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Hosted by Regions Bank · 🇺🇸 US · EN-US · 57 episodes
Established thought leaders with verified media credentials.
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 Bank hosts Regions Wealth Podcast, a business show with 57 episodes published.
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
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 ha
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
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 yo
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 fir
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 fir
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
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
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 Man
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
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 C
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 S
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
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 tradition
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 ci
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
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
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 t
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 — e
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
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Regions Wealth Podcast is hosted by Regions Bank. The show is categorised under business (investing) and has published 57 episodes.
Regions Wealth Podcast has published 57 episodes.
Regions Wealth Podcast regularly covers business, investing, education. It sits in the business category, with a investing focus.
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Episodes of Regions Wealth Podcast average 22 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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