最高の Fpo Podcast ポッドキャスト (2024)

1
The Case Against Private Equity: What Investors Need to Know About Risks, Rewards, and Realities - Ep. 88 30:31

12d ago30:31

30:31

For more information and show notes visit: https://www.bwmplanning.com/post/88 In this episode of Financial Planning for Oil and Gas Professionals, hosts Justin Brownlee and Jared Machen dive into the case against private equity. Private equity investments can be an enticing option for investors seeking higher returns, but they come with a distinct…

1
SECURE Act Updates: What Oil & Gas Professionals Need to Know - Ep. 87 27:54

26d ago27:54

27:54

For more information and show notes visit: https://www.bwmplanning.com/post/87 In this episode of Financial Planning for Oil & Gas Professionals, hosts Justin Brownlee and Jared Machen dive into the recent updates to the SECURE Act, focusing on changes affecting non-spouse beneficiaries and the implications for Required Minimum Distributions (RMDs)…

1
Investment or Enjoyment: The Real Cost of a Second Home - Ep. 86 43:48

1M ago43:48

43:48

For more information and show notes visit: https://www.bwmplanning.com/post/86 In this episode of Financial Planning for Oil and Gas Professionals, we dive into the complex considerations involved in purchasing a second home. We explore the decision from both an investment and lifestyle perspective, providing insights to help you determine if a sec…

1
Lightning Pod: Private vs. Public Schools, Resort Town Hyperinflation, and Real Estate - Ep. 85 34:06

2M ago34:06

34:06

For more information and show notes visit: https://bwmplanning.com/post/85 In this episode of Financial Planning for Oil and Gas Professionals, hosts Justin Brownlee and Jared Machen discuss their theory on resort town hyperinflation, do a residential real estate heat check, and delve into back-to-school financial topics. Challenges Faced by Resort…

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Optimizing Your Financial Legacy: Lessons from "Die With Zero" - Ep. 84 41:49

2M ago41:49

41:49

For more information and show notes visit: https://www.bwmplanning.com/post/84 In this episode, we discuss some thought-provoking ideas and share our insights on optimizing investments, lowering future taxes, and growing wealth. Here are three key takeaways from this enlightening discussion: 1. Intentional Spending and Memory Dividends One of the m…

1
Episode 9- Has Silva Sarrinen Arrived? w/special guest Beto San Miguel 1:27:28

3M ago1:27:28

1:27:28

Silva Sarrinnen, is she the real deal? Interview with Physical Therapist and local Disc Golfer Beto San Miguel. We discuss how to prevent injury and how to help with longevity in the game of disc golf. DGPT | https://www.dgpt.com/event/2024-swedish-open/ | James Proctor Silva Sarrinen | DGPT | https://www.dgpt.com/event/2024-trubank-des-moines-chal…

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From $2.15/Hour to a $7.1 Billion Sale: The Story of Bob Phillips - Ep. 83 1:07:09

3M ago1:07:09

1:07:09

For more information and show notes visit: https://www.bwmplanning.com/post/83 In this episode of Financial Planning for Oil & Gas Professionals, we had the pleasure of speaking with Bob Phillips, a seasoned veteran with a 47-year career in the oil and gas industry. Bob shared his incredible journey, from his early days in Tyler, Texas, to his rece…

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Building a Successful Career in Oil & Gas w/ Terry Nixon - Ep. 82 51:51

3M ago51:51

51:51

For more information and show notes visit: https://www.bwmplanning.com/post/82 In this episode of Financial Planning for Oil & Gas Professionals, we had the pleasure of hosting Terry Nixon, a seasoned veteran in the oil and gas industry with a career spanning over four decades. Terry, who is also my neighbor in Fort Worth, shared his incredible jou…

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How to Break Up with Your Financial Advisor: A Guide for Oil & Gas Professionals - Ep. 81 26:35

4M ago26:35

26:35

For more information and show notes visit: https://bwmplanning.com/post/81 In this episode, we discuss an interesting situation forming in the financial advisor industry: while client retention rates are high, trust and satisfaction levels are not as impressive. This discrepancy suggests that many clients stay with their advisors despite feeling un…

1
Episode 8- H13 Disc Golf New Disc Manufacturer & What's up with Prodigy? W/ Special Guest Jericho Jimentel 1:11:50

4M ago1:11:50

1:11:50

Interview with New Local Disc Manufacturer H13 https://h13discgolf.com/pages/about-us -Monahan Ranch Recap- Chris and Rob (What did we learn and use for future tournaments?) -Local Tournaments Coming up- What are we looking forward to? http://www.texasdiscgolfschedule.com/ -Beaver State Fling results/Picks from prior week https://www.pdga.com/tour/…

