
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 dedic... more
| Publishes | Twice monthly | Episodes | 123 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessCareers | |||

In this episode, Justin and Jared discuss how to evaluate investment advisory fees by focusing on the value received rather than just the cost paid. They explain common misconceptions around investment expenses and why higher fees don’t always transl... more
In this episode Jared and Les Csorba discuss executive leadership and talent trends in the oil and gas industry, drawing on Les’s experience at Heidrick & Struggles. They examine current hiring challenges, shifts in executive management, and the skil... more
In this episode, Justin and Jared discuss the connection between home size and happiness, including why bigger homes don’t always lead to better life satisfaction. They also break down California’s proposed billionaire wealth tax and the potential ri... more
In this episode Jared discusses elder care planning with Brian Levy, Chief Relationship Officer at Manchester Care Homes and Cambridge Caregivers. They break down the elder care continuum, from in-home private caregiving to assisted living and care h... more
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Justin is a highly talented financial planner! His excitement for helping oil and gas professionals navigate their unique financials is priceless! This podcast is a must listen.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #148 | |
Apple Podcasts | #172 |
Listeners, social reach, demographics and more for this podcast.
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this podcast launched 5 years ago and published 123 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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