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.
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.
Divorce Financial Planning: Secure Your Wealth & Future
Financial Planning Divorce: Understanding the financial facets
Creating a trusted team is vital to personal and financial success.
Learn expert strategies for managing wealth during and after divorce: asset division, retirement planning, protect your finances, build long-term security.
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.
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.
Long-Term Care Strategies: Planning for Care, Costs, and Legacy
Financial Planning Building care into your long-term plans
The important, and often overlooked, role of long-term care in the legacy planning of high-net-worth families.
Explore long-term care strategies, like home versus facility care, cognitive decline planning, insurance options, and financial safety for aging loved ones.
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.
Oscarlyn Elder and guest Charlotte Edwards discuss how hackers target wealthy individuals, and offer tips for defending yourself online.
Cash is not a risk-free investment
Financial Planning Cash is not a risk-free investment
When markets are choppy, some investors turn to cash to avoid losses. But that strategy has its own set of risks for your portfolio.
Episode 33: Is an executive coach right for you?
Leadership Episode 33: Is an executive coach right for you?
Find out how coaching can improve your own leadership skills and benefit your organization.
Oscarlyn Elder and guests discuss how executive coaching can benefit leaders at all levels and at many kinds of organizations.
Episode 32: Essential legal and financial planning for long-term care
Financial Planning Episode 32:Â 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.
How to Talk to Your Wealth Advisor at Any Age
Financial Planning Working more effectively with your wealth advisor at any age
Improve communication, expand context, and optimize your wealth planning.
Learn how open, honest conversations about goals, family, and legacy can help you work more effectively with your wealth advisor at any life stage.
Podcast
I've been meaning to do that
Join Truist Wealth’s Co-Chief Investment Officer, Oscarlyn Elder, to learn how purpose can impact your portfolio.
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