PODCAST · business
Regions Wealth Podcast
by Regions Bank
The more you can learn to think like a wealth advisor, the more confidence you’ll have in your personal financial strategy. From building generational wealth and investing to succession planning and estate planning, hear how experienced wealth advisors approach the big financial questions we all face in our lives. Each episode of Regions Wealth Podcast features a new challenge and fresh insights from a wealth management professional. Regions Bank, Member FDIC, Equal Housing Lender
Episodes
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Encore Episode | Your Lasting Legacy: Estate Planning Without Heirs
According to the U.S. Census Bureau, an increasing number of Americans are choosing to remain single. While this can simplify financial planning, it can also introduce a new set of challenges, particularly when it comes to estate planning. In this episode, Private Wealth Planner Wyeth Greene…
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Encore Episode | Discussing Estate Planning With an Aging Parent
Communication is a crucial component of estate planning. Unfortunately, it's not always an easy topic for families to discuss. And when an older parent avoids discussing the topic or refuses to create an estate plan, it can put their adult children in a difficult position. In cases like these…
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Encore Episode | The Secret to Early Retirement? Creating a Plan
While many dream of retiring at a young age, very few people are able to do so. According to the Center for Retirement Research, the average American man will retire at age 64, while the average woman will retire at 62. So how achievable is early retirement? In this episode of Regions Wealth...
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Encore Episode | Digital Advisor or Human Advisor: Which is the Right Option for You?
With the rise of self-directed investing platforms, it can be tempting to take portfolio management into your own hands. But are robo-advisors an effective stand-in for human advisors? And how do you know which option is the right one for you? In this episode of Regions Wealth Podcast, Chief...
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Encore Episode | Partners & Portfolios
Many people struggle with how to manage finances in a marriage. Should one person handle them, or should it be a joint effort? Should you and your spouse keep separate accounts? And retirement planning? Chief Investment Officer Alan McKnight joins us in this episode to discuss money and marriage,...
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Encore Episode | A Celebration of Life: What to Know About Prepaid Funeral Plans and Costs
Funeral planning can be a stressful undertaking for surviving loved ones, which is why many people are now choosing to preplan their own funerals. If you’re thinking of planning ahead for end-of-life events, you might have several questions: What is included in a prepaid funeral? More…
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Encore Episode | Sudden Wealth: What to Know
Sudden wealth often comes with strings attached. We already know that a high percentage of lottery winners fall prey to sudden wealth syndrome and have a difficult time knowing what to do with a windfall. However, those who achieve sudden wealth through inheritance may have just as much…
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Encore Episode: How Important Is a Financial Safety Net?
Many of us have a goal we’d love to pursue, whether it’s a midlife career change, entrepreneurship, or an early retirement. Of course, making these goals into realities comes with risk. How can you decide if achieving your goal is financially sound? Chief Investment Officer Alan McKnight joins us...
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Encore Episode: Serving on a Nonprofit Board
Serving as a nonprofit board member can be an excellent way to further support a cause you’re especially passionate about. However, ensuring you have the time and commitment to fully support the nonprofit is just the first step. In this episode, Marcie Braswell, Philanthropic Solutions Executive…
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Serving on a Nonprofit Board
Serving as a nonprofit board member can be an excellent way to further support a cause you’re especially passionate about. However, ensuring you have the time and commitment to fully support the nonprofit is just the first step. In this episode, Marcie Braswell, Head of Endowments and Foundations...
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Financial Planning Considerations for Women Business Owners
American Express estimates that women create 1,800+ new businesses each day in the United States. While the number of women-owned businesses is on the rise, female entrepreneurs continue to face limited access to capital compared to their male counterparts. According to Pitchbook data, in 2021,...
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Financial Planning For Women: How to Be Present, Proactive and Prepared for the Unexpected
While women are increasingly becoming primary breadwinners, studies show that 58% continue to leave financial planning to their male partners — a decision that can put their future at risk. In this episode, Heather Davis, Senior Trust Advisor and Jama DeHeer, Senior Wealth Planner share key...
