Category: CPG Professionals

In this episode, Justin and Jared discuss the issues with assets under management (AUM) fees. We review the conflicts of interest, the balance sheet issues it creates, and what alternatives are available. Show Notes Article on...

In this episode, Nathan and Jared discuss why they think it’s so hard for Oil and Gas professionals to spend money in retirement. We often see retirees with more than they ever need, yet they have trouble enjoying and...

To celebrate 50 podcast episodes, Justin and Jared provide an update on FPOG and Brownlee Wealth Management. They talk about what they’ve learned, the history of the firm, and what’s on the horizon. Follow on Your...

In this episode, Justin and Nathan talk through the complexities of financial planning as an energy trader. How do I deal with the volatility in income? What tax strategies are available to high earners with variable...

This episode is a lightning pod, covering several topics in bite-sized chunks. We discuss home prices, inflation, student loans, and college football tickets. Are homes overvalued? Is an economic soft landing possible? We finish...

In this episode, we talk about the collapse of one of the 20 largest banks in America, Silicon Valley Bank. What can Oil and Gas professionals learn from this? What does this teach us about cash management, risk management, and...

In this episode, we talk about how to plan for your annual bonus. We build a framework for understanding how to balance spending, investing, paying taxes, and saving those funds. We also talk about how it touches other parts of...

In this episode, we talk about how to be an above-average investor. What does the data tell us? How good are professional investors? Can advisors help you be a better investor? Show Notes   Follow on Your Favorite Podcast...

Financial planning is an industry buzzword, but what does it actually mean? Is it a 40-page plan? Is it only retirement planning? Does every advisor do financial planning? Can a hybrid broker be a financial planner?   Show...

In this episode, Justin talks through the recent pieces of tax legislation and what it might mean for the future of taxes. We discuss how indirect taxation, the wealth tax, high-income brackets, and the growing army of IRS...

In this episode, we talk about Secure Act 2.0, the newest piece of tax legislation passed into law. We discuss the major changes, how it impacts O&G professionals, and who are the winners/losers as a result of the new rules....

In this episode, we discuss the market’s performance for 2022. We discuss the biggest surprises, why we’re bullish, and what the data looks like over a longer time period. Show Notes JP Morgan’s Guide to the...