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Financial Planning for Oil & Gas Professionals
A bi-weekly podcast with financial education & insights for oil and gas professionals
The Grantor's Guide: Effectively Passing Down Wealth - Ep. 92
December 13, 2024
The Grantor's Guide: Effectively Passing Down Wealth - Ep. 92
December 13, 2024
The Inheritor's Guide: What to Consider Before Expecting an Inheritance - Ep. 91
November 29, 2024
Inside Texas' $200 Billion Teacher's Pension: Lessons for Oil & Gas Investors - Ep. 90
November 15, 2024
Lightning Pod: Europe, Tipping Culture, and Searching for the Ideal City - Ep. 89
November 1, 2024
The Case Against Private Equity: What Investors Need to Know About Risks, Rewards, and Realities - Ep. 88
October 18, 2024
SECURE Act Updates: What Oil & Gas Professionals Need to Know - Ep. 87
October 4, 2024
Investment or Enjoyment: The Real Cost of a Second Home - Ep. 86
September 20, 2024
Lightning Pod: Private vs. Public Schools, Resort Town Hyperinflation, and Real Estate - Ep. 85
August 30, 2024
Optimizing Your Financial Legacy: Lessons from "Die With Zero" - Ep. 84
August 16, 2024
From $2.15/Hour to a $7.1 Billion Sale: The Story of Bob Phillips - Ep. 83
August 2, 2024
Building a Successful Career in Oil & Gas w/ Terry Nixon - Ep. 82
July 19, 2024
How to Break Up with Your Financial Advisor: A Guide for Oil & Gas Professionals - Ep. 81
July 5, 2024
Retirement Planning with Executive Compensation (as an Oil & Gas Professional) - Ep. 80
June 21, 2024
Looking Under the Hood of Family Offices - Ep. 79
June 7, 2024
Why Your Investment Allocation Is Probably Wrong - Ep. 78
May 24, 2024
Lightning Pod: Roth IRAs, Chipotle Stock, Financial Planning - Ep. 77
May 10, 2024
[Bonus] Paths to Wealth in Oil & Gas: From Corporate to Entrepreneurship - FPOG Ep. 76
May 3, 2024
Meet Cari Lingle: The Newest BWM Team Member - Ep. 75
April 26, 2024
Building Wealth in Oil & Gas: Exploring Different Career Paths - FPOG Ep. 74
April 12, 2024
Finding Fulfillment After Financial Freedom: Retired Founder's Journey - FPOG Ep. 73
March 29, 2024
Private Aviation with Preston Holland - FPOG Ep. 72
March 15, 2024
Lightning Pod: Investing Holy Grail, ESPPs, College Football Playoff - FPOG Ep. 71
March 1, 2024
Required Minimum Distributions - FPOG Ep. 70
February 16, 2024
Investing in All-Time Highs - FPOG Ep. 69
February 2, 2024
Petroleum Engineering with Nathan Meehan | Episode 68: FPOG Podcast
January 19, 2024
Top Tax Prep Mistakes | Episode 67: FPOG Podcast
January 5, 2024
2023 Year-End Review | Episode 66: FPOG Podcast
December 22, 2023
Chevron Benefits Review | Episode 65: FPOG Podcast
December 8, 2023
Lightning Pod: Budgeting, College Football, CPA Shortage | Episode 64: FPOG Podcast
December 7, 2023
Supermajor M&A Episode 63: FPOG Podcast
November 10, 2023
Optimizing Your Charitable Giving Episode 62: FPOG Podcast
October 27, 2023
Fad or Future: Investing in Innovation Episode 61: FPOG Podcast
October 13, 2023
Managing Risk Episode 60: FPOG Podcast
September 29, 2023
Mineral Rights with Matt Sands | Episode 59: FPOG Podcast
September 15, 2023
Case Study: Teddy & Theresa Taxable | Episode 58: FPOG Podcast
September 1, 2023
Case Study: Alvin & Alyssa Accumulator | Episode 57: FPOG Podcast
August 18, 2023
Case Study: Elvis & Imogen Exxon | Episode 56: FPOG Podcast
August 4, 2023
Raising Financially Wise Children | Episode 55: FPOG Podcast
July 21, 2023
You’ve Saved $2M in Brokerage Assets: Now What? | Episode 54: FPOG Podcast
June 30, 2023
When IRAs Become Tax Time Bombs | Episode 53: FPOG Podcast
June 16, 2023
The Problem with AUM Fees | Episode 52: FPOG Podcast
June 2, 2023
