Best FPO Podcasts (2025)

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Estate Planning: The Inheritor’s POV with Sean Dugan - Ep 118 45:07

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13d ago45:07

45:07

In this episode, Jared and Justin sit down with Sean T. Dugan of Dugan Production Corporation to unpack the often messy world of estate planning. Sean shares what it’s been like stepping in as the third generation of a six decade family oil and gas business and the challenges that come with unclear communication and disorganized inherited assets. T…

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Reflecting on the 2025 Season | Ricky’s Roundtable | A JomezPro Podcast 1:12:40

18d ago1:12:40

1:12:40

Ricky’s Roundtable is back with a new episode featuring Dan Ginnelly and Anthony Barela! BIG Thanks to Ricky’s Roundtable Sponsors: Discraft: https://www.discraft.com/ Sockibomb Foundation: https://www.sockibombfoundation.org/ 🎧 Listen to Ricky’s Roundtable on Apple Podcasts, Spotify, or wherever you get your podcasts! 📆 2025 Tournament Coverage Sc…

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Research on Retirement Spending 44:51

26d ago44:51

44:51

In this episode, Justin and Jared break down the latest JPMorgan Guide to Retirement, exploring what real spending looks like for retirees today. They highlight the study’s most surprising findings and compare them with spending patterns they see among Oil & Gas professionals. Drawing from their own client data, they share practical insights into h…

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Lightning Pod: IUL Lawsuits, BD Exodus, and Today’s Economy - Ep 116 32:49

1M ago32:49

32:49

In this episode, Justin and Jared dive into several key topics shaping today’s financial landscape. They discuss Kyle Busch’s lawsuit against Pacific Life and what it says about life insurance, the growing trend of advisors moving away from broker-dealers, and the latest shifts in used car prices, housing, and interest rates. They conclude with a l…

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How Disc Golf Media Evolved and Changed the Game | Ricky’s Roundtable | A JomezPro Podcast 1:24:25

1M ago1:24:25

1:24:25

Ricky’s Roundtable is back with a new episode featuring Nate Doss and Jonathan Gomez! BIG Thanks to Ricky’s Roundtable Sponsors: Discraft: https://www.discraft.com/ Sockibomb Foundation: https://www.sockibombfoundation.org/ 🎧 Listen to Ricky’s Roundtable on Apple Podcasts, Spotify, or wherever you get your podcasts! 📆 2025 Tournament Coverage Sched…

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HNW Property Insurance with Landon Davis Ep 115 29:02

2M ago29:02

29:02

In this episode, we dive into the world of property and casualty insurance for high-net-worth families with Landon Davis from NFP. We examine the evolving risks and market shifts that make insuring valuable property particularly challenging. We also talk about Landon’s journey into the insurance field and how great brokers do more than manage polic…

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Discussing the Ups and Downs On Tour | Ricky’s Roundtable | A JomezPro Podcast 1:20:21

2M ago1:20:21

1:20:21

Ricky’s Roundtable is back with a new episode featuring Calvin Heimburg and Aaron Gossage! BIG Thanks to Ricky’s Roundtable Sponsors: Discraft: https://www.discraft.com/ Sockibomb Foundation: https://www.sockibombfoundation.org/ 🎧 Listen to Ricky’s Roundtable on Apple Podcasts, Spotify, or wherever you get your podcasts! 📆 2025 Tournament Coverage …

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Investing Lessons for Ivy League Endowments - Ep 114 30:06

2M ago30:06

30:06

In this episode, we explore how the Ivy League endowment model can inform smarter investing for oil and gas professionals. We discuss how these massive funds balance long-term growth with liquidity and why even “permanent capital” requires flexibility. Listeners will see the blind spots of the largest pools of institutional capital and learn why no…

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Change in the Game for FPO Disc Golf | Ricky’s Roundtable | A JomezPro Podcast 1:03:13

