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].