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].