Podcasts

CAAS Matters: Featuring John Russo of Sage Intacct

Published: Nov. 8, 2023, 6 a.m.
Duration: 14 minutes 56 seconds

Listed in: Business

WP Cares: Carter BloodCare

Published: Nov. 6, 2023, 6 a.m.
Duration: 15 minutes 12 seconds

Listed in: Business

WP Educates: Nonprofit Series with Nonprofit Industry Leader, Emily Landry

Published: Sept. 19, 2023, 5 a.m.
Duration: 40 minutes 2 seconds

Listed in: Business

WP Educates: Nonprofit Series with RAS Partner, John Williamson

Published: Sept. 12, 2023, 5 a.m.
Duration: 42 minutes 22 seconds

Listed in: Business

WP Educates: Nonprofit Series with SCS Managing Director, Frank Iannelli

Published: Sept. 7, 2023, 5 a.m.
Duration: 37 minutes 33 seconds

Listed in: Business

WP Educates: Nonprofit Series with CAAS Partner, Irfan Dossani & Managing Director, Natasha Klebba

Published: Aug. 29, 2023, 5 a.m.
Duration: 47 minutes 40 seconds

Listed in: Business

CAAS Matters: Data Analytics & Transformation Solutions

Published: Aug. 24, 2023, 5 a.m.
Duration: 16 minutes 46 seconds

Listed in: Business

WP Educates: Nonprofit Series with WPWealth Partner, Shane Miller

Published: Aug. 16, 2023, 9 p.m.
Duration: 40 minutes 45 seconds

Listed in: Business

CAAS Matters: Technology Solutions featuring Natasha Klebba

Published: Aug. 10, 2023, 5 a.m.
Duration: 15 minutes 54 seconds

Listed in: Business

WP Educates: WPWealth with Shane Miller, Partner

Published: Aug. 1, 2023, 1 p.m.
Duration: 25 minutes 40 seconds

Listed in: Business

CAAS Matters: Featuring Ashleigh Sutter of Intuit

Published: July 13, 2023, 5 a.m.
Duration: 19 minutes 16 seconds

Listed in: Business

WP Cares: Texas Southern Cattle Raisers Association

Published: July 11, 2023, 2 p.m.
Duration: 19 minutes 32 seconds

Listed in: Business

CAAS Matters: Featuring Kalil Merhib of CPA.com

Published: June 29, 2023, 5 a.m.
Duration: 21 minutes 40 seconds

Listed in: Business

WP Cares: Gladney Center for Adoption

Published: June 15, 2023, 1 p.m.
Duration: 22 minutes 16 seconds

Listed in: Business

M&A Strategies with Lindsey Wendler of Dresner Partners

Published: June 8, 2023, 1 p.m.
Duration: 46 minutes 44 seconds

Listed in: Business

WP Cares: Moncrief Cancer Institute

Published: May 11, 2023, 11 a.m.
Duration: 20 minutes 15 seconds

Listed in: Business

WP Educates: Mineral & Asset Management with Jason Fitzgerald, Manager

Published: April 19, 2023, noon
Duration: 21 minutes 42 seconds

Listed in: Business

M&A Strategies: Investing in a Quality of Earnings

Published: April 13, 2023, 1 p.m.
Duration: 39 minutes 42 seconds

Listed in: Business

CAAS Matters: Uncovering Insights & Perspectives featuring Irfan Dossani, Partner-in-Charge of CAAS

Published: April 5, 2023, 11 a.m.
Duration: 19 minutes 42 seconds

Listed in: Business

Leaning into Your Career with Tabatha Coffey, Tax Partner

Published: March 7, 2023, 7 p.m.
Duration: 24 minutes

Listed in: Business

Do Your Best Every Day with Jackson Jones, Audit Senior Manager

Published: Feb. 20, 2023, 2 p.m.
Duration: 37 minutes 34 seconds

Listed in: Business

WP Educates: Nonprofit Series with Public Sector Audit Partner, Celina Cereceres

Published: Feb. 3, 2023, 9 p.m.
Duration: 39 minutes

Listed in: Business

Developing the NextGen-eration of Leaders with Brandon Russ, WPWealth Senior Advisor

