For more information and show notes visit: https://bwmplanning.com/post/76 Today, Justin dives deeper into a topic we touched on a few weeks ago with Nathan—career paths within the oil and gas industry. Recap of the Three Career Paths: Working at a Major or Supermajor: This path offers a stable and potentially lucrative career, with salaries ranging from $200,000 to $400,000 annually. It's arguably the easiest path to accumulate around $5 million in investable assets by retirement. Climbing the Corporate Ladder or Specializing in Trading: This path can lead to even higher income levels, from ..read more

For more information and show notes visit: https://bwmplanning.com/post/75 This episode of FPOG features a Meet the Team segment with Cari Lingle, the newest member of Brownlee Wealth Management. Cari shares: Her background in financial analysis and education Her transition to financial planning And her alignment with the firm's values She brings a wealth of experience in financial analysis and education, and she's now transitioning into financial planning after completing her CFP education and passing the exam. Cari connected with Justin through their kids' school and found that her intere ..read more

For more information and show notes visit: https://bwmplanning.com/post/74 On this episode of Financial Planning for Oil and Gas Professionals, hosts Justin and Jared, along with guest Nathan, delve into the different career tracks within the oil and gas industry and the financial planning implications associated with each track. They discuss the allure of entrepreneurship and owning a business as a path to wealth, providing valuable insights for professionals in the field. Tune in to gain valuable knowledge on optimizing investments, lowering taxes, and growing wealth in the oil and gas secto ..read more

In this episode, Justin spoke with an anonymous guest known as Retired Founder, who shared his journey from a middle-class upbringing to achieving financial freedom after selling his tech company. Retired Founder provided insights into the challenges and realizations that come with retirement, especially after a successful exit event. Retired Founder discussed his early memories of money, his motivation driven by financial rewards, and the struggles he faced during the initial years of his business. He highlighted the low points before and after his company's liquidation events, emphasizing th ..read more

In this episode, Justin sits down with Preston Holland from Flying Finance to discuss all things private aviation. When can people begin to explore private aviation? When does owning a plane (fractionally or whole) make sense vs. chartering? What innovations get Preston excited? What tax considerations are there related to aircraft ownership? For more information and show notes, visit: https://bwmplanning.com/episode72 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/ Disclosure: This ..read more

This lightning pod episode covers several topics in 10 minutes or less. We discuss: Tony Robbins's new book on the "the holy grail of Investing", why you're probably thinking about your ESPP wrong, and what we think of the expanded college football playoff. For more information and show notes visit: https://bwmplanning.com/episode71 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 shou ..read more

In this episode, we discuss how high-net-worth investors should think about RMDs. We also discuss why young accumulators should care about RMDs despite being decades away from taking them. Regardless of your age, RMDs will impact your tax plan, and it's never too early to start preparing! For more information and show notes visit: https://bwmplanning.com/episode70 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 ..read more

In this episode, we visit with Nathan Meehan to discuss all things petroleum engineering. We discuss his career, his transition from the private sector to academia, and the future of energy education. For more information and show notes visit: https://bwmplanning.com/episode68 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 ..read more

In this episode, we visit with Brandon O'Neill, Vice President at Fidelity Charitable. We discuss the mechanics of donor-advised funds, what assets are optimal for gifting, and various giving strategies that optimize your tax and estate plan. For more information and show notes, visit: https://bwmplanning.com/episode62 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c Linkedin - https://www.linkedin.com/company/brownlee-wealth-management ..read more

In this episode, we discuss the most common tax mistakes we see. We also share horror stories of six-figure tax mistakes we've identified for clients. Lastly, we provide ideas to ensure you avoid these costly mistakes. For more information and show notes visit: https://bwmplanning.com/episode67 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 inv ..read more