FPOG: Financial Planning for Oil & Gas Professionals

By: Brownlee Wealth Management
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  • Summary

  • Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth. If you work at or recently retired from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER™ professionals with Brownlee Wealth Management, a fee-only firm dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanagement.com
    Copyright Brownlee Wealth Management
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Career Success Economics Personal Finance
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Episodes
  • Celebrating 100 Episodes! - Ep. 100

    Celebrating 100 Episodes! - Ep. 100
    Apr 4 2025

    In this episode, we celebrate 100 episodes by telling Brownlee Wealth Management's origin story, reflecting on our progress, and mapping out our plans for the future.

    For more information and show notes visit: https://www.bwmplanning.com/post/100

    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.
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    31 mins
  • The Case for International Investing - Ep. 99

    The Case for International Investing - Ep. 99
    Mar 21 2025

    In this episode, we discuss the most common question we get on investment portfolios: "Why should I own international stocks?"

    For more information and show notes visit: https://www.bwmplanning.com/post/99

    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.
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    21 mins
  • Retire in Five with Scott Darling - Ep. 98

    Retire in Five with Scott Darling - Ep. 98
    Mar 7 2025

    In this episode, we sit down with Scott Darling to discuss his 35-year career at ExxonMobil, the Retire in 5 Yammer group for ExxonMobil employees approaching retirement, and how Scott worked through his retirement readiness.

    For more information and show notes visit: https://www.bwmplanning.com/post/98

    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.
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    57 mins
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