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Artwork for FPO&G: Financial Planning for Oil & Gas Professionals

FPO&G: Financial Planning for Oil & Gas Professionals

Brownlee Wealth Management

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

PublishesTwice monthlyEpisodes126Founded5 years ago
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Artwork for FPO&G: Financial Planning for Oil & Gas Professionals

Latest Episodes

In this episode Justin and Jared dive into a lightning round covering AI in wealth management, the growing appeal of “anti-tech” living, and how to think about gold in today’s market. They explore how AI is transforming the financial planning profess... more

In this episode, Justin and Jared explore the renewed relevance of bonds following the historic challenges of 2022. They explain how rising interest rates reshaped the fixed income landscape and why bonds are now offering more compelling opportunitie... more

In this episode Justin and Nathan discuss the key benefits available to Shell employees and how they fit into a long-term financial strategy. They break down how the Shell Provident Fund works, explain the 80-Point Pension Plan, and highlight the uni... more

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

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Reviews

5.0 out of 5 stars from 20 ratings
  • Brilliant

    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.

    Apple Podcasts
    5
    RS1254
    United States5 years ago

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this podcast launched 5 years ago and published 126 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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