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 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
Article
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
Article
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
Article
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
Article
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
Article
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
Article
12/08/2025
Podcast: What We Learned About Family and Purpose in 2025

Leadership Episode 36: Monica Wooden’s journey: A leadership story

Learn how one entrepreneur beat the odds, grew a company, and created a philanthropic legacy.

Monica Wooden discusses her co-founding of a tech company during the dot-com bust, how she grew and then sold the company, and her philanthropic philosophy.
11/03/2025
Article
11/03/2025
Podcast 36: Monica Wooden’s Journey: A Leadership Story

Leadership Episode 36: Monica Wooden’s journey: A leadership story

Learn how one entrepreneur beat the odds, grew a company, and created a philanthropic legacy.
11/03/2025
Article
11/03/2025
Podcast 36: Monica Wooden’s Journey: A Leadership Story

Financial Planning Episode 35: The impact of divorce on family wealth

Learn how a trusted financial advisor can play a key support role during a divorce.

Oscarlyn Elder and guests discuss the financial and emotional impacts of divorce, and the support role that a wealth advisor can play in the process.
10/06/2025
Article
10/06/2025
27 minutes
Podcast: The impact of divorce on family wealth

Financial Planning Episode 35: The impact of divorce on family wealth

Learn how a trusted financial advisor can play a key support role during a divorce.
10/06/2025
Article
10/06/2025
27 minutes
Podcast: The impact of divorce on family wealth

Risk Management Episode 34: Protecting wealth, privacy in a connected world

Learn expert tips for defending yourself and your loved ones from hackers who target wealthy people.

Oscarlyn Elder and guest Charlotte Edwards discuss how hackers target wealthy individuals, and offer tips for defending yourself online.
09/08/2025
Article
09/08/2025
Episode 34: Digital security: Protecting wealth and privacy in a connected world

Risk Management Episode 34: Protecting wealth, privacy in a connected world

Learn expert tips for defending yourself and your loved ones from hackers who target wealthy people.
09/08/2025
Article
09/08/2025
Episode 34: Digital security: Protecting wealth and privacy in a connected world
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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.

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