Published: Jan. 10, 2023, 5 p.m.
Duration: 20 minutes 4 seconds

Listed in: Business

Intentional Growth with Aaron Heimbuch, Audit Senior Manager

Published: Aug. 25, 2022, 7 p.m.
Duration: 24 minutes 6 seconds

Listed in: Business

Embracing New Opportunities with Evan Green, Audit Senior Manager

Published: June 23, 2022, 3 p.m.
Duration: 51 minutes 29 seconds

Listed in: Business

The Value of Maintaining Relationships with Brett Murphy, Audit Partner

Published: May 3, 2022, 4 p.m.
Duration: 51 minutes 2 seconds

Listed in: Business

Developing a Growth Mindset with Felix Lozano, Chief Growth Officer

Published: April 21, 2022, 5 a.m.
Duration: 44 minutes 14 seconds

Listed in: Business

WP Cares: Jamey Ice

Published: April 13, 2022, 5 p.m.
Duration: 36 minutes 32 seconds

Listed in: Business

How Can the ERC Help Your Business?

Published: April 5, 2022, 2 p.m.
Duration: 5 minutes 51 seconds

Listed in: Business

Developing a Career-Life Balance with Joe Lavis, Tax Partner

Published: March 15, 2022, 7 p.m.
Duration: 32 minutes 40 seconds

Listed in: Business

WP Cares: Helping Restore Ability

Published: Feb. 24, 2022, 5 p.m.
Duration: 36 minutes 20 seconds

Listed in: Business

Myth Busters: Debunking the IRS with Bill Wilson, former IRS Revenue Agent

Published: Feb. 2, 2022, 3 p.m.
Duration: 34 minutes 53 seconds

Listed in: Business

WP Financial Series: Insurance

Published: Jan. 20, 2022, 3 p.m.
Duration: 20 minutes 2 seconds

Listed in: Business

State of the Economy: 2021 Wrap-Up

Published: Dec. 28, 2021, 4 p.m.
Duration: 27 minutes 9 seconds

Listed in: Business

The Cyber Guys: Security & Privacy

Published: Dec. 2, 2021, 2 p.m.
Duration: 22 minutes 41 seconds

Listed in: Business

The Cyber Guys: Navigating Cybersecurity Careers

Published: Nov. 17, 2021, 2 p.m.
Duration: 19 minutes 51 seconds

Listed in: Business

Energy Executive Profile #12: Jamie Liang, Blackbuck Resources

Published: Nov. 9, 2021, 7 p.m.
Duration: 54 minutes 28 seconds

Listed in: Business

The Cyber Guys: Social Engineering and Phishing

Published: Oct. 13, 2021, 2 p.m.
Duration: 16 minutes 15 seconds

Listed in: Business

Making Your Career Count with Cole Elliot, Tax Senior Manager

Published: Oct. 5, 2021, 1 p.m.
Duration: 38 minutes 46 seconds

Listed in: Business

ESG Investing

Published: Sept. 30, 2021, 5 p.m.
Duration: 41 minutes 12 seconds

Listed in: Business

Start Now, Success Later: Estate Law

Published: Sept. 15, 2021, 7 p.m.
Duration: 20 minutes 22 seconds

Listed in: Business

The Cyber Guys: SOC Reporting

Published: Sept. 14, 2021, 3 p.m.
Duration: 31 minutes 45 seconds

Listed in: Business

Professional Growth with Caleb Robison, Audit Senior Manager

Published: Sept. 8, 2021, 3 p.m.
Duration: 30 minutes 54 seconds

Listed in: Business

Myth Busters: Episode #1

Published: Aug. 31, 2021, 7 p.m.
Duration: 1 hour 12 minutes 46 seconds

Listed in: Business

Employee Retention Credit

Published: Aug. 26, 2021, 8 p.m.
Duration: 5 minutes 20 seconds

Listed in: Business

The Cyber Guys: Data Breaches & 3rd Party Relationships

Published: Aug. 18, 2021, 4 p.m.
Duration: 38 minutes 4 seconds

Listed in: Business

WP Cares: American Heart Association

Published: Aug. 17, 2021, 4 p.m.
Duration: 31 minutes 11 seconds

Listed in: Business

Navigating Your Career as a Young Professional with Breanna Oakley, Tax Senior Manager

