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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 monthlyEpisodes129Founded5 years ago
Number of ListenersCategories
BusinessCareersInvesting

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

Latest Episodes

In this episode Justin and Jared discuss key investing themes through the lens of Berkshire Hathaway, SpaceX, and consumer behavior. They unpack what drives long-term success in investing and why even great strategies can underperform at times. They ... more

In this episode, Jared visits with Phil McInnis, the chief investment strategist at the $100B+ asset manager Avantis Investors, to break down the science and art of building better investment portfolios. They explore the realities of passive vs. acti... more

In this episode, Justin Brownlee and guest J.B. Horton, Executive Vice President at the Texas Public Policy Foundation, explore the key drivers behind Texas’s remarkable economic growth and why the state continues to attract businesses, capital, and ... more

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

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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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