Looking after an aging loved one can present financial and emotional challenges. Anticipating the potential future costs and expecting that there will likely be complicated emotions in caregiving can help you prepare and plan for the day-to-day responsibilities. In this episode of Money and Mindset With Bright and Brian, our hosts sit down with Brian Levy, chief relationship officer for Manchester Care Homes and Cambridge Caregivers, to discuss strategies caregivers can use to plan ahead and better handle the complexities of changing family dynamics.

This episode also includes information on:

• How to have difficult conversations with aging loved ones

• How to determine the level of care a loved one may need

• Tips caregivers can follow to help mitigate the stress and worry

“It is emotionally challenging, and it’s extremely stressful to have these conversations with your parents, who don’t want to talk about it at all. And you just have to keep reminding them that it’s for their best benefit to keep them healthy and safe.”

—Brian Levy, chief relationship officer, Manchester Care Homes and Cambridge Caregivers

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This content is provided to you for general information purposes only, and does not constitute legal, tax, accounting, financial, investment, or mental health advice. Any views or opinions expressed herein are solely those of the individual guest, and are not the product of, and may differ from the views of Truist. We do not make any warranties as to accuracy or completeness of this information, we do not endorse any third-party companies, products, or services described herein, and take no liability for your use of this information. You are encouraged to consult with competent legal, tax, accounting, financial investment, or mental health professionals based on your specific circumstances.

In this episode of Money and Mindset With Bright and Brian, our hosts discuss why we don’t talk about money, what makes the topic taboo, and why we need to change the narrative for our financial and mental well-being.

Bright and Brian also discuss:

• Why financial literacy is important

• How sharing ideas about money can be empowering

• Tips for learning more about finances and money management

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In this episode of Money and Mindset With Bright and Brian, our hosts look at how social comparison can be a motivator to create positive strides in our finances and daily lives. The discussion also includes:

• Why we engage in social comparisons

• How entertainment and celebrity culture can skew our reality

• Why we may need a digital detox

• Tips for mindfully achieving your goals

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This content is provided to you for general information purposes only, and does not constitute legal, tax, accounting, financial, investment, or mental health advice. Any views or opinions expressed herein are solely those of the individual guest, and are not the product of, and may differ from the views of Truist. We do not make any warranties as to accuracy or completeness of this information, we do not endorse any third-party companies, products, or services described herein, and take no liability for your use of this information. You are encouraged to consult with competent legal, tax, accounting, financial investment, or mental health professionals based on your specific circumstances.

In this episode of Money and Mindset With Bright and Brian, Sarah Hays Coomer, a National Board-certified health coach, Forbes health columnist, and author, shares an approach to behavioral changes that can lead to positive results. Sarah and our hosts also discuss:

• The difference between a feeling and a habit
• A technique to interrupt a behavior you want to change
• How good financial habits positively shape our relationship with money

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In this episode of Money and Mindset With Bright and Brian, our hosts discuss the benefits of rebalancing your financial portfolio and your priorities. They also talk about:

• Why portfolio diversification is important

• How to use a Life Wheel tool to help identify priorities in your life

• Why rebalancing can lead to greater peace of mind and well-being

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In this episode of Money and Mindset With Bright and Brian, Paula Felps, award-winning author and host of the popular podcast Live Happy Now, explains some of the benefits of spending less. Paula and our hosts discuss:

• The different mindsets between “want” and “need”

• Ways to practice gratitude for what you have and where you are in life right now

• Ideas for inexpensive or free activities and entertainment

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This content is provided to you for general information purposes only, and does not constitute legal, tax, accounting, financial, investment, or mental health advice. Any views or opinions expressed herein are solely those of the individual guest, and are not the product of, and may differ from the views of Truist. We do not make any warranties as to accuracy or completeness of this information, we do not endorse any third-party companies, products, or services described herein, and take no liability for your use of this information. You are encouraged to consult with competent legal, tax, accounting, financial investment, or mental health professionals based on your specific circumstances.

In this episode of Money and Mindset With Bright and Brian, our hosts talk to David Smith, head of consumer lending at Truist, to learn how borrowing the right amount in the right way can be important to growing your finances and well-being. They discuss:

• How our childhood and family influence our perceptions about money, debt, and finances in general

• How to cultivate a healthy mindset about debt

• Why you need to define your debt-to-income ratio before borrowing more money

If you enjoyed this episode, please:

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This content does not constitute legal, tax, accounting, financial, investment, or mental health advice. You are encouraged to consult with competent legal, tax, accounting, financial, investment, or mental health professionals based on your specific circumstances. We do not make any warranties as to accuracy or completeness of this information, do not endorse any third-party companies, products, or services described here, and take no liability for your use of this information.

Disclosures

Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation.

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In this episode of Money and Mindset With Bright and Brian, our hosts talk to Todd Caponi, sales and negotiation expert, to learn why being upfront, honest, and transparent can get you better results. They discuss:

• Why successful negotiation is rooted in transparency.

• Why a “cards up” approach usually leads to better results.

• When it’s okay to back out of a negotiation.

If you enjoyed this episode, please:

• Leave us a rating or review on your favorite podcast platform.

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This content is provided to you for general information purposes only, and does not constitute legal, tax, accounting, financial, investment, or mental health advice. Any views or opinions expressed herein are solely those of the individual guest, and are not the product of, and may differ from the views of Truist. We do not make any warranties as to accuracy or completeness of this information, we do not endorse any third-party companies, products, or services described herein, and take no liability for your use of this information. You are encouraged to consult with competent legal, tax, accounting, financial investment, or mental health professionals based on your specific circumstances.