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According to the U.S. Census Bureau, an increasing number of Americans are choosing to remain single. While this can simplify financial planning, it can also introduce a new set of challenges, particularly when it comes to estate planning. In this episode, Private Wealth Planner Wyeth Greene joins us to discuss estate planning tips for people without heirs.

Communication is a crucial component of estate planning. Unfortunately, it's not always an easy topic for families to discuss. And when an older parent avoids discussing the topic or refuses to create an estate plan, it can put their adult children in a difficult position. In cases like these, how should adult children initiate that conversation without upsetting their parents?   In this episode of Regions Wealth Podcast, Private Wealth Planner Wyeth Green joins us to discuss the basic components of an estate plan and share tips on how to discuss this topic with your parents.

While many dream of retiring at a young age, very few people are able to do so. According to the Center for Retirement Research, the average American man will retire at age 64, while the average woman will retire at 62. So how achievable is early retirement? In this episode of Regions Wealth Podcast, Wealth Planner Wyeth Greene shares planning tips and considerations for those hoping to retire before the age of 60.

With the rise of self-directed investing platforms, it can be tempting to take portfolio management into your own hands. But are robo-advisors an effective stand-in for human advisors? And how do you know which option is the right one for you?    In this episode of Regions Wealth Podcast, Chief Investment Officer Alan McKnight joins us to discuss the differences between robo-advisors and traditional investment advisors, and how you can determine which option is the best fit for your investment goals.

Many people struggle with how to manage finances in a marriage. Should one person handle them, or should it be a joint effort? Should you and your spouse keep separate accounts? And retirement planning? Chief Investment Officer Alan McKnight joins us in this episode to discuss money and marriage, including how to talk to your spouse about money and the best ways to manage finances in a partnership.

Funeral planning can be a stressful undertaking for surviving loved ones, which is why many people are now choosing to preplan their own funerals. If you’re thinking of planning ahead for end-of-life events, you might have several questions: What is included in a prepaid funeral? More importantly, how do you pay for a funeral in advance? In this episode of Regions Wealth Podcast, Funeral and Cemetery Trust Division Manager David Falconer joins us to discuss preplanned and prepaid funerals. We’ll touch on 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.

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.

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.

Serving as a nonprofit board member can be an excellent way to further support a cause you’re especially passionate about. However, ensuring you have the time and commitment to fully support the nonprofit is just the first step. In this episode, Marcie Braswell, Philanthropic Solutions Executive at Regions Bank, joins us to discuss the factors prospective board members should consider before making a commitment.

Serving as a nonprofit board member can be an excellent way to further support a cause you’re especially passionate about. However, ensuring you have the time and commitment to fully support the nonprofit is just the first step. In this episode, Marcie Braswell, Head of Endowments and Foundations at Regions Bank joins us to discuss the factors prospective board members should consider before making a commitment.

American Express estimates that women create 1,800+ new businesses each day in the United States. While the number of women-owned businesses is on the rise, female entrepreneurs continue to face limited access to capital compared to their male counterparts. According to Pitchbook data, in 2021, female founders received just 2% of all venture capital dollars. In this episode, Wealth Advisor Linda Thompson joins us to share resources and key financial planning considerations for female entrepreneurs. We’ll discuss tactical tips to help female entrepreneurs thrive and survive throughout all stages of their entrepreneurial journey.

While women are increasingly becoming primary breadwinners, studies show that 58% continue to leave financial planning to their male partners — a decision that can put their future at risk. In this episode, Heather Davis, Senior Trust Advisor and Jama DeHeer, Senior Wealth Planner share key financial planning considerations for women. From discussing finances with your partner to planning for the unexpected to recovering from the death of a spouse, we’ll discuss actionable steps all women should take to ensure they’re present, proactive, and prepared for the future.

Whether your assets have grown $1,000 or $1,000,000 in value, having a solid understanding of how those gains are taxed is key to ensuring you’re not caught off guard come Tax Day. In this episode, Regional Fiduciary Manager Mark Hammond joins us to provide a crash course in capital gains taxes. We explore what every taxpayer should know about capital gains taxes and how they apply to a variety of asset types, including real estate, stocks, cryptocurrency, retirement plans, and the sale of a business.

Executives face busy work schedules and numerous demands on their time, making it difficult for many to address their personal financial needs. And while most executive compensation packages provide a unique opportunity to build long-term wealth, having financial guidance that’s strategic, smart, and customized is essential to success. In this episode of Regions Wealth Podcast, Private Wealth Planner Bill Scofield joins us to discuss wealth management considerations for executives, from unique tax considerations to legacy planning.

Romance scams have become the most costly scam in America. While the sums of money lost are often significant, for the victims of romance scams, the emotional toll can feel even more staggering. In this episode, Senior Corporate Security Fraud Investigator Bryan Clark joins us to discuss how romance scams work, common signs of a romance scammer, and red flags to be on the lookout for. We’ll also discuss steps to take after financial fraud occurs, and what you should do if you think a loved one is falling victim to a romance scam.