Whitley Penn Talks

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

Message us! 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.  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, 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 be on the lookout for future episodes.  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...

Message us! 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 o...

Message us! 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...

Message us! 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 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! 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...

Message us! 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...

Message us! 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...

Message us! 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! Fill out this form to have new episodes sent right to your inbox! Follow Whitley...

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

Message us! 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! Fill out this form to have n...

Message us! 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.  Fill out this...

Message us! In this episode Celina Cereceres, Audit Partner, and Lupe Garci a, Audit Partner, sit back down with David Webb of Stifel Nicolas to discuss David's presentation "Leadership | 10 Tips of Being an Effective Team Member". David often gets asked to present on this topic and has noticed many connections between the qualities required of a great team member and leader. These...

Message us! 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 and mitigating risk throughout the pandemic.  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 insight...

Message us! 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 foundation for young professionals beginning the recruitment process in school. This episode features tips on what YOU should be focusing on as you begin to build your brand and stand out from the rest. Du...

Message us! 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 Managing Partner at Kayne Anderson. Tune into this episode to learn more about how Chuck and Nathen first met on an airplane, how Chuck got to where he is today, and what he has been up to for the past six...

Message us! 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 becoming a focus as we navigate through our new normal and going to discuss why you should be rethinking your thoughts and ideas about Long-Term Care insurance.  Fill out this form to have new episodes sen...

Message us! 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 President at Alliant Insurance Services, to talk all things #insurance as it relates to the #publicsectorindustry. The four of them discuss the current state of insurance amid the #pandemic and how p...

Message us! 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 yours up to date? How can you make it more up to date? And what are the implications if you do and don't. Listen in to learn more and reach out to a WPWealth advisor for more guidance on your spe...

Message us! 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 the upcoming election. 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 leadershi...

Message us! 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. This in depth episode will provide listeners perspective regarding the accelerated expansion of the Federal Reserve's balance sheet in 2020, the potential implications for capital markets, and so...

Message us! 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 with Stifel Nicolaus. He focuses on the bond market and underwrites bonds on behalf of his clients. Listen in as the three discuss upcoming bond elections, David's career thus far, and the differ...

Message us! 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 philosophy on what it takes to be a trusted advisor.  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 i...

Message us! 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 years. The two discuss relationships near and far, the secondment program and how we have been able to create professional and personal relationships all over the world via Nexia International...