Episodi
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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):
Defining your values and your wealth transfer goals (02:21)
Basic estate planning documents (6:18)
Different parties involved in a trust (13:14)
Tackling uncomfortable conversations (16:14)
Estate tax exemption levels and sunsets (19:32)
Types of irrevocable trusts (22:56)
Understanding GST and SLAT for wealth transfer (25:18)
Closing thoughts from Oscarlyn (29:51)
The podcast team has created a template for taking notes on each episode.
Podcast Worksheet
Learn more about how the Business Transition Advisory Group can help support your family business, and stay tuned for the next episode in this series on running a family business, which will cover how to find the right roles for different family members.
Have a question for Oscarlyn or her guests? [email protected]
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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 school, the unwavering directives her father gave her, and the ways she’s preparing for the future with the next generation. It’s an intriguing conversation you won’t hear anywhere else.
They discuss (time stamps are approximate):
• Marietta’s first job at The Lee Company, and how it galvanized her determination to build a career in an entirely different field (02:52)
• College, law school and going undercover with a purse cam and a disguise to catch government employees misbehaving in Houston (04:48)
• No interview, big pay cut, constant scrutiny: Taking a leap of faith into the family business (7:24)
• Marietta’s path to CEO (17:18)
• Stories about past and future generations (21:11)
• Finding time for strategic thinking (27:49)
• Final thoughts from Oscarlyn (28:45)
The podcast team has created a template for taking notes on each episode. You can find it at:
[www.truist.com/resources/wealth/financial-planning/personal-story-unexpected-success]
Have a question for Oscarlyn or her guests? [email protected].
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Episodi mancanti?
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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 and leading a business (04:06)
• Building leadership capacity (07:30)
• Cultivating self-awareness (10:39)
• Why leaders need emotional intelligence (19:08)
• Overcoming imposter syndrome (22:22)
• The importance of purpose (28:39)
• Jeremy’s commitment to update his will (31:25)
• Final thoughts from Oscarlyn (33:23)
Learn more about how the Truist Leadership Institute is empowering people to lead.
The podcast team has created a template for taking notes on each episode. You can find it at:
www.truist.com/resources/wealth/financial-planning/preparing-next-generation-leadership
Listen to the previous episodes in this series on running a family business:
• Define success for your family business
• Develop the family enterprise
Have a question for Oscarlyn or her guests? Email [email protected].
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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)
• Effective communication within families (07:17)
• Why you need a family employment policy (11:27)
• Defining the “business of family” (16:35)
• Roles for family members outside of the business (20:58)
• What David’s been meaning to do (26:17)
• Closing thoughts from Oscarlyn (28:50)
Learn more about how the Center for Family Legacy can help you sustain wealth for future generations.
The podcast team has created a template for taking notes on each episode. You can find it at:
www.truist.com/resources/wealth/financial-planning/developing-family-enterprise
Check out the previous episode in this series on running a family business:
• Define success for your family business
And stay tuned for the conclusion next month on empowering the next generation of leaders.
Have a question for Oscarlyn or her guests? Email [email protected].
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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 (1:49)
• The characteristics of a family business (4:13)
• How to bring your family’s values to your business (9:13)
• Setting goals for your family (11:36)
• Establishing a decision-making process (18:47)
• How to define success (21:47)
• Why Russ needs to plan a family vacation (26:05)
• Final thoughts from Oscarlyn (27:46)
Learn more about how the Business Transition Advisory Group can help support your family business, and stay tuned for the next episode in this series on running a family business, which will cover how to find the right roles for different family members.
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/define-success-family-business
Have a question for Oscarlyn or her guests? Email [email protected].
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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.
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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.
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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 stamps are approximate):
• Why habits are important (1:58)
• The difference between resolutions and individual decisions (4:17)
• How habits form (7:21)
• Reframing to establish good financial behaviors (14:05)
• How long it takes to form and break habits (19:43)
• The importance of adding friction (24:33)
• Myths about habits (31:45)
• What Wendy has been meaning to do (37:27))
• Final thoughts from Oscarlyn (39:12)
To learn more about habits, read Wendy’s book:
Good Habits, Bad Habits: The Science of Making Positive Changes That Stick
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-form-good-habits
Have a question for Oscarlyn or her guests? Email [email protected].
