최고 Financial Professionals 팟캐스트 (2024)

1
Building Wealth in Oil & Gas: Exploring Different Career Paths - Ep. 74 42:20

7d ago42:20

42:20

For more information and show notes visit: https://bwmplanning.com/post/74 On this episode of Financial Planning for Oil and Gas Professionals, hosts Justin and Jared, along with guest Nathan, delve into the different career tracks within the oil and gas industry and the financial planning implications associated with each track. They discuss the a…

1
Finding Fulfillment After Financial Freedom: Retired Founder's Journey 38:39

21d ago38:39

38:39

In this episode, Justin spoke with an anonymous guest known as Retired Founder, who shared his journey from a middle-class upbringing to achieving financial freedom after selling his tech company. Retired Founder provided insights into the challenges and realizations that come with retirement, especially after a successful exit event. Retired Found…

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Private Aviaton with Preston Holland 42:08

1M ago42:08

42:08

In this episode, Justin sits down with Preston Holland from Flying Finance to discuss all things private aviation. When can people begin to explore private aviation? When does owning a plane (fractionally or whole) make sense vs. chartering? What innovations get Preston excited? What tax considerations are there related to aircraft ownership? For m…

1
Lightning Pod: Investing Holy Grail, ESPPs, College Football Playoff 33:00

2M ago33:00

33:00

This lightning pod episode covers several topics in 10 minutes or less. We discuss: Tony Robbins's new book on the "the holy grail of Investing", why you're probably thinking about your ESPP wrong, and what we think of the expanded college football playoff. For more information and show notes visit: https://bwmplanning.com/episode71 Connect With Us…

1
Required Minimum Distributions 35:32

2M ago35:32

35:32

In this episode, we discuss how high-net-worth investors should think about RMDs. We also discuss why young accumulators should care about RMDs despite being decades away from taking them. Regardless of your age, RMDs will impact your tax plan, and it's never too early to start preparing! For more information and show notes visit: https://bwmplanni…

1
Investing in All-Time Highs 30:40

3M ago30:40

30:40

In this episode, we discuss the S&P breaking through to new all-time highs. Is investing in all-time highs a bad idea? What does the data say? Can you be a value investor and invest at all-time highs? How does your time horizon impact this decision? What should you do with a lump sum cash payment? For more information and show notes visit: https://…

1
Petroleum Engineering with Nathan Meehan 55:59

3M ago55:59

55:59

In this episode, we visit with Nathan Meehan to discuss all things petroleum engineering. We discuss his career, his transition from the private sector to academia, and the future of energy education. For more information and show notes visit: https://bwmplanning.com/episode68 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManag…

1
Top Tax Prep Mistakes 27:42

4M ago27:42

27:42

In this episode, we discuss the most common tax mistakes we see. We also share horror stories of six-figure tax mistakes we've identified for clients. Lastly, we provide ideas to ensure you avoid these costly mistakes. For more information and show notes visit: https://bwmplanning.com/episode67 Connect With Us: Facebook - https://www.facebook.com/B…

1
2023 Year-End Review 34:04

4M ago34:04

34:04

In this year-end review, we discuss investment returns, the biggest storylines, our biggest surprises, and why we're bullish going into 2024. We also review some of the expert "consensus" forecasts that aged poorly because they were so wildly wrong. For more information and show notes visit: https://bwmplanning.com/episode66 Connect With Us: Facebo…

1
Chevron Benefits Review 34:08

4M ago34:08

34:08

In this episode, we do a deep dive into Chevron's benefits. We provide an overview of the key employee benefits and strategies to optimize these benefits. We also compare the benefits to other supermajors and provide our overall rating on their benefits package. For more information and show notes visit: https://bwmplanning.com/episode65 Connect Wi…

1
Lightning Pod: Budgeting, College Football, CPA Shortage 30:41

5M ago30:41

30:41

This lightning pod episode covers several topics in 10 minutes or less. We discuss the case against budgeting, the insanity that is college football coaching buyouts, and why there's a looming CPA shortage. For more information and show notes visit: https://bwmplanning.com/episode64 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealt…

