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].