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Understanding Capital Gains Taxes
Whether your assets have grown $1,000 or $1,000,000 in value, having a solid understanding of how those gains are taxed is key to ensuring you’re not caught off guard come Tax Day. In this episode, Regional Fiduciary Manager Mark Hammond joins us to provide a crash course in capital gains taxes.…
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Financial Planning Considerations for Business Executives
Executives face busy work schedules and numerous demands on their time, making it difficult for many to address their personal financial needs. And while most executive compensation packages provide a unique opportunity to build long-term wealth, having financial guidance that’s strategic, smart,...
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Romance Scams: The Costly Financial Scam Targeting People of All Ages
Romance scams have become the most costly scam in America. While the sums of money lost are often significant, for the victims of romance scams, the emotional toll can feel even more staggering. In this episode, Senior Corporate Security Fraud Investigator Bryan Clark joins us to discuss how...
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Preparing For Life After the Sale of Your Business
For many entrepreneurs, life after the sale of a business can feel like uncharted territory —particularly for those whose identity has become tied to their work. In this episode of Regions Wealth Podcast, Senior Wealth Strategist Dennis Tygart joins us to discuss the emotional hurdles many…
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Understanding Cryptocurrency: How to Protect Yourself from Crypto Scams
According to Pew Research, one in six Americans say they’ve invested in, traded, or used cryptocurrency as of 2021. But as interest in cryptocurrency and NFTs has risen, so too have scams targeting investors. In part two of our series on cryptocurrency, Portfolio Manager Ryan Owen joins us to...
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Understanding Cryptocurrency: What to Know Before You Invest
Mainstream interest in Bitcoin and other types of cryptocurrency has skyrocketed. As of 2021, one in six Americans say they’ve invested in, traded, or used some form of cryptocurrency. This growth has left many traditional investors wondering if investing in cryptocurrency is right for them. In...
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Transition Planning for Business Owners at Every Age and Stage
What happens when a business owner wants to retire, step back, or step away completely? Like death and taxes, transition is a certainty. 100% of businesses will transition — the question is who will control it, you or circumstances? In this episode, Senior Wealth Strategist Cindy Campbell joins…
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Factoring Inflation Into Your Financial Plans
Inflation is on the rise, impacting consumers around the globe. But how long is it expected to persist, how big of a concern should it be? In this episode, Wealth Planning Executive Bryan Koepp joins us to discuss what’s driving inflation in 2022, how it’s impacting the average American…
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Trailer | Regions Wealth Podcast
It's one thing to manage your wealth, but it's quite another to have a strategic roadmap in place. From investment strategy, estate and retirement planning to building generational wealth and business succession planning, listen as financial professionals tackle some of the biggest, and at times,...
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Building Generational Wealth: Learning How to Invest
When it comes to creating generational wealth, learning how to invest is key. While it’s never too late to start, learning the basics of investing at an early age can help increase financial confidence in adulthood. In this episode of Regions Wealth Podcast, Chief Investment Officer Alan McKnight...
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Estate Planning: When to Hire a Professional Executor
When naming an executor, the majority of people look toward the most trustworthy person in their life: their spouse, their most responsible child, or a close sibling or friend. However, for high net worth individuals — especially those with particularly complex estates — this may be a mistake.…
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Maintaining Generational Wealth: How to Protect and Grow Your Legacy
The secret to creating multi-generational wealth? Focusing on mindset, not just money. In part two of our series on generational wealth, Vice President and Wealth Advisor Allison Lederer joins us to discuss what families of all income brackets can do to create multi-generational wealth and ensure...
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Building Generational Wealth: How to Create a Financial Legacy
What is generational wealth and how do you build it? More importantly, just how feasible is it for the average American to create generational wealth for their family? To help answer these questions, we’ve developed a special series on generational wealth: what it is, how it’s created, and how it...
