44 episodes

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

Regions Wealth Podcast Regions Bank

    • Business
    • 5.0 • 23 Ratings

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

    Trailer | Regions Wealth Podcast

    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, 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

    • 1 min
    Building Generational Wealth: Learning How to Invest

    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 joins us to discuss the basics of investing for adults, plus how to teach your kids about investing at any age. 

    • 28 min
    Estate Planning: When to Hire a Professional Executor

    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. This episode will discuss what factors individuals should consider when choosing an executor, and the benefits of hiring a professional executor.

    • 19 min
    Maintaining Generational Wealth: How to Protect and Grow Your Legacy

    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 their kids and grandkids are well-equipped to maintain their family’s legacy. 

    • 26 min
    Building Generational Wealth: How to Create a Financial Legacy

    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 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. 

    • 21 min
    Strategic Borrowing in a Low Interest Rate Environment

    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 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. 

    • 21 min

Customer Reviews

5.0 out of 5
23 Ratings

23 Ratings

Millhaus_83 ,

Great financial education podcast

I've really enjoyed listening to this podcast series. Many of the other financial / money management podcast series I listen to are longwinded, filled with ads and product promos, and take a lot of time to get to the point. These are a great length and the host and guests jump right into advice vs. chit-chatting. I don't really think I'm the target audience (some of the episodes just aren't applicable to me) but I've learned a lot of good advice from this series! It's nice to hear insights from real life certified professionals vs. self-proclaimed experts.

c_rock82 ,

Great content

Short listen and packed full of good info!

criffer13 ,

Great content

Impressed with the subject matter expertise. Timly and insightful information.

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