Hosted by Unknown Host · 🇺🇸 US · EN
Established thought leaders with verified media credentials.
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
Unknown Host hosts FPO&G: Financial Planning for Oil & Gas Professionals.
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 con
Show notesIn 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 ca
Show notesIn 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
Show notesIn 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 att
Show notesIn 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
Show notesIn 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 offerin
Show notesIn 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 Pensi
Show notesIn 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 h
Show notesIn 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 exec
Show notesIn this episode, Justin and Jared discuss the connection between home size and happiness, including why bigger homes don’t always lead to better life satisfaction. They also break down California’s proposed billionaire w
Show notesIn this episode Jared discusses elder care planning with Brian Levy, Chief Relationship Officer at Manchester Care Homes and Cambridge Caregivers. They break down the elder care continuum, from in-home private caregiving
Show notesIn this episode, Justin and Jared answer a listener's question from a 70½-year-old with over $5 million in IRAs who wants to manage their lifetime tax liability. They walk through the math of Required Minimum Distributio
Show notesIn this episode, Jared and Justin sit down with Sean T. Dugan of Dugan Production Corporation to unpack the often messy world of estate planning. Sean shares what it’s been like stepping in as the third generation of a s
Show notesIn this episode, Justin and Jared break down the latest JPMorgan Guide to Retirement, exploring what real spending looks like for retirees today. They highlight the study’s most surprising findings and compare them with
Show notesIn this episode, Justin and Jared dive into several key topics shaping today’s financial landscape. They discuss Kyle Busch’s lawsuit against Pacific Life and what it says about life insurance, the growing trend of advis
Show notesIn this episode, we dive into the world of property and casualty insurance for high-net-worth families with Landon Davis from NFP. We examine the evolving risks and market shifts that make insuring valuable property part
Show notesIn this episode, we explore how the Ivy League endowment model can inform smarter investing for oil and gas professionals. We discuss how these massive funds balance long-term growth with liquidity and why even “permanen
Show notesIn this episode, we’re excited to welcome Reagan Miller, the newest member of our Fort Worth team. She shares her journey into wealth management, how her background in admin and marketing supports her role, and her passi
Show notesIn this episode, Justin and Jared explore real estate investing, the future of work trends, and how both are reshaping today’s markets. We dive into Galveston’s oversaturated Airbnb market, the return-to-office push, and
Show notesJustin and Jared break down the key insights from UBS’s Global Wealth Report. We look at how wealth is growing across different demographics, why median wealth in the U.S. is outpacing other countries, and what the rise
Show notesSponsor detection runs nightly. Check back soon.
No public pitch examples yet for this show.
Generate your own personalised pitchShows with the most semantically similar episode content. Pitch one, pitch all; producers cluster.
FPO&G: Financial Planning for Oil & Gas Professionals has a verified contact on file. Create a free PitchCentric account to access it and generate a personalised pitch in seconds. Research at least 3 recent episodes first and lead with a specific angle that serves their business audience.
FPO&G: Financial Planning for Oil & Gas Professionals is hosted by Unknown Host. The show is categorised under Business (investing) and has published 0 episodes.
FPO&G: Financial Planning for Oil & Gas Professionals regularly covers Business, Careers, Investing, Education, How To. It sits in the Business category, with a investing focus.
FPO&G: Financial Planning for Oil & Gas Professionals is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
FPO&G: Financial Planning for Oil & Gas Professionals hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of FPO&G: Financial Planning for Oil & Gas Professionals average 35 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates FPO&G: Financial Planning for Oil & Gas Professionals's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
Methodology. Booking Probability™ blends Listen Score, 30-day Virality, open-to-guests detection, and Apple ratings. Data refreshed every 60 minutes. Listen Score and Booking Probability are calculated by PitchCentric. Last enriched 13 days ago.
