Regions Wealth Podcast

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...

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.

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...

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...

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 jo...

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 u...

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. 

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. 

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 in...

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 fina...

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 We...

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 episo...

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. 

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...

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. 

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...

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. 

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. 

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.  

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.

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. 

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 McKnigh...

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. 

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.

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 you...