Regions Wealth Podcast

As we age, so do our parents. And that means they might need our help, just as we once needed theirs. But how do we care for them without breaking their spirit — or breaking the bank? Wealth Planner and Wealth Planning Program Administrator Bill Scofield joins us in studio to discuss 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. 

You know what combination gets complicated really fast? Money and family. Should you invest in your cousin’s startup? Pay your mother’s rent? What about your kids’ college tuition or a down payment? Private Wealth Management Regional Executive Lee Blank joins us in studio to discuss the implications of lending money to a loved one, and what you can do to protect yourself before financing your family. 

When it comes to planning for the future and building a solid investment strategy, there’s no better time to start saving than when you’re a young adult while your investments have years to grow. But these days, many people are getting married and having children later in life, which can make it difficult to plan for the future. Private Wealth Management Regional Executive Missy Epperson joins us to share insight into how to start planning for the future when your goals are a moving target.

It’s the biggest question for any business owner: When you’re planning for retirement, should you pass your business on, or should you sell it? And if you pass it on, who should you pass it on to? Wealth Planning Executive, Bryan Koepp, joins us in studio to discuss what factors business owners need to consider before selling their business or creating a succession plan.