Regions Wealth Podcast
61 episodes - English - Latest episode: over 1 year ago - ★★★★★ - 26 ratingsThe 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
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Episodes
Serving on a Non-Profit Board
October 26, 2022 12:00 - 15 minutes - 10.9 MBServing 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.
Serving on a Non-Profit Board
October 26, 2022 12:00 - 15 minutes - 10.9 MBServing 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.
Financial Planning Considerations for Women Business Owners
October 12, 2022 12:00 - 17 minutes - 12.2 MBAmerican 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 entrepr...
Financial Planning For Women: How to Be Present, Proactive and Prepared for the Unexpected
September 28, 2022 12:00 - 25 minutes - 17.7 MBWhile 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 sh...
Understanding Capital Gains Taxes
September 14, 2022 12:00 - 28 minutes - 19.5 MBWhether 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...
Financial Planning Considerations for Business Executives
August 31, 2022 12:00 - 23 minutes - 16 MBExecutives 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 uniq...
Romance Scams: The Costly Financial Scam Targeting People of All Ages
August 17, 2022 12:00 - 27 minutes - 18.9 MBRomance 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 o...
Preparing For Life After the Sale of Your Business
August 03, 2022 12:00 - 27 minutes - 18.8 MBFor 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.
Preparing For Life After the Sale of Your Business
August 03, 2022 12:00 - 27 minutes - 18.8 MBFor 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.
Understanding Cryptocurrency: How to Protect Yourself from Crypto Scams
July 20, 2022 12:00 - 18 minutes - 12.9 MBAccording 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.
Understanding Cryptocurrency: What to Know Before You Invest
July 06, 2022 12:00 - 27 minutes - 19.1 MBMainstream 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 indivi...
Transition Planning for Business Owners at Every Age and Stage
June 22, 2022 12:00 - 24 minutes - 17 MBWhat 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.
Factoring Inflation Into Your Financial Plans
June 08, 2022 12:00 - 33 minutes - 23.2 MBInflation 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.
Trailer | Regions Wealth Podcast
May 18, 2022 12:00 - 1 minute - 1.1 MBIt'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 lear...
Building Generational Wealth: Learning How to Invest
December 08, 2021 13:00 - 28 minutes - 19.5 MBWhen 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.
Building Generational Wealth: Learning How to Invest
December 08, 2021 13:00 - 28 minutes - 19.5 MBWhen 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.
Estate Planning: When to Hire a Professional Executor
November 24, 2021 13:00 - 19 minutes - 13.7 MBWhen 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.
Maintaining Generational Wealth: How to Protect and Grow Your Legacy
November 11, 2021 01:00 - 26 minutes - 18.3 MBThe 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.
Building Generational Wealth: How to Create a Financial Legacy
October 27, 2021 12:00 - 21 minutes - 14.9 MBWhat 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.
Strategic Borrowing in a Low Interest Rate Environment
October 13, 2021 12:00 - 21 minutes - 14.7 MBA 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...
Your Retirement Roadmap: Creating a Spending Plan
September 29, 2021 12:00 - 14 minutes - 10.3 MBA 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.
How to Plan For Rising Health Care Costs in Retirement
September 15, 2021 12:00 - 19 minutes - 13.5 MBAs 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...
A Celebration of Life: What to Know About Prepaid Funeral Plans and Costs
September 01, 2021 12:00 - 24 minutes - 16.8 MBFuneral 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. W...
The New Balancing Act: Improving Work-Life Balance For Remote Workers
August 18, 2021 12:00 - 19 minutes - 13.7 MBWhile 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. In this episode, Head of HR Strategic Delivery and Talent Management Dwight Julbert discusses tips for workers hoping to improve their work-life balance, and what their managers can do to support them
Women and Wealth: Rebounding From the Financial Impact of COVID-19
August 04, 2021 12:00 - 19 minutes - 13.2 MBThe pandemic had a significant financial impact on women of all income brackets — 72% of women with investable assets of at least $100,000 said their retirement plans have been impacted. Thankfully, there are options to help you back on track. In this episode, we chat with Area Investment Executive Deena Espinosa about what steps women can take to rebound and recoup their lost wealth.
Special Episode: Investment Strategies for 2022 and Beyond
July 14, 2021 12:00 - 13 minutes - 9.08 MBFor 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 investors are applying those lessons to create a long-term portfolio built for endurance.
Special Episode: How COVID-19 Has Changed Financial Planning
June 30, 2021 12:00 - 14 minutes - 9.98 MBThe COVID-19 pandemic left even the most financially secure Americans feeling vulnerable. As many scrambled to create estate plans or fortify their emergency savings, the importance of having a solid financial plan in place was underscored. In this episode of Regions Wealth Podcast, Senior Wealth Strategist Julia Weaver joins us to discuss financial lessons learned during the COVID-19 pandemic, how individuals can incorporate those lessons as they plan for the future, and why now is an impor...
Land of Opportunity: Turning Inherited Land Into Revenue
January 20, 2021 13:00 - 14 minutes - 10.1 MBInheriting 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 Manager and Assistant Vice President Carol Smart joins us to discuss natural resources and real estate management.
The Secret to Early Retirement? Creating a Plan
January 06, 2021 13:00 - 14 minutes - 9.78 MBWhile 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 Wealth Planner Wyeth Greene shares planning tips and considerations for those hoping to retire before the age of 60.
