I've Been Meaning To Do That

Building a successful business is a major accomplishment, but it takes planning to support personal financial security. Many business owners may find that their wealth is highly concentrated, illiquid, and tied to the fate of their company. In this episode of I’ve Been Meaning To Do That, host and Truist Wealth Head of Investment Management Oscarlyn Elder is joined by colleagues Victor Santiago, s...

Seniors have long been a favorite target for scammers, but the rise of artificial intelligence is making the risks we all face harder to recognize and avoid. In this episode of I’ve Been Meaning To Do That, host and Truist Wealth Head of Investment Management Oscarlyn Elder invites Charlotte Edwards, vice president of operations at Cyberwolf, onto the show to talk about protection strategies that...

For many high-net-worth retirees, Social Security can feel either uncertain or insignificant compared to other sources of wealth. But misunderstanding the rules or claiming benefits without a considered plan, can have costly consequences. In this episode of I’ve Been Meaning To Do That, host and Truist Wealth Head of Investment Management Oscarlyn Elder invites her colleague Tony Bryan in to talk...

Dementia and Alzheimer’s disease are widely recognized as significant health risks of aging, but their potential effects on your wealth plan and family dynamics can be severe as well. In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks with Annalee Kruger, founder of Care Right Inc. and author of The Invisible Patient, for an important conversation about the risks of waiting...

How can credit support your wealth plan? Credit can preserve investment positions, help you take advantage of market opportunities, or meet short-term liquidity needs without disrupting your long-term plan. In this episode of I’ve Been Meaning To Do That, Oscarlyn Elder and Elizabeth Greene explore the strategic uses of credit, and how consultations about credit with your advisory team can help su...

Uncertainty is part of every investing year, and 2026 is no exception. Markets in the U.S. and around the world have been moving higher through questions about valuation, government policy, and the health of the global economy. As the current cycle enters what Keith Lerner calls the “seventh inning stretch,” investors are asking if the bull run still has room to play out. In this episode of I’ve B...

Family is at the heart of so many meaningful plans. At the close of 2025, I’ve Been Meaning To Do That host Oscarlyn Elder, the head of investment management at Truist Wealth, revisits moments with guests from recent episodes telling stories of the influence of family on their own plans and values. Entrepreneurs, advisors, and leaders in their fields have all taken inspiration from the people they...

Starting a company from scratch during the dot-com bust, building it into a global transportation management software leader, and selling it in a headline-making deal would be an endpoint for many entrepreneurs. For Monica Wooden, it was the start of a new chapter. In this conversation, Wooden shares stories with the podcast’s host and Truist Wealth Co-Chief Investment Officer Oscarlyn Elder about...

Divorce is a major life transition that brings both emotional and financial complexity. For high-net-worth couples, the stakes can be especially high. On this episode of I’ve Been Meaning To Do That, host and Truist Wealth Co-Chief Investment Officer Oscarlyn Elder welcomes colleagues Jacqueline Parks and Jennifer McManus to explore the role that financial advisors can play in supporting clients a...

Cybersecurity crimes are as common as physical crimes today. And, unfortunately, wealthy individuals and their families are especially at risk. On this episode of I’ve Been Meaning To Do That, host and Truist Wealth Co-Chief Investment Officer Oscarlyn Elder welcomes Charlotte Edwards, the vice president of operations at Cyberwolf. They explore why wealthy individuals and business leaders are prim...

Good leaders recognize opportunities for growth, even growth within themselves. Executive coaching can help deliver on such opportunities. This episode of the I’ve Been Meaning To Do That podcast from Truist Wealth explores the process of executive coaching and the impact it has on leaders and organizations. Host Oscarlyn Elder, co-chief investment officer at Truist Wealth, talks with Jenni Marsh...

You want to enjoy your later years by spending time with friends and family, discovering new interests, and enjoying your surroundings. Thorough longevity planning now helps make all that possible. To help you get started, host and Truist Wealth Co-Chief Investment Officer Oscarlyn Elder welcomes colleagues Jacqueline Parks, regional director of advice and planning, and Tony Bryan, senior vice pre...

