Whitley Penn Talks
Welcome to Whitley Penn Talks where we give you valuable insights to help you make confident, informed decisions and move your business forward. At Whitley Penn, we serve as the nation's 34th largest full service public accounting firm, headquartered at the heart of Fort Worth, Texas. In 2019, we started this channel as an outlet to regularly inform our listeners on issues and topics that businesses face. Since then, our content has grown and changed, just like us. Now, we aim to give you valuable thought leadership on trending topics and current events effecting global business services to positively impact our listeners personal and professional lives.
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.
- Update frequency
- every 13 days
- Average duration
- 30 minutes
- Episodes
- 154
- Years Active
- 2019 - 2025
Start Now, Success Later: Estate Law
WPWealth is back with another episode of the series, Start Now, Success Later! WPWealth Senior Advisor Brandon Russ is speaking with Ryan Heath from Baker Heath, PLLC on the estate plannin…
The Cyber Guys: SOC Reporting
Whitley Penn Talks is back with another episode of The Cyber Guys. Tune in to hear Whitley Penn Risk Advisory Partner John Williamson and Senior Manager Jesus Vega discuss the latest in Ri…
Professional Growth with Caleb Robison, Audit Senior Manager
In this episode of the DEVELOP series podcast, Danielle Reynolds sits down with Caleb Robison, Audit Senior Manager in our Dallas Office. Listen in as Caleb shares his story and discusses …
Myth Busters: Episode #1
Introducing our newest WP Talks podcast series, Myth Busters! In our debut episode, Tax Partner Judd Campbell sits down with Tax Senior Managers Breanna Oakley and Katherine Kirk to debunk…
Employee Retention Credit
The Employee Retention Credit (ERC) has emerged as one of the biggest and most overlooked COVID-19–related tax provisions. Listen to Strategic Consulting Director, Frank Iannelli, and Seni…
The Cyber Guys: Data Breaches & 3rd Party Relationships
In this episode of Whitley Penn Talks, John Williamson, and Jesus Vega breakdown the recent data breaches of Solarwinds, Microsoft Exchange and Colonial Pipeline. The two bring awareness h…
WP Cares: American Heart Association
Our WP Cares podcast series is back with a new episode! WPWealth Partner, Shane Miller, and Audit Partner, Jeff Lawlis sit down with Julie Womack, Corporate Development Director of the Dal…
Navigating Your Career as a Young Professional with Breanna Oakley, Tax Senior Manager
In this episode of the DEVELOP series, Danielle Reynolds sits down with Breanna Oakley, Tax Senior Manager. The two discuss the challenges and triumphs Breanna experienced as a young profe…
WP Cares: Race to Kindness
Whitley Penn’s Director of Audit and Partner-in-Charge of the firm’s Dallas office, Felix Lozano, sat down with 10 year-old Orion Jean to discuss his initiative, Race to Kindness. On this …
State of the Economy: Estate Planning
WPWeath team members Tom Rein, Bree Miller, WP Richardson and Forensic Litigation Valuation Managing Director, Robert Allen, come together in this new episode of our State of the Economy p…
Start Now, Success Later: Student Loans
In this episode, Brandon Russ and Shane Miller of WPWealth sit down to discuss developments in student loan policy, strategies to pay them off, and what you can expect in the near future.
F…
The State of the Economy #2
In this episode, Bree Miller and Tom Rein of WPWealth get together to discuss the economic outlook of the US, current trends they're seeing in the market, signs of growth and stress, and w…
Go Giver Mentality with Frank Iannelli, Strategic Consulting Managing Director
In this episode of the DEVELOP series, Danielle Reynolds sits down with Frank Iannelli, Whitley Penn’s Strategic Consulting Managing Director. The two discuss what the Go Giver mentality i…
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 va…
CAAS - 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 platfo…
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, a…
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 …
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…
Taking On Opportunities, with Nathen McEown
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 lis…
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 ki…