31 episodes

Welcome to Regions Wealth Podcast, the podcast that tackles life’s challenges with financial experience. While there are no guaranteed financial gains out there, the more you can learn to think like a wealth advisor, the more confidence you’ll have in your personal financial strategy. From managing your investments and business expansion to family finance planning and estate planning, hear how experienced wealth advisors approach the big financial questions we all face in our lives. Each episode features a new challenge and fresh insights from a Regions Bank wealth professional.

Regions Wealth Podcast Regions Bank

    • Business
    • 5.0 • 22 Ratings

Welcome to Regions Wealth Podcast, the podcast that tackles life’s challenges with financial experience. While there are no guaranteed financial gains out there, the more you can learn to think like a wealth advisor, the more confidence you’ll have in your personal financial strategy. From managing your investments and business expansion to family finance planning and estate planning, hear how experienced wealth advisors approach the big financial questions we all face in our lives. Each episode features a new challenge and fresh insights from a Regions Bank wealth professional.

    Land of Opportunity: Turning Inherited Land Into Revenue

    Land of Opportunity: Turning Inherited Land Into Revenue

    Inheriting 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. 

    • 14 min
    The Secret to Early Retirement? Creating a Plan

    The Secret to Early Retirement? Creating a Plan

    While 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.  

    • 14 min
    The Benefits of an Endowment: Ensuring the Longevity of Your Nonprofit

    The Benefits of an Endowment: Ensuring the Longevity of Your Nonprofit

    In 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. 

    • 20 min
    Money on Music Row: Financial Planning for Music Industry Professionals

    Money on Music Row: Financial Planning for Music Industry Professionals

    The 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. 

    • 22 min
    Keeping the Family Farm: Inheritance and Succession Planning

    Keeping the Family Farm: Inheritance and Succession Planning

    In 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. 

    • 17 min
    Your Lasting Legacy: Estate Planning Without Heirs

    Your Lasting Legacy: Estate Planning Without Heirs

    According 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. 

    • 20 min

Customer Reviews

5.0 out of 5
22 Ratings

22 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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