About “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, this podcast 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 aspirations and smart financial planning, along with steps you can take to focus on what matters most to you.

In this episode, Oscarlyn talks to Alex Wagner and Erica Shalhoup, two champions of purpose within Truist, about:

• What purpose means
• The benefits of understanding your purpose
• Why you should tie your purpose to your financial plan

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