Regions Wealth Podcast

Learn the basics of investing for adults and how to teach your kids about investing at any age so your family can build and maintain generational wealth.

Considering who you want to appoint as an executor of your estate? Find out how hiring a professional executor may be the best option for your needs.

Listen & learn how families of all backgrounds can build generational wealth and ensure their children and grandchildren maintain their family's legacy.

Find out what generational wealth is, how you can build it, and how it can be maintained over generations with a financial legacy plan.

A low interest rate environment can present significant opportunities for Americans of all income brackets to buy their first home, purchase a new car, or even refinance student loan debt.

Between longer life expectancies and the rising cost of healthcare, retirees of all income brackets need to engage in careful planning to ensure they don’t outlive their money.

What can you do to prepare for the rising cost of health care? In this episode, we’re chatting with Wealth Advisor Mike Fleischhauer on how to plan for medical expenses in retirement, health insurance options for early retirees, and the pros and cons of long term care insurance.

In this episode, we discuss preplanned and prepaid funerals, the difference between a prepaid funeral trust and a life insurance policy, and what steps you should take to ensure you’re making the right decision for both yourself and your loved ones.

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.

The pandemic has had a significant financial impact on women of all income brackets. In this episode, we chat with Area Investment Executive Deena Espinosa about what steps women can take to rebound and recoup their lost wealth.

For many investors, the COVID-19 downturn underscored the importance of staying the course and understanding risk tolerance.

In this episode, we discuss the financial lessons learned during the pandemic and how you can incorporate those lessons as you plan for the future.

This episode will explore how a property manager can help inexperienced land owners with alternative investments like land, oil and gas, etc., particularly those who may have inherited land unexpectedly.

This episode will discuss the goal of early retirement, exploring the type of strategy and tactics an individual would need to put into place to retire before the age of 60.

As times change, expenses rise, competing fundraising events proliferate, and enthusiasm for legacy events wanes, endowments are more important than ever. This episode will discuss how to structure your endowment for the long-term success of your nonprofit.