FPO&G: Financial Planning for Oil & Gas Professionals

The only podcast dedicated to those of you in the Oil & Gas profession to help you optimize investments, lower future taxes, and grow your wealth.

Author: Brownlee Wealth Management

Providing financial planning strategies for oil and gas professionals. Justin and Jared talk through ideas to optimize investments, lower future taxes, and grow your wealth. If you work at or recently retired from a large Oil & Gas company, this podcast is for you. Justin Brownlee and Jared Machen are CERTIFIED FINANCIAL PLANNER professionals with Brownlee Wealth Management, a fee-only firm dedicated to those in the Oil & Gas profession. Learn more and subscribe today at brownleewealthmanagement.com
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Language: en

Genres: Business, Careers, Investing

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Lightning Pod: Housing Happiness, CA Wealth Tax, and Energy Stocks - Ep 121
Episode 121
Friday, 23 January, 2026

In this episode, Justin and Jared discuss the connection between home size and happiness, including why bigger homes don’t always lead to better life satisfaction. They also break down California’s proposed billionaire wealth tax and the potential ripple effects it could have on residents, businesses, and long-term state revenue. Plus, they review energy company performance in 2025 and highlight why results can vary widely within the same sector. Throughout the conversation, they share practical takeaways for smarter financial planning and diversification for oil and gas professionals.For more information and show notes visit: https://bwmplanning.com/post/121Connect With Us:Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.