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Whitley Penn Talks
49 minutes | 8 days ago
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 | 12 days ago
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 | 14 days ago
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 | 19 days ago
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 | 20 days ago
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 | a month ago
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 | a month ago
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 | 2 months ago
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 | 2 months ago
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 | 2 months ago
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 | 3 months ago
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 | 3 months ago
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 | 3 months ago
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 | 3 months ago
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 | 4 months ago
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!
34 minutes | 4 months ago
Whitley Penn Cares: Option, Inc.
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 stand up for all people affected by domestic violence and to advocate for those individuals moving forward. Their primary goal is to increase individual independency to ultimately decrease the number of assault and battery incidents related to domestic violence at large. Click now to listen and learn more!
33 minutes | 4 months ago
Marketing Yourself to DEVELOP in Your Career
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!
36 minutes | 5 months ago
Personal Wellness: A Healthy Work/Life Balance for a Healthier YOU
In this episode of our DEVELOP series podcast, Danielle Reynolds visits with special guest Yolanda Harper from Blue Zones Project. These two health and wellness advocates bring the energy and passion when discussing personal wellness and setting healthy boundaries, both at home and work. Listen now and share with a friend!
24 minutes | 6 months ago
Navigating Through the Election
Sit down with Matt Magee as he moderates a question session with Tom Rein and Mark Topel. The three discuss the past presidential election and what to anticipate in the weeks and months ahead. They touch on the economy, legislation and general political morale surrounding the COVID-19 pandemic and hope for a vaccine. Listen in and subscribe to our channel!
20 minutes | 6 months ago
Whitley Penn Cares, Featuring Junior Achievement of the Chisholm Trail
On this episode of Whitley Penn Talks, Shane Miller, WPWealth Senior Manager, sits down with Cindy Hames & Kathleen Barbee of the Junior Achievement of the Chisholm Trail, a nonprofit focused on preparing young people to succeed in a global economy. Together they discuss charitable gifting, the mission of Junior Achievement, adapting to the pandemic, and much more.
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