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I've Been Meaning To Do ThatAuthor: Truist Wealth
More and more, were thinking about shaping our personaland financiallives around our purpose and focusing on the contributions we want to make. If you want to turn those thoughts into action and start living intentionally day by day, Ive Been Meaning to Do That is here to help. In each episode, Truist Wealth Co-Chief Investment Officer Oscarlyn Elder will talk to fellow thought leaders about the intersection of your aspiration and smart financial planning, along with steps you can take to focus on what matters most to you. Language: en-us Genres: Business, Investing, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Why dementia care belongs in your financial plan
Episode 40
Tuesday, 10 March, 2026
Dementia and Alzheimer’s disease are widely recognized as significant health risks of aging, but their potential effects on your wealth plan and family dynamics can be severe as well. In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks with Annalee Kruger, founder of Care Right Inc. and author of The Invisible Patient, for an important conversation about the risks of waiting until a crisis hits to make care plans, and the benefits of being proactive. Kruger’s experience caring for her own aging parents informs her practical guidance that can help lessen the risk of later regret about a loved one’s care.Also in the discussion:• The widespread misconceptions about the high cost of memory care• The necessary components of a dementia care plan• How to help your kids or caregivers now so they can better help you when you need them • How to make plans if you’re single, widowed, or divorcedIf you’d like to take notes on today’s episode, you can download this free template. Podcast worksheetHave a question for Oscarlyn or her guests? Email DoThat@truist.com













