PODCAST · business
Money & Purpose
by Marianne Poon
Money & Purpose is a podcast about aligning your wealth with what truly matters. Hosted by Marianne Poon, CFA and financial advisor, founder of Onyx Financial in Bethesda, Maryland, each episode features real conversations with investment leaders, estate attorneys, tax professionals, and other experts—giving successful individuals and families the clarity, confidence, and actionable strategies to make their money meaningful.For more information: www.onyxfn.com
Episodes
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Estate Planning: When Your Life Spans Multiple States with Lesley Moss
When your home, family, or property spans more than one state, estate planning gets complicated. Marianne Poon, CFA, sits down with Lesley Moss, principal at Oram & Moss and one of the region's leading estate planning attorneys, licensed in Maryland, DC, Virginia, and Florida. Learn what happens…
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In-Home Care Without the Crisis with Naia Richardson
Marianne Poon, CFA, sits down with Naia Richardson of HomeWell Care Services in the Maryland area. Most families face the in-home care decision in the middle of a crisis, but it does not have to be that way. And it is not just for the end of life. HomeWell's clients range from 24 to 102, many...
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St. Croix: Living and Working Remotely in the U.S. Virgin Islands with Jan Brito
Marianne Poon, CFA, sits down with Jan Brito, a realtor at Compass in the DC/Maryland area, who is making her own move to St. Croix at the end of 2026. Life in the U.S. Virgin Islands is more accessible than most people realize, especially as remote work opens the door to part-time and seasonal...
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Selling the Family Home Without Costly Mistakes with Jan Brito
Marianne Poon, CFA, sits down with Jan Brito, realtor at Compass and founder of Capital Senior Solutions, a division focused on later-in-life moves. Selling the family home is rarely just a transaction. It involves decades of belongings, family dynamics, and financial decisions that can…
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The Estate Plan You Keep Avoiding with Micah Snitzer
Marianne Poon, CFA, sits down with Micah Snitzer, estate planning attorney at Pasternak and Fidis and multiple-time Super Lawyer honoree. Learn why we all procrastinate on wills and trusts, what can go wrong when beneficiary designations don't match your wishes, the documents most people…
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Money & Happiness with Laura Rowley
What if money isn't the goal, but the tool? Marianne Poon, CFA, sits down with Laura Rowley, journalist and author of Money and Happiness. Learn why money is just a tool to achieve your values, how to be intentional when the world is designed to make you spend, how to teach your kids about money...
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A New Certification for Philanthropic Advising with Rebecca Rothey
Want to have better conversations with clients about charitable giving? In this episode, Rebecca Rothey from the Greater Washington Community Foundation introduces the Enterprise Impact Philanthropy Advisor certification, a 20-week program that equips financial advisors, estate planning…
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Insurance That Works When Life Does Not with Broc Buckles
Marianne Poon, CFA, sits down with Broc Buckles, co-founder of BC Brokerage, an independent insurance brokerage working with fee-only financial advisors. Learn why the one question about carrier access can save you thousands, what to know about long-term care premium increases before buying a...
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Estate Planning Doesn't End When You Sign the Will with Bettina Ristau
Marianne Poon, CFA, sits down with Bettina Ristau, probate paralegal at Pasternak & Fidis, with 17 years of experience administering estates. Learn why signing your will is just the beginning, how a forgotten beneficiary designation can override your entire estate plan, why proper asset titling...
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Blind Spots, Behavior Gaps, and Why Simplicity Is Hard with Carl Richards
Marianne Poon, CFA, sits down with Carl Richards, creator of the Behavior Gap sketches and former New York Times columnist. Learn why financial planning is more about behavior than math, how to spot the blind spots holding you back, why simplicity requires navigating the messy middle first, and…
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Tax-Smart Giving That Connects You to Your Community with Tiffanie Purvis
Marianne Poon, CFA, sits down with Tiffanie Purvis, General Counsel at the Greater Washington Community Foundation. Learn how to maximize your charitable impact through tax-smart strategies like QCDs and appreciated securities, accept complex assets, and connect with local causes—all while seeing...
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Why Personalized Investing Beats Automation with Andrew Almeida
Marianne Poon, CFA, sits down with Andrew Almeida, CFA, CFP, Director of Investment Services at XYPN, who she works with to manage her clients' portfolios. Discover how personalized portfolio management goes beyond the active vs. passive debate. Learn about tax optimization, managing concentrated...
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How Compliance Enables Independent Financial Planning with Buddy Griffiths
Marianne Poon, CFA and Financial Advisor, sits down with Buddy Griffiths, Chief Compliance Officer at XY Investment Solutions, to reveal the infrastructure that makes independent financial planning possible. Key Topics: Fiduciary vs. suitability standards - why it matters for your money Fee...
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ABOUT THIS SHOW
Money & Purpose is a podcast about aligning your wealth with what truly matters. Hosted by Marianne Poon, CFA and financial advisor, founder of Onyx Financial in Bethesda, Maryland, each episode features real conversations with investment leaders, estate attorneys, tax professionals, and other experts—giving successful individuals and families the clarity, confidence, and actionable strategies to make their money meaningful.For more information: www.onyxfn.com
HOSTED BY
Marianne Poon
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Frequently Asked Questions
How many episodes does Money & Purpose have?
Money & Purpose currently has 13 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Money & Purpose about?
Money & Purpose is a podcast about aligning your wealth with what truly matters. Hosted by Marianne Poon, CFA and financial advisor, founder of Onyx Financial in Bethesda, Maryland, each episode features real conversations with investment leaders, estate attorneys, tax professionals, and other...
How often does Money & Purpose release new episodes?
Money & Purpose has 13 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Money & Purpose?
You can listen to Money & Purpose on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Money & Purpose?
Money & Purpose is created and hosted by Marianne Poon.
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