Regions Wealth Podcast Mon, 01 Jun 2026 06:05:18 -0400 https://www.regions.com/wealthpodcast en-us © 2026 Regions Wealth Podcast yes a9666e5c-3d6f-5465-8d73-494d6b695ab7 Regions Bank episodic false Buzzsprout (https://www.buzzsprout.com) personal finance, investing, wealth podcast, investing podcast, retirement planning, financial management podcast, personal investing, high net worth, retirement and ira show, top investor podcasts, high income earners, Regions Bank https://storage.buzzsprout.com/fg5yfknm9j4h02ykpbfg4kmp6rns?.jpg Regions Wealth Podcast https://www.regions.com/wealthpodcast Encore Episode | A Celebration of Life: What to Know About Prepaid Funeral Plans and Costs Encore Episode | A Celebration of Life: What to Know About Prepaid Funeral Plans and Costs Funeral planning can be a stressful undertaking for surviving loved ones, which is why many people are now choosing to preplan their own funerals. If you’re thinking of planning ahead for end-of-life events, you might have several questions: What is included in a prepaid funeral? More importantly, how do you pay for a funeral in advance? In this episode of Regions Wealth Podcast, Funeral and Cemetery Trust Division Manager David Falconer joins us to discuss preplanned and prepaid funerals. We’ll touch on the difference between a prepaid funeral trust and a life insurance policy and what steps you should take to ensure you’re making the right decision for both yourself and your loved ones. 

]]> Funeral planning can be a stressful undertaking for surviving loved ones, which is why many people are now choosing to preplan their own funerals. If you’re thinking of planning ahead for end-of-life events, you might have several questions: What is included in a prepaid funeral? More importantly, how do you pay for a funeral in advance? In this episode of Regions Wealth Podcast, Funeral and Cemetery Trust Division Manager David Falconer joins us to discuss preplanned and prepaid funerals. We’ll touch on the difference between a prepaid funeral trust and a life insurance policy and what steps you should take to ensure you’re making the right decision for both yourself and your loved ones. 

]]> Regions Bank Buzzsprout-19007744 Mon, 01 Jun 2026 05:00:00 -0500 1462 prepaid funeral, funeral planning 1 55 full false Encore Episode | Sudden Wealth: What to Know Encore Episode | Sudden Wealth: What to Know Sudden wealth often comes with strings attached. We already know that a high percentage of lottery winners fall prey to sudden wealth syndrome and have a difficult time knowing what to do with a windfall. However, those who achieve sudden wealth through inheritance may have just as much difficulty knowing how to manage a windfall successfully. In this episode, Chief Investment Officer Alan McKnight joins us to discuss strategies for how to manage a lump sum of money. 

]]> Sudden wealth often comes with strings attached. We already know that a high percentage of lottery winners fall prey to sudden wealth syndrome and have a difficult time knowing what to do with a windfall. However, those who achieve sudden wealth through inheritance may have just as much difficulty knowing how to manage a windfall successfully. In this episode, Chief Investment Officer Alan McKnight joins us to discuss strategies for how to manage a lump sum of money. 

]]> Regions Bank Buzzsprout-19007628 Fri, 01 May 2026 05:00:00 -0500 999 wealth management, finance podcast 1 54 full false Encore Episode: How Important Is a Financial Safety Net? Encore Episode: How Important Is a Financial Safety Net? Many of us have a goal we’d love to pursue, whether it’s a midlife career change, entrepreneurship, or an early retirement. Of course, making these goals into realities comes with risk. How can you decide if achieving your goal is financially sound? Chief Investment Officer Alan McKnight joins us to discuss how to make a financial plan that will allow you to achieve your goals while protecting your financial future. 

]]> Many of us have a goal we’d love to pursue, whether it’s a midlife career change, entrepreneurship, or an early retirement. Of course, making these goals into realities comes with risk. How can you decide if achieving your goal is financially sound? Chief Investment Officer Alan McKnight joins us to discuss how to make a financial plan that will allow you to achieve your goals while protecting your financial future. 

]]> Regions Bank Buzzsprout-18945400 Wed, 01 Apr 2026 11:00:00 -0500 946 budgeting, personal finance, finance podcast, wealth management 1 53 full false Encore Episode: Serving on a Nonprofit Board Encore Episode: Serving on a Nonprofit Board Serving as a nonprofit 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 nonprofit is just the first step. In this episode, Marcie Braswell, Philanthropic Solutions Executive at Regions Bank, joins us to discuss the factors prospective board members should consider before making a commitment.

]]> Serving as a nonprofit 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 nonprofit is just the first step. In this episode, Marcie Braswell, Philanthropic Solutions Executive at Regions Bank, joins us to discuss the factors prospective board members should consider before making a commitment.

]]> Regions Bank Buzzsprout-18760827 Fri, 27 Feb 2026 07:00:00 -0600 942 nonprofit, board member, philanthropy, volunteer, nonprofit board membership 1 52 full false Serving on a Nonprofit Board Serving on a Nonprofit Board Serving as a nonprofit 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 nonprofit 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.

