Category: Financial Planning

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...

In this episode, we talk about how to recreate a paycheck in retirement. How do you build a thoughtful strategy for decumulating an investment portfolio? Which account should I take assets from? What about estimated taxes? Show...

In this episode, we talk all about generational financial planning. What is multi-generational planning? Why does legacy planning matter to everyone regardless of how much you have? How does legacy planning impact your...

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...