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Retirement Planning with Executive Compensation - Ep. 80 30:10

4M ago30:10

30:10

In this episode of FPO&G, Justin and Jared dissect how retirement planning is impacted by executive compensation. Should my investment allocation be changed due to the nonqualified stock options, deferred comp, and restricted stock that vest after retirement? Do Roth conversions still make sense as a retiree in light of my post retirement income? H…

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Episode 7- Come Get Your Loot Bags!!! W/Special Guests owners Chris & Syd of Loot bags and Newest DK Team member Mitch Rando 1:13:23

5M ago1:13:23

1:13:23

Welcome- (Chris Juarez & Syd- or Loot Bags #215520) We will focus on engaging you in the topics below and getting your thoughts Introduce you and this will be an opportunity to tell us a little about you and your company. The RunDown- -Interview Mitch Rando -Local Tournaments Coming up http://www.texasdiscgolfschedule.com/ -Recent Events Played- So…

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Looking Under the Hood of Family Offices - Ep. 79 42:06

5M ago42:06

42:06

For more information and show notes visit: www.bwmplanning.com/post/79 In this episode of FPOG, Justin and Jared dissect JP Morgan's 2024 Global Family Office Report. What can research from the biggest bank in America on some of its wealthiest clients teach us? We discuss our favorite parts of the report, takeaways for Oil & Gas professionals, and …

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Episode 6- First FPO 1000 Rated Player in History!!! W/ Special Guest Luke Bagnardi of House of the Flying Disc 58:23

5M ago58:23

58:23

The Run Down- -What we’ve been up to… Our recent events LOSO and COTO upcoming events -Local Tournaments Coming up http://www.texasdiscgolfschedule.com/ -Recent Events DGPT Upcoming- Tournaments and Previous Tournaments we missed DGPT | Music City Open | Nashville, TN | Fri, 4/19 – Sun, 4/21 DGPT | Dynamic Discs Open | Emporia, KS | Fri, 5/3 – Sun,…

1
Why Your Investment Allocation Is Probably Wrong - Ep. 78 35:52

5M ago35:52

35:52

In this episode of FPOG, Justin and Jared discuss the most common mistakes they see related to constructing an investment allocation. They also talk through best practices when it comes to thinking through how to construct your mix of investments. For more information and show notes visit: https://bwmplanning.com/post/78 Connect With Us: Facebook L…

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Lightning Pod: Roth IRAs, Chipotle Stock, Financial Planning - Ep. 77 33:26

6M ago33:26

33:26

For more information and show notes visit: https://bwmplanning.com/post/77 In this episode of FPOG, we're excited to bring back our lightning round format and it's been a while since it's just been the two of us—Justin and Jared—diving into your questions and our thoughts on various financial planning strategies and investment insights. Key Topics …

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[Bonus] Paths to Wealth in Oil & Gas: From Corporate to Entrepreneurship - Ep. 76 19:53

6M ago19:53

19:53

For more information and show notes visit: https://bwmplanning.com/post/76 Today, Justin dives deeper into a topic we touched on a few weeks ago with Nathan—career paths within the oil and gas industry. Recap of the Three Career Paths: Working at a Major or Supermajor: This path offers a stable and potentially lucrative career, with salaries rangin…

1
Episode 5-Gambling in Disc Golf!? W/Special Guest Newest DK Team Member Joe "Sodacan" Sudolcan 1:05:48

6M ago1:05:48

1:05:48

Disc and That Podcast host's discuss upcoming DGPT events and local events coming up in the San Antonio Area. The guys interview Newest Disc Kingz Disc Golf Team Member Joe "Sodacan" Sudolcan. Run down of Topics *Jonesboro Recap https://www.dgpt.com/event/2024-jonesboro-open/ *Gambling in disc golf? https://www.dgpt.com/announcements/us-integrity/ …

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Meet Cari Lingle: The Newest BWM Team Member - Ep. 75 32:22

6M ago32:22

32:22

For more information and show notes visit: https://bwmplanning.com/post/75 This episode of FPOG features a Meet the Team segment with Cari Lingle, the newest member of Brownlee Wealth Management. Cari shares: Her background in financial analysis and education Her transition to financial planning And her alignment with the firm's values She brings a…

1
Episode 4- DGPT Jonesboro Open! w/Special Guest William "Monty" Monterrey 1:06:12

6M ago1:06:12

1:06:12

The cast discusses : *Previous- A Tier- 6th Annual Persimmon Ridge Retreat - Presented by MVP Disc Sports https://www.pdga.com/tour/event/75965 *College Nationals Exciting finish discussion https://www.innovadiscs.com/team-innova/2024-college-disc-golf-national-championships-results/#:~:text=UNC%20ultimately%20took%20it%20down%20after%20three%20pla…

