I’m really excited for this episode with Certified Financial Planner, Jared Machen. We had a great conversation about how to think about financial planning as a whole but also with a focus on how your minerals and royalties fit into the picture. Be sure to have a pen and paper handy because this one is full of useful tips!
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About Jared Machen, CFP
Jared Machen is a Certified Financial Planner (CFP) and Chief Operating Officer of Brownlee Wealth Management. Brownlee is a fee-only firm dedicated to helping oil & gas professionals lower their taxes, simplify their investments, and grow their wealth.
Jared has spent his entire professional career as a financial planner and he has a passion for helping people leverage money for more purposeful living.
Outside of work you can find Jared outside (usually on his bike) or traveling to visit friends and family with his wife Erin.
He’s also the co-host of the Financial Planning for Oil & Gas Professionals Podcast.
How to Contact Jared
- Brownlee Wealth Management
- Financial Planning for Oil & Gas Professionals (FPOG) Podcast
- podcast@brownleewealthmanagement.com
- hello@brownleewealthmanagement.com
Resources Mentioned in This Episode
- Financial Planning for Oil & Gas Professionals (FPOG) Podcast Episode 59 featuring Matt Sands
- FPOG Podcast Episode 44: What is Financial Planning?
- MRP 67: Estate Planning and Mineral Rights
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