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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Episodios recientes
Dec 13, 2024
The Grantor's Guide: Effectively Passing Down Wealth - Ep. 92
E92 • 40 mins
Nov 29, 2024
The Inheritor's Guide: What to Consider Before Expecting an Inheritance - Ep. 91
E91 • 34 mins
Nov 15, 2024
Inside Texas' $200 Billion Teacher's Pension: Lessons for Oil & Gas Investors - Ep. 90
E90 • 37 mins
Nov 1, 2024
Lightning Pod: Europe, Tipping Culture, and Searching for the Ideal City - Ep. 89
E89 • 40 mins
Oct 18, 2024
The Case Against Private Equity: What Investors Need to Know About Risks, Rewards, and Realities - Ep. 88
E88 • 31 mins
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