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I've Been Meaning To Do That
Truist Wealth
38 episodes
22 hours 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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Raising independent heirs: Balancing wealth and self-reliance
I've Been Meaning To Do That
29 minutes 19 seconds
6 months ago
Raising independent heirs: Balancing wealth and self-reliance
Wealth brings financial security to families, but also a worry for parents: that their children will grow up with a toxic sense of entitlement. In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks to Drew Egan, managing director of family education at the Truist Center for Family Legacy, about the work he does with families to instill perspective, gratitude, and self-reliance in the next generation. They discuss the quest for independence from the perspectives of both parent and child, and share practical recommendations.
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.