Podcast series I’ve Been Meaning to Do That: From Purpose to Action

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Episodes

Oscarlyn Elder and her guests explore ways you can learn about financial planning and balancing your portfolio with your purpose. These lively discussions address different topics, including how to keep supporting what you value—even in retirement, how to find out if your investments are environmentally sound, getting the best returns while adhering to your values, and the intrinsic rewards of values-based investing.

Financial Planning Episode 32: Legal and financial planning for long-term care

Help ensure comfort in your later years with thorough planning now.

Oscarlyn Elder and guests discuss how following the necessary legal and financial longevity-planning steps helps ensure comfort in your later years.
07/08/2025
Podcast
07/07/2025
Episode 32: Essential legal and financial planning for long-term care

Financial Planning Episode 32: Legal and financial planning for long-term care

Help ensure comfort in your later years with thorough planning now.
Oscarlyn Elder and guests discuss how following the necessary legal and financial longevity-planning steps helps ensure comfort in your later years.
- Jul 08, 2025
Podcast
07/07/2025
Episode 32: Essential legal and financial planning for long-term care

Investing & Retirement Episode 31: Navigating long-term care conversations with compassion

Conversations you have with family now can have a big impact on the quality of your future long-term care.

Oscarlyn Elder and guests discuss the importance of communicating your wishes for long-term care planning, and how to have conversations that will be effective for all involved.
07/08/2025
Podcast
06/09/2025
Episode 31: Navigating long-term care conversations with compassion

Investing & Retirement Episode 31: Navigating long-term care conversations with compassion

Conversations you have with family now can have a big impact on the quality of your future long-term care.
Oscarlyn Elder and guests discuss the importance of communicating your wishes for long-term care planning, and how to have conversations that will be effective for all involved.
- Jul 08, 2025
Podcast
06/09/2025
Episode 31: Navigating long-term care conversations with compassion

Center for Family Legacy Episode 30: Raising Independent Heirs

Drew Egan of the Center for Family Legacy on providing for your children while fostering self-reliance.

Drew Egan, of the Truist Wealth Center for Family Legacy, talks with Oscarlyn Elder about the challenge that parents with wealth face in raising children to become independent, self-reliant adults.
05/12/2025
Podcast
05/12/2025
Episode 30: Raising independent heirs: Balancing wealth and self-reliance

Center for Family Legacy Episode 30: Raising Independent Heirs

Drew Egan of the Center for Family Legacy on providing for your children while fostering self-reliance.
Drew Egan, of the Truist Wealth Center for Family Legacy, talks with Oscarlyn Elder about the challenge that parents with wealth face in raising children to become independent, self-reliant adults.
- May 12, 2025
Podcast
05/12/2025
Episode 30: Raising independent heirs: Balancing wealth and self-reliance

Investing & Retirement Episode 29: Using the Truist Wealth Investment Philosophy

Chief Market Strategist Keith Lerner explains the benefits of an evidence-based investment philosophy.

Truist Co-Chief Investment Officers Oscarlyn Elder and Keith Lerner talk about the evidence-based investment philosophy developed and used at Truist Wealth to guide better decision-making in asset allocation and wealth plans for clients.
04/24/2025
Podcast
04/23/2025
Episode 29: Staying grounded: The Truist Wealth Investment Philosophy

Investing & Retirement Episode 29: Using the Truist Wealth Investment Philosophy

Chief Market Strategist Keith Lerner explains the benefits of an evidence-based investment philosophy.
Truist Co-Chief Investment Officers Oscarlyn Elder and Keith Lerner talk about the evidence-based investment philosophy developed and used at Truist Wealth to guide better decision-making in asset allocation and wealth plans for clients.
- Apr 24, 2025
Podcast
04/23/2025
Episode 29: Staying grounded: The Truist Wealth Investment Philosophy

Investing & Retirement Episode 28: Financial Planning for a Long Life

Listen as Alex Null of Truist Wealth helps you start longevity planning today with your goals and investments.

Oscarlyn Elder talks with Truist Wealth’s Alex Null about strategies to build a financial plan that helps your money work for you into your 80s, 90s or even 100 or more.
04/08/2025
Podcast
04/02/2025
Episode 28: Navigating Longevity with Smart Financial Solutions

Investing & Retirement Episode 28: Financial Planning for a Long Life

Listen as Alex Null of Truist Wealth helps you start longevity planning today with your goals and investments.
Oscarlyn Elder talks with Truist Wealth’s Alex Null about strategies to build a financial plan that helps your money work for you into your 80s, 90s or even 100 or more.
- Apr 08, 2025
Podcast
04/02/2025
Episode 28: Navigating Longevity with Smart Financial Solutions

Leadership Episode 27: Jamil Zaki on the Empathy Dividend

Listen as Professor Jamil Zaki discusses his research into the science of empathy and human connection.

Oscarlyn Elder talks with Stanford University Professor Jamil Zaki about his research into the science of empathy and human connections, and the implications for our lives and relationships.
04/08/2025
Podcast
03/10/2025
Episode 27: Jamil Zaki on the Empathy Dividend

Leadership Episode 27: Jamil Zaki on the Empathy Dividend

Listen as Professor Jamil Zaki discusses his research into the science of empathy and human connection.
Oscarlyn Elder talks with Stanford University Professor Jamil Zaki about his research into the science of empathy and human connections, and the implications for our lives and relationships.
- Apr 08, 2025
Podcast
03/10/2025
Episode 27: Jamil Zaki on the Empathy Dividend
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Meet our host

Oscarlyn Elder, CFA, CAIA

Co-Chief Investment Officer, Truist Advisory Services, Inc.

As co-chief investment officer, Oscarlyn Elder co-leads the Investment Advisory Group responsible for allocating investment capital to help meet clients’ financial goals, as well as addressing how emerging investment innovations should be reflected for clients. Her team sources investment managers and solutions for the benefit of Truist clients, enables diverse asset manager solutions, and drives communication with advisors and clients.

In a prior role, she focused on the intersection of technology, investment management, and client and investment professional experiences. She also led a team of investment professionals, who advised high and ultra-high net worth clients on the development and implementation of investment strategies.

Oscarlyn has more than 25 years of experience in financial services, including mortgage and retail banking, investment banking, equity research, investment strategy development, and portfolio management.

13 things we’ve been meaning to tell you about Oscarlyn Elder

The impact of purpose

Purple Paper

Living your purpose can help you stay on track with your financial plan. Our Truist Purple PaperSM tells you why.

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