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Whitley Penn Talks
26 minutes | Jun 24, 2021
The Power of Mentorship, with Kristen Lollar
In this episode of our DEVELOP podcast series, Danielle Reynolds sits down with Whitley Penn’s Chief Marketing Officer, Kristen Lollar. The two discuss the importance of mentorship, the value it brings to your career growth, and the roles and responsibilities both the mentor and mentee play in the relationship. Enjoy the episode!
13 minutes | Jun 18, 2021
WP Edge - Our Tools for Your Business: Featuring Bill.com
In this episode of the WP Edge podcast series, Tim Sims sits down with Mary Sheridan, Strategic Account Executive from Bill.com. Together they give insight and best practices to the platform and how it is beneficial for you and your business. Tune in to listen!
34 minutes | Jun 10, 2021
Start Now, Success Later: Buying vs Leasing a Car
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.
67 minutes | Jun 1, 2021
Turning Obstacles into Opportunities for Growth, with Kristen Sayegh
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 episodes highlighting our firm professionals as we continue our DEVELOP leadership series.
23 minutes | May 20, 2021
Start Now, Success Later: Things to Know When Buying a Home
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 purchase and even the pros and cons of putting down the full 20%. Listen now to learn more and contact Alicia or Brandon with any questions you may have.
49 minutes | May 10, 2021
Taking on Opportunities
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 highlighting our firm professionals.
36 minutes | May 6, 2021
Start Now, Success Later: Investing
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.
26 minutes | May 4, 2021
The State of the Economy
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.
26 minutes | Apr 29, 2021
WP Cares: The Net
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.
72 minutes | Apr 28, 2021
Energy Executive Profile #11: Erik Holt
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!
12 minutes | Apr 22, 2021
Start Now, Success Later: First Time Tax Filing
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.
20 minutes | Apr 8, 2021
Start Now, Success Later: The Lowdown on 401k
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.
16 minutes | Mar 25, 2021
Start Now, Success Later: An Overview of Employer Benefits
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.
27 minutes | Mar 8, 2021
WPCares with LLS
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.
23 minutes | Mar 8, 2021
Start Now, Success Later: Budgeting, Debt Management, and Savings
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.
29 minutes | Mar 3, 2021
WP Edge: Welcome to the World of Outsourced Accounting
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!
21 minutes | Feb 25, 2021
Start Now, Success Later: The Importance of Financial Literacy
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 will walk away knowing something that he/she had not previously and will be able to use that knowledge to embark upon or continue their financial journey.In this episode, Bree Miller and Brandon Russ discuss the importance of financial literacy, and how some basic fundamentals can set you up for long term success with your finances.
23 minutes | Feb 11, 2021
A Year in Transition
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.
34 minutes | Feb 3, 2021
WP Cares: CASA of Galveston County
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 companies and individuals can support CASA, to ultimately continue advocating for children for years to come.
54 minutes | Jan 19, 2021
Energy Executive Profile #10: Blake Kirshman, BBVA
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 to our channel!
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