Good leaders recognize opportunities for growth, even growth within themselves. Executive coaching can help deliver on such opportunities. This episode of the I’ve Been Meaning To Do That podcast from Truist Wealth explores the process of executive coaching and the impact it has on leaders and organizations. Host Oscarlyn Elder, co-chief investment officer at Truist Wealth, talks with Jenni Marsh and Amalia Jansel of the Truist Leadership Institute about what executive coaching is, and what it is not. They also discuss why executive coaching has applications for people at all levels of leadership, and why family business leaders are particularly good candidates for coaching.

Also in the discussion:

• The skills and qualities of a good executive coach

• What a coach can bring to your career development

• How coaching helps develop an organization’s future leadership

• The difference between biases and beliefs, and how a coach helps you recognize both

• Helpful resources for learning more

If you’d like to take notes on this episode, you can download our Podcast Worksheet.

Have a question for Oscarlyn or her guests? Email [email protected]

You want to enjoy your later years by spending time with friends and family, discovering new interests, and enjoying your surroundings. Thorough longevity planning now helps make all that possible. To help you get started, host and Truist Wealth Co-Chief Investment Officer Oscarlyn Elder welcomes colleagues Jacqueline Parks, regional director of advice and planning, and Tony Bryan, senior vice president and wealth strategist back to our podcast, I’ve Been Meaning To Do That. Together they outline the critical steps you need to follow to give your own longevity plan the best chance of success.

They discuss:

• The mistaken idea that Medicare will pay for long-term care

• Directives, including financial and health care powers of attorney

• Whether health savings accounts can help finance long-term care insurance

• The role of the revocable trust

• The importance of keeping paperwork up to date

If you’d like to take notes on today’s episode, you can download a template to work with.

Podcast Worksheet

Have a question for Oscarlyn or her guests? Email [email protected]

Your loved ones want your later years to be healthy and comfortable, but they need you to tell them how they can best support you. That’s not necessarily an easy conversation to have, but you shouldn’t put it off.

On this episode of the I’ve Been Meaning To Do That podcast from Truist Wealth, host and Co-Chief Investment Officer Oscarlyn Elder talks with Jacqueline Parks, Truist’s regional director of advice and planning, and Tony Bryan, senior vice president and wealth strategist, about how to get that important discussion started, and also make it effective for everyone.

They discuss:

• What makes longevity planning important, and for whom

• Why delaying challenging conversations only makes them harder

• Deciding on caregiving roles, and communicating them

• The added burdens of dementia

• Costs and challenges of “aging in place” at home

If you’d like to take notes on today’s episode, you can download a template to work with.

Podcast Worksheet

Have a question for Oscarlyn or her guests? Email [email protected]

Parents want what’s best for their children, and they also want to support each child’s growth into a successful, independent adult. For families with significant wealth, those two goals might come into conflict if the desire and ability to provide leads to a sense of entitlement or dependency in the younger generation.

In the latest edition of our podcast, I’ve Been Meaning To Do That, Truist Wealth Co-Chief Investment Officer and host Oscarlyn Elder welcomes Drew Egan, managing director of family education at the Truist Center for Family Legacy, to talk about strategies for instilling a sense of self-reliance and independence in children, teens and young adults. Both Oscarlyn and Drew are parents themselves, so they share their own experiences, and offer practical tips and tools to use in your own family.

They discuss:

• Allowing for choice and agency by children
• The value of failure
• Setting boundaries, both for children and for parents
• Communicating the reasons we say “no”
• Recognizing when dependency is settling in
• Budgeting as a tool to promote independence

This episode comes with two downloadable supplements: first, the budget spreadsheet that Drew and Oscarlyn discuss; and second, a template for taking notes on each episode.

Super Budget Spreadsheet

Podcast Worksheet

Have a question for Oscarlyn or her guests? Email [email protected]

Big market swings can unnerve even the most seasoned investors. But that’s when the grounding that comes from an established investment philosophy is most valuable. In the latest episode of our podcast, I’ve Been Meaning To Do That, Truist Wealth Chief Market Strategist and Co-Chief Investment Officer Keith Lerner joins host and Co-Chief Investment Officer Oscarlyn Elder to discuss the investment philosophy that provides the foundation for the guidance Truist Wealth offers our clients.

If you’ve ever wondered how you can keep your cool in even the most turbulent markets, this episode is for you. Listen in as Keith and Oscarlyn share how they and their team stay anchored, follow the evidence, and create portfolios with ideas that matter.