1
Supermajors doing massive M&A deals 27:16

5M ago27:16

27:16

When does a supermajor become a Super-Duper major? In the episode, we discuss Chevron acquiring Hess and ExxonMobil acquiring Pioneer Natural Resources. We talk about the deals, what they say about the state of the industry, and what financial planning considerations are there for employees of the firm being acquired. For more information and show …

1
Optimizing Your Charitable Giving with Brandon O'Neill 28:42

6M ago28:42

28:42

In this episode, we visit with Brandon O'Neill, Vice President at Fidelity Charitable. We discuss the mechanics of donor-advised funds, what assets are optimal for gifting, and various giving strategies that optimize your tax and estate plan. For more information and show notes, visit: https://bwmplanning.com/episode62 Connect With Us: Facebook - h…

1
Fad or Future: Investing in Innovation 32:40

6M ago32:40

32:40

In this episode, we discuss the paradox of investing in innovation. How do you invest in the future while trying to avoid bubbles? Innovation creates excitement, which often creates high valuations. Is investing in high valuation companies or companies without earnings a bad investment strategy? For more information and show notes, visit: https://b…

1
Managing Risk 39:41

7M ago39:41

39:41

In this episode, we discuss: what risk is, how it changes over time, common risks we see for Oil & Gas professionals, and how to manage them. We also question the merits of a risk tolerance questionnaire as a comprehensive risk management tool. For more information and show notes, visit: https://bwmplanning.com/episode60 Connect With Us: Facebook -…

1
Mineral Rights with Matt Sands 50:19

7M ago50:19

50:19

In this episode, we visit with Matt Sands of Silverheels Investments to talk about all things Mineral Rights. In this episode, we discuss valuing your minerals, financial planning considerations with minerals, how to construct your mineral planning team, and investing in the asset class. For more information and show notes, visit: https://bwmplanni…

1
Case Study: Teddy & Theresa Taxable 1:00:19

8M ago1:00:19

1:00:19

In this episode, Justin and Jared break down the life of another sample client: Teddy & Theresa Taxable. They are retired in their 60s and have a $25 million net worth. They are not worried about running out of money but want to ensure they avoid estate taxes. We discuss what considerations, opportunities, and mistakes they must be aware of to opti…

1
Case Study: Alvin & Alyssa Accumulator 30:56

8M ago30:56

30:56

In this episode, Justin breaks down the life of another sample client: Alvis and Alyssa Accumulator. They are in their early 40s and have three kids. Their income and expenses have never been higher. We discuss what considerations, opportunities, and mistakes they need to be aware of to optimize their financial plan (tax, investment, estate plannin…

1
Case Study: Elvis & Imogen Exxon 49:00

9M ago49:00

49:00

In this episode, Justin breaks down the life of a sample client: Elvis & Imogen Exxon. They are in their late 50s and nearing retirement from a supermajor O&G company. They have accumulated $5.2M and are planning on relocating to Colorado. We discuss what considerations, opportunities, and mistakes they need to be aware of to optimize their financi…

1
Raising Financially Wise Children 44:49

9M ago44:49

44:49

In this episode, Justin and Nathan discuss passing financial wisdom down to the next generation. We discuss what kids need to learn and methods to help kids apply these concepts. We discuss how it changes as kids grow up and share examples of how we've seen it done well across various ages. For more information and show notes, visit: https://bwmpla…

1
You've Saved $2M in Brokerage Assets: Now What? 30:22

10M ago30:22

30:22

In this episode, Justin and Nathan discuss planning opportunities and challenges if you have more than $2M in brokerage assets. We'll talk through the biggest tax opportunities available to you, estate planning considerations over the next 10 years, life planning implications, and relevant changes to your insurance needs. For more information and s…

1
When IRAs Become Tax Time Bombs 34:35

10M ago34:35

34:35

In this episode, Justin and Jared discuss how the death of the beneficiary "stretch" RMD has created seismic changes for IRA tax planning. We discuss why the stakes are so high, review a case study to illustrate its impact, and outline strategies to defuse the potential tax time bomb. For more information and show notes visit: https://bwmplanning.c…