Your loved ones want your later years to be healthy and comfortable, but they need you to tell them how they can best support you. That’s not necessarily an easy conversation to have, but you shouldn’t put it off. On this episode of the I’ve Been Meaning To Do That podcast from Truist Wealth, host and Co-Chief Investment Officer Oscarlyn Elder talks with Jacqueline Parks, Truist’s regional directo...

Parents want what’s best for their children, and they also want to support each child’s growth into a successful, independent adult. For families with significant wealth, those two goals might come into conflict if the desire and ability to provide leads to a sense of entitlement or dependency in the younger generation. In the latest edition of our podcast, I’ve Been Meaning To Do That, Truist Wea...

Big market swings can unnerve even the most seasoned investors. But that’s when the grounding that comes from an established investment philosophy is most valuable. In the latest episode of our podcast, I’ve Been Meaning To Do That, Truist Wealth Chief Market Strategist and Co-Chief Investment Officer Keith Lerner joins host and Co-Chief Investment Officer Oscarlyn Elder to discuss the investment...

You’ve worked a lifetime to build your savings and invest strategically. In your later years, you want Living into your 80s, 90s, or even to 100 can be a wish granted when we have the lifestyle and resources we hope to have. But financially, longevity takes deliberate care and planning to manage. In this episode of the I’ve Been Meaning to Do That podcast, host Oscarlyn Elder talks with Truist Wea...

Empathy isn’t just about “being nice.” It’s about connecting with other people in a way that not only increases understanding but also demonstrates strength and improves outcomes. In this episode of the I’ve Been Meaning to Do That podcast, host Oscarlyn Elder talks with Stanford University Professor of Psychology Jamil Zaki about his research into the science of empathy, cynicism, and “hopeful sk...

Chief executives are often the agenda-setters for their company’s philanthropic efforts. They can learn a lot from each other about how to best pursue their goals. In Episode 26 of the I’ve Been Meaning To Do That podcast, host Oscarlyn Elder talks with Ed Satell, founder of The Satell Institute, and his leadership team about the model that CEO membership organization uses to promote effective phi...

Does your family have a mission statement? In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks to David Herritt, head of the Truist Wealth Center for Family Legacy about the importance of establishing shared values and beliefs to help build family culture. They discuss (time stamps are approximate): • Creating a family mission statement (02:53) • Passing the mission statemen...

Take the lessons we learned in 2024 with you into 2025. In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder listens back to some of the guests she welcomed in 2024 for actionable advice for the year ahead. The discuss (time stamps are approximate): Market volatility (0:53) Habit formation (2:59) Procrastination/Revocable trusts (4:21) Expecting the unexpected/The Lee Co. (6:23) Cl...

Leave more than your legacy. In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks to Emily Hanselman of the Center for Family Legacy at Truist Wealth about how you can start involving and preparing the next generation to continue family wealth. They discuss (time stamps are approximate): • The framework to sustaining wealth (03:05) • Six core areas of wealth literacy (5:45) •...

Your estate plan needs to be as individual as you. In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder sits down with Trista Shigley, Fiduciary Division Director of Truist Trust and Estate Planning Group, to discuss how estate planning done right not only grants future generations with a legacy, but also reflects who your family is. They discuss (time stamps are approximate): Defi...

Marietta Lee, CEO of The Lee Company, says if you looked at all the cousins and siblings in her generation of the family, she’d be the last person expected to join this precision hydraulics company, much less step into the top executive role. In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks to Lee about her unexpected path from broadcast journalism to engineering graduate...

Ready to keep your family business’s momentum going into the next generation? In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks to Jeremy Spidell of the Truist Leadership Institute about how you can help younger family members grow into confident leaders as part of your succession planning. They discuss (time stamps are approximate): • The difference between understanding...

The Center for Family Legacy’s David Herritt, who was previously on the podcast to talk about navigating business transitions, rejoins host Oscarlyn Elder to share tips on bringing your family members into the family business. In this second part of our series on running a family business, they discuss (time stamps are approximate): • Introducing young family members to the business (03:14) • Effe...