I’ve Been Meaning To Do That
by Truist Wealth
May 14, 2024 7:00 pm
More and more, we’re thinking about shaping our personal—and financial—lives 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, “I’ve 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.
Recent Episodes
Episode 16: How to form good habits
1 month agoEpisode 15: How purpose can drive your impact
2 months agoEpisode 14: The role of investments in your financial plan
3 months agoEpisode 13: Budgets are for everyone
4 months agoEpisode 12: Setting goals—what are you still meaning to do?
5 months agoEpisode 11: Life happens—make sure you’re protected
6 months agoEpisode 10: Start your year-end planning
8 months agoEpisode 9: Life happens—navigate pivotal moments for your business and family
8 months agoEpisode 8: Life happens: Plan for the unexpected
10 months agoEpisode 7: Prepare your teens for their financial future
11 months ago