1
The Problem with AUM fees 31:15

11M ago31:15

31:15

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. For more information and show notes visit: https://bwmplanning.com/episode52 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthM…

1
Psychology of Retirement Spending 28:24

11M ago28:24

28:24

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 spending the nest egg they've worked so hard to build. We talk through why that is and strategies for spending well in retirement. F…

1
Celebrating 50 Episodes! Firm Update and What's Ahead 28:56

12M ago28:56

28:56

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. For more information and show notes visit: https://bwmplanning.com/episode50 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManagem…

1
Rocketship #4: Navigating doomsday economies and getting out ahead of the curve! 21:10

12M ago21:10

21:10

Today Financial Professionals are worried about the future of their business. Since most clients are worried, they are pulling money out of banks and out of their investment accounts and trying to stock the money away in other instruments or under their mattress. We talk about how this environment is the best environment to navigate and come out of…

1
Rocketship # 3 Brand and Brand Development 20:42

12M ago20:42

20:42

In this video we talk about the importance of building your brand! Thank you for listening to this podcast! Please subscribe, and share your thoughts and what you have learned with those that need to hear it. Your comments are what keep me going, so please take a second and say ‘Hello’. — — ► Subscribe to my YouTube channel here: https://www.youtub…

1
Financial Planning for Energy Traders 50:00

12M ago50:00

50:00

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 compensation? How similar or different is managing my personal investments from managing a professional trading portfolio? Do profess…

1
Rocket Ship Episode #1 Joseph Gissy's Intro & 3 Principles for Advisor Growth 30:11

1y ago30:11

30:11

In this episode Joseph Gissy will go over the top 3 things that financial professionals need to understand to make it in todays modern world of marketing and gaining new prospects for their practice.저자 Joseph

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Rocket Ship Episode #2 Accountability 23:42

1y ago23:42

23:42

In this episode Joseph Gissy goes over what it takes to hold yourself accountable with your marketing as well as how to find the right team and what else you can be doing to get started with digital marketing.저자 Joseph Gissy

1
Lightning Pod: Home Prices, Inflation, and Student Loans 24:19

1y ago24:19

24:19

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 some commentary on the landscape of higher education and tax deductions related to college football tickets. For more inf…

1
The Collapse of Silicon Valley Bank 26:32

1y ago26:32

26:32

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 duration matching? For more information and show notes visit: https://bwmplanning.com/episode47 Connect With Us: Facebook …

1
How To Be a Better Investor Than Your Neighbor 36:07

1y ago36:07

36:07

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? For more information and show notes visit: https://bwmplanning.com/episode46 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c Linkedin…

1
Planning for Your Bonus 28:35

1y ago28:35

28:35

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 your financial plan. For more information and show notes visit: https://bwmplanning.com/episode45 Connect With Us: Faceboo…

1
What is Financial Planning? 29:29

1y ago29:29

29:29

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? For more information and show notes visit: https://bwmplanning.com/episode44 Connect With Us: Facebook - https://www.facebook.com/Brow…

1
The Future of Taxes 33:37

1y ago33:37

33:37

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 agents impact retirement planning for oil and gas professionals. For more information and show notes visit: https://bwmplanning…

1
New Tax Law! Secure Act 2.0 30:57

1+ y ago30:57

30:57

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. For more information and show notes visit: https://bwmplanning.com/episode42 Connect With Us: Facebook - https://www.facebook…

1
2022 Year End Review 44:31

1+ y ago44:31

44:31

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. For more information and show notes visit: https://bwmplanning.com/episode41 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c Linkedin - ht…

1
"I'm in my 50's and my employer is taking away benefits..." 30:24

1+ y ago30:24

30:24

What should you do if you are in your 50s and your employer starts taking away benefits? In this episode, we discuss when you should leave, how to consider the trade-offs, and how post-employment consulting fits in. We also discuss the importance of avoiding tax penalties and thinking through planning opportunities if you decide to retire sooner th…

