I've Been Meaning To Do That Truist Wealth
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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.
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Encore: Episode 17: Prepare your teens for their financial future
Help your high schoolers develop the financial skills they’ll need as adults. This episode of “I’ve Been Meaning To Do That” provides tips on how to discuss spending, saving, and making a college decision with your teens. Host Oscarlyn Elder and Truist Wealth’s Emily Haenselman and Karen Kahn also talk about important actions to take before dropping off your kids on campus. They discuss (time stamps are approximate):
Introducing Emily and Karen (1:25)
Key financial concepts for high schoolers (4:24)
The power of saving (5:55)
A spending plan for your teen (7:52)
Tie spending lessons to driving, other milestones (9:35)
Use credit wisely (12:02)
How and when to have financial talks (16:50)
Connect values to priorities (20:17)
Talk to teens about paying for college (23:48)
Give your children ownership of their education (31:31)
Tips on 529 plans (35:43)
Powers of attorney when your children turn 18 (40:35)
Young adults and health care decisions (45:44)
What Karen and Emily have been meaning to do (48:03)
Closing thoughts from Oscarlyn (51:51)
The podcast team has created a template for taking notes on each episode. You can find it at Truist.com/resources/wealth/financial-planning/hidden-biases-and-what-you-can-do-about-them.
Have a question for Oscarlyn or her guests? Email DoThat@Truist.com. -
Episode 16: How to form good habits
In this episode of I’ve Been Meaning To Do That, hear tips on forming good financial habits and breaking bad ones. Host Oscarlyn Elder talks to Dr. Wendy Wood, author of “Good Habits, Bad Habits: The Science of Making Positive Changes That Stick,” about the connection between habits and goals, and the importance of changing your environment to change your behavior.
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Episode 15: How purpose can drive your impact
Investment choices, philanthropy, your business—these are some of the options for expressing your purpose. In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder talks to Truist Wealth’s Colleen Silver and Bill Lyons about how individuals and families are living their purpose in fulfilling and exciting ways.
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Episode 14: The role of investments in your financial plan
Once you put numbers to your financial plan, you’ll need to develop a road map to reach your destination. And investments will power your drive there. In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder and Truist Wealth’s Trey Smith and Niles Greene provide a foundation of knowledge about how stocks, bonds, and other investments work together in a portfolio.
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I’ve Been Meaning To Do That: Best of 2023
The Best of 2023 episode of our podcast, I’ve Been Meaning To Do That, can introduce you to the benefits of purpose-driven wealth planning. During the podcast’s first year, host Oscarlyn Elder talked to thought leaders at Truist and elsewhere about how to explore your purpose, align your aspirations and values with your wealth objectives, prepare for unexpected events, get going on important financial tasks, and more.
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Episode 13: Budgets are for everyone
Develop budgets that reflect your values and help you meet financial goals with tips from this episode of I’ve Been Meaning To Do That. Host Oscarlyn Elder and Perry Wright of Duke University’s Center for Advanced Hindsight discuss misconceptions about budgets, how to develop effective rules of thumb about spending, and why the visibility that budgets provide can help you live out your aspirations.
Customer Reviews
Brilliant
This is a brilliant and insightful conversation on purpose. I may need to listen to the thoughts multiple times, to let them sink in, internalise them, and improve on living my personal purpose. I am incredibly thankful to work for an organisation that is purpose driven.