Τα καλύτερα Financial Professionals podcast (2024)

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26. How to Prep Your Marketing for Tax Season 15:58

7d ago15:58

15:58

This week, I’m wrapping up the year with tips to help tax professionals prepare their marketing for tax season. Tax season can be overwhelming, and marketing often gets pushed to the back burner. But taking a break can lead to disengaged audiences and a tougher time rebuilding momentum later. This episode is all about how to stay consistent—even wh…

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The Inheritor's Guide: What to Consider Before Expecting an Inheritance - Ep. 91 33:49

12d ago33:49

33:49

For more information and show notes visit: https://bwmplanning.com/podcast The first part of a two-part series where we explore the intricacies of inheritance from two perspectives: the inheritor and the gifter. This week, we focus on the inheritor's point of view, discussing why it’s essential for everyone—especially those in the oil & gas profess…

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25. How to Prioritize Activities and Increase Focus with Diana Alt 34:03

14d ago34:03

34:03

Focus and prioritization are essential skills for professionals and business owners who juggle multiple responsibilities. Identifying what’s truly important and dedicating time to it can be transformative for productivity and well-being. In this episode, I chat with Diana Alt, an executive coach and career growth strategist, about how to prioritize…

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24. Inside My First Big Event: Highlights from FinCon 9:42

21d ago9:42

9:42

This week, I’m sharing my experience attending FinCon 2024—a conference for financial creators in Atlanta, Georgia. From connecting with like-minded professionals to reflecting on my goals as a financial marketer, this episode gives you a behind-the-scenes look at my first in-person conference experience. In this episode, I chat about: Why I Attend…

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Inside Texas' $200 Billion Teacher's Pension: Lessons for Oil & Gas Investors - Ep. 90 36:58

26d ago36:58

36:58

For more information and show notes visit: https://bwmplanning.com/post/90 In latest episode of Financial Planning for Oil and Gas Professionals, Jared & Justin dive deep into the fascinating world of Texas's $200 billion Teacher's Pension Fund. Did you know that 1 in 20 Texans participates in this pension? That's millions of people relying on smar…

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23. Networking, Branding, and Building Trust with Toni Brown 33:05

28d ago33:05

33:05

Personal branding and networking are essential tools for professionals to grow and sustain their businesses. Authenticity, storytelling, and consistency are key to building a brand that resonates with audiences and stands out in competitive industries. In this episode, I chat with Toni Brown, founder of Sky Media Group, who shares her expertise on …

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22. Behind the Scenes Wrapping up the Year & Prepping for a New Year in Business 15:55

1M ago15:55

15:55

I take you behind the scenes of my year-end wrap-up and share insights into how I prepare for the new year in business. If you're a business owner, especially a financial professional, this episode is packed with actionable tips on optimizing your operations, refining your marketing, and setting up for a successful year ahead. In this episode, I ch…

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Lightning Pod: Europe, Tipping Culture, and Searching for the Ideal City - Ep. 89 40:11

1M ago40:11

40:11

For more information and show notes visit: https://bwmplanning.com/post/89 In this week's episode, we dive into a variety of topics, including: ✅ Cultural Differences in Europe: Join us as we share personal experiences from a recent trip to Europe, exploring the unique cultural nuances we encountered in countries like Belgium, the Netherlands, Engl…

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21. What's Going on In the World of Social Media Marketing October Edition 14:34

1M ago14:34

14:34

What’s going on in the world of social media marketing? Social media marketing is constantly evolving, and staying up-to-date is crucial. Let’s dive into the latest updates across three major platforms: Instagram, LinkedIn, and Threads. These insights will help you understand what’s currently working on each platform and how you can use these strat…

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20. How to Find Work/Life Harmony for Increased Joy & Profitability with Simone Little 16:41

2M ago16:41

16:41

Do you want to know how you as an entrepreneur can find work-life harmony for increased joy and profitability? In this episode, I sit down with Simone Little. Simone shares her insights on blending personal and business goals, the importance of creating systems, and how to prevent burnout, particularly for financial professionals heading into busy …