1
HUGE Podcast Announcement: Guess what is about to happen? 1:58

1+ y ago1:58

1:58

Thanks to all the Conversations for Financial Professionals listeners!저자 Dominique Henderson, CFP®

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CFFP #71 - The Benefits of Community in Mentorship 2:10

1+ y ago2:10

2:10

On this week's episode of Conversations for Financial Professionals, I chat with Amanda Raymond about how impactful psychological fear can be when transitioning into a new career. In the full episode, you'll discover: 🎙️Amanda's story and origin in financial planning 🎙️The unique challenges career changers face when making a career switch 🎙️How bes…

1
Year-End Planning Opportunities 29:39

1+ y ago29:39

29:39

In this episode, we talk about what important financial planning strategies you should consider prior to year-end. We also discuss the importance of working with your CPA to ensure the plans executed are actually reflected on your tax return. For more information and show notes visit: https://bwmplanning.com/episode39 Connect With Us: Facebook - ht…

1
CFFP #71 - Valuable Resources for a Career in Financial Services ft Amanda Raymond 45:52

1+ y ago45:52

45:52

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Amanda Raymond is the Director of Career Development at The American College of Financial Services. She joined The College in June of 2022 to lead the development and creation of a virtual career center. …

1
CFFP #70 - Building Communication Skills in Financial Services 1:57

1+ y ago1:57

1:57

On this week's episode of Conversations for Financial Professionals, I chat with Stephen Schiestel, CFA about understanding the importance of building communication skills when coming into any financial services profession. In this episode, you'll discover: 🎙️Stephen's story and origin in financial planning 🎙️The 3 things it will take for tomorrow'…

1
CFFP #70 - A New Generation of Financial Planner ft. Stephen Schiestel, CFA 51:19

1+ y ago51:19

51:19

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Stephen Schiestel is currently the Frederick S. Addy Professor of Practice in Finance at the Eli Broad College of Business at Michigan State University. He received his MBA in 1998 from Michigan State Uni…

1
CFFP #69 - Transferrable Skills as a Career Changer 2:13

1+ y ago2:13

2:13

On this week's episode of Conversations for Financial Professionals, I chat with Dr. Barry Mulholland about how important career changers are to the industry because of their transferrable skills. 🎙️Dr. Mulholland's story and origin in financial planning 🎙️Practical advice for the aspiring financial professional 🎙️How traditional and non-traditiona…

1
What Happens to Your Financial Plan When You're Gone? 36:55

1+ y ago36:55

36:55

In this episode, we talk about what happens to your financial plan when you're gone. How do I ensure my financial plan continues and that my surviving spouse is taken care of? How do I set my family up for success? For more information and show notes visit: https://bwmplanning.com/episode38 Connect With Us: Facebook - https://www.facebook.com/Brown…

1
CFFP #69 - Guiding the Next Generation of Financial Planners ft. Dr. Barry Mulholland 49:59

1+ y ago49:59

49:59

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Barry S. Mulholland, Ph.D., MBA, CFP®, ChFC®, is currently the Director, Financial Planning Program and Associate Professor of Practice in the Department of Finance, College of Business at The University …

1
CFFP #68 - Engaging Empathetically with Your Clients 2:09

1+ y ago2:09

2:09

On this week's episode of Conversations for Financial Professionals, I chat with Michael G. Thomas Jr., Ph.D. about how psychological understanding in the financial services field is just as important as the technical side. In this episode, you'll discover: 🎙️Michael's story and how he discovered the financial planning profession 🎙️Why career chang…

1
CFFP #68 - Understanding How To Deliver Empathetic Financial Planning ft Michael G. Thomas, Ph.D., AFC® 1:09:00

1+ y ago1:09:00

1:09:00

Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice. Today I talk with Michael G. Thomas Jr., Ph.D., who is an Accredited Financial Counselor (AFC®) and a lecturer at the University of Georgia. His research focuses on financial empathy and self-compassion, …

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