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

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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.

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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 Part 2 of this two-part episode of Money and Mindset With Bright and Brian, our hosts are joined by NFL veteran Jedidiah Collins, who’s a study in determination and reinvention. We’ll talk about how his career as a professional athlete led him to the world of finance. Even if you know nothing about football or sports in general, you’ll be inspired by Jed’s story and success—and you’ll see the ways you can apply his lessons to your life. You’ll learn about:

• The importance of failure—and how overcoming it can shape your next act

• Defining a pro mindset—how can we apply the qualities of athletes to our money

• Financial words of wisdom and suggestions for students and athletes

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This content is provided to you for general information purposes only. 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 endorse any third-party companies, products, or services described herein. You are encouraged to consult with competent legal, tax, accounting, financial investment, or mental health professionals based on your specific circumstances.

In Part 1 of this two-part episode of Money and Mindset With Bright and Brian, our hosts are joined by NFL veteran Jedidiah Collins, who’s a study in determination and reinvention. We’ll talk about how his career as a professional athlete led him to the world of finance. Even if you know nothing about football or sports in general, you’ll be inspired by Jed’s story and success—and you’ll see the ways you can apply his lessons to your life. You’ll learn about:

• The importance of failure—and how overcoming it can shape your next act

• Defining a pro mindset—how can we apply the qualities of athletes to our money

• Financial words of wisdom and suggestions for students and athletes

If you enjoyed this podcast, please:

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

• Subscribe for future episode alerts.

• Share it with someone!

This content is provided to you for general information purposes only. 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 endorse any third-party companies, products, or services described herein. 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 are joined by Jenni Marsh and Jeremy Spidell of the Truist Leadership Institute. They discuss how fear can impact leaders and provide advice for people taking on new leadership responsibilities and roles. Other topics you’ll learn about:

• Examples of inspiring leaders

• Tips for becoming more comfortable with delegation

• Options for continuing leadership training

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In this episode of Money and Mindset With Bright and Brian, our hosts are joined by Jenni Marsh and Jeremy Spidell of the Truist Leadership Institute. They discuss the qualities that make a good leader and draw out the connection between leadership and managing your money with confidence, plus:

• How becoming a leader may help you make more money.

• Why “who you are is how you lead.”

• The biases that can keep us from making the right financial decisions.

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