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
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 i…
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 …
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…
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 wh…
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 s…
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, …
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…
Start Now, Success Later: Budgeting, Debt Management, and Savings
In this episode, Brandon H. 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. Tune in and…
CAAS: 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 t…
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 WPWe…
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.
Fill out t…
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…
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 s…
WP 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 th…
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 …
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 …
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 ah…
Whitley Penn Cares: 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 focu…
Major Fundcast Episode 5: 10 Tips of Being an Effective Team Member
In this episode Celina Cereceres, Audit Partner, and Lupe Garcia, Audit Partner, sit back down with David Webb of Stifel Nicolas to discuss David's presentation "Leadership | 10 Tips of Be…
Responding to Cybersecurity Risks in a Work From Home Environment
In this episode of Whitley Penn Talks, John Williamson, Risk Advisory Partner, and Jesus Vega, Risk Advisory Manager, discuss emerging cybersecurity risks in a work from home environment a…