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.
36 episodios disponibles

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

Mostrando página 2 de 2

Episode 13: Budgets are for everyone 09/01/2024
Episode 12: Setting goals—what are you still meaning to do? 12/12/2023
Episode 11: Life happens—make sure you’re protected 14/11/2023
Episode 10: Start your year-end planning 10/10/2023
Episode 9: Life happens—navigate pivotal moments for your business and family 12/09/2023
Episode 8: Life happens: Plan for the unexpected 08/08/2023
Episode 7: Prepare your teens for their financial future 11/07/2023
Episode 6: Create—and nurture—your financial plan 13/06/2023
Episode 5: Transition to a purposeful retirement 09/05/2023
Episode 4: Hidden biases and what you can do about them 11/04/2023
Episode 3: From objectives to priorities 14/03/2023
Episode 2: How to explore your purpose 14/02/2023
Encore: Episode 17: Prepare your teens for their financial future 14/05/2024
Episode 1: What purpose can do for you 11/01/2023
Bonus Episode: What we learned in 2024 that we’ll apply in 2025 07/01/2025
I’ve Been Meaning To Do That: Best of 2023 23/01/2024
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