Regions Wealth Podcast

Oct 26 2022 55 ep. 18 mins 4

Regions Wealth Podcast artwork

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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Serving on a Non-Profit Board

Oct 26 2022 15 mins

Serving as a non-profit 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 non-profit 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 c

Financial Planning Considerations for Women Business Owners

Oct 12 2022 17 mins

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

Financial Planning For Women: How to Be Present, Proactive and Prepared for the Unexpected

Sep 28 2022 25 mins

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

Understanding Capital Gains Taxes

Sep 14 2022 28 mins

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 app

Financial Planning Considerations for Business Executives

Aug 31 2022 23 mins

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, P

Romance Scams: The Costly Financial Scam Targeting People of All Ages

Aug 17 2022 27 mins

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 f

Preparing For Life After the Sale of Your Business

Aug 03 2022 27 mins

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 t

Understanding Cryptocurrency: How to Protect Yourself from Crypto Scams

Jul 20 2022 18 mins

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

Understanding Cryptocurrency: What to Know Before You Invest

Jul 06 2022 27 mins

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 Opera

Transition Planning for Business Owners at Every Age and Stage

Jun 22 2022 24 mins

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 considerati