Whitley Penn Talks

By Whitley Penn

Whitley Penn is a full service public accounting firm. We started this channel as an outlet to regularly inform our listeners on issues and topics that businesses face. We aim to be thought leaders on... more

· Business

4.9

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FAQs about Whitley Penn Talks:

How many episodes does Whitley Penn Talks have?

The podcast currently has 150 episodes available.

Whitley Penn Talks episodes:

September 15, 2020 How current is your estate and wealth plan?
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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 specific situation.
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34min
August 26, 2020 Navigating Through #Debt
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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 some thoughts on how investors should consider managing their portfolios as we work towards a recovery.
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24min
August 26, 2020 Navigating Through Taxes, Government Stimulus and The Election
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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.

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21min
August 12, 2020 Major Fundcast Episode 3: David Webb of Stifel Nicolaus
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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 differences between what auditors see compared to underwriters.
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49min
July 30, 2020 Financial Literacy: Why It's Important and Why We Should Talk About It
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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.
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17min
July 22, 2020 Nexia Day 2020 - Enduring Relationships: Larry Autrey & Felix Lozano
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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. Happy Nexia Day 2020, we hope you enjoy!
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44min
July 15, 2020 Navigating Through Client Expectations: What Does the Future Hold?
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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 future holds for investors and their expectations.
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24min
July 01, 2020 Channeling the New Normal with Mark Topel: The Good Ole Days
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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 on what he thinks this "new normal" could look like moving forward. The two have worked together for years, so the dialogue between them is entertaining. Listen in!
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26min
June 16, 2020 Navigating Through Lessons Learned from COVID-19 with WPWealth
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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 look into what has happened thus far and how we are moving forward.
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23min
May 27, 2020 WPWealth CARES About Retirement Plans
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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 DWC - the 401k Experts, and John Clark, Vice President of Sales - West Region at PCS Retirement. The group discusses all there is to know about retirement plans in this time and how the CARES Act plays a part in the story
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28min

FAQs about Whitley Penn Talks:

How many episodes does Whitley Penn Talks have?

The podcast currently has 150 episodes available.

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