The Benefits of an Endowment: Ensuring the Longevity of Your Nonprofit
December 23, 2020 13:00 - 20 minutes - 14.5 MBIn 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, endowments are more important than ever. In this episode, Chief Investment Officer Alan McKnight joins us to discuss endowments and how they can help support the long term success of your nonprofit.
Money on Music Row: Financial Planning for Music Industry Professionals
December 09, 2020 13:00 - 22 minutes - 15.4 MBThe 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 to manage. In this episode, Senior Vice President and Private Wealth Advisor Lisa Harless joins us to discuss financial planning for music industry professionals.
Keeping the Family Farm: Inheritance and Succession Planning
November 25, 2020 13:00 - 17 minutes - 11.9 MBIn 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 discuss succession planning and estate planning options for farmers and landowners.
Your Lasting Legacy: Estate Planning Without Heirs
November 11, 2020 13:00 - 20 minutes - 13.9 MBAccording 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 joins us to discuss estate planning tips for people without heirs.
From Friend to Fraud: Spotting the Signs of an Investment Scam
November 04, 2020 13:00 - 17 minutes - 12.4 MBWhen 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 all income brackets are vulnerable. Area Investment Executive Scott Krogmann joins us to share what investors can do to protect themselves against fraud and the warning signs they should look out for.
What to Know About Working With a Wealth Advisor
October 14, 2020 12:00 - 16 minutes - 11.4 MBWhat 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 much money do I need to hire a wealth manager?” to the differences between a wealth advisor and a financial advisor.
Planning for Retirement: Balancing Parenthood and Employment
September 30, 2020 12:00 - 18 minutes - 12.6 MBAccording 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 that often gets overlooked is the overall impact on retirement planning. In this episode of Regions Wealth Podcast, Senior Vice President and Private Wealth Advisor Lisa Harless joins us to discuss ...
Discussing Estate Planning With an Aging Parent
September 16, 2020 12:00 - 18 minutes - 12.6 MBCommunication 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, how should adult children initiate that conversation without upsetting their parents? In this episode of Regions Wealth Podcast, Private Wealth Planner Wyeth Green joins us to discuss the basic compo...
Protecting Your Finances After a Data Breach
September 02, 2020 12:00 - 19 minutes - 13.2 MBAccording 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 should take if their information has been exposed in a data breach and provide fraud prevention tips.
Digital Advisor or Human Advisor: Which is the Right Option for You?
August 19, 2020 12:00 - 18 minutes - 12.9 MBWith 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 Investment Officer Alan McKnight joins us to discuss the differences between robo-advisors and traditional investment advisors, and how you can determine which option is the best fit for your investmen...
Nanny Diaries
August 05, 2020 12:00 - 16 minutes - 11.7 MBEven 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 plan ahead for childcare expenses.
Partners & Portfolios
July 22, 2020 12:00 - 16 minutes - 11.5 MBMany 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, including how to talk to your spouse about money and the best ways to manage finances in a partnership.
The Pay Gap in Retirement
July 08, 2020 13:00 - 13 minutes - 9.44 MBWhen 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 and the right approach to retirement planning for women.
Adoption Options
June 24, 2020 12:00 - 13 minutes - 9.33 MBThe 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 what steps families should take when preparing for adoption, both emotionally and otherwise.
Special Episode: How Might COVID-19 Impact My Business?
June 10, 2020 12:00 - 10 minutes - 7.42 MBThe impact of the coronavirus is felt by small businesses and corporations alike. With roughly 40% of business owners saying their personal wealth is tied to their business, the implications could be steep. In this special episode of Regions Wealth Podcast, Wealth Planning Executive Bryan Koepp joins us to discuss steps business owners can take to safeguard their business during this time.
Special Episode: Investing in a Volatile Market
June 03, 2020 12:00 - 10 minutes - 7.45 MBDuring 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 investors should know, and how the current conditions may impact their investments.
Special Episode: The Financial Impact of COVID-19
May 19, 2020 15:00 - 11 minutes - 7.79 MBAs the nation responds to the spread of COVID-19, many Americans are wondering how the coronavirus might continue to impact their finances. In this special episode of Regions Wealth Podcast, Chief Investment Officer Alan McKnight joins us to discuss the potential short term and long-term financial implications of COVID-19, and what steps individuals can take to help safeguard their finances.
Know Your Stock Options
March 18, 2020 13:00 - 16 minutes - 11.6 MBSo, 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.
Financially Confident Women
March 04, 2020 14:00 - 15 minutes - 10.4 MBWhen 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 financial planning tips for women.
Sudden Wealth: What to Know
February 19, 2020 14:00 - 16 minutes - 11.5 MBSudden 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 difficulty knowing how to manage a windfall successfully. In this episode, Chief Investment Officer Alan McKnight joins us to discuss strategies for how to manage a lump sum of money.
Every Good Deed
February 05, 2020 14:00 - 16 minutes - 11.5 MBWhen it comes to charitable giving, it can be hard to choose where to donate your money. What steps should you take when developing your charitable giving strategy? And what’s the best way to handle estate donations to charity? Senior Vice President and Fiduciary Area Business Manager Michele LaPorte joins us to discuss charitable giving through estate planning.