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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)
• Techniques for sustainable investing (7:10)
• Connecting purpose to philanthropy (12:40)
• Families and community impact (15:30)
• Engaging younger generations (21:50)
• Starting the conversation about sustainable investing (23:30)
• The four elements of effective impact (28:00)
• Trends in sustainable investing (31:50)
• How families are making an impact in their communities (36:30)
• Action steps for expressing your purpose (39:20)
• What Colleen and Bill have been meaning to do (42:10)
• Final thoughts from Oscarlyn (43:30)
Want to dig deeper on how to make an impact? These documents can help:
• A glossary of terms about sustainable investing and community impact
• Our four-step process for making and sustaining an impact on your community
• A template for taking notes
You can find all these documents at:
Truist.com/resources/wealth/financial-planning/how-purpose-can-drive-your-impact
Have a question for Oscarlyn or her guests? Email [email protected].
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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 vs. investing (3:10)
• Volatility and the long-term trend of stock prices (6:50)
• How to assess and manage investment risks (13:20)
• Striking a balance between risk and reward (18:55)
• Why investment liquidity matters (23:50)
• Risks with bonds (25:40)
• Managing risk with dollar-cost averaging and diversification (28:50)
• Adding alternative investments to a portfolio (33:00)
• What Niles and Trey have been meaning to do (39:00)
• Final thoughts from Oscarlyn (41:40)
The podcast team has created a template for taking notes on each episode. You can find it at
Truist.com/resources/wealth/financial-planning/the-role-of-investments-in-your-financial-plan
Have a question for Oscarlyn or her guests? Email [email protected].
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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):
• Actions you can take to understand your purpose (1:40)
• How to keep it simple when exploring your purpose (5:00)
• Why it’s important to prioritize wealth objectives (6:35)
• The impact of regret avoidance and status quo bias (9:20)
• Preparing for the first days of retirement (13:20)
• When to revisit your financial plan (15:50)
• Talking to your teens about paying for college (19:40)
• When “life happens,” why you should trust an advisor (24:50)
• A common problem of business owners in preparing for unexpected events (26:30)
• The benefits of a donor-advised fund (31:30)
• Reviewing insurance coverage when home prices rise (33:50)
• Solving the “middle problem” of our financial goals (36:30)
• Final thoughts from Oscarlyn (38:20)
The podcast team has created a template for taking notes on each episode. You can find it at Truist.com/resources/wealth/financial-planning/best-of-2023
Have a question for Oscarlyn or her guests? Email [email protected].
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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):
• Introducing Perry Wright (0:50)
• The role of budgets (6:30)
• Budgets provide visibility to spending (9:25)
• How budgets are often too optimistic (18:15)
• Create buckets for spending—but not too many (25:30)
• How budgets can reflect our values (28:15)
• Tips for taking action on budgets (32:30)
• Summing up the big lessons (43:30)
• What Perry has been meaning to do (48:40)
• Final thoughts from Oscarlyn (50:00)
The podcast team has created a template for taking notes on each episode. You can find it at Truist.com/resources/wealth/financial-planning/budgets-are-for-everyone
Have a question for Oscarlyn or her guests? Email [email protected].
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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):
• Introduction of Ayelet Fishbach (0:40)
• Developing meaningful goals (3:20)
• Intrinsic motivation and targets for goals (6:20)
• Keep the middles short (12:30)
• Organizing and aligning goals (17:50)
• The need to pursue multiple goals at one time (26:40)
• Tactics for battling temptations (28:40)
• Connect to your future self (37:20)
• Tips for developing patience (38:10)
• The role of social support in motivation (41:10)
• Change the environment, not yourself (51:40)
• What Ayelet has been meaning to do (54:10)
• Final thoughts from Oscarlyn (58:20)
To learn more, read Ayelet’s book:
Get It Done: Surprising Lessons from the Science of Motivation
The podcast team has created a template for taking notes on each episode. You can find it at Truist.com/resources/wealth/financial-planning/setting-goals-what-are-you-still-meaning-to-do
Have a question for Oscarlyn or her guests? Email [email protected].
