FPO&G: Financial Planning for Oil & Gas Professionals
Episodes
Generational Financial Planning Part 2
17 Jun 2022
Contributed by Lukas
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 d...
The Case Against Dividend Investing
20 May 2022
Contributed by Lukas
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 ...
Recreating a Paycheck in Retirement
06 May 2022
Contributed by Lukas
In this episode, we talk about how to recreate a paycheck in retirement. How do you build a thoughtful strategy for decumulating an investment portfol...
Generational Financial Planning
22 Apr 2022
Contributed by Lukas
In this episode, we talk about how to make financial planning multi-generational. Is legacy planning for everyone? What is wealth? Why is "spending yo...
Deferred Compensation
08 Apr 2022
Contributed by Lukas
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 opportu...
Charitable Giving
25 Mar 2022
Contributed by Lukas
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 opti...
Financial Planning Trends for Oil & Gas
11 Mar 2022
Contributed by Lukas
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 goi...
Meet the Team: Jared Machen
25 Feb 2022
Contributed by Lukas
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 W...
ETFs vs Mutual Funds
11 Feb 2022
Contributed by Lukas
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 an...
Meet the Team: Justin Brownlee
28 Jan 2022
Contributed by Lukas
What do Kansas, cancer, and campus ministry have in common? They’re all part of Justin’s unique story that eventually lead him to found Brownlee W...
Lightning Pod: I Bonds, Emergency Funds, and Disability Insurance
14 Jan 2022
Contributed by Lukas
In this episode, we’re trying something new and doing a lightning pod where we cover several different topics in bite-sized chunks. In this episode,...
The Case Against Roth Conversions?
24 Dec 2021
Contributed by Lukas
While we're big proponents of Roth conversions, we wanted to review a white paper that outlined the case AGAINST Roth conversions to learn, challenge ...
Concentrated Stock Positions
10 Dec 2021
Contributed by Lukas
In this episode we talk about managing concentrated stock positions. How much of a single companies stock is too much? How does Restricted Stock Units...
Life Insurance
26 Nov 2021
Contributed by Lukas
In this episode we talk about the in-and-outs of life insurance for Oil & Gas professionals. What are you solving for? How much coverage do you ne...
Mistakes to Avoid When Hiring an Advisor
12 Nov 2021
Contributed by Lukas
In this episode we discuss the most common mistakes we see people make when hiring an advisor. We discuss why hiring an advisor who answers your quest...
Living Off of Your Investments: Strategies to Maximize Retirement Income
29 Oct 2021
Contributed by Lukas
How do you use investment assets to produce the income needed for retirement? How much money do you need to be financially free? How much can you take...
Market Timing
15 Oct 2021
Contributed by Lukas
In this episode we discuss what timing the market is and why it's nearly impossible to do. We cover everything from historical market returns, behavio...
New Tax Proposal: American Families Plan
01 Oct 2021
Contributed by Lukas
ANOTHER new piece of tax legislation has been proposed. While nothing is set in stone, it's really important to see what tax changes may be on the hor...
Alternative Investments
17 Sep 2021
Contributed by Lukas
Where do cryptocurrency, hedge funds, private equity, real estate, and other alternative investments fit into an investment portfolio? In this episode...
College Funding & Planning
03 Sep 2021
Contributed by Lukas
In this episode, we have a discussion on planning for and funding college expenses. College is a disproportionally large expense and often a highly em...
Retiring Early from O&G
20 Aug 2021
Contributed by Lukas
Inspired by our conversation last episode with Alan Killion, we have a freeform discussion for Retiring Early from the Oil and Gas Industry. How much ...
Life after O&G (featuring Alan Killion)
06 Aug 2021
Contributed by Lukas
In this episode of FPOG we visit with Alan Killion to discuss his career in oil and gas, as well as, what's next for his career as a consultant. This ...
Our Investment Manifesto
23 Jul 2021
Contributed by Lukas
While investment decisions are personal, there should be some core convictions that remain true regardless of how aggressive or conservative you are a...
Investment Fees and Precautions
09 Jul 2021
Contributed by Lukas
Many types of investment fees slowly eat away at your retirement accounts! Do you know what kinds of fees an advisor charges or how much you're paying...
Net Unrealized Appreciation (NUA)
09 Jul 2021
Contributed by Lukas
NUA decisions sit at an intersection of a big opportunity, huge possible consequences, and conflicting information. When considering what to do with c...
Why O&G Financial Planning is Unique
25 Jun 2021
Contributed by Lukas
Financial Planning for Oil and Gas Professionals is unique in several distinct ways. What opportunities, intricacies, and considerations make financia...
Welcome to Financial Planning for Oil & Gas Professionals
14 Jun 2021
Contributed by Lukas
Providing financial planning strategies for Oil & Gas professionals. Justin and Jared talk through ideas to optimize investments, lower futur...