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...
Read MoreIn 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...
Read MoreMoney is a deeply personal matter, often linked to our histories, childhoods, fears, and dreams of success. For most couples, sharing finances becomes necessary and desirable at some point in the relationship journey. But how...
Read MoreTo 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...
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The combination of high inflation, the Federal Reserve’s aggressive program of rate increases, and...
Read MoreIn 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...
Read MoreThis 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...
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Planning for retirement is something you’ve probably been doing for a good part of your working...
Read MoreIn 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...
Read MoreIn 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...
Read MoreIn 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...
Read MoreFinancial 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...
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