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Regions Wealth Podcast

Financial Insight for Your Life

Hear our experienced Wealth professionals discuss today’s big financial topics—from personal finance and retirement strategies to managing investments and business expansion.

Listen and subscribe on your favorite podcast player

Each episode features a new challenge and fresh insights from a
Regions Bank Wealth professional.

 

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Episode 12: Know Your Stock Options

So, you’ve received employee stock options or sweat equity as part of your compensation package — now what?

Episode 11: Financially Confident Women

From addressing the persistent pay gap for women to teaching girls about the importance of investing, hear some of the barriers to women’s financial confidence and how to overcome them.

mature couple hiking a mountain

Episode 10: Sudden Wealth

Windfalls of cash often come with strings attached. Here’s what you need to know to prepare for the massive wealth transfer currently happening.

little girl smiling and holding bowl of food at food bank

Episode 09: Every Good Deed

What steps should you take when developing your charitable giving strategy? And what’s the best way to handle estate donations to charity?

father helping son unpack his things at college

Episode 08: Should Your Kid Go to College

Parents often spend years saving and planning for their child’s education. Join us to discuss college planning and what parents need to consider when funding college education.

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Episode 07: How Important is a Financial Safety Net?

Make a financial plan that will allow you to achieve your goals while protecting your financial future.

Family eating at restaurant

Episode 06: Blended Family Planning

With today’s modern families, are there any best practices for determining how to divide your assets while keeping the peace?

Taking Care of Business

Episode 05: Taking Care of Business

Evaluating the stages of starting and growing a business: funding it, running it, growing it, and facing the business expansion hurdles that may come along the way.

woman and her mother

Episode 04: The Cost of Independence

The financial and emotional impact of moving an elderly family member into your home and what steps you should take in terms of family finance planning.

If you’re interested in learning more about working with a Regions Wealth Advisor in your neighborhood, contact us today.

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Richard Moody's Economic Update

Having access to economic information aids in making sound decisions. At Regions, we want to provide you with the best information that we have available. Richard Moody, Chief Economist at Regions, provides monthly commentary and data to give an outlook to our current economic state.

Trust and investment management services are offered through Regions Private Wealth Management, a business unit of Regions Bank. Investment advisory services are offered through Regions. Investment Management, Inc. "RIM". RIM is a Registered Investment Adviser and wholly owned subsidiary of Regions Bank, which in turn, is a wholly owned subsidiary of Regions Financial Corporation. The purchase of insurance products through an affiliate is completely optional. Neither the purchase of insurance products through the bank or any of its affiliates, nor the agreement not to obtain, or a prohibition on the consumer from obtaining insurance products through an unaffiliated entity will affect any application for credit or the terms of any existing credit agreement with Regions Bank.

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