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Strategic Borrowing in a Low Interest Rate Environment
A low interest rate environment can present significant opportunities for Americans of all income brackets to buy their first home, purchase a new car, or even refinance student loan debt. For high income earners, a low interest rate environment presents an opportunity to borrow at historically…
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Your Retirement Roadmap: Creating a Spending Plan
A recent study found that just 18% of Americans retire with enough money to maintain their standard of living. Between longer life expectancies and the rising cost of healthcare, retirees of all income brackets need to engage in careful planning to ensure they don’t outlive their money. So what…
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How to Plan For Rising Health Care Costs in Retirement
As of 2021, the average 65-year-old couple will need approximately $300,000 saved to cover their health care expenses in retirement — and for those that are planning on retiring before they’re eligible for Medicare, that number may be even higher. So what can you do to prepare for the rising cost...
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A Celebration of Life: What to Know About Prepaid Funeral Plans and Costs
Funeral planning can be a stressful undertaking for surviving loved ones, which is why many people are now choosing to preplan their own funerals. If you’re thinking of planning ahead for end-of-life events, you might have several questions: What is included in a prepaid funeral? More…
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The New Balancing Act: Improving Work-Life Balance For Remote Workers
While remote work has been overwhelmingly successful for many, it hasn’t come without challenges. Now, as an increasing number of companies are choosing to make remote work a permanent fixture, the ability to maintain work-life balance will become imperative for both managers and employees alike....
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Special Episode: Investment Strategies for 2022 and Beyond
For many investors, the COVID-19 downturn underscored the importance of staying the course and understanding risk tolerance. In this episode of Regions Wealth Podcast, we’re talking with Chief Market Strategist Brandon Thurber about the many investment lessons learned from the pandemic and how...
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Land of Opportunity: Turning Inherited Land Into Revenue
Inheriting a large amount of land can be a blessing — but it can also present some challenges, particularly for those who lack land management experience. Should you sell the land, or keep it? And if you keep it, how can it be used to generate revenue? In this episode, Trust Real Estate Property...
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The Secret to Early Retirement? Creating a Plan
While many dream of retiring at a young age, very few people are able to do so. According to the U.S. Census Bureau, the average American man will retire at age 65, while the average woman will retire at 63. So how achievable is early retirement? In this episode of Regions Wealth Podcast, Private...
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The Benefits of an Endowment: Ensuring the Longevity of Your Nonprofit
In the wake of COVID-19, the widespread cancellation of funding events paired with the economic downturn left many nonprofits in a difficult position. A survey conducted by Ernst & Young found that over 70% of nonprofits surveyed have had to cut back on services as a result. In times like these,...
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Money on Music Row: Financial Planning for Music Industry Professionals
The ability to earn a living as a musician or performer is a lifelong dream for many, but for those who've made it, financial planning can be a challenge. From juggling multiple sources of income and royalties to planning for taxes and saving for retirement, those in the music industry have a lot...
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Keeping the Family Farm: Inheritance and Succession Planning
In recent years, the age of the American farmer has risen to 58 years old. As these farmers approach retirement, some are finding themselves without an heir willing or able to step in and take over the family farm. In this episode, Director of Agricultural Banking Tony Hotchkiss joins us to…
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Your Lasting Legacy: Estate Planning Without Heirs
According to the U.S. Census Bureau, an increasing number of Americans are choosing to remain single. While this can simplify financial planning, it can also introduce a new set of challenges, particularly when it comes to estate planning. In this episode, Private Wealth Planner Wyeth Greene…
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From Friend to Fraud: Spotting the Signs of an Investment Scam
When it comes to investment fraud, we typically only hear about billion-dollar schemes, like the Madoff investment scandal. However, the reality is that investment fraud is quite common. And while some might assume that only millionaires are at risk, research shows that older, active investors of...
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What to Know About Working With a Wealth Advisor
What are the benefits of working with a wealth advisor, and what can you expect when it comes to fees? In this episode of Regions Wealth Podcast, Private Wealth Management Trust Executive Wise Jones joins us to discuss some frequently asked questions about working with a wealth advisor, from “How...
