All Episodes
FPO&G: Financial Planning for Oil & Gas Professionals — 137 episodes
Retiring at 55 vs. 65 - Ep. 137
Lightning Round: San Francisco Real Estate, AI Wealth, and Wealth Taxes - Ep. 136
Surviving a Lost Decade in Retirement - Ep. 135
Lightning Round: Boomers Passing Down Wealth, Rising CEO Pay, and Hourly Wage Millionaires.- Ep. 134
Life After an 8-Figure Oil & Gas Exit - Ep. 133
Navigating a $6M Liquidation Event - Ep. 132
Oil & Gas Intrepreneurship: What To Do After a Liquidity Event - Ep. 131
Year in Review: What the Last 15 Months in the Market Taught Us - Ep. 130
Berkshire Hathaway, $1T SpaceX IPO, Paycheck to Paycheck at $500K/yr - Ep 129
Building Better Investment Portfolios with Phil McInnis - Ep. 128
The Texas Economic Boom: What’s Driving Growth and What’s Next with JB Horton - Ep 127
Lightning Round: AI in Wealth Management, Anti-Tech Trends & Gold Investing - EP 126
Why Bonds Are Interesting Again – Ep. 125
Shell Benefits Review - Ep. 124
Understanding Cost vs. Value with Investment Fees - Ep. 123
Executive Leadership in O&G with Les Csorba - Ep. 122
Lightning Pod: Housing Happiness, CA Wealth Tax, and Energy Stocks - Ep 121
Navigating Elder Care Options with Brian Levy - Ep 120
Listener Question: "...IRAs that currently exceed $5M?"
Estate Planning: The Inheritor’s POV with Sean Dugan - Ep 118
Research on Retirement Spending
Lightning Pod: IUL Lawsuits, BD Exodus, and Today’s Economy - Ep 116
HNW Property Insurance with Landon Davis Ep 115
Investing Lessons for Ivy League Endowments - Ep 114
Meet the Team: Reagan Miller - Ep. 113
Lightning Pod: Future of Work, Real Estate Trends & Investing - Ep 112
UBS Wealth Report 2025: Key Insights on the Future of Wealth - Ep 111
The Truth About Wills and Trusts - Ep. 110
One Big Beautiful Bill Act (OBBBA) - Ep.109
Lightning Pod: Lump Sum vs. Dollar Cost Average, Credit Card Points, The Most Interesting Public Market
Why 529 Plans Are Overrated - Ep. 107
Should You Buy a Business? - Ep. 106
The Deficit & Future Tax Policy - Ep. 105
Meet The Team: Josh Matthews - Ep. 104
Public vs. Private School - Ep. 103
Lightning Pod: Youth Sports, Property Taxes, Rolls Royce - Ep. 102
Money & Marketing with Massiel Diez - Ep. 101
Celebrating 100 Episodes! - Ep. 100
The Case for International Investing - Ep. 99
Retire in Five with Scott Darling - Ep. 98
Financing vs. Cash: When to Borrow for Your Next Purchase - Ep. 97
Retirement Readiness: Do You Have Enough Assets to Last? - Ep. 96
Retirement in Oil & Gas is About to Pick Up (Our Theory) - Ep. 95
Lightning Pod: Oil & Gas Markets, Waymo, Bench Accounting - Ep. 94
Energy Strategy with Jeff Krimmel - Ep. 93
The Grantor's Guide: Effectively Passing Down Wealth - Ep. 92
The Inheritor's Guide: What to Consider Before Expecting an Inheritance - Ep. 91
Inside Texas' $200 Billion Teacher's Pension: Lessons for Oil & Gas Investors - Ep. 90
Lightning Pod: Europe, Tipping Culture, and Searching for the Ideal City - Ep. 89
The Case Against Private Equity: What Investors Need to Know About Risks, Rewards, and Realities - Ep. 88
SECURE Act Updates: What Oil & Gas Professionals Need to Know - Ep. 87
Investment or Enjoyment: The Real Cost of a Second Home - Ep. 86
Lightning Pod: Private vs. Public Schools, Resort Town Hyperinflation, and Real Estate - Ep. 85
