Building Generational Wealth: How to Create a Financial Legacy Podcast

Building Generational Wealth: How to Create a Financial Legacy Podcast

Episode 37 - Regions Wealth Podcast Series

What is generational wealth and how do you build it? More importantly, just how feasible is it for the average American to create generational wealth for their family? To help answer these questions, we’ve developed a special series on generational wealth: what it is, how it’s created, and how it can be maintained over multiple generations. Financial Advisor Rachel Tatum joins us for part one of the series to discuss how to create a financial legacy at any income level.

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Meet the Speaker

Rachel Tatum is a Financial Advisor with Regions Investment Solutions, and is based in Jackson, Tennessee. She has more than 16 years of banking experience with Regions, including the past 8 years as a Financial Advisor. Rachel works with her clients to understand their financial goals and develop a financial plan that enables her clients to invest in their future. She holds her Series 7 & 66 licenses, in addition to her insurance license. Want to find an advisor like Rachel? Contact a Wealth Advisor today.

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.

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