I've Been Meaning To Do That

Hosted by Truist Wealth

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Latest episode

Jun 2026

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About the show

More and more, we’re thinking about shaping our personal—and financial—lives around our purpose and focusing on the contributions we want to make. If you want to turn those thoughts into action and start living intentionally day by day, “I’ve Been Meaning to Do That” is here to help. In each episode, Truist Wealth Co-Chief Investment Officer Oscarlyn Elder will talk to fellow thought leaders about the intersection of your aspiration and smart financial planning, along with steps you can take to focus on what matters most to you.

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45 recent

June 9, 2026Episode 4336 min

The hidden risk behind business success

Building a successful business is a major accomplishment, but it takes planning to support personal financial security. Many business owners may find that their wealth is highly concentrated, illiquid, and tied to the fate of their company. In this episode of I’ve Been Meaning To Do That, host and Truist Wealth Head of Investment Management Oscarlyn Elder is joined by colleagues Victor Santiago, senior wealth strategist, and Julie Farah, senior trust advisor, to explore why business success and personal wealth need intentional coordination to move together. They talk about the potential risks of delaying planning, possible ways to create liquidity, and how to align business and personal strategies to consider both your company and your family. Also in the discussion: • Reasons business owners might neglect their personal financial planning • How overconcentration may create risks for owners and their families • Why business and personal financial plans should be coordinated, and how to go about it • How advisors can help business owners plan before a transition occurs Additional information: If you’d like to take notes on today’s episode, you can download this free template. Podcast worksheet Have a question for Oscarlyn or her guests? Email DoThat@truist.com.

May 12, 2026Episode 4237 min

The trust trap: How scammers target seniors and their wealth

Seniors have long been a favorite target for scammers, but the rise of artificial intelligence is making the risks we all face harder to recognize and avoid. In this episode of I’ve Been Meaning To Do That, host and Truist Wealth Head of Investment Management Oscarlyn Elder invites Charlotte Edwards, vice president of operations at Cyberwolf, onto the show to talk about protection strategies that can help reduce the danger. Cyberwolf is a referral partner of Truist Financial Corporation, specializing in online security for people with a heightened need for protection. Edwards offers advice based on her years of experience working with clients of all ages to prevent fraud. Also in the discussion: • How scammers are using AI to exploit their victims • Specific warning signs that a senior is being targeted • Why investment scams are a particular danger for affluent seniors • The importance of establishing a “trusted circle,” and how to make it effective Additional information: If you’d like to take notes on today’s episode, you can download this free template. Podcast worksheet Have a question for Oscarlyn or her guests? Email DoThat@truist.com

April 14, 2026Episode 4133 min

How to make smart Social Security decisions

For many high-net-worth retirees, Social Security can feel either uncertain or insignificant compared to other sources of wealth. But misunderstanding the rules or claiming benefits without a considered plan, can have costly consequences. In this episode of I’ve Been Meaning To Do That, host and Truist Wealth Head of Investment Management Oscarlyn Elder invites her colleague Tony Bryan in to talk about Social Security myths and strategies. Bryan is a wealth advisor with extensive knowledge of Social Security, and he shares tips and anecdotes about the effect decisions have on taxes, survivor benefits, and long-term retirement planning.Also in the discussion:• Why the belief that Social Security is “going bankrupt” often leads people to claim benefits too early• How Social Security fits into retirement planning for families with significant wealth• Situations in which divorced spouses or widows are eligible for benefits they might not expect• Topics to consider with your tax advisor related to strategies such as Roth conversionsIf you’d like to take notes on today’s episode, you can download this free template. Podcast worksheetHave a question for Oscarlyn or her guests? Email DoThat@truist.com

March 10, 2026Episode 4041 min

Why dementia care belongs in your financial plan

Dementia and Alzheimer’s disease are widely recognized as significant health risks of aging, but their potential effects on your wealth plan and family dynamics can be severe as well. In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks with Annalee Kruger, founder of Care Right Inc. and author of The Invisible Patient, for an important conversation about the risks of waiting until a crisis hits to make care plans, and the benefits of being proactive. Kruger’s experience caring for her own aging parents informs her practical guidance that can help lessen the risk of later regret about a loved one’s care.Also in the discussion:• The widespread misconceptions about the high cost of memory care• The necessary components of a dementia care plan• How to help your kids or caregivers now so they can better help you when you need them • How to make plans if you’re single, widowed, or divorcedIf you’d like to take notes on today’s episode, you can download this free template. Podcast worksheetHave a question for Oscarlyn or her guests? Email DoThat@truist.com

February 10, 2026Episode 3926 min

How credit can support your wealth plan

How can credit support your wealth plan? Credit can preserve investment positions, help you take advantage of market opportunities, or meet short-term liquidity needs without disrupting your long-term plan. In this episode of I’ve Been Meaning To Do That, Oscarlyn Elder and Elizabeth Greene explore the strategic uses of credit, and how consultations about credit with your advisory team can help support your overall goals.Also in the discussion:• Why having credit solutions in place before you need them can give you flexibility, speed, and negotiating power • The importance of customization, instead of a one-size-fits-all approach• How experts match careful cash flow and risk analysis alongside credit use • A team approach for collaboration among advisors, lenders, investment professionals, and estate plannersIf you’d like to take notes on today’s episode, you can download this free template. Podcast worksheetHave a question for Oscarlyn or her guests? Email DoThat@truist.com

