FPO&G: Financial Planning for Oil & Gas Professionals

Hosted by Brownlee Wealth Management

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Episodes

135

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Aug 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

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.

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/128 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.

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/127 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.

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.