I've Been Meaning To Do That Truist Wealth

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.

In this episode of I’ve Been Meaning To Do That, hear tips on forming good financial habits and breaking bad ones. Host Oscarlyn Elder talks to Dr. Wendy Wood, author of “Good Habits, Bad Habits: The Science of Making Positive Changes That Stick,” about the connection between habits and goals, and the importance of changing your environment to change your behavior.

Investment choices, philanthropy, your business—these are some of the options for expressing your purpose. 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 individuals and families are living their purpose in fulfilling and exciting ways.

Once you put numbers to your financial plan, you’ll need to develop a road map to reach your destination. And investments will power your drive there. In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder and Truist Wealth’s Trey Smith and Niles Greene provide a foundation of knowledge about how stocks, bonds, and other investments work together in a portfolio.

The Best of 2023 episode of our podcast, I’ve Been Meaning To Do That, can introduce you to the benefits of purpose-driven wealth planning. During the podcast’s first year, host Oscarlyn Elder talked to thought leaders at Truist and elsewhere about how to explore your purpose, align your aspirations and values with your wealth objectives, prepare for unexpected events, get going on important financial tasks, and more.