Published: Aug. 2, 2021, noon
Duration: 43 minutes 4 seconds

Listed in: Business

WP Cares: Race to Kindness

Published: July 30, 2021, 3 p.m.
Duration: 24 minutes 28 seconds

Listed in: Business

State of the Economy: Estate Planning

Published: July 29, 2021, 2 p.m.
Duration: 35 minutes 20 seconds

Listed in: Business

Start Now, Success Later: Student Loans

Published: July 20, 2021, 6 p.m.
Duration: 14 minutes 11 seconds

Listed in: Business

The State of the Economy #2

Published: July 15, 2021, noon
Duration: 31 minutes 11 seconds

Listed in: Business

Go Giver Mentality with Frank Iannelli, Strategic Consulting Managing Director

Published: July 13, 2021, 5 p.m.
Duration: 41 minutes 35 seconds

Listed in: Business

The Power of Mentorship, with Kristen Lollar

Published: June 24, 2021, 8 a.m.
Duration: 26 minutes 4 seconds

Listed in: Business

CAAS - Our Tools for Your Business: Featuring Bill.com

Published: June 18, 2021, 2 p.m.
Duration: 12 minutes 33 seconds

Listed in: Business

Start Now, Success Later: Buying vs Leasing a Car

Published: June 10, 2021, 4 p.m.
Duration: 34 minutes

Listed in: Business

Turning Obstacles into Opportunities for Growth, with Kristen Sayegh

Published: June 1, 2021, 6 p.m.
Duration: 1 hour 7 minutes 13 seconds

Listed in: Business

Start Now, Success Later: Things to Know When Buying a Home

Published: May 20, 2021, 4 p.m.
Duration: 22 minutes 45 seconds

Listed in: Business

Taking On Opportunities, with Nathen McEown

Published: May 10, 2021, 6 p.m.
Duration: 48 minutes 36 seconds

Listed in: Business

Start Now, Success Later: Investing

Published: May 6, 2021, 7 p.m.
Duration: 36 minutes 22 seconds

Listed in: Business

The State of the Economy

Published: May 4, 2021, 7 p.m.
Duration: 25 minutes 42 seconds

Listed in: Business

WP Cares: The Net

Published: April 29, 2021, 1 p.m.
Duration: 25 minutes 33 seconds

Listed in: Business

Energy Executive Profile #11: Erik Holt

Published: April 28, 2021, 8 p.m.
Duration: 1 hour 12 minutes 11 seconds

Listed in: Business

Start Now, Success Later: First Time Tax Filing

Published: April 22, 2021, 2 p.m.
Duration: 11 minutes 35 seconds

Listed in: Business

Start Now, Success Later: The Lowdown on 401k

Published: April 8, 2021, 4 p.m.
Duration: 20 minutes 1 second

Listed in: Business

Start Now, Success Later: An Overview of Employer Benefits

Published: March 25, 2021, 11 a.m.
Duration: 16 minutes 25 seconds

Listed in: Business

WPCares with LLS

Published: March 8, 2021, 8 p.m.
Duration: 26 minutes 32 seconds

Listed in: Business

Start Now, Success Later: Budgeting, Debt Management, and Savings

Published: March 8, 2021, 8 p.m.
Duration: 22 minutes 58 seconds

Listed in: Business

CAAS: Welcome to the World of Outsourced Accounting

Published: March 3, 2021, 6 a.m.
Duration: 28 minutes 37 seconds

Listed in: Business

WP Edge: Welcome to the World of Outsourced Accounting

Published: March 3, 2021, 6 a.m.