Optimizing Your Financial Legacy: Lessons from "Die With Zero" - Ep. 84
From $2.15/Hour to a $7.1 Billion Sale: The Story of Bob Phillips - Ep. 83
Building a Successful Career in Oil & Gas w/ Terry Nixon - Ep. 82
How to Break Up with Your Financial Advisor: A Guide for Oil & Gas Professionals - Ep. 81
Retirement Planning with Executive Compensation - Ep. 80
Looking Under the Hood of Family Offices - Ep. 79
Why Your Investment Allocation Is Probably Wrong - Ep. 78
Lightning Pod: Roth IRAs, Chipotle Stock, Financial Planning - Ep. 77
[Bonus] Paths to Wealth in Oil & Gas: From Corporate to Entrepreneurship - Ep. 76
Meet Cari Lingle: The Newest BWM Team Member - Ep. 75
Building Wealth in Oil & Gas: Exploring Different Career Paths - Ep. 74
Finding Fulfillment After Financial Freedom: Retired Founder's Journey
Private Aviaton with Preston Holland
Lightning Pod: Investing Holy Grail, ESPPs, College Football Playoff
Required Minimum Distributions
Investing in All-Time Highs
Petroleum Engineering with Nathan Meehan
Top Tax Prep Mistakes
2023 Year-End Review
Chevron Benefits Review
Lightning Pod: Budgeting, College Football, CPA Shortage
Supermajors doing massive M&A deals
Optimizing Your Charitable Giving with Brandon O'Neill
Fad or Future: Investing in Innovation
Managing Risk
Mineral Rights with Matt Sands
Case Study: Teddy & Theresa Taxable
Case Study: Alvin & Alyssa Accumulator
Case Study: Elvis & Imogen Exxon
Raising Financially Wise Children
You've Saved $2M in Brokerage Assets: Now What?
When IRAs Become Tax Time Bombs
The Problem with AUM fees
Psychology of Retirement Spending
Celebrating 50 Episodes! Firm Update and What's Ahead
Financial Planning for Energy Traders
Lightning Pod: Home Prices, Inflation, and Student Loans
The Collapse of Silicon Valley Bank
How To Be a Better Investor Than Your Neighbor
Planning for Your Bonus
What is Financial Planning?
The Future of Taxes
New Tax Law! Secure Act 2.0
2022 Year End Review
"I'm in my 50's and my employer is taking away benefits..."
Year-End Planning Opportunities
What Happens to Your Financial Plan When You're Gone?
Why Do Most Wealth Management Clients Overpay?
ESG Investing with Rusty Gilbert
Meet the Team: Nathan Steele
The Case For/Against Dave Ramsey with Blaine Killion
DIY Investing
Investing and Politics
Why Are High Income Millennials Broke?
Short Term Rentals as an Investment
Why Oil & Gas Makes Better Investors
The Benefits of a Bear Market
Generational Financial Planning Part 2
The Case Against Dividend Investing
Recreating a Paycheck in Retirement
Generational Financial Planning
Deferred Compensation
Charitable Giving
Financial Planning Trends for Oil & Gas
Meet the Team: Jared Machen
ETFs vs Mutual Funds
Meet the Team: Justin Brownlee
Lightning Pod: I Bonds, Emergency Funds, and Disability Insurance
The Case Against Roth Conversions?
Concentrated Stock Positions
Life Insurance
Mistakes to Avoid When Hiring an Advisor
Living Off of Your Investments: Strategies to Maximize Retirement Income
Market Timing
New Tax Proposal: American Families Plan
Alternative Investments
College Funding & Planning
Retiring Early from O&G
Life after O&G (featuring Alan Killion)
Our Investment Manifesto
Investment Fees and Precautions
Net Unrealized Appreciation (NUA)
Why O&G Financial Planning is Unique
Welcome to Financial Planning for Oil & Gas Professionals