FPO&G: Financial Planning for Oil & Gas Professionals

Hosted by Brownlee Wealth Management

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Episodes

140

Latest episode

Oct 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

October 16, 202627 min

Lightning Pod: We're Still Bullish! - Ep 140

Justin and Jared discuss why they remain bullish despite high valuations, including strong earnings, resilient employment, broader S&P 500 participation, and the changing role of the Magnificent Seven. For More Information Visit: bwmplanning.com/post/140 Connect With Us: Facebook | Linkedin 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.

October 2, 202634 min

How Often Should You Rebalance Your Portfolio? - Ep. 139

Justin and Jared break down portfolio rebalancing: why it matters, calendar vs. band-based approaches, tax implications, and how oil and gas professionals should think about concentrated equity exposure. For More Information Visit: bwmplanning.com/post/139 Connect With Us: Facebook | Linkedin 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.

September 18, 202624 min

The Problem With “Just Buy Index Funds” - Ep. 138

Justin and Jared discuss why asset management may be underrated, what DIY investors can miss, and why “just buy index funds” still leaves dozens of portfolio decisions unanswered. For More Information Visit: bwmplanning.com/post/138 Connect With Us: Facebook | Linkedin 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.

September 4, 202636 min

Retiring at 55 vs. 65 - Ep. 137

Justin and Jared discuss why retiring at 55 is so different from retiring at 65, including health care, withdrawal rates, Social Security timing, taxable assets, part-time income, and the decade of compounding you may give up. For More Information Visit: bwmplanning.com/post/137 Connect With Us: Facebook | Linkedin 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.

August 21, 202634 min

Lightning Round: San Francisco Real Estate, AI Wealth, and Wealth Taxes - Ep. 136

In this lightning pod, Justin Brownlee, CFP® and Jared Machen, CFP® talk through the silver tsunami, the great wealth transfer, San Francisco real estate, and Norway’s wealth tax. For More Information Visit: bwmplanning.com/post/136 Connect With Us: Facebook | Linkedin 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.

August 7, 202633 min

Surviving a Lost Decade in Retirement - Ep. 135

What happens if the market goes nowhere for 10 years? Justin and Jared discuss how retirees can prepare for a lost decade, why sequence of returns risk matters, and how diversification and spending flexibility can help protect a retirement plan. For More Information Visit: bwmplanning.com/post/135 Connect With Us: Facebook | Linkedin 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.

July 24, 202627 min

Lightning Round: Boomers Passing Down Wealth, Rising CEO Pay, and Hourly Wage Millionaires.- Ep. 134

In this lightning pod, Justin Brownlee, CFP® and Jared Machen, CFP® discuss three recent wealth stories: boomers and inheritance plans, a SpaceX welder who became a millionaire through company stock, and the rise of $100M CEO pay packages. For More Information Visit: bwmplanning.com/post/134 Connect With Us: Facebook | Linkedin 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.

July 10, 202647 min

Life After an 8-Figure Oil & Gas Exit - Ep. 133

An eight-figure oil and gas exit creates more than a retirement question. It creates decisions around estate planning, insurance, taxes, lifestyle, investing, and how much complexity you actually want in your financial life. Justin Brownlee, CFP® and Jared Machen, CFP® close their oil and gas entrepreneurship case-study series with a 55-year-old receiving a major payout. They discuss what should happen before and after the transaction, why estate planning matters, how to think about insurance and liquidity, and why many wealthy families eventually return to simplicity. For More Information Visit: bwmplanning.com/post/133 Connect With Us: Facebook | Linkedin 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.

June 26, 202639 min

Navigating a $6M Liquidation Event - Ep. 132

A $6 million liquidity event can create real freedom. But for an oil and gas entrepreneur in their 40s, it does not automatically mean retirement. Justin Brownlee, CFP® and Jared Machen, CFP® walk through the planning decisions that matter after a major exit: estate planning, insurance, housing, investment allocation, future work, and how much you can reasonably spend while keeping the plan sustainable. For More Information Visit: bwmplanning.com/post/132 Connect With Us: Facebook | Linkedin 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.

June 12, 202634 min

Oil & Gas Intrepreneurship: 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/131 Connect With Us: Facebook | Linkedin 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.