Regions Wealth Podcast

The impact of the coronavirus is felt by small businesses and corporations alike. With roughly 40% of business owners saying their personal wealth is tied to their business, the implications could be steep. In this special episode of Regions Wealth Podcast, Wealth Planning Executive Bryan Koepp joins us to discuss steps business owners can take to safeguard their business during this time. 

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.  

As the nation responds to the spread of COVID-19, many Americans are wondering how the coronavirus might continue to impact their finances. In this special episode of Regions Wealth Podcast, Chief Investment Officer Alan McKnight joins us to discuss the potential short term and long-term financial implications of COVID-19, and what steps individuals can take to help safeguard their finances. 

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 McKnight joins us to discuss strategies for how to manage a lump sum of money.

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 your financial future. 

With today’s modern families, are there any best practices for determining how to divide your assets while keeping the peace? In this episode, Wealth Planner and Wealth Planning Program Administrator Bill Scofield joins us to discuss estate planning after divorce and remarriage.