Free Online Event | Friday, June 5th at 10am CT

You Make $200K+… So Why Doesn’t It Feel Like It?

How Energy Professionals Can Optimize Taxes, Investing, and Timing Strategies to Build Retirement Savings

You’ve built a strong career with high (and growing) income. You’re saving, investing, and making smart decisions. But if you’re being honest, it doesn’t always feel like you’re getting ahead the way you should.

With bonuses, stock compensation, retirement accounts, and taxable investments all in motion, even smart decisions can feel disconnected or lead to missed opportunities, unnecessary taxes, and a sense that something isn’t fully optimized.

Join Flipping the Barrel’s Jamie Elrod and Alexis Long, CFP®, Managing Director of Wealth Management at Willis Johnson Wealth for an actionable webinar built specifically for energy professionals navigating these challenges and long-term planning decisions. We’ll walk through how taxes, investing, behavior, and timing all interact and where small gaps can have a meaningful impact over time.

What you’ll learn:

Why it still feels like you’re not getting ahead, even with a high income:
We’ll walk through where earnings, savings, and investing commonly break down and the disconnect between strategies and results
Where taxes are quietly eroding your progress each year:
Common mistakes we see that result in double taxation on company stock compensation, little known shifts that occur at certain income thresholds, and how strategies like Backdoor Roths and Mega Backdoor Roths can help your savings go further
How to handle company stock while minimizing unnecessary risk:
We’ll walk through when concentration becomes a problem, the tradeoffs between holding vs. diversifying, and how to evaluate your stock compensation within your broader portfolio.
Which timing decisions can cost (or save) you thousands:
We’ll break down why timing matters just as much as strategy, the key windows most professionals overlook, and how to avoid reactive decisions that can create long-term inefficiencies.
What a fully coordinated financial strategy actually looks like:
We’ll show you how taxes, investing, and savings should work together, where most plans fall short, and what changes when you move from isolated decisions to a structured approach

Bonus: Live Q&A

Have specific questions? We’ll answer them during our interactive Q&A session.

Wealth Management Done Differently

When it comes to growing your wealth, investments and taxes are only a small piece of the equation. Working with an advisor who can bring all your financial details together into a tailored plan for you can be the difference in achieving your goals or compromising them down the road.

We Understand Your Company's Benefit Books

We know the ins and outs of your employee benefits, so you can make selections that help you build your wealth and make sure you're not leaving any money on the table.

In-House Tax Planning & Preparation

We prepare and file your tax returns as part of our tax planning so the strategies we implement are tax-efficient.

Fiduciary, Fee-Only Firm

With us, you don't have to worry about our recommendations coming with commissions or product sales. It's just great advice in your best interest 100% of the time.

Willis Johnson Wealth is a registered investment advisor. The information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Corporate benefits may change at any point in time. Be sure to consult with human resources and review the Summary Plan Description(s) before implementing any strategy discussed herein. Willis Johnson Wealth is not a CPA firm. Tax preparation and filing services are subject to additional fees.

All investment advisors have a fiduciary duty to act in their clients’ best interest. WJW is not free from all conflicts and thoroughly discloses its conflicts of interest within Form ADV Part 2A and Part 3, located on the Firm’s website.