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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.

Capital Markets The rise of asset-backed securities in music-Episode 5

Truist Securities experts discuss the increasing use of asset-backed securities for capital in the music industry, and ABS opportunities in other industries.
04/21/2026
Podcast
Podcast
Podcast
04/21/2026
Episode 5: The rise of asset-backed securities in the music industry

Capital Markets The rise of asset-backed securities in music-Episode 5
04/21/2026
Podcast
Podcast
Podcast
04/21/2026
Episode 5: The rise of asset-backed securities in the music industry

Investing & Retirement Episode 41: Smart Social Security decisions

Choices that seem small can still impact your future finances. Learn strategies for smart planning.

Understand how Social Security fits into a broader retirement strategy, including tax planning, survivor benefits, and common mistakes to avoid.
04/10/2026
Podcast
04/10/2026
Podcast: Rethinking Social Security strategy

Investing & Retirement Episode 41: Smart Social Security decisions

Choices that seem small can still impact your future finances. Learn strategies for smart planning.
04/10/2026
Podcast
04/10/2026
Podcast: Rethinking Social Security strategy

Financial Planning Episode 40: Why dementia care belongs in your plan

Dementia and Alzheimer’s are health risks, and also big financial risks. Proactive planning is critical.

Author and caregiving specialist Annalee Kruger discusses the challenges that the potential need for dementia care creates for long-range wealth planning.
02/27/2026
Podcast
02/27/2026
Podcast: Why dementia care belongs in your plan

Financial Planning Episode 40: Why dementia care belongs in your plan

Dementia and Alzheimer’s are health risks, and also big financial risks. Proactive planning is critical.
02/27/2026
Podcast
02/27/2026
Podcast: Why dementia care belongs in your plan

Financial Planning Episode 39: How credit can support your wealth plan

A custom borrowing strategy has long-term advantages, says Elizabeth Greene of Truist Wealth

Elizabeth Greene, wealth lending executive at Truist Wealth, discusses the role of credit in wealth management. It can offer flexibility and keep your progress toward your long-term goals on track.
02/09/2026
Podcast
02/09/2026
Episode 39: How credit can support your wealth plan

Financial Planning Episode 39: How credit can support your wealth plan

A custom borrowing strategy has long-term advantages, says Elizabeth Greene of Truist Wealth
02/09/2026
Podcast
02/09/2026
Episode 39: How credit can support your wealth plan

Investing & Retirement Episode 38: Investing with discipline in 2026

Look beyond daily headlines to history and data for insights, says Keith Lerner of Truist Wealth

Keith Lerner, chief market strategist at Truist Wealth, shares his outlook for the markets in the U.S. and globally in 2026 by focusing on the lessons of history and analysis of the data.
01/07/2026
Podcast
01/07/2026
Episode 38: Investing with discipline in 2026

Investing & Retirement Episode 38: Investing with discipline in 2026

Look beyond daily headlines to history and data for insights, says Keith Lerner of Truist Wealth
01/07/2026
Podcast
01/07/2026
Episode 38: Investing with discipline in 2026

Center for Family Legacy Episode 37: What we learned about family and purpose in 2025

Hear inspiring stories from recent guests who share how family influences our planning, goals, and values.

Favorite moments from recent episodes that demonstrate how families influence our plans, goals, and values.
12/08/2025
Podcast
12/08/2025
Podcast: What We Learned About Family and Purpose in 2025

Center for Family Legacy Episode 37: What we learned about family and purpose in 2025

Hear inspiring stories from recent guests who share how family influences our planning, goals, and values.
12/08/2025
Podcast
12/08/2025
Podcast: What We Learned About Family and Purpose in 2025
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    Meet our host

    Oscarlyn Elder, CFA, CAIA

    Head of Investment Management, Truist Advisory Services, Inc.

    With more than 25 years in financial services—and over two decades focused on wealth and investment management—Oscarlyn brings deep expertise and strategic vision to her role as Head of Investment Management at Truist Bank.

    The Investment Management Group is comprised of approximately 100 investment professionals who are dedicated to helping high net worth and ultra-high net worth clients achieve their long-term financial goals. Under her leadership, the group delivers tailored portfolio strategies that reflect deep market insight and an unwavering commitment to client outcomes.

    Prior to her current role, Oscarlyn served as Co-Chief Investment Officer for Truist Advisory Services, where she shaped the investment offering and led the evolution of Truist Wealth’s Alternative Investments platform. She also focused on elevating advisor and client engagement efforts.

    Oscarlyn’s experience spans equity and portfolio analysis, direct portfolio management for high-net-worth and ultra-high-net-worth clients, and leadership of client-facing investment teams. Her work continues to influence how Truist delivers investment excellence across its wealth platform.

    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.

    Get our Purple Paper
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