3M ago1:03:13

1:03:13

Ricky’s Roundtable is back with a new episode featuring Jennifer Allen and Kat Mertsch! BIG Thanks to Ricky’s Roundtable Sponsors: Discraft: https://www.discraft.com/ Sockibomb Foundation: https://www.sockibombfoundation.org/ 🎧 Listen to Ricky’s Roundtable on Apple Podcasts, Spotify, or wherever you get your podcasts! 📆 2025 Tournament Coverage Sch…

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Meet the Team: Reagan Miller - Ep. 113 15:23

3M ago15:23

15:23

In this episode, we’re excited to welcome Reagan Miller, the newest member of our Fort Worth team. She shares her journey into wealth management, how her background in admin and marketing supports her role, and her passion for organization, bookkeeping, and learning new skills. Reagan also talks about her excitement for being part of the Fort Worth…

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Lightning Pod: Future of Work, Real Estate Trends & Investing - Ep 112 28:29

3M ago28:29

28:29

In this episode, Justin and Jared explore real estate investing, the future of work trends, and how both are reshaping today’s markets. We dive into Galveston’s oversaturated Airbnb market, the return-to-office push, and what these shifts mean for hybrid work models and investors. Plus, we break down dividend strategies and the economic impact of u…

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Life as a Finnish Disc Golfer | Ricky’s Roundtable | A JomezPro Podcast 1:13:08

3M ago1:13:08

1:13:08

Ricky’s Roundtable is back with a new episode featuring Jesse Nieminen & Daniel Davidsson BIG Thanks to Ricky’s Roundtable Sponsors: Discraft: https://www.discraft.com/ Sockibomb Foundation: https://www.sockibombfoundation.org/ 🎧 Listen to Ricky’s Roundtable on Apple Podcasts, Spotify, or wherever you get your podcasts! 📆 2025 Tournament Coverage S…

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UBS Wealth Report 2025: Key Insights on the Future of Wealth - Ep 111 31:03

4M ago31:03

31:03

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 …

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How the Crush Boys Got Their Start | Ricky’s Roundtable | A JomezPro Podcast 1:12:01

4M ago1:12:01

1:12:01

Ricky’s Roundtable is back with a new episode featuring Simon Lizotte and Eagle McMahon BIG Thanks to Ricky’s Roundtable Sponsors: Discraft: https://www.discraft.com/ Sockibomb Foundation: https://www.sockibombfoundation.org/ 🎧 Listen to Ricky’s Roundtable on Apple Podcasts, Spotify, or wherever you get your podcasts! 📆 2025 Tournament Coverage Sch…

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The Truth About Wills and Trusts - Ep. 110 33:34

4M ago33:34

33:34

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…

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One Big Beautiful Bill Act (OBBBA) - Ep.109 35:08

5M ago35:08

35:08

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 visi…

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Lightning Pod: Lump Sum vs. Dollar Cost Average, Credit Card Points, The Most Interesting Public Market 31:57

5M ago31:57

31:57

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…

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The WILDEST Disc Golf Tour Stories w/ Paige & Jerm | Ricky’s Roundtable | A JomezPro Podcast 1:05:01

5M ago1:05:01

1:05:01

Ricky’s Roundtable is back with a new episode featuring Paige Pierce and Jeremy Koling! BIG Thanks to Ricky’s Roundtable Sponsors: Discraft: https://www.discraft.com/ Sockibomb Foundation: https://www.sockibombfoundation.org/ 🎧 Listen to Ricky’s Roundtable on Apple Podcasts, Spotify, or wherever you get your podcasts! 📆 2025 Tournament Coverage Sch…

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Gannon’s Grind, Isaac’s Insight, and Pro Disc Golf Truths | Ricky’s Roundtable | A JomezPro Podcast 1:13:03

6M ago1:13:03

1:13:03

Ricky’s Roundtable is back with a new episode featuring Gannon Buhr and Isaac Robinson! BIG Thanks to Ricky’s Roundtable Sponsors: Discraft: https://www.discraft.com/ Sockibomb Foundation: https://www.sockibombfoundation.org/ 🎧 Listen to Ricky’s Roundtable on Apple Podcasts, Spotify, or wherever you get your podcasts! 📆 2025 Tournament Coverage Sch…

