Financially Wise Children 44:49

1y 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…

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Lightning Hood Podcasts

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