Author: Jared Machen

In this episode we talk all about deferred compensation. How does deferred comp work and how does it fit into my financial plan? What planning opportunities are available? What common mistakes do people make with these plans?...

In this episode, we talk about the charitable giving and how it fits into a financial plan and a rich life. How does it impact taxes? How can you optimize charitable giving? When and what should you be giving? Follow on Your...

In this episode we talk about oil & gas compensation, the great migration of oil & gas talent to tech, and what it means for oil & gas going forward. Follow on Your Favorite Podcast...

What do Elon Musk, USC football, and Honduras have in common? They’re all part of Jared’s unique story that eventually lead him to join Brownlee Wealth Management.   Follow on Your Favorite Podcast...

In this episode we compare and contrast ETFs and Mutual Funds. Is one better than the other? Is the ETF hype warranted? Which what are the benefits and tax consequences of each? Show Notes History of the Mutual Fund Jason Zweig...