They discuss:

• The three pillars of Truist’s philosophy: staying anchored, leading with evidence, and building portfolios with ideas that matter

• The “five p’s” that help Truist identify compelling investment options

• How emotional decision-making endangers investment success

• Understanding historical trends but knowing they don’t provide a guarantee

• Using evidence to form an actionable point of view

• What Keith has been meaning to do

This episode comes with two downloadable PDF supplements: first, a one-pager on the Truist Wealth Investment Philosophy; and second, a template for taking notes on each episode.

Investment Philosophy one-pager

Podcast Worksheet

Have a question for Oscarlyn or her guests? Email [email protected]

You’ve worked a lifetime to build your savings and invest strategically. In your later years, you want Living into your 80s, 90s, or even to 100 can be a wish granted when we have the lifestyle and resources we hope to have. But financially, longevity takes deliberate care and planning to manage. In this episode of the I’ve Been Meaning to Do That podcast, host Oscarlyn Elder talks with Truist Wealth Managing Director of Brokerage Products Alex Null about longevity risk and your portfolio. They discussed potential strategies for an investor’s later years that can limit the range of negative outcomes in a wealth plan, and how structured products, and annuities may play a role for retirement income across even the longest lifespan.

They discuss:

• Why living longer means planning longer

• Understanding your portfolio’s mix of assets over your whole lifetime of investing

• When and how to start your longevity plan with your advisor

• Facing market volatility in retirement

• What are structured products, including structured notes and market-indexed certificates of deposit?

• What are annuities?

• What Alex has been meaning to do

The podcast team has created a template for taking notes on each episode.

Podcast Worksheet

Have a question for Oscarlyn or her guests?

Email [email protected].

Empathy isn’t just about “being nice.” It’s about connecting with other people in a way that not only increases understanding but also demonstrates strength and improves outcomes. In this episode of the I’ve Been Meaning to Do That podcast, host Oscarlyn Elder talks with Stanford University Professor of Psychology Jamil Zaki about his research into the science of empathy, cynicism, and “hopeful skepticism,” and the role they play in our lives and relationships.

They discuss:

• The genesis of Zaki’s interest in empathy research

• The differences between empathy, hope, and other commonly misunderstood terms

• How to have more constructive conversations within families and family businesses

• Cynicism as a “suit of armor”

• The role of family culture in building connections

Take the cynicism quiz referenced by Jamil Zaki in the podcast

Visit the Stanford Social Neuroscience Laboratory

The podcast team has created a template for taking notes on each episode.

Podcast Worksheet

Check out a previous episode about pursuing effective philanthropy

Have a question for Oscarlyn or her guests? Email [email protected].

Chief executives are often the agenda-setters for their company’s philanthropic efforts. They can learn a lot from each other about how to best pursue their goals. In Episode 26 of the I’ve Been Meaning To Do That podcast, host Oscarlyn Elder talks with Ed Satell, founder of The Satell Institute, and his leadership team about the model that CEO membership organization uses to promote effective philanthropy.

They discuss:

• Ed Satell’s lifetime of entrepreneurship

• Reasons to support corporate social responsibility

• The importance of CEO-level collaboration

• Why long-term giving is critical

• Future plans for the Satell Institute

The podcast team has created a template for taking notes on each episode.

Podcast Worksheet

Check out a previous episode about how purpose can drive your impact

Have a question for Oscarlyn or her guests? Email [email protected].

Does your family have a mission statement? In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks to David Herritt, head of the Truist Wealth Center for Family Legacy about the importance of establishing shared values and beliefs to help build family culture. They discuss (time stamps are approximate):

• Creating a family mission statement (02:53)

• Passing the mission statement on to the next generation (5:01)

• Importance of teaching financial literacy (8:12)

• Ways to begin implementing family culture (11:18)

• Understanding family conflict (13:43)

• Resolving family conflict (15:01)

• Closing thoughts from Oscarlyn (19:16)

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.

Podcast Worksheet

Check out the previous episode in this series on generational wealth:

Episode 24: Involving and preparing the next generation to continue family wealth

Have a question for Oscarlyn or her guests? Email [email protected].

Take the lessons we learned in 2024 with you into 2025. In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder listens back to some of the guests she welcomed in 2024 for actionable advice for the year ahead. The discuss (time stamps are approximate):

Market volatility (0:53)

Habit formation (2:59)

Procrastination/Revocable trusts (4:21)

Expecting the unexpected/The Lee Co. (6:23)

Closing thoughts from Oscarlyn (8:01)

Listen to the full episodes featuring the guests gathered in this lessons learned special:

The role of investments in your financial plan

How to form good habits

Sustaining wealth for future generations

A personal story of unexpected success

Have a question for Oscarlyn or her guests? Email [email protected].