Whitley Penn Talks

How current is your estate and wealth plan?

September 15, 2020

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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.

 

Navigating Through Taxes, Government Stimulus and The Election

August 26, 2020

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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.

 

 

Navigating Through #Debt

August 26, 2020

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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.

 

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

July 30, 2020

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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.

Navigating Through Client Expectations: What Does the Future Hold?

July 15, 2020

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.

 

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

July 1, 2020

 

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!

 

 

Navigating Through Lessons Learned from COVID-19

June 16, 2020

 

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.

 

 

 

WPWealth CARES About Retirement Plans

May 27, 2020

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.

 

 

Navigating Through Volatility with WPWealth

April 22, 2020

In this episode, Tom Rein, Managing Director of WPWealth, and Matt MageeWPWealth 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 maintain your current assets in this volatile market.

Click here to listen to Part I.

 

 

Navigating Through Uncertainty with WPWealth

March 16, 2020

 

In 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.

 

 

 

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