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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
55 Episodes
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Serving as a non-profit 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 non-profit is just the first step. In this episode, Marcie Braswell, Head of Endowments and Foundations at Regions Bank joins us to discuss the factors prospective board members should consider before making a commitment.
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, female founders received just 2% of all venture capital dollars. In this episode, Wealth Advisor Linda Thompson joins us to share resources and key financial planning considerations for female entrepreneurs. We’ll discuss tactical tips to help female entrepreneurs thrive and survive throughout all stages of their entrepreneurial journey.
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 financial planning considerations for women. From discussing finances with your partner to planning for the unexpected to recovering from the death of a spouse, we’ll discuss actionable steps all women should take to ensure they’re present, proactive, and prepared for the future.
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. We explore what every taxpayer should know about capital gains taxes and how they apply to a variety of asset types, including real estate, stocks, cryptocurrency, retirement plans, and the sale of a business.
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, and customized is essential to success. In this episode of Regions Wealth Podcast, Private Wealth Planner Bill Scofield joins us to discuss wealth management considerations for executives, from unique tax considerations to legacy planning.
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 romance scams work, common signs of a romance scammer, and red flags to be on the lookout for. We’ll also discuss steps to take after financial fraud occurs, and what you should do if you think a loved one is falling victim to a romance scam.
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 business owners face after the sale of their business. From finding purpose to addressing three key pillars, we’ll discuss what business owners can do to ensure they’re well-prepared for their next act.
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 discuss common scams targeting the crypto space. We’ll learn how these scams work and what steps investors can take to protect themselves.
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 part one of this two-part series on cryptocurrency, Assistant Vice President and Operations Analyst Michael Moorefield joins us to discuss the basics of cryptocurrency: the pros, cons, and what individuals need to know before deciding to invest in crypto.
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 us to discuss business succession planning, retirement and estate planning considerations for business owners, and how to prepare for the sale of your business.
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 household, and why focusing on your personal balance sheet is key to surviving inflation.
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, the most sensitive financial matters our listeners are facing. Check out the latest episodes of Regions Wealth Podcast on your favorite podcast platform, or visit regions.com/wealthpodcast to learn more about the series. Regions Bank, Member FDIC, Equal Housing Lender
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 joins us to discuss the basics of investing for adults, plus how to teach your kids about investing at any age.
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. This episode will discuss what factors individuals should consider when choosing an executor, and the benefits of hiring a professional executor.
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 their kids and grandkids are well-equipped to maintain their family’s 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 can be maintained over multiple generations. Financial Advisor Rachel Tatum joins us for part one of the series to discuss how to create a financial legacy at any income level.
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 low rates in order to free up cash and remain invested in rising markets. In this episode, we’re discussing strategic borrowing, and what factors you should consider before engaging in this particular financial strategy. Regions Bank, Member FDIC.
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 can you do to ensure you’re well-prepared for retirement? In this episode, Wealth Advisor Andrew George joins us to discuss the importance of a retirement spending plan and how to create one.
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 of health care? In this episode, we’re chatting with Wealth Advisor Mike Fleischhauer on how to plan for medical expenses in retirement, health insurance options for early retirees, and the pros and cons of long term care insurance. In this episode, we discuss how to plan for medical expenses in retirement, including health insurance options and the pros and cons of long term care insurance.
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 importantly, how do you pay for a funeral in advance? In this episode of Regions Wealth Podcast, Funeral and Cemetery Trust Division Manager David Falconer joins us to discuss preplanned and prepaid funerals. We’ll touch on the difference between a prepaid funeral trust and a life insurance policy and what steps you should take to ensure you’re making the right decision for both yourself and your loved ones.
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