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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 talks to Truist Wealth’s Christin Kennedy and Bart Pyle about how to identify and manage the risks in your financial plan. They discuss (time stamps are approximate):
• Introduction of Christin and Bart (1:31)
• Defining risk (3:10)
• Risk as a five-point star (6:38)
• Will-based vs. trust-based plans (11:49)
• Advanced wealth-planning tools (15:42)
• Asset protection basics (23:25)
• Legal protections for property (27:50)
• What Christin and Bart have been meaning to do (33:35)
• Final thoughts from Oscarlyn (35:28)
The podcast team has created a template for taking notes on each episode. You can find it at Truist.com/resources/wealth/financial-planning/life-happens-make-sure-you-are-protected.
Have a question for Oscarlyn or her guests? Email [email protected].
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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 financial planning. They discuss (time stamps are approximate):
• Introduction of Mike Frost (1:54)
• Year-end planning considerations for charitable giving (4:45)
• Benefits of donor-advised funds (8:11)
• Tax-loss harvesting: how it helps, what to watch out for (10:12)
• Planning of annual exclusion gifts (12:50)
• Preparing for the estate tax law sunset at the end of 2025 (16:26)
• Introduction of Tim Houlihan (24:49)
• Why time blocking on your calendar works (26:35)
• Developing tiny habits (32:12)
• Take advantage of the snowball effect (37:40)
• Why you should make decisions in a “cool state” (39:17)
• What Tim and Mike have been meaning to do (44:28)
• Final thoughts from Oscarlyn (46:29)
Also mentioned in this episode:
Tiny Habits: The Small Changes That Change Everything, B.J. Fogg
The podcast team has created a template for taking notes on each episode. You can find it at Truist.com/resources/wealth/financial-planning/start-your-year-end-planning.
Have a question for Oscarlyn or her guests? Email [email protected].
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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)
• The personal aspects of a major event (5:35)
• The framework for a transition (9:52)
• Preparing your family’s human capital (14:28)
• First steps for business owners (28:03)
• Understanding your values before the transition (34:14)
• What Lee and David have been meaning to do (37:43)
• Closing thoughts from Oscarlyn (40:27)
The podcast team has created a template for taking notes on each episode. You can find it at Truist.com/resources/wealth/financial-planning/life-happens-navigate-pivotal-moments-for-your-business-and-family.
Have a question for Oscarlyn or her guests? Email [email protected].
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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 (1:31)
• The most common unexpected events (3:10)
• Your biggest priorities for planning (7:44)
• How to uncover your main risks (12:02)
• Common protections against the unexpected (17:59)
• Why some people are reluctant to plan for life events (21:51)
• The dangers of tunnel vision (27:32)
• First to-dos for planning for life’s surprises (33:25)
• What Robin and Jacqueline have been meaning to do (38:38)
• Closing thoughts from Oscarlyn (40:49)
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 [email protected].
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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 [email protected].
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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 Kristin Beard and Craig Cascio and host Oscarlyn Elder discuss a step-by-step process for building a road map to your future. They discuss (time stamps are approximate):
• Introducing Kristin and Craig (0:57)
• Financial plans are like road maps (3:43)
• Know the numbers behind your aspirations (6:37)
• How a plan empowers you (08:50)
• Financial plans and the freedom to choose (15:23)
• Components of a financial plan (19:21)
• Assumptions and estimates in your plan (22:11)
• Checking in on your progress (30:15)
• What Craig and Kristin have been meaning to do (35:45)
• Closing thoughts from Oscarlyn (39:38)
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 [email protected].
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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 clients can make the transition to a successful, purposeful retirement. They discuss (time stamps are approximate):
Introducing Paul and Tony (1:53)Preparing for the day-to-day life of retirement (3:52)Coping with the emotional response to retirement (5:26)Actions to take that help with the transition (11:30)Adding structure to daily life in retirement (16:16)Prioritizing what matters most (19:16)Making sure you’re financially prepared (23:12)Typical wealth objectives (26:02)Managing a portfolio in retirement (32:33)Common costs that people underestimate (35:39)Key decisions about retirement accounts (41:31)What Paul and Tony have been meaning to do (43:45)Closing thoughts from Oscarlyn (47:05)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 [email protected].
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