I've Been Meaning To Do That

What does a successful family business look like? In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks to Russell Sanders of the Business Transition Advisory Group at Truist Wealth about how a family business can achieve goals that may benefit the family financially and personally. They discuss (time stamps are approximate): • What the Business Transition Advisory Group does...

In this episode of I’ve Been Meaning To Do That, hear insights on how you can care for yourself and your loved ones as you age. Host Oscarlyn Elder talks to Adam Felts, a researcher at the MIT AgeLab, about ways to deal with the financial and emotional challenges of caregiving.

As your teens make the transition to the adult world, give them a sound foundation of financial literacy. In this episode of “I’ve Been Meaning To Do That,” Truist Wealth’s Emily Haenselman and Karen Kahn chat with Oscarlyn Elder about how to talk to your teens regarding spending, saving, and making a college choice—and legal steps you should take as they reach 18.

Revitalize your New Year’s resolutions with renewed focus. In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks to Dr. Wendy Wood about the science of habits. The author of “Good Habits, Bad Habits: The Science of Making Positive Changes That Stick” shares how habits form, why bad ones are so hard to break, and tips on developing good financial behaviors. They discuss (time s...

Living your purpose can take many routes. In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks to Truist Wealth’s Colleen Silver and Bill Lyons about how people are making a difference through their investment choices, charitable activities, and businesses. They discuss (time stamps are approximate): • Introducing Colleen and Bill (1:50) • How to explore your values (3:50) •...

If you want to learn more about how stocks, bonds, and other investments work together to help you achieve your long-term financial goals, listen to this episode of I’ve Been Meaning To Do That. Host Oscarlyn Elder talks to Truist Wealth’s Trey Smith and Niles Greene about the basics of building a portfolio. They discuss (time stamps are approximate): • Introducing Trey and Niles (1:20) • Saving v...

Take action on what you’ve been meaning to do with the help of this Truist Wealth podcast. In this Best of 2023 episode, host Oscarlyn Elder talks to thought leaders at Truist and elsewhere about the journey of exploring your purpose, living out your values and aspirations in your financial plan and wealth objectives, and planning for unexpected events. They discuss (time stamps are approximate):...

If you’ve had trouble staying within your budget—or even developing one—this episode of I’ve Been Meaning To Do That can help. Host Oscarlyn Elder talks to Perry Wright of Duke University’s Center for Advanced Hindsight about creating budgets that are more effective, tips for staying on track with your spending, and how budgets can reflect your values. They discuss (time stamps are approximate): •...

Dr. Ayelet Fishbach has the practice of setting and achieving goals down to a science. In this episode of “I’ve Been Meaning To Do That,” host Oscarlyn Elder and Ayelet, a professor of behavioral science and marketing at the University of Chicago’s Booth School of Business, talk about how to develop, prioritize, and stay on track with your goals. They discuss (time stamps are approximate): • Intro...

Every financial plan has risks. Some are easy to spot, while others—such as mistitled assets—take more work to uncover. But it’s important to identify all your plan’s risks because they’re all related: A risk in your estate plan, for example, might affect your investments. In this episode of our podcast “I’ve Been Meaning To Do That,” the latest in our “Life Happens” series, host Oscarlyn Elder ta...

Get the most out of your assets with the help of thoughtful year-end planning. Host Oscarlyn Elder talks to Mike Frost, an advice and planning strategist for Truist Wealth, about common year-end decisions for charitable giving, investment planning, and wealth transfer. Tim Houlihan, Truist’s chief behavioral scientist, also joins Oscarlyn to discuss how to get going and follow through on year-end...

In this episode of the podcast’s “Life happens” series, host Oscarlyn Elder talks to Truist Wealth’s Lee McCrary (Strategic Client Group) and David Herritt (Center for Family Legacy) about why it’s important for business owners to prepare themselves and their family for a transition. They discuss (time stamps are approximate): • Introducing Lee and David (1:44) • Defining pivotal moments (3:23) •...

Life is full of surprises. Are you and your financial plan ready for them? In this first episode of the podcast’s “Life Happens” series, Truist Wealth’s Robin Thomas and Jacqueline Parks join host Oscarlyn Elder for an overview of common out-of-the-blue situations and some first steps you can take to prepare for them. They discuss (time stamps are approximate): • Introducing Robin and Jacqueline (...

Help your high schoolers develop the financial skills they’ll need as adults. This episode of “I’ve Been Meaning To Do That” provides tips on how to discuss spending, saving, and making a college decision with your teens. Host Oscarlyn Elder and Truist Wealth’s Emily Haenselman and Karen Kahn also talk about important actions to take before dropping off your kids on campus. They discuss (time stam...

Create your financial plan, then keep the conversation going: That’s the message of this episode of “I’ve Been Meaning To Do That.” You might know your purpose and what you want to do with your wealth, but you need a plan—a how-to guide—to accomplish your wealth objectives. And that’s just the start. Ongoing discussions with your advisor can keep your financial plan thriving. Truist Wealth’s Krist...

Get ready to make the move to retirement in this episode of “I’ve Been Meaning To Do That.” Building the investment portfolio necessary to support retirement is just one step—you also need a plan for how you want to live your purpose in this exciting new stage of your life. Truist Wealth co-Chief Investment Officer Oscarlyn Elder talks to Paul Shorter and Tony Bryan from Truist Wealth about how cl...

On Episode 4 of “I’ve Been Meaning To Do That,” Oscarlyn talks to Tim Houlihan, enterprise director of behavioral science at Truist, and Daniel Crosby, chief behavioral officer at Orion Advisor Solutions. They discuss (time stamps are approximate): Introducing Tim and Daniel (2:18) What is status quo bias? (8:53) Regret avoidance: the decisions that will affect how we’ll feel in the future (13:40)...

About “I’ve Been Meaning To Do That”: More and more, we’re thinking about shaping our personal—and financial—lives around our purpose and focusing on the contributions we want to make. If you want to turn those thoughts into action and start living intentionally day by day, this podcast is here to help. In each episode, Truist Wealth Co-Chief Investment Officer Oscarlyn Elder will talk to fellow t...

About “I’ve Been Meaning To Do That”: More and more, we’re thinking about shaping our personal—and financial—lives around our purpose and focusing on the contributions we want to make. If you want to turn those thoughts into action and start living intentionally day by day, this podcast is here to help. In each episode, Truist Wealth Co-Chief Investment Officer Oscarlyn Elder will talk to fellow t...

About “I’ve Been Meaning To Do That”: More and more, we’re thinking about shaping our personal—and financial—lives around our purpose and focusing on the contributions we want to make. If you want to turn those thoughts into action and start living intentionally day by day, this podcast is here to help. In each episode, Truist Wealth co-Chief Investment Officer Oscarlyn Elder will talk to fellow t...