The Importance of a Financial Safety Net
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Got a crazy dream and a plan to make it happen?

Episode 07 - Regions Wealth Podcast Series

So many of us have a crazy dream, whether it’s buying an inn upstate or quitting our jobs to become an artist. But making these dreams happen requires risk. We hear a lot about success stories in media, television and Hollywood. But how can you achieve your dreams without risking it all? How important is planning ahead and a safety net?

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Meet the Speaker

Alan McKnightAlan McKnight is the Chief Investment Officer for Regions Wealth Management. Throughout his career, McKnight has been named Chief Investment Officer of SunTrust Institutional Investment Advisors, LLC and served as a partner and Director of Global Investment Strategy at Balentine, LLC, managing asset allocation strategies and supervising the firm’s manager due diligence and selection efforts. McKnight is a graduate of Washington and Lee University with a bachelor’s degree in Economics and earned his MBA from the University of Texas at Austin. He holds the Chartered Financial Analyst (CFA®) designation and is a board member for the Alliance Theatre and Central Outreach and Advocacy Center in Atlanta.

Listen to More in Our Podcast Series

Our Regions Wealth Podcast empowers you to be smart about life's financial challenges. Gain confidence in your personal or business financial strategy. Listen to more episodes to hear how experienced wealth advisors approach the big financial questions we all face.

Get the transcript.

Find more helpful resources on estate planning and planning for your financial future:

Financial Planning: Live Long and Prosper

Four Simple Ways to Build an Emergency Fund

Emergency Fund Calculator: How to Save for an Emergency Fund

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© 2019 Regions Bank, member FDIC, Equal Housing Lender. This information is general education or marketing in nature and is not intended to be accounting, legal, tax, investment or financial advice. Statements of individuals are their own—not Regions’. Consult an appropriate professional concerning your specific situation. This podcast is intended for educational and marketing purposes only. The people and events are fictional but represent real issues. No identification with actual persons is intended or should be inferred.