Author: Jared Machen

What do Kansas, cancer, and campus ministry have in common? They’re all part of Justin’s unique story that eventually lead him to found Brownlee Wealth Management. In this episode, we learn more about him and how our...

In this episode, we’re trying something new and doing a lightning pod where we cover several different topics in bite-sized chunks. In this episode, we talk about what we think about I bonds, how much should be in an...

While we’re big proponents of Roth conversions, we wanted to review a new white paper that outlines the case AGAINST Roth conversions to: learn, challenge our thinking, and see where we agree/disagree. Tune it to hear what...

      In this episode we talk about managing concentrated stock positions. How much of a single companies stock is too much? How does Restricted Stock Units and equity compensation impact my approach? What are...

    In this episode we talk about the in-and-outs of life insurance for Oil & Gas professionals. What are you solving for? How much coverage do you need? What type of life insurance should I consider? How do I know...