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, “I’ve Been Meaning to Do That” is here to help. In each episode, Truist Wealth Co-Chief Investment Officer Oscarlyn Elder will talk to fellow thought leaders about the intersection of your aspiration and smart financial planning, along with steps you can take to focus on what matters most to you.
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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, “I’ve Been Meaning to Do That” is here to help. In each episode, Truist Wealth Co-Chief Investment Officer Oscarlyn Elder will talk to fellow thought leaders about the intersection of your aspiration and smart financial planning, along with steps you can take to focus on what matters most to you.
Encore: Episode 17: Prepare your teens for their financial future
I've Been Meaning To Do That
49 minutes 36 seconds
1 year ago
Encore: Episode 17: Prepare your teens for their financial future
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.
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, “I’ve Been Meaning to Do That” is here to help. In each episode, Truist Wealth Co-Chief Investment Officer Oscarlyn Elder will talk to fellow thought leaders about the intersection of your aspiration and smart financial planning, along with steps you can take to focus on what matters most to you.