]]> Serving as a nonprofit 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 nonprofit 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.

]]> Regions Bank Buzzsprout-11409887 Wed, 26 Oct 2022 07:00:00 -0500 942 nonprofit, board member, philanthropy, volunteer, nonprofit board membership 1 51 full false 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. 


]]> 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. 


]]> Regions Bank Buzzsprout-11238755 Wed, 12 Oct 2022 07:00:00 -0500 1053 female entrepreneur, women-owned businesses, financial planning for women, women business owners, women small business owners 1 50 full false 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. 

]]> 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. 

]]> Regions Bank Buzzsprout-11210358 Wed, 28 Sep 2022 07:00:00 -0500 1538 financial planning for women, wealth planning for women, financial goals for women, finances, risk management, estate planning for women 49 full false 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. 


]]> 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. 


]]> Regions Bank Buzzsprout-11012106 Wed, 14 Sep 2022 07:00:00 -0500 1697 capital gains taxes, capital gains, income tax, tax bracket, real estate, stocks, crypto, retirement plans, sale of a business 1 48 full false 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. 


]]> 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. 


]]> Regions Bank Buzzsprout-10915715 Wed, 31 Aug 2022 07:00:00 -0500 1391 financial planning for business owners, wealth management, legacy planning, business owner, business leader, personal finance 1 47 full false 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.

 

]]> 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.

 

]]> Regions Bank Buzzsprout-10870324 Wed, 17 Aug 2022 07:00:00 -0500 1641 romance scams, online romance scams, romance scamming, fraud prevention, financial fraud, crypto romance scams, fraud investigation, fraud investigators 1 46 full false Preparing For Life After the Sale of Your Business 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.


]]> 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.


]]> Regions Bank Buzzsprout-10838286 Wed, 03 Aug 2022 07:00:00 -0500 1635 small business owners, selling a business, retirement, succession plan, capital gains tax, estate planning, legacy planning, business acquisition, lifestyle goals 1 45 full false Understanding Cryptocurrency: How to Protect Yourself from Crypto Scams 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.  


]]> 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.  


]]> Regions Bank Buzzsprout-10754478 Wed, 20 Jul 2022 07:00:00 -0500 1121 cryptocurrency, crypto, Bitcoin, NFTs, cryptocurrency scams, crypto scams, crypto investing, crypto investment, BTC, rug pulls, investment scam, wash trading, phishing 1 44 full false Understanding Cryptocurrency: What to Know Before You Invest Understanding Cryptocurrency: What to Know Before You Invest Mainstream interest in Bitcoin and other types of cryptocurrency has skyrocketed. As of 2021, one in six Americans say they’ve invested in, traded, or used some form of cryptocurrency. This growth has left many traditional investors wondering if investing in cryptocurrency is right for them. In part one of this two-part series on cryptocurrency, Assistant Vice President and Operations Analyst Michael Moorefield joins us to discuss the basics of cryptocurrency: the pros, cons, and what individuals need to know before deciding to invest in crypto. 


]]> Mainstream interest in Bitcoin and other types of cryptocurrency has skyrocketed. As of 2021, one in six Americans say they’ve invested in, traded, or used some form of cryptocurrency. This growth has left many traditional investors wondering if investing in cryptocurrency is right for them. In part one of this two-part series on cryptocurrency, Assistant Vice President and Operations Analyst Michael Moorefield joins us to discuss the basics of cryptocurrency: the pros, cons, and what individuals need to know before deciding to invest in crypto. 


]]> Regions Bank Buzzsprout-10745678 Wed, 06 Jul 2022 07:00:00 -0500 1661 cryptocurrency, crypto, Bitcoin, investing, investors, NFT, investments, investment portfolio 1 43 full false Transition Planning for Business Owners at Every Age and Stage 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.


]]> 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.


]]> Regions Bank Buzzsprout-10733068 Wed, 22 Jun 2022 07:00:00 -0500 1477 business transition, transition planning, retirement, business succession planning, estate planning, business owners 1 42 full false Factoring Inflation Into Your Financial Plans 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.  

]]> 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.  

]]> Regions Bank Buzzsprout-10654227 Wed, 08 Jun 2022 07:00:00 -0500 2018 inflation, budgeting, personal finance, finance podcast, wealth management, investing podcast, CPI, retirement, gas prices, budgeting, household budget 1 41 full false 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

]]> 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

]]> Regions Bank Buzzsprout-10594235 Wed, 18 May 2022 07:00:00 -0500 89 wealth podcast, investment strategy podcast, investing podcast, financial podcast, money management podcast, how to invest, wealth planning, portfolio strategy, financial planning, retirement, retirement planning, investments, generational wealth trailer false 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. 


]]> 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. 


