Regions Wealth Podcast

Regions Bank
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Regions Wealth Podcast

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

  1. 10/26/2022

    Serving on a Non-Profit Board

    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.

    16 min

  2. 10/12/2022

    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, 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 entrepre...

    18 min

  3. 09/28/2022

    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 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 sho...

    26 min

  4. 09/14/2022

    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. 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 ...

    28 min

  5. 08/31/2022

    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, 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 uniqu...

    23 min

  6. 08/17/2022

    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 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 on...

    27 min

  7. 08/03/2022

    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 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.

    27 min

  8. 07/20/2022

    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 discuss common scams targeting the crypto space. We’ll learn how these scams work and what steps investors can take to protect themselves.

    19 min
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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 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

Information

  • Creator
    Regions Bank
  • Years Active
    2019 - 2022
  • Episodes
    55
  • Rating
    Clean
  • Copyright
    © 2024 Regions Wealth Podcast
  • Show Website
    Regions Wealth Podcast

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