Take the lessons we learned in 2024 with you into 2025. In this episode of I’ve Been Meaning To Do That, host Oscarlyn Elder listens back to some of the guests she welcomed in 2024 for actionable advice for the year ahead. The discuss (time stamps are approximate):

Market volatility (0:53)

Habit formation (2:59)

Procrastination/Revocable trusts (4:21)

Expecting the unexpected/The Lee Co. (6:23)

Closing thoughts from Oscarlyn (8:01)

Listen to the full episodes featuring the guests gathered in this lessons learned special:

The role of investments in your financial plan

How to form good habits

Sustaining wealth for future generations

A personal story of unexpected success

Have a question for Oscarlyn or her guests? Email [email protected].