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

2M 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…

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19. Tales of Finance: Storytelling Strategies for Financial Experts 11:39

2M ago11:39

11:39

What if your clients could see the real person behind the spreadsheets—what difference would that make in building trust? As a financial professional, how often do you share your personal journey or success stories with your clients? And when was the last time you thought about how your own story could help potential clients relate to you and choos…

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18. Marketing Before the Madness: Preparing Your Financial Firm for the Busy Season 16:09

2M ago16:09

16:09

Don’t wait until you’re overwhelmed to outsource your marketing. Invest the time now to ensure your marketing is not just surviving but thriving during peak seasons. In this episode of the Simplified Marketing Podcast, I discuss the importance of outsourcing your marketing strategy well ahead of your financial firm's busy season. In this episode, I…

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

2M 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)…

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17. How to Simplify Your Marketing with SEO with Stephanie Bilinsky 26:50

2M ago26:50

26:50

What is SEO? What does it mean? How does it work? How do you use SEO in your marketing? Learn how to Simplify Your Marketing with SEO. In this episode, I sit down with Stephanie, an SEO copywriter and founder of Brandscended. She helps small businesses connect with their dream clients by crafting high-quality SEO-optimized content that establishes …

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16. Real Talk: Templates & Onboarding 14:14

3M ago14:14

14:14

I used to run a segment called Real Talk Tuesday, where I shared the raw truths of marketing in a respectful way. I believe that “you don’t know what you don’t know,” and I think it’s time we dive into a couple of topics that need addressing. In this episode of the Simplified Marketing Podcast, we dive deep into two critical topics in social media …

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

3M 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…

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15. Why I Am Shifting to a Boutique Agency Model 16:10

3M ago16:10

16:10

I share some exciting updates and a new direction for my business. After taking a 5-week break from podcasting, I reflected on the importance of listening to yourself and making the best decisions for your personal and business growth—even when it means stepping away from the hustle. I dive deep into the concept of embracing change in entrepreneurs…

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

3M 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

4M 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…

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14. My Marketing Strategy for August: Slowing Down 9:25

4M ago9:25

9:25

August is here and so is vacation time. During this episode, I discuss my plans to take a break in August from my business and marketing. I share my strategy for maintaining a minimal marketing presence and how to make the most of a summer hiatus. In this episode, I chat about: Importance of Taking a Break Scheduled Breaks Content Strategy for Augu…

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

4M 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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13. Simplifying Your Email Marketing with Shannon Vonderach 31:09

4M ago31:09

31:09

Many business owners underestimate the power of email marketing. They often rely solely on social media to promote their businesses. But social media shouldn't be the only marketing channel you use. In this episode, I chat with Shannon Vonderach about all things email marketing and its essential role in business success. Join us as we explore the j…

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12. Diversify Your Marketing: Don't Put All Your Eggs in One Basket 13:11

5M ago13:11

13:11

Let’s talk about a critical aspect of your marketing strategy: diversification. Unlike a single-channel marketing strategy where you focus on one channel, such as social media, a diversified marketing strategy uses multiple ways of reaching potential clients. For example, you might use social media AND email marketing. In this episode, I dive into …

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

5M 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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11. Enhancing Your Marketing with Video w/ Erika Jones 26:44

5M ago26:44

26:44

Video marketing is a powerful tool for financial professionals looking to enhance their marketing strategies. It allows you to showcase your expertise, personality, and business to a broader audience, making it a vital tool for connecting with clients outside your time zone or local community. In today’s episode, my guest, Erika Jones shares her ex…

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10. Simplify Your Schedule: Theme Out Your Workweek 13:55

5M ago13:55

13:55

As financial professionals, your days are often filled with client work and if you haven’t outsourced your marketing then marketing your business and all the other things we have to do as business hours. This is why simplifying your schedule and having dedicated theme days and time blocking can reduce the overwhelm you may feel. In today’s episode,…

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

5M 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…

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9. Simplify Your Content Strategy: Step-by-Step Guide to Building a Content Hub 17:43

