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I've Been Meaning To Do That
Truist Wealth
37 episodes
3 weeks ago
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.
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Investing
Business,
Management
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All content for I've Been Meaning To Do That is the property of Truist Wealth and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business,
Management
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Episode 23: Sustaining wealth for future generations
I've Been Meaning To Do That
32 minutes 23 seconds
12 months ago
Episode 23: Sustaining wealth for future generations
In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks to Trista Shigley, Fiduciary Division Director of Truist Trust and Estate Planning Group, about how the trust and estate planning group can help create and sustain generational wealth.
I've Been Meaning To Do That
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.