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Why 529 Plans Are Overrated - Ep. 107 28:56

6M ago28:56

28:56

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…

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Life on Tour: Mental Game, Funny Stories, & Side Hustles | Ricky’s Roundtable | A JomezPro Podcast 1:10:14

6M ago1:10:14

1:10:14

Ricky’s Roundtable is back with a new episode featuring Paul Ulibarri and Bradley Williams! Big Thanks to Discraft for sponsoring Ricky’s Roundtable: https://www.discraft.com/ 📆 2025 Tournament Coverage Schedule at https://jomezpro.com/schedule 🔥 Access EXCLUSIVE content & giveaways right now at https://jomezpro.com/patreon ⛓️ SHOP official JomezPr…

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Should You Buy a Business? - Ep. 106 38:59

6M ago38:59

38:59

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 -…

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The Deficit & Future Tax Policy - Ep. 105 36:18

6M ago36:18

36:18

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/BrownleeWealthM…

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Meet The Team: Josh Matthews - Ep. 104 28:55

7M ago28:55

28:55

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=…

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Public vs. Private School - Ep. 103 43:40

7M ago43:40

43:40

In this episode, Justin and Nathan discuss the trade-offs between public and private schools. Through the lens of Houston and Dallas specifically, they compare living in the city core and sending kids to private schools, moving to the suburbs for public schools, or buying an expensive home with great public schools that's centrally located. For mor…

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Lightning Pod: Youth Sports, Property Taxes, Rolls Royce - Ep. 102 29:20

8M ago29:20

29:20

In this lightning pod, we discuss: the outrageous and ever-rising costs of youth sports, the pros and cons of property taxation, and the brilliance of Rolls-Royce. For more information and show notes visit: https://www.bwmplanning.com/post/102 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c Linkedin - https:/…

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Money & Marketing with Massiel Diez - Ep. 101 41:17

8M ago41:17

41:17

In this episode, we sit down with Massiel Diez to discuss how her relationship with money has shaped her life and career in Oil and Gas. And how she's found success in her career in entrepreneurial marketing and content creation within the industry. For more information and show notes visit: https://www.bwmplanning.com/post/101 Connect With Us: Fac…

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Celebrating 100 Episodes! - Ep. 100 30:49

9M ago30:49

30:49

In this episode, we celebrate 100 episodes by telling Brownlee Wealth Management's origin story, reflecting on our progress, and mapping out our plans for the future. For more information and show notes visit: https://www.bwmplanning.com/post/100 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c Linkedin - http…

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The Case for International Investing - Ep. 99 20:59

9M ago20:59

20:59

In this episode, we discuss the most common question we get on investment portfolios: "Why should I own international stocks?" For more information and show notes visit: https://www.bwmplanning.com/post/99 Connect With Us: Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c Linkedin - https://www.linkedin.com/company/brownlee-wea…

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Retire in Five with Scott Darling - Ep. 98 56:34

10M ago56:34

56:34

In this episode, we sit down with Scott Darling to discuss his 35-year career at ExxonMobil, the Retire in 5 Yammer group for ExxonMobil employees approaching retirement, and how Scott worked through his retirement readiness. For more information and show notes visit: https://www.bwmplanning.com/post/98 Connect With Us: Facebook - https://www.faceb…

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Financing vs. Cash: When to Borrow for Your Next Purchase - Ep. 97 31:51

10M ago31:51

31:51

For more information and show notes visit: https://bwmplanning.com/post/97 For years, low interest rates made it easy to dismiss debt, but now, the math behind financing decisions is a little more complex. With interest rates on the rise, the conversation around financing has shifted significantly. In this episode, we explore: When financing might …

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Retirement Readiness: Do You Have Enough Assets to Last? - Ep. 96 30:14

11M ago30:14

30:14

For more information and show notes visit: https://bwmplanning.com/post/96 In the previous episode, we discussed the accelerating trend of retirement in the oil and gas sector and what it means for professionals at various stages of their careers. Now, we’re taking it a step further by helping you assess your own retirement readiness. Are you wonde…