]]> Regions Bank Buzzsprout-9527617 Wed, 08 Dec 2021 07:00:00 -0600 1691 investing, generational wealth, creating generational wealth, financial legacy, creating a legacy, learning how to invest, investing 101, basics of investing, how to invest, building wealth, portfolio management, investing strategy, cryptocurrency, NFTs, 1 40 full false 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.


]]> 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.


]]> Regions Bank Buzzsprout-9430647 Wed, 24 Nov 2021 07:00:00 -0600 1186 estate planning, creating a will, estate plan, executor, inheritance, wealth planning, corporate executor, professional executor, naming an executor, private wealth 1 39 full false 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. 

]]> 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. 

]]> Regions Bank Buzzsprout-9409219 Wed, 10 Nov 2021 19:00:00 -0600 1585 generational wealth, building generational wealth, creating generational wealth, financial legacy, wealth planning, portfolio strategy, financial planning, retirement, retirement planning, investing, abundance mindset, estate planning 1 38 full false 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. 

]]> 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. 

]]> Regions Bank Buzzsprout-9354688 Wed, 27 Oct 2021 07:00:00 -0500 1288 generational wealth, building generational wealth, creating generational wealth, financial legacy, creating a legacy, wealth planning, portfolio strategy, financial planning, retirement, retirement planning, investments, investing, saving 1 37 full false 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. 

]]> 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. 

]]> Regions Bank Buzzsprout-9281667 Wed, 13 Oct 2021 07:00:00 -0500 1268 1 36 full false Your Retirement Roadmap: Creating a Spending Plan Your Retirement Roadmap: Creating a Spending Plan A recent study found that just 18% of Americans retire with enough money to maintain their standard of living. Between longer life expectancies and the rising cost of healthcare, retirees of all income brackets need to engage in careful planning to ensure they don’t outlive their money. So what can you do to ensure you’re well-prepared for retirement? In this episode, Wealth Advisor Andrew George joins us to discuss the importance of a retirement spending plan and how to create one.

]]> A recent study found that just 18% of Americans retire with enough money to maintain their standard of living. Between longer life expectancies and the rising cost of healthcare, retirees of all income brackets need to engage in careful planning to ensure they don’t outlive their money. So what can you do to ensure you’re well-prepared for retirement? In this episode, Wealth Advisor Andrew George joins us to discuss the importance of a retirement spending plan and how to create one.

]]> Regions Bank Buzzsprout-9097207 Wed, 29 Sep 2021 07:00:00 -0500 891 retirement, early retirement, healthcare in retirement, medical expenses in retirement, retirement health care, Medicare, Medicaid, long term care insurance, how to afford medical expenses in retirement, paying for health care in retirement, retirement pl 1 35 full false How to Plan For Rising Health Care Costs in Retirement How to Plan For Rising Health Care Costs in Retirement As of 2021, the average 65-year-old couple will need approximately $300,000 saved to cover their health care expenses in retirement — and for those that are planning on retiring before they’re eligible for Medicare, that number may be even higher. So what can you do to prepare for the rising cost of health care? In this episode, we’re chatting with Wealth Advisor Mike Fleischhauer on how to plan for medical expenses in retirement, health insurance options for early retirees, and the pros and cons of long term care insurance. 


In this episode, we discuss how to plan for medical expenses in retirement, including health insurance options and the pros and cons of long term care insurance. 


]]> As of 2021, the average 65-year-old couple will need approximately $300,000 saved to cover their health care expenses in retirement — and for those that are planning on retiring before they’re eligible for Medicare, that number may be even higher. So what can you do to prepare for the rising cost of health care? In this episode, we’re chatting with Wealth Advisor Mike Fleischhauer on how to plan for medical expenses in retirement, health insurance options for early retirees, and the pros and cons of long term care insurance. 


In this episode, we discuss how to plan for medical expenses in retirement, including health insurance options and the pros and cons of long term care insurance. 


]]> Regions Bank Buzzsprout-9073335 Wed, 15 Sep 2021 07:00:00 -0500 1169 retirement, early retirement, healthcare in retirement, medical expenses in retirement, retirement health care, Medicare, Medicaid, long term care insurance, how to afford medical expenses in retirement, paying for health care in retirement, retirement pl 1 34 full false A Celebration of Life: What to Know About Prepaid Funeral Plans and Costs A Celebration of Life: What to Know About Prepaid Funeral Plans and Costs Funeral planning can be a stressful undertaking for surviving loved ones, which is why many people are now choosing to preplan their own funerals. If you’re thinking of planning ahead for end-of-life events, you might have several questions: What is included in a prepaid funeral? More importantly, how do you pay for a funeral in advance? In this episode of Regions Wealth Podcast, Funeral and Cemetery Trust Division Manager David Falconer joins us to discuss preplanned and prepaid funerals. We’ll touch on the difference between a prepaid funeral trust and a life insurance policy and what steps you should take to ensure you’re making the right decision for both yourself and your loved ones. 