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

7M 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
Episode 3- Team Disc Kingz?!!! W/ Special Guest Daniel Murata 1:19:33

7M ago1:19:33

1:19:33

The cast discusses TXSTATES results and introduces some new members to the Disc Kingz Disc Golf Team! With Interview with Daniel Murata of DM Creatives. Very talented individual. Below are some details about his social media handles, services and sponsors. Socials: https://www.youtube.com/@dmcreatives_ https://www.instagram.com/dmcreatives_ Sponsor…

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

7M 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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The Disc and That Podcast Season 2 Episode 1 Catching up, Big Moves 49:52

7M ago49:52

49:52

The Disc and That Podcast Season 2 Episode 1 Catching up, Big Moves The Disc and That PodcastRobert “Southpaw Rob” Garza による

1
Private Aviaton with Preston Holland 42:08

8M 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

8M 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

9M 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

9M 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
Can a Middle class salary earner becomes wealthy? 4:50

9M ago4:50

4:50

Welcome to NextGen Money, where we dive into the financial journey of the everyday individual. In a world dominated by 9 to 5 jobs, bills, and the constant struggle to save, many of us wonder if there's a path to true wealth. Join us as we explore the inspiring stories of individuals who defied the odds, emerging from humble backgrounds to become m…

1
Petroleum Engineering with Nathan Meehan 55:59

9M 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…

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Top Tax Prep Mistakes 27:42

10M 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

10M 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…

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Investing Mistakes to Avoid 8:21

11M ago8:21

8:21

Unveiling Uncommon Money Insights They Neglected to Teach You in School! Welcome to Nextgen Money, your go-to resource for unraveling the mysteries of personal finance, credit, and investing. We're here to bridge the knowledge gap left by traditional courses, offering practical financial wisdom often overlooked in education. Just a heads up: our po…

1
Chevron Benefits Review 34:08

11M 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

11M 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…

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Episode 13- Into the Off-Season, w/ Special Guest Tanner McCartney & Jimmy Zamora 1:20:03

12M ago1:20:03

1:20:03

Episode 13- Into the Off-Season, w/ Special Guest Tanner McCartney & Jimmy Zamora The Disc and That PodcastRobert “Southpaw Rob” Garza による

1
Supermajors doing massive M&A deals 27:16

12M 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

1y 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
Episode 12- Disc Golf Mindset Special Guest- Orlando Velasco 1:01:49

1y ago1:01:49

1:01:49

Episode 12- Disc Golf Mindset Special Guest- Orlando Velasco The Disc and That PodcastRobert “Southpaw Rob” Garza による

1
Episode 11- First Available W/Special Guest William Monterrey 1:13:40

1y ago1:13:40

1:13:40

In this episode we discuss the USDGC and Throw pink tournament recap. While also discussing the upcoming tour championships. We are also interviewing William Monterrey founder of First Available in San Antonio, TX. The Disc and That PodcastRobert “Southpaw Rob” Garza による

1
Fad or Future: Investing in Innovation 32:40

1y 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
Episode 10- Give Away! 45:25

1y ago45:25

45:25

Episode 10- Give Away! The Disc and That PodcastRobert “Southpaw Rob” Garza による

1
Managing Risk 39:41

1y 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 -…

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Episode 9- The Recap, Just the guys! 57:23

1y ago57:23

57:23

Episode 9- The Recap, Just the guys! The Disc and That PodcastRobert “Southpaw Rob” Garza による

1
Episode 8- Disc Golf Authority!!! Special Guest Luke Bagnardi 1:07:28

1y ago1:07:28

1:07:28

Episode 8- Disc Golf Authority!!! Special Guest Luke Bagnardi The Disc and That PodcastRobert “Southpaw Rob” Garza による

1
Mineral Rights with Matt Sands 50:19

1y 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
Episode 7- Whats going on? Special Guest Debby Anders 56:55

1y ago56:55

56:55

Episode 7- Whats going on? Special Guest Debby Anders a Mint Discs and Lucky Ace Sponsored Player. The Disc and That PodcastRobert “Southpaw Rob” Garza による

1
Episode 6- The Local Legends!!! Jimmy Zamora and Alan Janzen 1:10:59

1y ago1:10:59

1:10:59

Episode 6- The Local Legends!!! Jimmy Zamora and Alan Janzen The Disc and That PodcastRobert “Southpaw Rob” Garza による

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

1y 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
Episode 5 Monahan Ranch!!! Amy and Kevin Monahan 56:37

1y ago56:37

56:37

Episode 5- Interview with Amy Monahan and Kevin Monahan. We discuss local San Antonio Disc Golf and Their upcoming C tier at Monahan Ranch. The Disc and That PodcastRobert “Southpaw Rob” Garza による

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