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Ricky’s Roundtable | A JomezPro Podcast 1:10:17

11M ago1:10:17

1:10:17

We filmed a pilot episode for a podcast with 2x World Champion Ricky Wysocki, rising star Anthony Barela, and disc golf Hall of Famer Dan Ginnelly (PDGA #3591)! This is just a pilot episode, so we'd love to get some feedback about how you liked it and topics you want to hear more about on the next one. Interested in sponsoring Ricky’s Roundtable? S…

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Retirement in Oil & Gas is About to Pick Up (Our Theory) - Ep. 95 32:14

11M ago32:14

32:14

For more information and show notes visit: https://bwmplanning.com/post/95 Over the past few years, we’ve seen significant volatility in the industry, including three major oil crashes and a historic rise in interest rates. These events have led to a unique situation where many professionals were forced into retirement earlier than planned, creatin…

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Lightning Pod: Oil & Gas Markets, Waymo, Bench Accounting - Ep. 94 38:46

12M ago38:46

38:46

For more information and show notes visit: https://bwmplanning.com/post/94 This week, Justin and Jared are back with another Lightning Pod - here’s what you can expect in this episode: Oil Super Majors Performance in 2024: We dive into the lagging share prices of major oil companies and discuss what this means for investors. With ExxonMobil being t…

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Energy Strategy with Jeff Krimmel - Ep. 93 56:57

12M ago56:57

56:57

For more information and show notes visit: https://bwmplanning.com/post/93 This week, we had the pleasure of welcoming Jeff Krimmel, a mechanical engineering PhD from Caltech and the founder of Krimmel Strategy Group. If you’re looking to deepen your understanding of energy strategy and market dynamics, this episode is a must-listen! In our convers…

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The Grantor's Guide: Effectively Passing Down Wealth - Ep. 92 39:55

1y ago39:55

39:55

For more information and show notes visit: https://bwmplanning.com/post/92 Last week, we explored the considerations for inheritors, but this time, we shift our focus to the responsibilities and planning topics that grantors need to keep in mind. Many of our clients find themselves in both roles, so understanding both sides of the equation is cruci…

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

1y 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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Inside Texas' $200 Billion Teacher's Pension: Lessons for Oil & Gas Investors - Ep. 90 36:58

1y 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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Lightning Pod: Europe, Tipping Culture, and Searching for the Ideal City - Ep. 89 40:11

1y 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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The Case Against Private Equity: What Investors Need to Know About Risks, Rewards, and Realities - Ep. 88 30:31

1y 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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SECURE Act Updates: What Oil & Gas Professionals Need to Know - Ep. 87 27:54

1y 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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Investment or Enjoyment: The Real Cost of a Second Home - Ep. 86 43:48

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

1+ y 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

1+ y 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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Episode 9- Has Silva Sarrinen Arrived? w/special guest Beto San Miguel 1:27:28

1+ y ago1:27:28

1:27:28

Silva Sarrinnen, is she the real deal? Interview with Physical Therapist and local Disc Golfer Beto San Miguel. We discuss how to prevent injury and how to help with longevity in the game of disc golf. DGPT | https://www.dgpt.com/event/2024-swedish-open/ | James Proctor Silva Sarrinen | DGPT | https://www.dgpt.com/event/2024-trubank-des-moines-chal…

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

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

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

1+ y 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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Episode 8- H13 Disc Golf New Disc Manufacturer & What's up with Prodigy? W/ Special Guest Jericho Jimentel 1:11:50

1+ y ago1:11:50

1:11:50

Interview with New Local Disc Manufacturer H13 https://h13discgolf.com/pages/about-us -Monahan Ranch Recap- Chris and Rob (What did we learn and use for future tournaments?) -Local Tournaments Coming up- What are we looking forward to? http://www.texasdiscgolfschedule.com/ -Beaver State Fling results/Picks from prior week https://www.pdga.com/tour/…