Whitley Penn Talks

Whitley Penn Talks

Whitley Penn is a full service public accounting firm. We started this channel as an outlet to regularly inform our listeners on issues and topics that businesses face. We aim to be thought leaders on a variety of topics involving accounting and business services as a whole. This podcast will be helpful and informative. We hope you enjoy listening to Whitley Penn Talks! --- DISCLAIMER: This podcast and related materials are designed only to provide general information regarding the subject matter discussed during this podcast. The statutes, authorities, and other laws cited in this podcast are subject to change. This podcast and related materials are not intended to provide tax, accounting, legal, or other professional advice to any specific person or entity. Any advice or opinion regarding the application of the subject matter for a specific person or entity should be provided by a competent professional advisor based on an application of the appropriate law and authorities to the facts and circumstances applicable to that person or entity.

Episodes

June 10, 2021 34 min

In part 2 of our Big Purchases episode, Brandon Russ and Tom Rein of WPWealth sit down to discuss the pros and cons of buying vs leasing a car, what factors may be part of your decision, and what to watch out for before signing the contract. 

Share
Mark as Played

During this episode of our DEVELOP series podcast, Danielle Reynolds sits down with Kristen Sayegh, Tax Senior Manager in our Houston office. As a former student athlete, Kristen shares a ton of insight on how that mentality has shaped her into the professional and team leader she is today, while also highlighting the importance of not letting obstacles define you, but turning them into opportunities for growth. Stay tuned for new ...

Share
Mark as Played

In  this episode of Whitley Penn Talks, Brandon Russ, WPWealth Associate, sits down with Alicia Langdon, WPWealth Manager to discuss all things home buying. Alicia is a Certified Financial Planner, and went through the process of buying a home for the first time not too long ago. This episode is filled with questions that you may have regarding buying your first home. The two discuss timing, budget, unseen expenses leading up to pu...

Share
Mark as Played

In this episode of the DEVELOP series podcast, we kick off our new Leadership segment as Danielle Reynolds sits down with Nathen McEown, Partner in charge of Campus Development. As you listen to this episode, you will hear from Nathen as he shares the opportunities, road bumps and growth he has experienced throughout his career and how he has DEVELOPed into the leader he is today. Listen now and stay tuned for new episodes highligh...

Share
Mark as Played

Continuing with our financial series, Brandon Russ and Bill Weston of WPWealth discuss the basics of investing, mistakes to avoid, what your opportunities are, and how to determine what kind of financial services you might need going forward in your investment journey.

Share
Mark as Played
May 4, 2021 25 min

In this episode, Bree Miller and Tom Rein of WPWealth sit down to discuss market reactions to current events, how government policy could affect growth, inflation, and what we can expect in the next year or two in terms of economic development.

Share
Mark as Played
April 29, 2021 25 min

In this episode of WP Cares, Shane Miller, Partner at WPWealth, sits down with Melissa Ice, Founder and Executive Director of The Net in Fort Worth, Texas. Together they discuss The Net's mission and strategies to help those in poverty within the city through more than material donations. Melissa shares stories of how this nonprofit got started, the people they have helped, and how people can get involved to help the cause. 

Share
Mark as Played

In this release of the Energy Executive Profile, Nathen McEown, Audit Partner and Partner in charge of the firm's Houston office, sits down with Erik Holt, Chief Commercial Officer at Teal Natural Resources. The two discuss all things energy, how they met, how Erik found Teal and Erik's journey thus far. Tune in to listen now!

Share
Mark as Played

In this episodes of our financial series, Brandon Russ, Associate Advisor at WPWealth, and Emily Landry,  Tax Senior Manager at Whitley Penn, go over the basics of what you need to know when you file your taxes. They cover what documents you need, what to expect, how returns work, how to fix your filings, and much more to ensure that your tax filings are as seamless and accurate as possible. 

