Justin and Jared discuss why retiring at 55 is so different from retiring at 65, including health care, withdrawal rates, Social Security timing, taxable assets, part-time income, and the decade of…
In this lightning pod, Justin Brownlee, CFP® and Jared Machen, CFP® talk through the silver tsunami, the great wealth transfer, San Francisco real estate, and Norway’s wealth tax.For More Information…
What happens if the market goes nowhere for 10 years?Justin and Jared discuss how retirees can prepare for a lost decade, why sequence of returns risk matters, and how diversification and spending…
In this lightning pod, Justin Brownlee, CFP® and Jared Machen, CFP® discuss three recent wealth stories: boomers and inheritance plans, a SpaceX welder who became a millionaire through company stock,…
An eight-figure oil and gas exit creates more than a retirement question. It creates decisions around estate planning, insurance, taxes, lifestyle, investing, and how much complexity you actually want…
A $6 million liquidity event can create real freedom. But for an oil and gas entrepreneur in their 40s, it does not automatically mean retirement.Justin Brownlee, CFP® and Jared Machen, CFP® walk…
A liquidity event can create a lot of opportunity, especially for oil and gas professionals with equity in a privately held company.But a major payout also raises new questions.Can you retire? Should…
In this episode, Justin and Jared walk through a year-in-review of the markets, breaking down what the last 15 months can teach investors about uncertainty, volatility, and long-term strategy. They…
In this episode Justin and Jared discuss key investing themes through the lens of Berkshire Hathaway, SpaceX, and consumer behavior. They unpack what drives long-term success in investing and why even…
In this episode, Jared visits with Phil McInnis, the chief investment strategist at the $100B+ asset manager Avantis Investors, to break down the science and art of building better investment…
