Whitley Penn Talks
141 episodes - English - Latest episode: 5 days ago - ★★★★★ - 23 ratingsWhitley 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 a variety of topics involving accounting and business services as a whole. This podcast will be helpful and informative. We hope you enjoy listening to Whitley Penn Talks! --- 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.
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Episodes
Recruiting 101: Laying Your Foundation
October 21, 2020 05:00 - 39 minutes - 27.4 MBIn 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. During this podcast you will hear advice on what to expect during your recruiting year, how to put yourself in...
Energy Executive Profile #9: Chuck Yates
October 07, 2020 11:00 - 1 hour - 47.5 MBThe 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 months.
Long-Term Care
October 02, 2020 15:00 - 17 minutes - 11.9 MBOn 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.
Major Fundcast Episode 4: Diving Into Insurance
September 22, 2020 18:00 - 45 minutes - 31 MBIn 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 premiums have been affected as a result. Listen in to this entertaining episode now!
How current is your estate and wealth plan?
September 15, 2020 16:00 - 33 minutes - 23.3 MBClick 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.
Navigating Through Taxes, Government Stimulus and The Election
August 26, 2020 15:00 - 20 minutes - 14 MBWPWealth 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.
Navigating Through Taxes, Government Stimulus and The Election
August 26, 2020 15:00 - 20 minutes - 14 MBWPWealth 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.
Navigating Through #Debt
August 26, 2020 15:00 - 23 minutes - 16.5 MBThe 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.
Major Fundcast Episode 3: David Webb of Stifel Nicolaus
August 12, 2020 20:00 - 48 minutes - 33.5 MBIn 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.
Financial Literacy: Why It's Important and Why We Should Talk About It
July 30, 2020 15:00 - 16 minutes - 11.2 MBIn 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.
Nexia Day 2020 - Enduring Relationships: Larry Autrey & Felix Lozano
July 22, 2020 05:00 - 43 minutes - 29.9 MBIn 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!
Navigating Through Client Expectations: What Does the Future Hold?
July 15, 2020 14:00 - 23 minutes - 16.5 MBWPWealth 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.
Channeling the New Normal with Mark Topel: The Good Ole Days
July 01, 2020 16:00 - 25 minutes - 17.6 MBIn 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!
Channeling the New Normal with Mark Topel: The Good Ole Days
July 01, 2020 16:00 - 25 minutes - 17.6 MBIn 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!
Navigating Through Lessons Learned from COVID-19 with WPWealth
June 16, 2020 16:00 - 22 minutes - 15.7 MBWPWealth 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.
WPWealth CARES About Retirement Plans
May 27, 2020 12:00 - 27 minutes - 18.9 MBIn 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
PPP Loan Forgiveness Program - Jon Karp & Kristen Sayegh
May 21, 2020 21:00 - 40 minutes - 28.1 MBThis 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 PPP Loan Forgiveness Program at this point, and what we still need to learn. Listen in to become more familiar with the process in general, and how you can best protect your business functions during this time.
Public Sector Major Fundcast: Episode 2
May 14, 2020 15:00 - 44 minutes - 30.5 MBIn 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 law and is knowledgeable in procurement processes, employment and provides council to numerous school boards. Sarah has faced new challenges recently in representing schools while schools are no longer in session. How can we conserve tax dollars while supporting the students? Tune in to listen as the three di...
Navigating Through Volatility with WPWealth
April 22, 2020 14:00 - 28 minutes - 19.4 MBIn 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 should continue to deal with it. Matt serves as the moderator for this episode by asking Tom a series of questions that he has received from clients and read about in various publications. Tune in to listen on what the changes in the energy sector mean, how you can be most prepared for retirement and learn to ma...
Public Sector Major Fundcast: Episode 1
April 14, 2020 22:00 - 30 minutes - 21.2 MBPublic 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 will discuss aspects of government and public education accounting, business in general and the legal side of things. They start the series by addressing how COVID-19 has affected many public entities. How will a decrease in sales tax make a difference in local government's abilities to take action? What i...
Understanding the CARES Act and How It Affects Your Company
April 03, 2020 19:00 - 50 minutes - 34.9 MBIn 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-recorded webinar that does have accompanying slides. You can find those slides on our website, www.whitleypenn.com/COVID-19-Update/. Please, reach out to us if you have any questions.