Duration: 28 minutes 37 seconds

Listed in: Business

Start Now, Success Later: The Importance of Financial Literacy

Published: Feb. 25, 2021, 5 p.m.
Duration: 21 minutes 23 seconds

Listed in: Business

A Year in Transition

Published: Feb. 11, 2021, 6 p.m.
Duration: 23 minutes 2 seconds

Listed in: Business

WP Cares: CASA of Galveston County

Published: Feb. 3, 2021, 7 p.m.
Duration: 33 minutes 35 seconds

Listed in: Business

Energy Executive Profile #10: Blake Kirshman, BBVA

Published: Jan. 19, 2021, 6 p.m.
Duration: 54 minutes 11 seconds

Listed in: Business

WP Cares: Option, Inc.

Published: Jan. 12, 2021, 7 p.m.
Duration: 33 minutes 53 seconds

Listed in: Business

Marketing Yourself to DEVELOP in Your Career

Published: Jan. 7, 2021, 3 p.m.
Duration: 32 minutes 32 seconds

Listed in: Business

Personal Wellness: A Healthy Work/Life Balance for a Healthier YOU

Published: Dec. 14, 2020, 4 p.m.
Duration: 36 minutes 28 seconds

Listed in: Business

Navigating Through the Election

Published: Dec. 2, 2020, 3 p.m.
Duration: 23 minutes 56 seconds

Listed in: Business

Whitley Penn Cares: Junior Achievement of the Chisholm Trail

Published: Nov. 24, 2020, 8 p.m.
Duration: 19 minutes 40 seconds

Listed in: Business

Major Fundcast Episode 5: 10 Tips of Being an Effective Team Member

Published: Nov. 18, 2020, 8 p.m.
Duration: 41 minutes 37 seconds

Listed in: Business

Responding to Cybersecurity Risks in a Work From Home Environment

Published: Oct. 28, 2020, 7 a.m.
Duration: 28 minutes 52 seconds

Listed in: Business

Recruiting 101: Laying Your Foundation

Published: Oct. 21, 2020, 5 a.m.
Duration: 39 minutes 54 seconds

Listed in: Business

Energy Executive Profile #9: Chuck Yates

Published: Oct. 7, 2020, 11 a.m.
Duration: 1 hour 9 minutes 8 seconds

Listed in: Business

Long-Term Care

Published: Oct. 2, 2020, 3 p.m.
Duration: 17 minutes 14 seconds

Listed in: Business

Major Fundcast Episode 4: Diving Into Insurance

Published: Sept. 22, 2020, 6 p.m.
Duration: 45 minutes 7 seconds

Listed in: Business

How current is your estate and wealth plan?

Published: Sept. 15, 2020, 4 p.m.
Duration: 33 minutes 46 seconds

Listed in: Business

Navigating Through #Debt

Published: Aug. 26, 2020, 3 p.m.
Duration: 23 minutes 53 seconds

Listed in: Business

Navigating Through Taxes, Government Stimulus and The Election

Published: Aug. 26, 2020, 3 p.m.
Duration: 20 minutes 13 seconds

Listed in: Business

Major Fundcast Episode 3: David Webb of Stifel Nicolaus

Published: Aug. 12, 2020, 8 p.m.
Duration: 48 minutes 43 seconds

Listed in: Business

Financial Literacy: Why It's Important and Why We Should Talk About It

Published: July 30, 2020, 3 p.m.
Duration: 16 minutes 16 seconds

Listed in: Business

Nexia Day 2020 - Enduring Relationships: Larry Autrey & Felix Lozano

Published: July 22, 2020, 5 a.m.
Duration: 43 minutes 26 seconds

Listed in: Business

Navigating Through Client Expectations: What Does the Future Hold?

