FPO&G: Financial Planning for Oil & Gas Professionals

Hosted by Brownlee Wealth Management

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131

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Jun 2026

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About the show

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

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60 recent

June 12, 202634 min

Oil & Gas Entrepreneurship: What To Do After a Liquidity Event - Ep. 131

A liquidity event can create a lot of opportunity, especially for oil and gas professionals with equity in a privately held company.But a major payout also raises new questions.Can you retire? Should you buy the bigger house? How much should you keep invested? Do you still need life and disability insurance? What should your portfolio look like if your career already involves taking big swings?In this episode, Justin and Jared walk through a case study of a young family in their 30s receiving a $2 million to $4 million after-tax payout.For More Information Visit:bwmplanning.com/post/131Connect With Us:Facebook | LinkedinDisclosure: 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.

May 29, 202630 min

Year in Review: What the Last 15 Months in the Market Taught Us - Ep. 130

In this episode, Justin and Jared walk through a year-in-review of the markets, breaking down what the last 15 months can teach investors about uncertainty, volatility, and long-term strategy. They explore why having conviction in your investment approach matters—especially during periods of underperformance and market fear. Using real market data, they highlight how different asset classes performed and why diversification remains critical. Ultimately, the discussion reinforces that while markets are unpredictable, a disciplined, evidence-based approach is the most reliable path forward. For more information and show notes visit: https://bwmplanning.com/post/130 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.

May 15, 202629 min

Berkshire Hathaway, $1T SpaceX IPO, Paycheck to Paycheck at $500K/yr - Ep 129

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 also examine the ripple effects of major wealth events like SpaceX and what they signal for the future. Finally, they analyze why many high-income earners still live paycheck to paycheck and what it reveals about financial habits.For more information and show notes visit: https://bwmplanning.com/post/129 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.

May 1, 202659 min

Building Better Investment Portfolios with Phil McInnis - Ep. 128

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. active investing, why fees and structure matter, and how to think about risk and uncertainty in today’s markets. Jared and Phil unpack what it even means to be an "evidence-based investor", exploring the key levers that matter most when constructing portfolios designed to optimize long-term returns.For more information and show notes visit: https://bwmplanning.com/post/128Connect 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.

April 17, 202638 min

The Texas Economic Boom: What’s Driving Growth and What’s Next with JB Horton - Ep 127

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 talent. They break down the policy framework that has fueled this expansion, including low taxes, limited regulation, and a pro-business environment. The conversation also highlights emerging trends such as migration patterns, the rise of “Y’all Street,” and the growing influence of technology and energy in the state’s economy. Finally, they discuss potential risks to Texas’s momentum and what the future may hold if the state maintains its current trajectory.For more information and show notes visit: https://bwmplanning.com/post/127Connect 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.

April 3, 202630 min

Lightning Round: AI in Wealth Management, Anti-Tech Trends & Gold Investing - EP 126

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 profession—enhancing efficiency while still requiring human judgment for deeper, more personalized decision-making. The conversation also highlights a cultural shift toward choosing simplicity and “friction” in a hyper-optimized world. Finally, they discuss how to approach gold and commodities within a portfolio, emphasizing the importance of having a clear investment framework and balanced strategy.For more information and show notes visit: https://bwmplanning.com/post/126 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.

March 20, 202637 min

Why Bonds Are Interesting Again – Ep. 125

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 opportunities. The discussion also highlights key differences across bond types and common misconceptions investors have when evaluating them. Ultimately, they outline how bonds can provide stability, liquidity, and risk management within a diversified portfolio.For more information and show notes visit: https://bwmplanning.com/post/125 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.

March 6, 202643 min

Shell Benefits Review - Ep. 124

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 unique features of Shell’s non-elective contributions. The conversation also explores what these benefits mean for oil and gas professionals considering a move away from a super major into a more entrepreneurial path, and the financial factors that should be considered before making that transition. For more information and show notes visit: https://bwmplanning.com/post/124 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.

February 20, 202638 min

Understanding Cost vs. Value with Investment Fees - Ep. 123

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 translate to better outcomes. The conversation provides practical tools to help oil and gas professionals assess whether their financial advice is truly serving their long-term goals. Throughout the episode, they share actionable insights for optimizing wealth accumulation and preservation through smarter financial decision-making.For more information and show notes visit: https://bwmplanning.com/post/123Connect 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.

February 6, 202637 min

Executive Leadership in O&G with Les Csorba - Ep. 122

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 skills leaders need to navigate ongoing industry change. The conversation also addresses the role of self-awareness in effective leadership and its impact on organizational performance. Together, they outline key considerations for developing and retaining strong leadership in a changing energy landscape.For more information and show notes visit: https://bwmplanning.com/post/122Connect 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.