]]> Funeral planning can be a stressful undertaking for surviving loved ones, which is why many people are now choosing to preplan their own funerals. If you’re thinking of planning ahead for end-of-life events, you might have several questions: What is included in a prepaid funeral? More importantly, how do you pay for a funeral in advance? In this episode of Regions Wealth Podcast, Funeral and Cemetery Trust Division Manager David Falconer joins us to discuss preplanned and prepaid funerals. We’ll touch on the difference between a prepaid funeral trust and a life insurance policy and what steps you should take to ensure you’re making the right decision for both yourself and your loved ones. 



]]> Regions Bank Buzzsprout-8974832 Wed, 01 Sep 2021 07:00:00 -0500 1462 funeral planning, prepaid funeral, pre-paid funeral, preplanned funeral, funeral preplanning, end of life planning, estate planning, creating a will, wealth planning 1 33 full false The New Balancing Act: Improving Work-Life Balance For Remote Workers The New Balancing Act: Improving Work-Life Balance For Remote Workers While remote work has been overwhelmingly successful for many, it hasn’t come without challenges. Now, as an increasing number of companies are choosing to make remote work a permanent fixture, the ability to maintain work-life balance will become imperative for both managers and employees alike. In this episode, Head of HR Strategic Delivery and Talent Management Dwight Julbert discusses tips for workers hoping to improve their work-life balance, and what their managers can do to support them

]]> While remote work has been overwhelmingly successful for many, it hasn’t come without challenges. Now, as an increasing number of companies are choosing to make remote work a permanent fixture, the ability to maintain work-life balance will become imperative for both managers and employees alike. In this episode, Head of HR Strategic Delivery and Talent Management Dwight Julbert discusses tips for workers hoping to improve their work-life balance, and what their managers can do to support them

]]> Regions Bank Buzzsprout-8874505 Wed, 18 Aug 2021 07:00:00 -0500 1188 remote work, company culture, career, working remotely, managing stress, time management, leadership, leadership podcast, hybrid work, remote work, managing remote workers 1 32 full false Special Episode: Investment Strategies for 2022 and Beyond Special Episode: Investment Strategies for 2022 and Beyond For many investors, the COVID-19 downturn underscored the importance of staying the course and understanding risk tolerance. In this episode of Regions Wealth Podcast, we’re talking with Chief Market Strategist Brandon Thurber about the many investment lessons learned from the pandemic and how investors are applying those lessons to create a long-term portfolio built for endurance.

]]> For many investors, the COVID-19 downturn underscored the importance of staying the course and understanding risk tolerance. In this episode of Regions Wealth Podcast, we’re talking with Chief Market Strategist Brandon Thurber about the many investment lessons learned from the pandemic and how investors are applying those lessons to create a long-term portfolio built for endurance.

]]> Buzzsprout-8697022 Wed, 14 Jul 2021 07:00:00 -0500 784 post-COVID-19, financial planning, investment planning, investing, investment strategy, wealth planning, wealth management, risk tolerance 1 30 full false 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. 

]]> 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. 

]]> http://www.regions.com/wealthpodcast Regions Bank Buzzsprout-7127971 Wed, 20 Jan 2021 07:00:00 -0600 876 land management, natural resources, farming, NRRE, land manager, inheriting land 1 28 full false 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.  

]]> 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.  

]]> http://www.regions.com/wealthpodcast Regions Bank Buzzsprout-6345220 Wed, 06 Jan 2021 07:00:00 -0600 843 retirement, early retirement, retire young, retirement planning, how to retire young, how to retire early, 401k, passive income, wealth planning, regions bank 1 27 full false 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. 

]]> 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. 

]]> http://www.regions.com/wealthpodcast Regions Bank Buzzsprout-6554854 Wed, 23 Dec 2020 07:00:00 -0600 1259 nonprofit, endowment fund, nonprofit organization, fundraising, donors, donations, endowments, spending policy, foundation, nonprofit endowment fund, 1 26 full false 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. 

]]> 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. 

]]> Regions Bank Buzzsprout-6237790 Wed, 09 Dec 2020 07:00:00 -0600 1334 financial planning, music industry, wealth planning, money management, musician, singer songwriter, managing royalties, music row 1 25 full false 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. 

]]> 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. 

]]> http://www.regions.com/wealthpodcast Regions Bank Buzzsprout-6015292 Wed, 25 Nov 2020 07:00:00 -0600 1036 agriculture, succession planning, farm succession planning, farm owner retirement, retirement planning, farmers, land owners, farm transition planning, selling your farm 1 24 full false 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. 

]]> 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. 

]]> http://www.regions.com/wealthpodcast Regions Bank Buzzsprout-6000748 Wed, 11 Nov 2020 07:00:00 -0600 1208 estate planning, creating a will, estate plan, estate planning no heirs, inheritance, wealth planning, executor, living will, private wealth, no heirs 1 23 full false From Friend to Fraud: Spotting the Signs of an Investment Scam From Friend to Fraud: Spotting the Signs of an Investment Scam When it comes to investment fraud, we typically only hear about billion-dollar schemes, like the Madoff investment scandal. However, the reality is that investment fraud is quite common. And while some might assume that only millionaires are at risk, research shows that older, active investors of all income brackets are vulnerable. Area Investment Executive Scott Krogmann joins us to share what investors can do to protect themselves against fraud and the warning signs they should look out for.

