Author: Jared Machen

In this episode, we unpack our theory on why we think that Oil and Gas professionals are above-average investors. The cyclicality of the profession and an understanding of a business’s value and risks contextualizes market...

In this episode, we talk about bear markets. How often do they happen? Should you change your portfolio? Are there financial planning strategies that make MORE sense to execute during a bear market? Show Notes Follow on Your...

In this episode, we talk about how to make financial planning multi-generational. Is legacy planning more than an estate plan? What are things I can do in my life today to incorporate legacy planning into my plan? Show Notes...

How are Oil & Gas professionals thinking about the industry, risk management, retirement, and financial planning? In this episode, we sit down with Will Sims of Kosmos Energy and David McKellips of Williams to learn more...

In this episode, we talk about the case against dividend-focused investing. Why is it focusing on the wrong thing? Why dividends don’t protect you in the long term? Why are dividends suboptimal from a tax perspective? Show...