Family is at the heart of so many meaningful plans. At the close of 2025, I’ve Been Meaning To Do That host Oscarlyn Elder, the head of investment management at Truist Wealth, revisits moments with guests from recent episodes telling stories of the influence of family on their own plans and values. Entrepreneurs, advisors, and leaders in their fields have all taken inspiration from the people they love.

Moments from the episode include:

• Teaching independence to kids through everyday financial lessons

• Communication and shared values in family businesses

• Centering charitable giving on lessons from family

If you’d like to take notes on today’s episode, you can download this free template.

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