]]> When it comes to investment fraud, we typically only hear about billion-dollar schemes, like the Madoff investment scandal. However, the reality is that investment fraud is quite common. And while some might assume that only millionaires are at risk, research shows that older, active investors of all income brackets are vulnerable. Area Investment Executive Scott Krogmann joins us to share what investors can do to protect themselves against fraud and the warning signs they should look out for.

]]> Regions Bank Buzzsprout-5657620 Wed, 04 Nov 2020 07:00:00 -0600 1072 investment, investing, investment fraud, scam, investing scam, bernie madoff, madoff investment scandal, ponzi scheme, pump and dump, robo-advisor, digital advisor, self-directed investing, 1 22 full false What to Know About Working With a Wealth Advisor What to Know About Working With a Wealth Advisor What are the benefits of working with a wealth advisor, and what can you expect when it comes to fees? In this episode of Regions Wealth Podcast, Private Wealth Management Trust Executive Wise Jones joins us to discuss some frequently asked questions about working with a wealth advisor, from “How much money do I need to hire a wealth manager?” to the differences between a wealth advisor and a financial advisor.

]]> What are the benefits of working with a wealth advisor, and what can you expect when it comes to fees? In this episode of Regions Wealth Podcast, Private Wealth Management Trust Executive Wise Jones joins us to discuss some frequently asked questions about working with a wealth advisor, from “How much money do I need to hire a wealth manager?” to the differences between a wealth advisor and a financial advisor.

]]> Regions Bank Buzzsprout-5601703 Wed, 14 Oct 2020 07:00:00 -0500 986 financial advisor, wealth advisor, financial management, regions wealth podcast, wealth podcast, financial podcast, finance podcast, money management, personal finance, financial planning, personal finances 1 21 full false Planning for Retirement: Balancing Parenthood and Employment Planning for Retirement: Balancing Parenthood and Employment According to Pew Research, 27% of American women opt to put their careers on hold in order to raise a family. As the study points out, such family-related career interruptions can impact women’s economic prospects in a variety of ways, even contributing to the gender wage gap. However, one factor that often gets overlooked is the overall impact on retirement planning. In this episode of Regions Wealth Podcast, Senior Vice President and Private Wealth Advisor Lisa Harless joins us to discuss retirement planning considerations for anyone making the decision to put their career on hold in order to raise a family.


]]> According to Pew Research, 27% of American women opt to put their careers on hold in order to raise a family. As the study points out, such family-related career interruptions can impact women’s economic prospects in a variety of ways, even contributing to the gender wage gap. However, one factor that often gets overlooked is the overall impact on retirement planning. In this episode of Regions Wealth Podcast, Senior Vice President and Private Wealth Advisor Lisa Harless joins us to discuss retirement planning considerations for anyone making the decision to put their career on hold in order to raise a family.


]]> Regions Bank Buzzsprout-5352955 Wed, 30 Sep 2020 07:00:00 -0500 1094 retirement planning, parenthood, maternity leave, pay gap, gender pay gap, pay gap in retirement, retirement planning and divorce, 401(k), IRA 1 20 full false Discussing Estate Planning With an Aging Parent Discussing Estate Planning With an Aging Parent Communication is a crucial component of estate planning. Unfortunately, it's not always an easy topic for families to discuss. And when an older parent avoids discussing the topic or refuses to create an estate plan, it can put their adult children in a difficult position. In cases like these, how should adult children initiate that conversation without upsetting their parents? 

In this episode of Regions Wealth Podcast, Private Wealth Planner Wyeth Green joins us to discuss the basic components of an estate plan and share tips on how to discuss this topic with your parents. 

]]> Communication is a crucial component of estate planning. Unfortunately, it's not always an easy topic for families to discuss. And when an older parent avoids discussing the topic or refuses to create an estate plan, it can put their adult children in a difficult position. In cases like these, how should adult children initiate that conversation without upsetting their parents? 

In this episode of Regions Wealth Podcast, Private Wealth Planner Wyeth Green joins us to discuss the basic components of an estate plan and share tips on how to discuss this topic with your parents. 

]]> Regions Bank Buzzsprout-5174344 Wed, 16 Sep 2020 07:00:00 -0500 1094 estate planning, creating a will, family finances, aging parents, estate plan, estate planning with parents, inheritance, wealth planning, executor, living will 1 19 full false Protecting Your Finances After a Data Breach Protecting Your Finances After a Data Breach According to Javelin's 2019 Identity Fraud Study, new account fraud is up 13%. And if your personal information has ever been exposed in a data breach, you may be at an increased risk. In this episode, Chief Information Security Officer Jeff Kennedy joins us to discuss the steps individuals should take if their information has been exposed in a data breach and provide fraud prevention tips. 