5M ago17:43

17:43

Imagine walking into a chaotic bookstore where books are strewn everywhere with no clear organization. Frustrating, right? You'd probably leave without finding the book you wanted. Now, picture walking into a cozy, well-organized bookstore where books are neatly categorized by genre and author, making it easy to find what you need and enjoy your vi…

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8. Simplify Your Summer Marketing: How to Prep and Unplug 12:22

6M ago12:22

12:22

It’s easy to want to reduce your marketing this summer and just sit by the beach or pool all day. But stopping your marketing can be a big mistake. Even during the busiest seasons, or the lazy days of summer, nurturing your audience is crucial. Think of it like tending to a garden. Just as plants need regular care, so does your marketing. If neglec…

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

6M 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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7. Integrating Marketing into Your Daily Routine 13:28

6M ago13:28

13:28

Marketing doesn’t have to be a separate chore. It can be seamlessly woven into your day-to-day life. Find what works best for you and embrace the freedom and creativity that entrepreneurship offers. In today’s episode, I’ll explore the concept of work/life integration and how blending your business and personal life can lead to a more fulfilling an…

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6. Building Bonds: Social Media Engagement for Financial Professionals 13:53

6M ago13:53

13:53

Have you ever wondered if you’re truly leveraging the full potential of social media to create lasting client relationships? If so, you’re in the right place. In today’s episode, we’ll be exploring how financial professionals can transform social media from a mere broadcast tool into a powerful platform for building genuine relationships. We’ll dis…

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

6M 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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5. 3 Ways to Simplify Your Social Media Content: PBS Method - Part 2 9:15

6M ago9:15

9:15

As a business owner, simplifying content creation is crucial for marketing and maintaining an effective social media presence without feeling overwhelmed. It's the key to streamlining your processes and reducing the time and effort spent producing and managing content. This allows you to focus on core activities like strategy development and custom…

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4. 3 Ways to Simplify Your Social Media Content: PBS Method - Part 1 16:23

7M ago16:23

16:23

As a business owner, creating marketing content, particularly for social media, can be very demanding. You have to think about the ideas, create the graphics, write a copy, do the hashtag research, and schedule your posts. When marketing isn't your thing, these tasks can quickly become overwhelming, leading to burnout. Content creation demands time…

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

7M 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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3. Humanize Your Brand Content Through Personal Stories 8:38

7M ago8:38

8:38

The human side of your brand is very critical and it's about infusing authenticity, empathy, and human connection into your brand's identity and interactions. In a marketplace increasingly driven by technology and automation, consumers crave genuine and relatable experiences. By humanizing your brand, you build trust and loyalty, as customers feel …

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2. How We Infuse Our Mission, Vision, and Core Values into Our Marketing 9:04

7M ago9:04

9:04

As a business owner looking to drive sustainable growth and success, infusing your mission, vision, and core values into your marketing can help create a cohesive and authentic brand identity that resonates deeply with your audience. This integration is the key to maintaining clarity and focus in your marketing strategies, ensuring that all campaig…

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1. Seasons of Entrepreneurship & Life: Embracing the Pivots 9:21

7M ago9:21

9:21

Cultivating a pivotal mindset is crucial for any business owner. Recognizing that change and adaptation are not just inevitable but essential for growth and success. When market conditions shift, customer needs evolve, or unforeseen challenges arise, the ability to pivot allows us to remain resilient and relevant. This means being open to reevaluat…

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Trailer 1:40

7M ago1:40

1:40

Are you a CPA, CFO, bookkeeper, or another financial professional struggling with your marketing? Do you want to find ways to simplify your marketing and learn how to integrate marketing into your everyday life? If so, welcome to the Simplified Marketing Podcast. I'm your host, Bianca Smith. I’m here to share the lessons I’ve learned and the wisdom…

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

7M 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

7M 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…

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

8M 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…

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

8M 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…

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

9M 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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Private Aviaton with Preston Holland 42:08

9M 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…

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Lightning Pod: Investing Holy Grail, ESPPs, College Football Playoff 33:00

9M 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…

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Required Minimum Distributions 35:32

10M 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…

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Investing in All-Time Highs 30:40

10M 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://…

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