Navigating a $6M Liquidation Event - Ep. 132

A $6 million liquidity event can create real freedom. But for an oil and gas entrepreneur in their 40s, it does not automatically mean retirement.Justin Brownlee, CFP® and Jared Machen, CFP® walk through the planning decisions that matter after a major exit: estate planning, insurance, housing, investment allocation, future work, and how much you can reasonably spend while keeping the plan sustainable.For More Information Visit:bwmplanning.com/post/132Connect With Us:Facebook | LinkedinDisclosure: 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.