I've Been Meaning To Do That
Truist Wealth
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S1E43 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,…
S1E42 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…
S1E41 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…
S1E40 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…
S3E39 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…
S3E38 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…
S3E37 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…
S3E36 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…
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,…
S3E34 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…
S3E33 Is an executive coach right for you?
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…
S3E32 Essential legal and financial planning for long-term care
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.…
S3E31 Navigating long-term care conversations with compassion
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…
S3E30 Raising independent heirs: Balancing wealth and self-reliance
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…
S3E29 Staying grounded: The Truist Wealth Investment Philosophy
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…
S3E28 Navigating Longevity with Smart Financial Solutions
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…
S3E27 Jamil Zaki on the Empathy Dividend
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…
S3E26 Episode 26: Inspiring Philanthropy That Impacts Communities
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…
S2E25 Episode 25: Building culture within a family
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…
S2E1 Bonus Episode: What we learned in 2024 that we’ll apply in 2025
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…
Frequently Asked Questions
I've Been Meaning To Do That has published 45 episodes since January 2023, covering topics in Business, Investing.
I've Been Meaning To Do That is currently highly active with new episodes monthly. Average episode length is 37m.
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