The Psychology of Spending | Episode 51: FPOG Podcast
May 19, 2023
Celebrating 50 Episodes! Firm Update and What’s Ahead | Episode 50: FPOG Podcast
May 5, 2023
Financial Planning for Energy Traders | Episode 49: FPOG Podcast
April 21, 2023
Lightning Pod: Home Prices, Inflation, and Student Loans | Episode 48: FPOG Podcast
April 7, 2023
The Collapse of Silicon Valley Bank | Episode 47: FPOG Podcast
March 24, 2023
Planning for Your Bonus | Episode 45: FPOG Podcast
March 11, 2023
How to be a Better Investor Than Your Neighbor | Episode 46: FPOG Podcast
March 10, 2023
What is Financial Planning? | Episode 44: FPOG Podcast
February 10, 2023
The Future of Taxes | Episode 43: FPOG Podcast
January 27, 2023
New Tax Law! Secure Act 2.0 | Episode 42: FPOG Podcast
January 13, 2023
2022 Year End Review | Episode 41: FPOG Podcast
December 30, 2022
“I’m in my 50’s and my employer is taking away benefits..” | Episode 40: FPOG Podcast
December 16, 2022
Year-End Planning Opportunties | Episode 39: FPOG Podcast
December 2, 2022
What Happens to Your Financial Plan When You’re Gone? | Episode 38: FPOG Podcast
November 18, 2022
Why Do Most Wealth Management Clients Overpay? | Episode 37: FPOG Podcast
November 4, 2022
ESG Investing with Rusty Gilbert | Episode 36: FPOG Podcast
October 21, 2022
Meet the Team: Nathan Steele | Episode 35: FPOG Podcast
October 7, 2022
The Case For/Against Dave Ramsey with Blaine Killion | Episode 34: FPOG Podcast
September 23, 2022
DIY Investing | Episode 33: FPOG Podcast
September 9, 2022
Investing and Politics | Episode 32: FPOG Podcast
August 26, 2022
Why Are High Income Millennials Broke? | Episode 31: FPOG Podcast
August 12, 2022
Short Term Rentals as an Investment | Episode 30: FPOG Podcast
July 29, 2022
Why Oil & Gas Makes Better Investors | Episode 29: FPOG Podcast
July 15, 2022
The Benefits of A Bear Market | Episode 28: FPOG Podcast
July 1, 2022
Generational Financial Planning Part 2 | Episode 27: FPOG Podcast
June 17, 2022
The Case Against Dividend Investing | Episode 25: FPOG Podcast
May 19, 2022
Recreating a Paycheck in Retirement | Episode 24: FPOG Podcast
May 6, 2022
Generational Financial Planning | Episode 23: FPOG Podcast
April 22, 2022
Deferred Compensation | Episode 22: FPOG Podcast
April 7, 2022
Financial Planning Trends for Oil & Gas | Episode 20: FPOG Podcast
March 11, 2022
Charitable Giving | Episode 21: FPOG Podcast
March 5, 2022
Meet the Team: Jared Machen | Episode 19: FPOG Podcast
February 25, 2022
ETFs vs Mutual Funds | Episode 18: FPOG Podcast
February 11, 2022
Meet the Team: Justin Brownlee | Episode 17: FPOG Podcast
January 28, 2022
I Bonds, Emergency Funds, & Disability Savings | Episode 16: FPOG Podcast
January 14, 2022
The Case Against Roth Conversions | Episode 15: FPOG Podcast
December 24, 2021
Life Insurance | Episode 13: FPOG Podcast
November 26, 2021
Mistakes to Avoid When Hiring an Advisor | Episode 12: FPOG Podcast
November 12, 2021
Retirement Income | Episode 11: FPOG Podcast
October 29, 2021
Market Timing | Episode 10: FPOG Podcast
October 15, 2021
New Tax Proposal: American Families Plan | Episode 9: FPOG Podcast
October 1, 2021
Alternative Investments | Episode 8: FPOG Podcast
September 17, 2021
College Funding & Planning | Episode 7: FPOG Podcast
September 3, 2021
Retiring Early from O&G | Episode 6: FPOG Podcast
August 20, 2021
Life after O&G (featuring Alan Killion) | Episode 5: FPOG Podcast
August 6, 2021
Our Investment Manifesto | Episode 4: FPOG Podcast
July 23, 2021
Investment Fees and Precautions | Episode 3: FPOG Podcast
July 9, 2021
Net Unrealized Appreciation (NUA) | Episode 2: FPOG Podcast
July 9, 2021
Why O&G Financial Planning is Unique | Episode 1: FPOG Podcast
June 25, 2021