]]> According to Javelin's 2019 Identity Fraud Study, new account fraud is up 13%. And if your personal information has ever been exposed in a data breach, you may be at an increased risk. In this episode, Chief Information Security Officer Jeff Kennedy joins us to discuss the steps individuals should take if their information has been exposed in a data breach and provide fraud prevention tips. 

]]> Regions Bank Buzzsprout-5081873 Wed, 02 Sep 2020 07:00:00 -0500 1148 money management, finance, personal finance, wealth management, data breach, fraud prevention, personal data, stop fraud 1 18 full false Digital Advisor or Human Advisor: Which is the Right Option for You? Digital Advisor or Human Advisor: Which is the Right Option for You? With the rise of self-directed investing platforms, it can be tempting to take portfolio management into your own hands. But are robo-advisors an effective stand-in for human advisors? And how do you know which option is the right one for you?

In this episode of Regions Wealth Podcast, Chief Investment Officer Alan McKnight joins us to discuss the differences between robo-advisors and traditional investment advisors, and how you can determine which option is the best fit for your investment goals. 

]]> With the rise of self-directed investing platforms, it can be tempting to take portfolio management into your own hands. But are robo-advisors an effective stand-in for human advisors? And how do you know which option is the right one for you?

In this episode of Regions Wealth Podcast, Chief Investment Officer Alan McKnight joins us to discuss the differences between robo-advisors and traditional investment advisors, and how you can determine which option is the best fit for your investment goals. 

]]> Regions Bank Buzzsprout-4784927 Wed, 19 Aug 2020 07:00:00 -0500 1126 investment, investing, robo-advisor, digital advisor, self-directed investing 1 17 full false Nanny Diaries Nanny Diaries Even for high-income households, budgeting for childcare can be a major adjustment. For many, it can be difficult to know how to reduce childcare costs. In this episode, Senior Vice President and Fiduciary Area Business Manager Michele LaPorte joins us to discuss what expectant parents can do to plan ahead for childcare expenses. 

]]> Even for high-income households, budgeting for childcare can be a major adjustment. For many, it can be difficult to know how to reduce childcare costs. In this episode, Senior Vice President and Fiduciary Area Business Manager Michele LaPorte joins us to discuss what expectant parents can do to plan ahead for childcare expenses. 

]]> Regions Bank Buzzsprout-2376392 Wed, 05 Aug 2020 07:00:00 -0500 1014 childcare, financial planning, family planning, household finances, financial plan, daycare, household budget 1 16 full false Partners & Portfolios Partners & Portfolios Many people struggle with how to manage finances in a marriage. Should one person handle them, or should it be a joint effort? Should you and your spouse keep separate accounts? And retirement planning? Chief Investment Officer Alan McKnight joins us in this episode to discuss money and marriage, including how to talk to your spouse about money and the best ways to manage finances in a partnership.

]]> Many people struggle with how to manage finances in a marriage. Should one person handle them, or should it be a joint effort? Should you and your spouse keep separate accounts? And retirement planning? Chief Investment Officer Alan McKnight joins us in this episode to discuss money and marriage, including how to talk to your spouse about money and the best ways to manage finances in a partnership.

]]> Regions Bank Buzzsprout-2376362 Wed, 22 Jul 2020 07:00:00 -0500 1004 money management, finance, personal finance, wealth management, marriage, household finances 1 15 full false The Pay Gap in Retirement The Pay Gap in Retirement When it comes to retirement planning, women have a few unique considerations ranging from longer life expectancy to the impact of the gender pay gap on their retirement savings. In this episode, Private Wealth Management Regional Executive Missy Epperson joins us to discuss women and retirement and the right approach to retirement planning for women. 

]]> When it comes to retirement planning, women have a few unique considerations ranging from longer life expectancy to the impact of the gender pay gap on their retirement savings. In this episode, Private Wealth Management Regional Executive Missy Epperson joins us to discuss women and retirement and the right approach to retirement planning for women. 

]]> Regions Bank Buzzsprout-2012139 Wed, 08 Jul 2020 08:00:00 -0500 820 1 14 full false Adoption Options Adoption Options The expenses associated with adopting a child can be steep, and costs can vary widely based upon a variety of factors. For families wanting to add a plate at the dinner table, the road can be long, complicated, and costly. Wealth Advisor Keith McCord joins us to discuss financing adoption, and what steps families should take when preparing for adoption, both emotionally and otherwise. 

]]> The expenses associated with adopting a child can be steep, and costs can vary widely based upon a variety of factors. For families wanting to add a plate at the dinner table, the road can be long, complicated, and costly. Wealth Advisor Keith McCord joins us to discuss financing adoption, and what steps families should take when preparing for adoption, both emotionally and otherwise. 

