In this episode, we sit down with Massiel Diez to discuss how her relationship with money has shaped her life and career in Oil and Gas. And how she's found success in her career in entrepreneurial marketing and content creation within the industry.

For more information and show notes visit: https://www.bwmplanning.com/post/101

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.

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

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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.

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

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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.

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.

For more information and show notes visit: https://bwmplanning.com/post/97

For years, low interest rates made it easy to dismiss debt, but now, the math behind financing decisions is a little more complex. With interest rates on the rise, the conversation around financing has shifted significantly.

In this episode, we explore:

• When financing might make sense
• The costs associated with borrowing, including variable interest rates & potential tax implications
• How to weigh the benefits of financing against the peace of mind that comes with paying cash

We also discuss the behavioral aspects of debt aversion and how it can influence your financial decisions. Should you finance that dream car or pay cash? What are the long-term implications of your choice? As always, we encourage our listeners to reach out with any questions or ideas for future episodes at podcast@brownleewealthmanagement.com.

Thank you for tuning in, and we look forward to bringing you more insightful episodes in the future.

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.

For more information and show notes visit: https://bwmplanning.com/post/96

In the previous episode, we discussed the accelerating trend of retirement in the oil and gas sector and what it means for professionals at various stages of their careers. Now, we’re taking it a step further by helping you assess your own retirement readiness.

Are you wondering if you have enough assets to make work optional? Should you consider taking that severance package? We unpack these questions and more, providing you with the tools to evaluate your financial situation effectively.

Here’s a sneak peek of what we cover in this episode:

• Assessing Your Assets: Do you have enough to retire comfortably? We discuss the importance of understanding your financial landscape.
• The 4% Rule: We break down this popular guideline and its implications for your retirement planning.
• Understanding Your Spending: How to accurately gauge your expenses now and in the future, and why this is crucial for your retirement strategy.
• Tax Strategies: We explore the unique tax opportunities available to oil and gas professionals and how to navigate them effectively.

Retirement is not just an event; it’s an ongoing process that requires careful planning and adjustment.

As always, we encourage our listeners to reach out with any questions or ideas for future episodes at podcast@brownleewealthmanagement.com. Thank you for tuning in, and we look forward to bringing you more insightful episodes in the future.

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.

For more information and show notes visit: https://bwmplanning.com/post/95

Over the past few years, we’ve seen significant volatility in the industry, including three major oil crashes and a historic rise in interest rates. These events have led to a unique situation where many professionals were forced into retirement earlier than planned, creating a lull in retirements. We think this is about to change.

✅ The Impact of Volatility: How the recent market fluctuations and layoffs have affected retirement patterns

✅ Interest Rates and Pensions: The relationship between rising interest rates and pension values, and how this has influenced retirement decisions

✅ Future Opportunities: What this means for those contemplating retirement and how the landscape is shifting for oil and gas professionals

‍As always, we encourage our listeners to reach out with any questions or ideas for future episodes at podcast@brownleewealthmanagement.com. Thank you for tuning in, and we look forward to bringing you more insightful episodes in the future.

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.

For more information and show notes visit: https://bwmplanning.com/post/94

This week, Justin and Jared are back with another Lightning Pod - here’s what you can expect in this episode:

• Oil Super Majors Performance in 2024: We dive into the lagging share prices of major oil companies and discuss what this means for investors. With ExxonMobil being the only one in the green, we explore the implications of diversification in your investment strategy.
• The Fascinating World of Waymo: I share my recent experience riding in a Waymo self-driving car in San Francisco. We discuss the advancements in autonomous vehicle technology, the safety statistics, and what it means for the future of transportation.
• Bench Accounting and the Risks of VC-Backed Services: We take a closer look at the recent shutdown of Bench Accounting, a company that aimed to revolutionize tax services but ultimately fell short. This discussion highlights the challenges of service-based businesses in the private equity landscape.
• NBA Ratings and Media Access: We wrap up with a conversation about the decline in NBA ratings and the impact of media contracts on viewership. Is it the style of play, or is access to games becoming a bigger issue?

As always, we encourage our listeners to reach out with any questions or ideas for future episodes at podcast@brownleewealthmanagement.com. Thank you for tuning in, and we look forward to bringing you more insightful episodes in the future.

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.