Navigating Through Uncertainty with WPWealth
March 16, 2020 15:00 - 16 minutes - 11.6 MBIn 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 important to focus on the facts and what you can control. Tom and Bill discuss the effect of Covid-19 on the market as a whole and how to set yourself up for success moving forward.
Energy Executive Profile #8 - Polidoros Trejos
February 20, 2020 16:00 - 59 minutes - 40.6 MBFor the 8th Energy Executive Profile, Nathen McEown sits down with the CFO of Fortuna Resources III. The two discuss everything from Poli's Greek heritage, to the origination of Fortuna. You will not want to miss this episode. Do not forget to rate and subscribe to our channel, much appreciated always!
Energy Executive Profile #7 - Matt Miller
February 06, 2020 14:00 - 53 minutes - 36.6 MBFor the 7th Energy Executive Profile in the series, Nathen McEown sits down with Matt Miller, Co-Founder & Managing Director at Grey Rock Energy Partners. This episode is special, because this week is the NAPE Summit in Houston, Texas. Nathen and Matt discuss all things NAPE, industry and how Matt ended up founding Grey Rock.
Energy Executive Profile #6: Tyson Greer
January 15, 2020 17:00 - 52 minutes - 35.8 MBJoin Nathen McEown as he sits down with Tyson Greer, the Executive Vice President & Chief Product Officer at Quorum Software. Tyson discusses his family's home renovation in the heights (@victorianintheheights on Instagram), growing up in Mississippi, and his career leading up to and at Quorum Software.
Energy Executive Profile #5 - Chris Atherton, EnergyNet
December 12, 2019 16:00 - 52 minutes - 35.8 MBOn this episode of the Energy Executive Profiles, Nathen McEown sits down with Chris Atherton, CEO of EnergyNet. Chris dives into his experience at Enron when the collapse occurred, climbing the ladder at EnergyNet, and even his taste in music. Listen in to find out what music festival Chris recently attended.
Entrepreneur Spotlight: Matthew Lopez, MBL Title
December 03, 2019 21:00 - 29 minutes - 20.2 MBCole Elliott sits down with Matthew Lopez, Founder and Chief Growth Officer of MBL Title. Get to know Matthew, his personal life, how he started his business, and what drives him to succeed.
Energy Executive Profile #4: Matt Gentry
November 11, 2019 21:00 - 45 minutes - 31.5 MBSit down with Oil & Gas Audit Partner, Nathen McEown, as he interviews Matt Gentry, CEO and President of Monadnock Resources.
Energy Executive Profile #3: David Ramsden-Wood
October 22, 2019 14:00 - 55 minutes - 38.1 MBThe third installment of our Energy Executive profiles to hit our podcast channel. Whitley Penn Talks welcomes David Ramsden-Wood! Sit down with Nathen McEown, Partner in Charge of the firm's Houston office, as he talks with David Ramsden-Wood. David is known for his "#hottakesoftheday" on LinkedIn where he has gained quite a following within the Oil & Gas Industry. Learn about his time at Anadarko Petroleum, One Energy Partners, Franklin Mountain Energy, his new book coming out, and his #ho...
Energy Executive Profile #3 - David Ramsden-Wood
October 22, 2019 14:00 - 55 minutes - 38.1 MBThe third installment of our Energy Executive profiles to hit our podcast channel. Whitley Penn Talks welcomes David Ramsden-Wood! Sit down with Nathen McEown, Partner in Charge of the firm's Houston office, as he talks with David Ramsden-Wood. David is known for his "#hottakesoftheday" on LinkedIn where he has gained quite a following within the Oil & Gas Industry. Learn about his time at Anadarko Petroleum, One Energy Partners, Franklin Mountain Energy, his new book coming out, and his #ho...
Tax Year-End Planning Tid Bits
September 18, 2019 14:00 - 15 minutes - 10.7 MBThis episode features Tax Partner, Jon Karp, and Tax Senior Manager, Cole Elliott, as they discuss how to plan for 2019 year end. This podcast aims to give listeners the "tid bits" of information that they will need when beginning to prepare for closing out the 2019 fiscal year.