January 13, 2026Episode 3836 min

Investing with discipline in 2026

Uncertainty is part of every investing year, and 2026 is no exception. Markets in the U.S. and around the world have been moving higher through questions about valuation, government policy, and the health of the global economy. As the current cycle enters what Keith Lerner calls the “seventh inning stretch,” investors are asking if the bull run still has room to play out.In this episode of I’ve Been Meaning To Do That, Oscarlyn Elder and Keith Lerner have a wide-ranging discussion about the forces that will shape the year ahead in the markets. With a focus on history, data, and fundamental portfolio principles, they share their thoughts about how to navigate risk and opportunity in 2026.Also in the discussion:• Why the U.S. economic expansion and market cycle may still have room to run• How investment opportunities may spread beyond the biggest tech stocks• How gold can help you weather a volatile stock market• Why “boring” fixed income can help stabilize your portfolio• What investors can do to manage risk without losing sight of long-term goals.You can download the 2026 Economic & Market Outlook: Seventh Inning Stretch, and also keep up with monthly Market Navigator reports at Truist.com/wealth/insights.Have a question for Oscarlyn or her guests? Email DoThat@truist.com

December 9, 2025Episode 3713 min

What we learned about family and purpose in 2025

Family is at the heart of so many meaningful plans. At the close of 2025, I’ve Been Meaning To Do That host Oscarlyn Elder, the head of investment management at Truist Wealth, revisits moments with guests from recent episodes telling stories of the influence of family on their own plans and values. Entrepreneurs, advisors, and leaders in their fields have all taken inspiration from the people they love.Moments from the episode include:• Teaching independence to kids through everyday financial lessons• Communication and shared values in family businesses• Centering charitable giving on lessons from familyIf you’d like to take notes on today’s episode, you can download this free template. Podcast worksheetHave a question for Oscarlyn or her guests? Email DoThat@truist.com

November 11, 2025Episode 3635 min

Monica Wooden’s journey: A leadership story

Starting a company from scratch during the dot-com bust, building it into a global transportation management software leader, and selling it in a headline-making deal would be an endpoint for many entrepreneurs. For Monica Wooden, it was the start of a new chapter. In this conversation, Wooden shares stories with the podcast’s host and Truist Wealth Co-Chief Investment Officer Oscarlyn Elder about the early experiences that sparked her entrepreneurial drive, her “win-win-win” philosophy, the resilience it took to navigate setbacks in the past, and how she’s expressing her values through philanthropy in the present. Monica’s conversation is filled with lessons on individuality, preparation, perseverance, and purposeful giving. Also in the discussion:• The role of sports and Title IX in Monica’s youth• Navigating professional challenges during the dot-com bust• The evolution of the distinctive corporate culture at Monica’s company, MercuryGate International• How Monica developed her philanthropic priorities• Lessons and advice for fellow entrepreneursIf you’d like to take notes on today’s episode, you can download this free template. Podcast worksheetHave a question for Oscarlyn or her guests? Email DoThat@truist.com

October 14, 2025Episode 3526 min

The impact of divorce on family wealth: Planning with purpose during life’s pivots

Divorce is a major life transition that brings both emotional and financial complexity. For high-net-worth couples, the stakes can be especially high. On this episode of I’ve Been Meaning To Do That, host and Truist Wealth Co-Chief Investment Officer Oscarlyn Elder welcomes colleagues Jacqueline Parks and Jennifer McManus to explore the role that financial advisors can play in supporting clients as they navigate a divorce. From the importance of recognizing the risks of emotional decision-making to the unique issues that come with late-in-life divorces, they discuss why the early involvement of a trusted advisor can encourage good decisions during a difficult process.Also in the discussion:• The usefulness of prenuptial agreements• Issues in child rearing and college planning• The importance of proper insurance coverage• Ensuring fair valuation and division of assets• The complexities involved in business ownership If you’d like to take notes on today’s episode, you can download this free template. Podcast WorksheetHave a question for Oscarlyn or her guests? Email DoThat@truist.com

September 9, 2025Episode 3440 min

Digital security: Protecting wealth and privacy in a connected world

Cybersecurity crimes are as common as physical crimes today. And, unfortunately, wealthy individuals and their families are especially at risk. On this episode of I’ve Been Meaning To Do That, host and Truist Wealth Co-Chief Investment Officer Oscarlyn Elder welcomes Charlotte Edwards, the vice president of operations at Cyberwolf. They explore why wealthy individuals and business leaders are prime targets for cyber criminals, and what people can do to protect themselves. Edwards discusses how hackers and fraudsters think and operate, and what practical steps you can take to help protect yourself and the people around you.Also in the discussion:• Why your reputation, as well as your money, is under threat from hackers• How a specialized firm like Cyberwolf protects its clients• Why the family, friends, and employees around a wealthy person or company are also at risk• Misconceptions about cybersecurity that may make you vulnerable• The advantages of non-password-based verificationsIf you’d like to take notes on today’s episode, you can download this free template. Podcast WorksheetHave a question for Oscarlyn or her guests? Email DoThat@truist.com