In this episode, Justin and Jared discuss the connection between home size and happiness, including why bigger homes don’t always lead to better life satisfaction. They also break down California’s proposed billionaire wealth tax and the potential ripple effects it could have on residents, businesses, and long-term state revenue. Plus, they review energy company performance in 2025 and highlight why results can vary widely within the same sector. Throughout the conversation, they share practical takeaways for smarter financial planning and diversification for oil and gas professionals.

For more information and show notes visit: https://bwmplanning.com/post/121

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 Jared discusses elder care planning with Brian Levy, Chief Relationship Officer at Manchester Care Homes and Cambridge Caregivers. They break down the elder care continuum, from in-home private caregiving to assisted living and care homes, and explain how families should think about these decisions before a crisis occurs. Brian shares insights on the true cost of care, what long-term care insurance does and doesn’t cover, and why understanding current care needs is critical. This episode provides a practical framework for incorporating elder care into a broader financial plan.

For more information and show notes visit: https://bwmplanning.com/post/120

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 answer a listener's question from a 70½-year-old with over $5 million in IRAs who wants to manage their lifetime tax liability. They walk through the math of Required Minimum Distributions (RMDs) and compare and contrast using Roth conversions, qualified charitable distributions (QCDs), and donating appreciated stock.

For more information and show notes visit:https://www.bwmplanning.com/post/119

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.