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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. 

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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. 

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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. 

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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. 

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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 outsourced accounting! 

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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 filings and more! We hope that each listener will walk away knowing something that he/she had not previously and will be able to use that knowledge to embark upon or continue their financial journey.

In this episode, Bree Miller and Brandon Russ discuss the importance of financial literacy, and how some basic fundamentals can set you up for long term success with your finances.

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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.

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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 learn more and to hear about ways that companies and individuals can support CASA, to ultimately continue advocating for children for years to come.

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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 episode and do not forget to like and subscribe to our channel!

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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 about the work that the organization does to stand up for all people affected by domestic violence and to advocate for those individuals moving forward. Their primary goal is to increase individual independency to ultimately decrease the number of assault and battery incidents related to domestic violence at large. Click now to listen and learn more!

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