Justin and Jared break down the key insights from UBS’s Global Wealth Report. We look at how wealth is growing across different demographics, why median wealth in the U.S. is outpacing other countries, and what the rise in everyday millionaires really means. We also dig into unique factors driving this trend, including equity ownership and mineral rights, and what they mean for oil and gas professionals. Finally, we connect the dots between wealth distribution, consumer behavior, and economic resilience, giving you practical takeaways to strengthen your financial planning and investment strategy.

For more information and show notes visit: https://www.bwmplanning.com/post/111

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Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c

Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/

Disclosure: 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

In this episode, Justin and Jared break down the truths and myths about trusts. We discuss how trusts can help with estate planning by avoiding probate, protecting assets, and managing distributions if you become incapacitated. You’ll also hear how trusts compare to wills and where people often misunderstand their role in a financial plan.

For more information and show notes visit: https://www.bwmplanning.com/post/110

Connect With Us:

Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c

Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/

Disclosure: 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

In this podcast, Jared and Nathan discuss the newest piece of tax legislation that was passed into law earlier this year - One Big Beautiful Bill Act. They highlight the pieces of the bill that are most pertinent to oil and gas professionals, they also discuss which pieces of the bill are the most overrated.

For more information and show notes visit: https://www.bwmplanning.com/post/109

Connect With Us:

Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c

Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/

Disclosure: 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

In this lightning pod, we discuss: dollar cost averaging vs. lump sum investing, credit card points, and which market segment we'd only own if we could only own one. Be sure to listen to the end, where we discuss our thoughts on the most overrated and underrated cities.

For more information and show notes visit: https://www.bwmplanning.com/post/108

Connect With Us:

Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c

Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/

Disclosure: 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.

In this episode, Justin and Jared discuss why they think 529 plans are overrated. We discuss the 529 to Roth rollover provision, the state income tax deduction, and the tradeoffs and benefits of locking funds into an account earmarked for education funding.

For more information and show notes visit: https://www.bwmplanning.com/post/107

Connect With Us:

Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c

Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/

Disclosure: 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.

In this episode, Justin and Jared discuss what to think through if you want to buy a business. Should I buy a business in retirement? What type of business should I buy or start? When will the steady path of a W2 career result in more wealth?

For more information and show notes visit: https://www.bwmplanning.com/post/106

Connect With Us:

Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c

Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/

Disclosure: 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.

In this episode, Justin and Jared discuss the federal deficit, the funding status of Social Security, and what that may mean for future tax policy and retirement planning for oil and gas professionals.

For more information and show notes visit: https://www.bwmplanning.com/post/105

Connect With Us:

Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c

Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/

Disclosure: 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.

In this episode, Justin sits down with our newest team member, Josh Matthews, to discuss his first money memory, his career in commercial real estate, and what led him to change careers.

For more information and show notes visit: https://www.bwmplanning.com/post/104

Connect With Us:

Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c

Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/

Disclosure: 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.