Energy Executive Profile: Kenny Worrell & Mickey Friedrich
September 09, 2019 15:00 - 57 minutes - 39.7 MBJoin Nathen McEown, Partner-in-Charge of Whitley Penn’s Houston Office, and Kenny Worrell and Mickey Friedrich, Co-CEOs of Driftwood Energy, as they discuss the decision to name Driftwood energy, how each of them got into the business, what drives them, and who they think should come on the show next.
Energy Executive Profile - Kenny Worrell and Mickey Friedrich
September 09, 2019 15:00 - 57 minutes - 39.7 MBJoin Nathen McEown, Partner-in-Charge of Whitley Penn’s Houston Office, and Kenny Worrell and Mickey Friedrich, Co-CEOs of Driftwood Energy, as they discuss the decision to name Driftwood energy, how each of them got into the business, what drives them, and who they think should come on the show next.
Energy Executive Profile #2: Kenny Worrell & Mickey Friedrich
September 09, 2019 15:00 - 57 minutes - 39.7 MBJoin Nathen McEown, Partner-in-Charge of Whitley Penn’s Houston Office, and Kenny Worrell and Mickey Friedrich, Co-CEOs of Driftwood Energy, as they discuss the decision to name Driftwood energy, how each of them got into the business, what drives them, and who they think should come on the show next.
Buy Sell Agreements: What, why, and How?
September 03, 2019 21:00 - 13 minutes - 8.95 MBSit down with Robert Allen and W.P. Richardson as they address Buy Sell Agreements. They will discuss what these types of agreements are, why they are needed, potential funding options that are available, and some of the pitfalls that come along with those funding options. Robert maintains a level of expertise with the valuation related issues, while W.P. is the expert on funding "Buy Sells" with insurance. The two will bring their expertise together to dive into more detail on Buy Sell Ag...
Buy Sell Agreements: What, why, and How?
September 03, 2019 21:00 - 13 minutes - 8.95 MBSit down with Robert Allen and W.P. Richardson as they address Buy Sell Agreements. They will discuss what these types of agreements are, why they are needed, potential funding options that are available, and some of the pitfalls that come along with those funding options. Robert maintains a level of expertise with the valuation related issues, while W.P. is the expert on funding "Buy Sells" with insurance. The two will bring their expertise together to dive into more detail on Buy Sell Ag...
Energy Executive Profile – Brandon White
August 05, 2019 13:00 - 37 minutes - 25.6 MBJoin Nathen McEown, Partner-in-Charge of Whitley Penn’s Houston Office, and Brandon White, Head of Business Development and Strategy for Franklin Mountain Energy, as they discuss Private Equity and the Upstream Energy Industry. Brandon also touches on everything from his youth in Uvalde, his college days at UT, investment banking, his successful exit with OneEnergy Partners, and his love for romantic reality TV.
Energy Executive Profile #1: Brandon White
August 05, 2019 13:00 - 37 minutes - 25.6 MBJoin Nathen McEown, Partner-in-Charge of Whitley Penn’s Houston Office, and Brandon White, Head of Business Development and Strategy for Franklin Mountain Energy, as they discuss Private Equity and the Upstream Energy Industry. Brandon also touches on everything from his youth in Uvalde, his college days at UT, investment banking, his successful exit with OneEnergy Partners, and his love for romantic reality TV.
Cybersecurity Risk Assessments
July 22, 2019 17:00 - 19 minutes - 13.6 MBThis podcast provides an overview of Cybersecurity Risk Assessments, focusing on understanding what a risk assessment is, how to conduct one, and how to mitigate risks identified in the assessment. Covering the following: Risk Assessment Workflow Risk Assessment Frameworks Risk Identification Risk Mitigation Risk Transfer Vulnerability Scans Incident Response Planning Security Awareness Training ** DISCLAIMER: This podcast and related materials are designed only to provide gener...
Tax Law & How to Combat the Changing Tax Codes
July 08, 2019 19:00 - 16 minutes - 11.2 MBJon Karp and Cole Elliott discuss the tax cuts and job acts passed on December 15, 2017. This podcast will provide you with pointers from tax experts to lead your business through the rest of 2019 and 2020. How will corporate tax rates affect companies ability to file taxes? Listen here to find out. 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 ...
Introduction to Whitley Penn Talks
June 26, 2019 20:00 - 1 minute - 931 KBThis episode is an introduction to who Whitley Penn is as a firm and the kinds of podcasts we will be sharing. Stay tuned for our first release! 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 profession...