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
Recruiting 101: Laying Your Foundation
In this first episode of our DEVELOP series, Danielle Reynolds, Whitley Penn’s Campus Recruitment Lead, and Nathen McEown, Partner-in-charge of Whitley Penn’s Houston Office, lay the found…
Energy Executive Profile #9: Chuck Yates
The Energy Executive Profile series is back as Nathen McEown is joined by special guest, Chuck Yates. Chuck currently serves as a Freelance Galactic Viceroy but prior to that was the Manag…
Long-Term Care
On this episode of Whitley Penn Talks, Matt Magee, WPWealth Associate, is back with WP Richardson, WPWealth Director of Insurance, to talk about Long-Term Care. This uneasy topic is becomi…
Major Fundcast Episode 4: Diving Into Insurance
In this episode of Major Fundcast, Lupe and Celina are back with special guests Doug Janowski, Director of Business Development at CBIZ Valuation Group, and Carleen Patterson, First Vice P…
How current is your estate and wealth plan?
Click here to view the accompanying PDF. In this episode, Shane Miller and Bree Miller sit down with Shawna Rinehart from Harris, Finley & Bogle to discuss estate and wealth plans. Is your…
Navigating Through #Debt
The team is back on Whitley Penn Talks to discuss a new episode on Navigating Through #NationalDebt featuring Bill Weston, WPWealth Manager, and the host Matt Magee, WPWealth Associate. Th…
Navigating Through Taxes, Government Stimulus and The Election
WPWealth is back with Tom Rein and Matt Magee, as they discuss what the federal government has been doing with funds and the like. This episode focuses on taxes, government stimulus, and t…
Major Fundcast Episode 3: David Webb of Stifel Nicolaus
In this Episode, Lupe Garcia and Celina Cereceres are back with their next guest: David Webb. David has held many roles within the school business environment, and now works as a Director …
Financial Literacy: Why It's Important and Why We Should Talk About It
In this episode, Shane Miller and Matt Magee go in depth as they talk about why it’s important to get started on your financial journey, a fiduciary’s responsibilities, and the WPWealth ph…
Nexia Day 2020 - Enduring Relationships: Larry Autrey & Felix Lozano
In this special edition of Whitley Penn Talks, we have the firm's Managing Partner, Larry Autrey, and the Director of Audit, Felix Lozano, speaking on what Nexia has meant to them over the…
Navigating Through Client Expectations: What Does the Future Hold?
WPWealth is back with Tom Rein and Matt Magee as they discuss how COVID-19 has impacted their clients. This conversation revolves around how the team is handling each day and and what the …
Channeling the New Normal with Mark Topel: The Good Ole Days
In this episode of Whitley Penn Talks, Tom Rein with WPWealth is back to chat with Whitley Penn founding Partner, Mark Topel. Mark is a Tax Partner at the firm and shares his perspectives …
Navigating Through Lessons Learned from COVID-19 with WPWealth
WPWealth is back with Tom Rein and Matt Magee as they discuss lessons learned so far through COVID-19. Although we are not through the end of it yet, this episode serves as an informative …
WPWealth CARES About Retirement Plans
In this episode, Matt Magee, Associate Advisor, is back with special guests Rebecca Sierp, Advisor and Chief Compliance Officer at WPWealth, Joe Nichols, Director of Actuarial Services at …
PPP Loan Forgiveness Program - Jon Karp & Kristen Sayegh
This episode is a recording from our webinar that was posted on May 20, 2020. In this episode, Jon Karp, Tax Partner, and Kristen Sayegh, Tax Senior Manager, discuss what we know about the…
Public Sector Major Fundcast: Episode 2
In this special edition of Major Fundcast, Lupe Garcia and Celina Cereceres bring in a guest, Sarah Langlois. Sarah is a Partner at the KBS Law Group. She focuses her practice on school la…
Navigating Through Volatility with WPWealth
In this episode, Tom Rein, Managing Director of WPWealth, and Matt Magee, WPWealth Associate Advisor, discuss the volatility that can be seen in the market recently and how investors shoul…
Public Sector Major Fundcast: Episode 1
Public Sector Audit Partners, Lupe Garcia, CPA, and Celina Cereceres, CPA, sit down for the first ever Public Sector focused episode on the Whitley Penn Talks channel. In this series, they…
Understanding the CARES Act and How It Affects Your Company
In this episode Kristen Sayegh, Tax Senior Manager, and Jon Karp, Tax Partner, discuss all aspects of the CARES Act and what it means for both companies, and individuals. This was a pre-re…
Navigating Through Uncertainty with WPWealth
In this episode Tom Rein, WPWealth's Managing Director, and Bill Weston, WPWealth Manager, sit down to discuss the ever changing market around us. With more volatility present, it is impor…