EPISODE · May 1, 2026 · 31 MIN
Oil & Gas Investing: Tax Benefits, Cash Flow, and What to Watch For With Courtney Moeller
from The Agent of Wealth · host Marc Bautis
What if one investment could potentially reduce your tax bill today and generate income tomorrow? Oil and gas investing might not be as out-of-reach — or as risky-as-you-think. In this episode of The Agent of Wealth Podcast, co-host John Williams is joined by Courtney Moeller, an oil and gas investor, entrepreneur, and Navy veteran who helps high-income earners reduce their tax burden and build passive income through alternative investments. In this episode, you will learn: How oil and gas investments can potentially offset W-2 and active income through powerful tax advantages like Intangible Drilling Costs (IDCs). The key risks involved in oil and gas investing, including drilling outcomes, oil price fluctuations, and deal structure. How to evaluate opportunities, from choosing the right operator and basin to understanding breakeven prices and diversification strategies. Why oil and gas still plays a critical role in the global economy — far beyond just fueling your car. And more! Tune in for an inside look at how oil and gas investing works, who it may be right for, and how it can fit into a broader financial strategy focused on tax efficiency, diversification, and long-term wealth building. Resources: Episode Transcript & Blog | ironhorseenergyfunds.com | courtneymoeller.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call Want to be a guest on The Agent of Wealth? Send Marc Bautis a message on PodMatch, here: https://tinyurl.com/mt4z6ywc
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What if one investment could potentially reduce your tax bill today and generate income tomorrow? Oil and gas investing might not be as out-of-reach — or as risky-as-you-think. In this episode of The Agent of Wealth Podcast, co-host John Williams is joined by Courtney Moeller, an oil and gas investor, entrepreneur, and Navy veteran who helps high-income earners reduce their tax burden and build passive income through alternative investments. In this episode, you will learn: How oil and gas in...
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Oil & Gas Investing: Tax Benefits, Cash Flow, and What to Watch For With Courtney Moeller
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