I've Been Meaning To Do That

I've Been Meaning To Do That

Por: Truist Wealth
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.
40 episodios disponibles

Latest episodes of the podcast I've Been Meaning To Do That

Investing with discipline in 2026 13/01/2026
What we learned about family and purpose in 2025 09/12/2025
Monica Wooden’s journey: A leadership story 11/11/2025
The impact of divorce on family wealth: Planning with purpose during life’s pivots 14/10/2025
Digital security: Protecting wealth and privacy in a connected world 09/09/2025
Is an executive coach right for you? 12/08/2025
Essential legal and financial planning for long-term care 08/07/2025
Navigating long-term care conversations with compassion 10/06/2025
Raising independent heirs: Balancing wealth and self-reliance 13/05/2025
Staying grounded: The Truist Wealth Investment Philosophy 23/04/2025
Navigating Longevity with Smart Financial Solutions 08/04/2025
Jamil Zaki on the Empathy Dividend 11/03/2025
Episode 26: Inspiring Philanthropy That Impacts Communities 11/02/2025
Episode 25: Building culture within a family 14/01/2025
Episode 24: Involving and preparing the next generation to continue family wealth 10/12/2024
Episode 23: Sustaining wealth for future generations 12/11/2024
Episode 22: A personal story of unexpected success 08/10/2024
Episode 21: Preparing the next generation for leadership 10/09/2024
Episode 20: Developing the family enterprise 13/08/2024
Episode 19: Define success for your family business 09/07/2024
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