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Hosted by Regions Bank · business · EN-US
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
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Contact path
Public web form
Booking probability
31%
Guest openness
Selective
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Signup to Generate a PitchThe 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.
Regions Wealth Podcast is hosted by Regions Bank. The show has published 60 episodes to date.
Recent episodes include "Encore Episode | The Secret to Early Retirement? Creating a Plan" (1 September 2026, 14 minutes), "Encore Episode | Digital Advisor or Human Advisor: Which is the Right Option for You?" (3 August 2026, 19 minutes), and "Encore Episode | A Celebration of Life: What to Know About Prepaid Funeral Plans and Costs" (1 June 2026, 24 minutes).
Regions Wealth Podcast publishes roughly monthly, with episodes averaging 21 minutes across 60 episodes.
Booking probability for Regions Wealth Podcast is 31%, and the host is rated Selective on guests. Regions Wealth Podcast requires a Pod Score of 80 or higher. Regions Wealth Podcast's contact route on record: public web form.
The strongest fits for Regions Wealth Podcast are Investment Banking & Trading and Insurance Agencies & Brokers. Regions Wealth Podcast has a business audience.
Regions Bank hosts Regions Wealth Podcast, a business podcast with 60 episodes published.
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Episode #58
While many dream of retiring at a young age, very few people are able to do so. According to the Center for Retirement Research, the average American man will retire at age 64, while the average woman will retire at 62...
Episode #57
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...
Episode #55
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...
Episode #54
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...
Episode #53
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...
Episode #52
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...
Episode #51
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...
Episode #50
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...
Episode #49
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...
Episode #48
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...
Episode #47
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...
Episode #46
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...
Episode #45
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...
Episode #44
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...
Episode #43
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...
Episode #42
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...
Episode #41
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...
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...
Episode #40
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...
Episode #39
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 —...
Recent guests on Regions Wealth Podcast. Study who booked and why before you pitch.
Gallup-certified Strengths Coach, CUC's Congregational Life Team
Regional Fiduciary Manager, Australian Defence Force
Wealth Planner and Wealth Planning Program Administrator, church in Redding, California
Senior Fellow and Director of the Center for Defense Concepts and Technology, Center for Strategic and Budgetary Assessments
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