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Planning for Retirement: Balancing Parenthood and Employment
According to Pew Research, 27% of American women opt to put their careers on hold in order to raise a family. As the study points out, such family-related career interruptions can impact women’s economic prospects in a variety of ways, even contributing to the gender wage gap. However, one factor...
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Discussing Estate Planning With an Aging Parent
Communication is a crucial component of estate planning. Unfortunately, it's not always an easy topic for families to discuss. And when an older parent avoids discussing the topic or refuses to create an estate plan, it can put their adult children in a difficult position. In cases like these…
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Protecting Your Finances After a Data Breach
According to Javelin's 2019 Identity Fraud Study, new account fraud is up 13%. And if your personal information has ever been exposed in a data breach, you may be at an increased risk. In this episode, Chief Information Security Officer Jeff Kennedy joins us to discuss the steps individuals…
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Digital Advisor or Human Advisor: Which is the Right Option for You?
With the rise of self-directed investing platforms, it can be tempting to take portfolio management into your own hands. But are robo-advisors an effective stand-in for human advisors? And how do you know which option is the right one for you? In this episode of Regions Wealth Podcast, Chief...
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Nanny Diaries
Even for high-income households, budgeting for childcare can be a major adjustment. For many, it can be difficult to know how to reduce childcare costs. In this episode, Senior Vice President and Fiduciary Area Business Manager Michele LaPorte joins us to discuss what expectant parents can do to...
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Partners & Portfolios
Many people struggle with how to manage finances in a marriage. Should one person handle them, or should it be a joint effort? Should you and your spouse keep separate accounts? And retirement planning? Chief Investment Officer Alan McKnight joins us in this episode to discuss money and marriage,...
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The Pay Gap in Retirement
When it comes to retirement planning, women have a few unique considerations ranging from longer life expectancy to the impact of the gender pay gap on their retirement savings. In this episode, Private Wealth Management Regional Executive Missy Epperson joins us to discuss women and retirement…
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Adoption Options
The expenses associated with adopting a child can be steep, and costs can vary widely based upon a variety of factors. For families wanting to add a plate at the dinner table, the road can be long, complicated, and costly. Wealth Advisor Keith McCord joins us to discuss financing adoption, and…
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Special Episode: Investing in a Volatile Market
During an unprecedented time of financial uncertainty and market volatility, many Americans are concerned about their portfolios. In this special episode of Regions Wealth Podcast, Chief Investment Officer Alan McKnight joins us to discuss how the markets have been affected by COVID-19, what...
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Know Your Stock Options
So, you’ve received employee stock options or sweat equity as part of your compensation package — now what? In this episode, Chief Investment Officer Alan McKnight joins us to discuss what every employee should know about holding, selling, and exercising stock options.
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Financially Confident Women
When it comes to women and money, confidence is key. From addressing the gender pay gap to teaching young women about the importance of investing, it’s time to overcome the barriers to women’s financial confidence. Wealth Advisor Elizabeth Winter joins us to discuss women’s financial health and...
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ABOUT THIS SHOW
The more you can learn to think like a wealth advisor, the more confidence you’ll have in your personal financial strategy. From building generational wealth and investing to succession planning and estate planning, hear how experienced wealth advisors approach the big financial questions we all face in our lives. Each episode of Regions Wealth Podcast features a new challenge and fresh insights from a wealth management professional. Regions Bank, Member FDIC, Equal Housing Lender
HOSTED BY
Regions Bank
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Frequently Asked Questions
How many episodes does Regions Wealth Podcast have?
Regions Wealth Podcast currently has 60 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Regions Wealth Podcast about?
The more you can learn to think like a wealth advisor, the more confidence you’ll have in your personal financial strategy. From building generational wealth and investing to succession planning and estate planning, hear how experienced wealth advisors approach the big financial questions we all...
How often does Regions Wealth Podcast release new episodes?
Regions Wealth Podcast has 60 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Regions Wealth Podcast?
You can listen to Regions Wealth Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Regions Wealth Podcast?
Regions Wealth Podcast is created and hosted by Regions Bank.
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