Share
Mark as Played

In this episode of WPWealth's financial series Brandon Russ, Associate Advisor at WPWealth, and Rebecca Sierp, Senior Manager at WPWealth, discuss why you should set up a 401k, how to do so, what your options are, and how to make the most of it. 

Share
Mark as Played

Continuing our financial series, Brandon Russ, an Associate Advisor with WPWealth, sits down with Jessica Sabedra, an HR Associate who handles employee benefits at Whitley Penn. Together, they go over how to determine what benefits you need, how different plans work, and how to work with HR to get the information you need. 

Share
Mark as Played

In this episode, Brandon Russ and Shane Miller of WPWealth discuss the importance of setting aside savings, money management, and how to set up a budget that fits your life.

Share
Mark as Played
March 8, 2021 26 min

Shane Miller, a Partner with WPWealth, sits down with leaders from the Leukemia & Lymphoma Society to discuss their involvement, the organization's mission, and stories of cancer survivors. 

Share
Mark as Played

In this first episode of the WP Edge podcast series, Irfan Dossani, Tim Sims and Jake Morris sit down to discuss the benefits of Outsourced Accounting. This episode gives an introduction to who WP Edge is, provides impactful client success stories and serves as the foundation for upcoming episodes. Tune in as they provide tools, tips and tricks, while diving deeper into the world of outsourced accounting! 

Share
Mark as Played

This series will feature professionals who are highly experienced in giving advice to families and individuals on how to set themselves up for long-term success. With this series, our WPWealth professionals aim to share some of their knowledge with friends, clients and family by walking through complex topics such as budgeting and debt management, benefits, 401(k) plans, first time tax filings and more! We hope that each listener w...

Share
Mark as Played
February 11, 2021 23 min

In this episode, Tom Rein and Bree Miller of WPWealth discuss what to expect after a full year of facing the pandemic and what can change under a new Presidential administration.

Share
Mark as Played
February 3, 2021 33 min

On this episode of WP Cares, Shane Miller, WPWealth Partner, sits down with Connie Ricketts, Executive Director of CASA of Galveston County, and Taylor Biddle, former Board member and long-time advocate, to learn more about CASA at large. The three discuss the mission of CASA to support children who may need a court appointed advocate to represent them in a court of law. Listen now to learn more and to hear about ways that companie...

Share
Mark as Played

In this episode, Nathen McEown, Audit Partner sits down with Blake Kirshman to discuss all things Energy Banking. Blake is currently a Managing Director and head of US Energy at BBVA but started in a field familiar to us all: accounting. The two discuss the ups and downs of the oil and gas industry, college life at Texas Tech and even one handed dove hunts. Click now to listen to this episode and do not forget to like and subscribe...

Share
Mark as Played
January 12, 2021 33 min

In this episode of WPCares, Shane Miller, WPWealth Partner, and Brittany Flemming, Tax Manager, and Robert Guthrie, Chief Financial Officer at Option Inc. sit down to discuss what it is that Option Inc. does, what their mission is and how they live that out each day. We are grateful to be able to take time to sit down with Robert who is in leadership at Option Inc., and to hear more about the work that the organization does to stan...

Share
Mark as Played

In this episode of our DEVELOP series podcast, Danielle Reynolds sits down with Whitley Penn's Director of Marketing, Kristen Lollar. The two discuss strategies in building your brand and how to market yourself both internally and externally throughout your career. Listen now and share with a friend!

Share
Mark as Played

Chat About Whitley Penn Talks

Advertise With Us

Popular Podcasts

Crime Junkie
The Daily

The Daily

This is what the news should sound like. The biggest stories of our time, told by the best journalists in the world. Hosted by Michael Barbaro. Twenty minutes a day, five days a week, ready by 6 a.m.

Dateline NBC

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.

For You

    Music, radio and podcasts, all free. Listen online or download the iHeartRadio App.

    Connect

    © 2021 iHeartMedia, Inc.