]]> Regions Bank Buzzsprout-2012133 Wed, 24 Jun 2020 07:00:00 -0500 811 1 13 full false Special Episode: Investing in a Volatile Market Special Episode: Investing in a Volatile Market During an unprecedented time of financial uncertainty and market volatility, many Americans are concerned about their portfolios. In this special episode of Regions Wealth Podcast, Chief Investment Officer Alan McKnight joins us to discuss how the markets have been affected by COVID-19, what investors should know, and how the current conditions may impact their investments.  

]]> During an unprecedented time of financial uncertainty and market volatility, many Americans are concerned about their portfolios. In this special episode of Regions Wealth Podcast, Chief Investment Officer Alan McKnight joins us to discuss how the markets have been affected by COVID-19, what investors should know, and how the current conditions may impact their investments.  

]]> Regions Bank Buzzsprout-3847802 Wed, 03 Jun 2020 07:00:00 -0500 647 1 14 full false Know Your Stock Options Know Your Stock Options So, you’ve received employee stock options or sweat equity as part of your compensation package — now what? In this episode, Chief Investment Officer Alan McKnight joins us to discuss what every employee should know about holding, selling, and exercising stock options.

]]> So, you’ve received employee stock options or sweat equity as part of your compensation package — now what? In this episode, Chief Investment Officer Alan McKnight joins us to discuss what every employee should know about holding, selling, and exercising stock options.

]]> Regions Bank Buzzsprout-2012127 Wed, 18 Mar 2020 08:00:00 -0500 1010 1 12 full false Financially Confident Women Financially Confident Women When it comes to women and money, confidence is key. From addressing the gender pay gap to teaching young women about the importance of investing, it’s time to overcome the barriers to women’s financial confidence. Wealth Advisor Elizabeth Winter joins us to discuss women’s financial health and financial planning tips for women. 

]]> When it comes to women and money, confidence is key. From addressing the gender pay gap to teaching young women about the importance of investing, it’s time to overcome the barriers to women’s financial confidence. Wealth Advisor Elizabeth Winter joins us to discuss women’s financial health and financial planning tips for women. 

]]> Regions Bank Buzzsprout-2012115 Wed, 04 Mar 2020 08:00:00 -0600 906 1 11 full false Sudden Wealth: What to Know Sudden Wealth: What to Know Sudden wealth often comes with strings attached. We already know that a high percentage of lottery winners fall prey to sudden wealth syndrome and have a difficult time knowing what to do with a windfall. However, those who achieve sudden wealth through inheritance may have just as much difficulty knowing how to manage a windfall successfully. In this episode, Chief Investment Officer Alan McKnight joins us to discuss strategies for how to manage a lump sum of money.

]]> Sudden wealth often comes with strings attached. We already know that a high percentage of lottery winners fall prey to sudden wealth syndrome and have a difficult time knowing what to do with a windfall. However, those who achieve sudden wealth through inheritance may have just as much difficulty knowing how to manage a windfall successfully. In this episode, Chief Investment Officer Alan McKnight joins us to discuss strategies for how to manage a lump sum of money.

]]> Regions Bank Buzzsprout-2001739 Wed, 19 Feb 2020 08:00:00 -0600 999 1 10 full false Every Good Deed Every Good Deed When it comes to charitable giving, it can be hard to choose where to donate your money. What steps should you take when developing your charitable giving strategy? And what’s the best way to handle estate donations to charity? Senior Vice President and Fiduciary Area Business Manager Michele LaPorte joins us to discuss charitable giving through estate planning. 

]]> When it comes to charitable giving, it can be hard to choose where to donate your money. What steps should you take when developing your charitable giving strategy? And what’s the best way to handle estate donations to charity? Senior Vice President and Fiduciary Area Business Manager Michele LaPorte joins us to discuss charitable giving through estate planning. 

]]> Regions Bank Buzzsprout-2001724 Wed, 05 Feb 2020 08:00:00 -0600 998 1 9 full false Should Your Kid Go To College? Should Your Kid Go To College? Parents often spend years saving and planning for their child’s education. Private Wealth Management Regional Executive Lee Blank joins us in studio to discuss college planning and what parents need to consider when funding college education.

]]> Parents often spend years saving and planning for their child’s education. Private Wealth Management Regional Executive Lee Blank joins us in studio to discuss college planning and what parents need to consider when funding college education.

]]> Regions Bank Buzzsprout-1999945 Wed, 22 Jan 2020 08:00:00 -0600 754 1 8 full false How Important Is A Financial Safety Net? How Important Is A Financial Safety Net? Many of us have a goal we’d love to pursue, whether it’s a midlife career change, entrepreneurship, or an early retirement. Of course, making these goals into realities comes with risk. How can you decide if achieving your goal is financially sound? Chief Investment Officer Alan McKnight joins us to discuss how to make a financial plan that will allow you to achieve your goals while protecting your financial future. 

]]> Many of us have a goal we’d love to pursue, whether it’s a midlife career change, entrepreneurship, or an early retirement. Of course, making these goals into realities comes with risk. How can you decide if achieving your goal is financially sound? Chief Investment Officer Alan McKnight joins us to discuss how to make a financial plan that will allow you to achieve your goals while protecting your financial future. 

