Whitley Penn Talks

Message us! 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 planning guidelines for young professionals and the importance of taking these next steps. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Face...

Message us! 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 Risk Advisory. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry insights and thought leadership!

Message us! 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 the importance of how building and maintaining relationships can open doors and lead to opportunities. Tune in for upcoming episodes highlighting our professionals. Fill out this form to have new epi...

Message us! 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 your accounting misconceptions! Listen to the episode to hear the truth about filing taxes, extensions and even highlighting the affordability of hiring a professional advisor. Fill out this form to...

Message us! 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 Senior Tax Manager, Robert Pike discuss the details. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry ins...

Message us! 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 how attackers can use 3rd party relationships to compromise you and your business and ways to monitor and keep them accountable. Stay tuned for more episodes and share with a friend!  Fill out this fo...

Message us! 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 Dallas Heart Walk for the American Heart Association. The three of them discuss the significance of the organization and the Heart Walks that are taking place all over! Visit the AHA website to particip...

Message us! 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 professional and how they have shaped her into the leader she is today. Listen now and stay tuned for new episodes highlighting our professionals.    Fill out this form to have new episodes sent right to...

Message us! 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 special podcast episode, the two discuss Orion’s tremendous passion for not only the community, but providing books to children in need. To learn more about the Race to Kindness, visit www.racetokind...

Message us! 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 podcast to discuss upcoming changes in estate laws from an insurance, valuation, and overall business perspective. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Pe...

Message us! 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. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry insights and thought leadership!

Message us! 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 what we can prepare for in the near future.  Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industry insi...

Message us! 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 is and its importance, both personally and professionally, for teamwork, collaboration and building relationships. Stay tuned for more upcoming episodes! Fill out this form to have new episodes sent r...

Message us! 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! Fill out this form to have new episodes sent right to yo...

Message us! 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!  Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , an...

Message us! 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.  Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more industr...

Message us! 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 in...

Message us! 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...

Message us! 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. Lis...

Message us! 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. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebo...

Message us! 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. Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for more indus...

Message us! 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 h...

Message us! 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! Fill out this form to have new episodes sent ri...

Message us! 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 p...

Message us! 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.  Fill out this form to have new episodes sent right to your inbox! Follow Whitley Penn on LinkedIn , Instagram , Facebook , and X for mor...