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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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.
The impact of divorce on family wealth: Planning with purpose during life’s pivots
I've Been Meaning To Do That
26 minutes 57 seconds
3 weeks ago
The impact of divorce on family wealth: Planning with purpose during life’s pivots
Divorce is never easy. Even in relatively amicable situations, there are difficult issues to address, both emotionally and financially. Especially for couples and families with significant wealth, the transition demands thoughtful planning and guidance. In this episode of I’ve Been Meaning To Do That, host and Truist Co-Chief Investment Officer Oscarlyn Elder is joined by colleagues Jacqueline Parks and Jennifer McManus to explore financial well-being after the divorce. They’ll share lessons learned from working with clients ending marriages and offer actionable advice, including the importance of involving your wealth advisors in the process early.
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.
