Living your purpose can take many routes. 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 people are making a difference through their investment choices, charitable activities, and businesses. They discuss (time stamps are approximate):

• Introducing Colleen and Bill (1:50)

• How to explore your values (3:50)

• Techniques for sustainable investing (7:10)

• Connecting purpose to philanthropy (12:40)

• Families and community impact (15:30)

• Engaging younger generations (21:50)

• Starting the conversation about sustainable investing (23:30)

• The four elements of effective impact (28:00)

• Trends in sustainable investing (31:50)

• How families are making an impact in their communities (36:30)

• Action steps for expressing your purpose (39:20)

• What Colleen and Bill have been meaning to do (42:10)

• Final thoughts from Oscarlyn (43:30)

Want to dig deeper on how to make an impact? These documents can help:

• A glossary of terms about sustainable investing and community impact

• Our four-step process for making and sustaining an impact on your community

• A template for taking notes

You can find all these documents at:

Truist.com/resources/wealth/financial-planning/how-purpose-can-drive-your-impact

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