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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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What we learned about family and purpose in 2025
Episode 37
Tuesday, 9 December, 2025
Family is at the heart of so many meaningful plans. At the close of 2025, I’ve Been Meaning To Do That host Oscarlyn Elder, the head of investment management at Truist Wealth, revisits moments with guests from recent episodes telling stories of the influence of family on their own plans and values. Entrepreneurs, advisors, and leaders in their fields have all taken inspiration from the people they love.Moments from the episode include:• Teaching independence to kids through everyday financial lessons• Communication and shared values in family businesses• Centering charitable giving on lessons from familyIf 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
