Divorce is never easy. Even in relatively amicable situations, there are difficult issues to address, both emotionally and financially. Especially for couples and families with significant wealth, the transition demands thoughtful planning and guidance. In this episode of I’ve Been Meaning To Do That, host and Truist Co-Chief Investment Officer Oscarlyn Elder is joined by colleagues Jacqueline Parks and Jennifer McManus to explore financial well-being after the divorce. They’ll share lessons learned from working with clients ending marriages and offer actionable advice, including the importance of involving your wealth advisors in the process early.

Hackers are criminals looking for the most lucrative target they can. If you have some combination of wealth, influence, and fame, you need to be especially careful of cyberattacks. In this episode of our Truist Wealth podcast, I’ve Been Meaning To Do That, host and Co-Chief Investment Officer Oscarlyn Elder talks with Charlotte Edwards, vice president of operations at Cyberwolf. Edwards shares proactive steps you can take to protect yourself, and the specialized defenses available to families and individuals of means who may be particularly tempting targets.

You can serve as a leader in any organization at any level. How can you become a great leader? It takes effort and introspection to excel, and an executive coach might be the person who can help you elevate your leadership skills. The latest episode of our podcast can help you decide if executive coaching is right for you—even if your office isn’t in the C-suite.

The key to being able to enjoy good health and comfort throughout a long life is planning early on. In this episode of I’ve Been Meaning To Do That, host and Truist Wealth Co-Chief Investment Officer Oscarlyn Elder welcomes back two Truist teammates who specialize in guiding families of means through this process. Together, they will walk you through the critical legal and financial steps necessary for successful longevity planning.

Planning for a long life and the health challenges of aging are forms of showing care to those around us. In this episode of I’ve Been Meaning To Do That, host and Truist Wealth Co-Chief Investment Officer Oscarlyn Elder welcomes to the studio two Truist teammates who specialize in guiding families of means through this process. They’ll share anecdotes and tips that illuminate ways to have conversations that will put you on course for your or a loved one’s later years.

Wealth brings financial security to families, but also a worry for parents: that their children will grow up with a toxic sense of entitlement. In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks to Drew Egan, managing director of family education at the Truist Center for Family Legacy, about the work he does with families to instill perspective, gratitude, and self-reliance in the next generation. They discuss the quest for independence from the perspectives of both parent and child, and share practical recommendations.

When markets are turbulent, a sound and evidence-based investment philosophy helps guide your decision-making. In the latest episode of the Truist Wealth podcast, I’ve Been Meaning To Do That, host Oscarlyn Elder and her fellow co-chief investment officer and chief market strategist, Keith Lerner, discuss the investment philosophy they developed for Truist Wealth and how it helps clients.

You’ve worked a lifetime to build your savings and invest strategically. In your later years, you want your assets to keep working to preserve your lifestyle, meet new goals and potentially leave a financial legacy. Alex Null, Managing Director of Brokerage Products at Truist Wealth, talks in this episode about financial strategies to keep the wealth you’ve accumulated productive, no matter how long you live.

The way we relate to the people and events around us affects every part of our lives, including how we conduct our professional, personal, and family financial journey. Jamil Zaki’s research into the science of empathy, cynicism and skepticism finds that we can control the outlook we have in dealing with others, revealing evidence that hope and trust are not as misplaced as many people believe.

In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder speaks with Ed Satell, the founder of The Satell Institute, as well as members of his leadership team about their model for promoting effective philanthropy through CEO-level collaboration.

In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder concludes our podcast series on generational wealth with a conversation around the importance of building family culture. Joined by guest David Herritt, head of the Truist Wealth Center for Family Legacy, they discuss ways to help build family culture.

In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks about the key lessons her podcast guests in 2024 shared, and how those lessons can be applied in 2025 to improve how we think about and act with our money.

In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder continues our podcast series on generational wealth, featuring guest Emily Hanselman of the Center for Family Legacy at Truist Wealth. They collaborate to show how you can pave the way for your family and help the next generation get set up for success.

In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks to Trista Shigley, Fiduciary Division Director of Truist Trust and Estate Planning Group, about how the trust and estate planning group can help create and sustain generational wealth.

CEO Marietta Lee of The Lee Company talks with I’ve Been Meaning To Do That host Oscarlyn Elder in this episode about her unique experience taking over as the leader of her family’s multigenerational manufacturing business. Stepping into such a role can be an intimidating move for even the most confident executive, and it’s one Lee never expected to make.

In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder is joined by Jeremy Spidell of the Truist Leadership Institute. For the conclusion of our series on running a family business, they explore how you can help younger family members take on more responsibility and grow as leaders.

In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder continues our podcast series on running a family business, featuring guest David Herritt of the Center for Family Legacy at Truist Wealth. Together, they explore how you can cultivate family members for roles in your business and in your larger family enterprise.

In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks with Russell Sanders to kick off a new series on running a family business. Sanders, managing director of the Business Transition Advisory Group at Truist Wealth, shares his expertise on helping family businesses achieve their goals, which can go well beyond making a profit to include extending your family values and purpose.

Take care of your future by talking to your family members and financial team about your wants and needs as you grow older. In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks to Adam Felts about how to plan for caregiving. A researcher at the MIT AgeLab, Felts shares insights on the importance of patience in a caregiving relationship and explains how financial professionals can help you address the direct and indirect costs of aging. They discuss (time stamps are approximate): • The impact of longer lifespans (02:26) • Starting tough conversations about aging (07:57) • Why caregivers need patience (13:01) • Self-care for caregivers (19:58) • The direct and indirect costs of caregiving (23:53) • How financial advisors can help (37:22) • Protecting against elder fraud (43:22) • Why Adam should call his mom (47:28) • Final thoughts from Oscarlyn (48:37) To learn more about the latest research in caregiving and well-being, visit the MIT AgeLab online: MIT AgeLab. The podcast team has created a template for taking notes on each episode. You can find it at: http://truist.com/resources/wealth/financial-planning/how-to-plan-for-caregiving Have a question for Oscarlyn or her guests? Email DoThat@truist.com.

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 stamps are approximate): Introducing Emily and Karen (1:25) Key financial concepts for high schoolers (4:24) The power of saving (5:55) A spending plan for your teen (7:52) Tie spending lessons to driving, other milestones (9:35) Use credit wisely (12:02) How and when to have financial talks (16:50) Connect values to priorities (20:17) Talk to teens about paying for college (23:48) Give your children ownership of their education (31:31) Tips on 529 plans (35:43) Powers of attorney when your children turn 18 (40:35) Young adults and health care decisions (45:44) What Karen and Emily have been meaning to do (48:03) Closing thoughts from Oscarlyn (51:51) The podcast team has created a template for taking notes on each episode. You can find it at Truist.com/resources/wealth/financial-planning/hidden-biases-and-what-you-can-do-about-them. Have a question for Oscarlyn or her guests? Email DoThat@Truist.com.