Ep 97: Talking Oil and Gas Investments with Bruce Wehner

In this episode of the Retire Happy Podcast, we’re joined by Bruce Wehner, Chief Cash Flow Strategist and lead advisor for e3 Wealth, to explore the high-level considerations of oil and gas investments as a potential tax mitigation strategy. While these investments carry a significant degree of risk, Bruce offers insights into how they can fit into broader tax planning and financial management strategies. Tune in for a great overview of the benefits, risks, and key questions to discuss with your financial team before considering this area of investing.

 

e3 Wealth

https://e3wealth.com/

 

Important Info:

Securus Financial: https://www.gosecurus.com/

International Financial Advisory Group: https://www.internationalfinancial.com/

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