Published: July 15, 2020, 2 p.m.
Duration: 23 minutes 57 seconds

Listed in: Business

Channeling the New Normal with Mark Topel: The Good Ole Days

Published: July 1, 2020, 4 p.m.
Duration: 25 minutes 34 seconds

Listed in: Business

Navigating Through Lessons Learned from COVID-19 with WPWealth

Published: June 16, 2020, 4 p.m.
Duration: 22 minutes 45 seconds

Listed in: Business

WPWealth CARES About Retirement Plans

Published: May 27, 2020, noon
Duration: 27 minutes 30 seconds

Listed in: Business

PPP Loan Forgiveness Program - Jon Karp & Kristen Sayegh

Published: May 21, 2020, 9 p.m.
Duration: 40 minutes 50 seconds

Listed in: Business

Public Sector Major Fundcast: Episode 2

Published: May 14, 2020, 3 p.m.
Duration: 44 minutes 25 seconds

Listed in: Business

Navigating Through Volatility with WPWealth

Published: April 22, 2020, 2 p.m.
Duration: 28 minutes 10 seconds

Listed in: Business

Public Sector Major Fundcast: Episode 1

Published: April 14, 2020, 10 p.m.
Duration: 30 minutes 53 seconds

Listed in: Business

Understanding the CARES Act and How It Affects Your Company

Published: April 3, 2020, 7 p.m.
Duration: 50 minutes 47 seconds

Listed in: Business

Navigating Through Uncertainty with WPWealth

Published: March 16, 2020, 3 p.m.
Duration: 16 minutes 47 seconds

Listed in: Business

Energy Executive Profile #8 - Polidoros Trejos

Published: Feb. 20, 2020, 4 p.m.
Duration: 59 minutes 1 second

Listed in: Business

Energy Executive Profile #7 - Matt Miller

Published: Feb. 6, 2020, 2 p.m.
Duration: 53 minutes 17 seconds

Listed in: Business

Energy Executive Profile #6: Tyson Greer

Published: Jan. 15, 2020, 5 p.m.
Duration: 52 minutes 5 seconds

Listed in: Business

Energy Executive Profile #5 - Chris Atherton, EnergyNet

Published: Dec. 12, 2019, 4 p.m.
Duration: 52 minutes 3 seconds

Listed in: Business

Entrepreneur Spotlight: Matthew Lopez, MBL Title

Published: Dec. 3, 2019, 9 p.m.
Duration: 29 minutes 18 seconds

Listed in: Business

Energy Executive Profile #4: Matt Gentry

Published: Nov. 11, 2019, 9 p.m.
Duration: 45 minutes 49 seconds

Listed in: Business

Energy Executive Profile #3: David Ramsden-Wood

Published: Oct. 22, 2019, 2 p.m.
Duration: 55 minutes 29 seconds

Listed in: Business

Tax Year-End Planning Tid Bits

Published: Sept. 18, 2019, 2 p.m.
Duration: 15 minutes 34 seconds

Listed in: Business

Energy Executive Profile #2: Kenny Worrell & Mickey Friedrich

Published: Sept. 9, 2019, 3 p.m.
Duration: 57 minutes 50 seconds

Listed in: Business

Buy Sell Agreements: What, why, and How?

Published: Sept. 3, 2019, 9 p.m.
Duration: 13 minutes

Listed in: Business

Energy Executive Profile #1: Brandon White

Published: Aug. 5, 2019, 1 p.m.
Duration: 37 minutes 12 seconds

Listed in: Business

Cybersecurity Risk Assessments

Published: July 22, 2019, 5 p.m.
Duration: 19 minutes 46 seconds

Listed in: Business

Tax Law & How to Combat the Changing Tax Codes

Published: July 8, 2019, 7 p.m.
Duration: 16 minutes 17 seconds

Listed in: Business

Introduction to Whitley Penn Talks

Published: June 26, 2019, 8 p.m.
Duration: 1 minute 17 seconds

Listed in: Business