Whitley Penn Talks
Behind every business challenge and opportunity is a conversation worth having. Whitley Penn Talks brings together business leaders, industry professionals, and Whitley Penn advisors to discuss the trends, changes, and ideas impacting people and organizations today. Join us for fireside chat style conversations where guests share their authentic experiences and insights to help with your common paint points, regardless of industry.
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- Business growth and entrepreneurship
- Cybersecurity and risk management
- Personal tax planning and economic trends
- Legacy planning and wealth management
- Industry best practices spanning a myriad of industries, from the evolving Energy landscape to the nuanced challenges around Healthcare practice optimization
- Special micro-series like WP Cares, focused on spotlighting Texas nonprofits, and A Crude Bit of Humor, which brings you the latest trends specifically from the oil & gas sector (along with some witty banter)
Whether you're an entrepreneur, philanthropist, executive, Healthcare professional, family office, mineral owner, an individual seeking tax strategy and generational wealth insights or just tuning in to learn, each episode delivers practical insights and real-world perspectives to help you stay informed, think strategically, and make confident decisions. Follow or subscribe to Whitley Penn Talks and stay connected to the conversations driving business forward.
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.
Whitley Penn Talks
ESG Investing
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In this episode, Shane Miller, Partner at WPWealth, and Bill Weston, WPWealth Senior Manager, sit down with Isabelle Williams, an investment strategist at Dimensional Fund Advisors. Together, they sit down to discuss Environmental, Social, and Governance information about publicly traded companies and how that may impact your investing decisions.
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