55 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 • 26 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

    Serving on a Non-Profit Board

    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.

    • 15 min
    Financial Planning Considerations for Women Business Owners

    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 entrepreneurs. We’ll discuss tactical tips to help female entrepreneurs thrive and survive throughout all stages of their entrepreneurial journey. 

    • 17 min
    Financial Planning For Women: How to Be Present, Proactive and Prepared for the Unexpected

    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 should take to ensure they’re present, proactive, and prepared for the future. 

    • 25 min
    Understanding Capital Gains Taxes

    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 business. 

    • 28 min
    Financial Planning Considerations for Business Executives

    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 unique tax considerations to legacy planning. 

    • 23 min
    Romance Scams: The Costly Financial Scam Targeting People of All Ages

    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 one is falling victim to a romance scam.
     

    • 27 min

Customer Reviews

5.0 out of 5
26 Ratings

26 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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