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
Transition Planning for Business Owners at Every Age and Stage
What 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
Inflation 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
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
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.
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.
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.
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.
Short listen and packed full of good info!
Impressed with the subject matter expertise. Timly and insightful information.