I've Been Meaning To Do That

Publicly listed emails

truistwealthpodcast@paceco.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

What is your wealth for? The executive’s planning challenge

September 08, 2026

For executives, building wealth is only a part of the planning challenge. In this episode of I’ve Been Meaning To Do That, Truist Wealth advisors Sarah Welch and Paul Giliberto join host and head of Investment Management Oscarlyn Elder to explore how concentrated wealth, career changes, and other uncertainties can affect the bigger financial picture. They also discuss how defining personal priorities and coordinating wealth decisions can help executives create more options for themselves and ...

When a loved one passes away—what families need to know

August 11, 2026

The death of a loved one is among the most difficult transitions in life, in part because a long to-do list adds to the burden of grief. But thoughtful preparation can help make that transition a little less overwhelming. In this episode of the I’ve Been Meaning To Do That podcast, Truist Wealth specialists Ashley Alderman and Tom Martyn join host and head of Investment Management Oscarlyn Elder to share practical guidance on reviewing estate plans, preparing loved ones for important responsi...

Navigating life’s biggest transitions

July 14, 2026

Big changes in your life—becoming an empty nester, selling a business, or going through a divorce, for example—can bring unexpected emotional and practical challenges. In this episode of I’ve Been Meaning To Do That, host and Truist Wealth Head of Investment Management Oscarlyn Elder welcomes author and clinical psychologist Sherry Walling, Ph.D., to explore why even positive changes can feel disruptive. They talk about how to deal with changing identity and relationships, and the emotional p...