]]> Regions Bank Buzzsprout-1999912 Wed, 08 Jan 2020 08:00:00 -0600 946 1 7 full false Estate Planning Considerations for Blended Families Estate Planning Considerations for Blended Families With today’s modern families, are there any best practices for determining how to divide your assets while keeping the peace? In this episode, Wealth Planner and Wealth Planning Program Administrator Bill Scofield joins us to discuss estate planning after divorce and remarriage. 

]]> With today’s modern families, are there any best practices for determining how to divide your assets while keeping the peace? In this episode, Wealth Planner and Wealth Planning Program Administrator Bill Scofield joins us to discuss estate planning after divorce and remarriage. 

]]> Regions Bank Buzzsprout-1800634 Wed, 11 Dec 2019 08:00:00 -0600 888 estate planning, creating a will, estate plan, executor, inheritance, wealth planning, corporate executor, professional executor, naming an executor, private wealth 1 6 full false Taking Care of Business Taking Care of Business It’s called the American dream, but running a business is tough, and even the most seasoned entrepreneurs find themselves in need of small business guidance from time to time. In this episode, Wealth Planning Executive Bryan Koepp walks us through the stages of starting and growing a business: funding it, running it, growing it, and facing the business expansion hurdles that may come along the way. 

]]> It’s called the American dream, but running a business is tough, and even the most seasoned entrepreneurs find themselves in need of small business guidance from time to time. In this episode, Wealth Planning Executive Bryan Koepp walks us through the stages of starting and growing a business: funding it, running it, growing it, and facing the business expansion hurdles that may come along the way. 

]]> Regions Bank Buzzsprout-1800616 Wed, 27 Nov 2019 08:00:00 -0600 878 1 5 full false The Cost of Independence The Cost of Independence As we age, so do our parents. And that means they might need our help, just as we once needed theirs. But how do we care for them without breaking their spirit — or breaking the bank? Wealth Planner and Wealth Planning Program Administrator Bill Scofield joins us in studio to discuss the financial and emotional impact of moving an elderly family member into your home and what steps you should take in terms of family finance planning. 

]]> As we age, so do our parents. And that means they might need our help, just as we once needed theirs. But how do we care for them without breaking their spirit — or breaking the bank? Wealth Planner and Wealth Planning Program Administrator Bill Scofield joins us in studio to discuss the financial and emotional impact of moving an elderly family member into your home and what steps you should take in terms of family finance planning. 

]]> Regions Bank Buzzsprout-1800598 Wed, 13 Nov 2019 08:00:00 -0600 975 1 4 full false Footing the Bill for Family Footing the Bill for Family You know what combination gets complicated really fast? Money and family. Should you invest in your cousin’s startup? Pay your mother’s rent? What about your kids’ college tuition or a down payment? Private Wealth Management Regional Executive Lee Blank joins us in studio to discuss the implications of lending money to a loved one, and what you can do to protect yourself before financing your family. 

]]> You know what combination gets complicated really fast? Money and family. Should you invest in your cousin’s startup? Pay your mother’s rent? What about your kids’ college tuition or a down payment? Private Wealth Management Regional Executive Lee Blank joins us in studio to discuss the implications of lending money to a loved one, and what you can do to protect yourself before financing your family. 

]]> Regions Bank Buzzsprout-1800568 Wed, 30 Oct 2019 08:00:00 -0500 843 1 3 full false Living Single Living Single When it comes to planning for the future and building a solid investment strategy, there’s no better time to start saving than when you’re a young adult while your investments have years to grow. But these days, many people are getting married and having children later in life, which can make it difficult to plan for the future. Private Wealth Management Regional Executive Missy Epperson joins us to share insight into how to start planning for the future when your goals are a moving target.

]]> When it comes to planning for the future and building a solid investment strategy, there’s no better time to start saving than when you’re a young adult while your investments have years to grow. But these days, many people are getting married and having children later in life, which can make it difficult to plan for the future. Private Wealth Management Regional Executive Missy Epperson joins us to share insight into how to start planning for the future when your goals are a moving target.

]]> Regions Bank Buzzsprout-1773739 Tue, 15 Oct 2019 09:00:00 -0500 899 1 2 full false Selling vs. Succession Selling vs. Succession It’s the biggest question for any business owner: When you’re planning for retirement, should you pass your business on, or should you sell it? And if you pass it on, who should you pass it on to? Wealth Planning Executive, Bryan Koepp, joins us in studio to discuss what factors business owners need to consider before selling their business or creating a succession plan.

]]> It’s the biggest question for any business owner: When you’re planning for retirement, should you pass your business on, or should you sell it? And if you pass it on, who should you pass it on to? Wealth Planning Executive, Bryan Koepp, joins us in studio to discuss what factors business owners need to consider before selling their business or creating a succession plan.

]]> Regions Bank Buzzsprout-1488388 Fri, 04 Oct 2019 15:00:00 -0500 916 1 1 full false