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Healthy, Wealthy, & Wise Retirement PodcastAuthor: Loren Sherman
Welcome to Healthy, Wealthy, & Wise Retirement Podcast where CERTIFIED FINANCIAL PLANNER Loren Sherman shares thoughts on having a healthy mind, body and spirit; an abundance of wealth, inside portfolios and out; and lessons learned from clients and mentors over the years. Language: en Genres: Business, Education, How To, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Oil & Gas: CEO Steve Blackwell- part II (Ep.86)
Wednesday, 3 December, 2025
Today is the conclusion of my conversation with Steve Blackwell, CEO of Invito Energy Partners. In part I, Steve and I talked about oil & gas from an investment standpoint, and how not all oil & gas opportunities are equal, nor do all carry the same risk. For part II, we pivot to the unique tax benefits that oil & gas can offer, as this is what draws so many investors into the space. We talk about how an investment into oil & gas can be used to directly offset taxable income, but how it has to be done properly in order to qualify. We discuss who may benefit from an allocation to oil & gas, and just as importantly, who likely would not benefit. We also list off a handful of situations where the immediate tax reduction could be a powerful strategy as a one-time or ongoing use (paying tax on Roth conversion, sale of a business/farm, inheriting IRA funds that lead to higher AGI, offsetting taxable impact of year-end bonuses, "widow's penalty," reducing Medicare IRMAA). As a reminder, none of this should be taken as investment advice, as a personalized conversation is needed to determine if oil & gas, or any of the strategies we discuss on this show, are right for you and your situation. Further, the opportunity we discuss today is only available to accredited investors, which at the time of this recording, means having in income of $200k plus per year (or $300k joint income), or having an excess of $1 million of investable assets (not including your home). In the show notes, you can find Invito's executive summary with part one, and a tax benefits guide with this episode. You can also simply reach out if you would like to learn more about this opportunity. *this episode was recorded in video format- visit our YouTube Page to watch Connect with Loren: Share More & Get in Touch Podcast Page Email: hello@integrityguidance.com
