Money & Purpose

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 materially impact outcomes. Learn what most people overlook when selling a long-held home, the tax considerations that can affect your net proceeds, how to coordinate with personal representatives after a loss, and why planning years in advance can make a meaningful difference.Learn more: capitalseniorsolutions.com | www.onyxfn.com

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 overlook, and the surprising sense of relief clients feel once it's finally done.Learn more: pasternakfidis.com | www.onyxfn.com

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 without shame, and the creative risk that led Laura to her upcoming novel, The Glassmaker's Secret.Learn more: laurarowley.com | www.onyxfn.com

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 attorneys, accountants, insurance agents, and trust officers with the tools to guide clients in meaningful, values-based giving. We cover what's included, the case study-based format, and how these skills can enhance your practice and deepen client relationships across generations. The DC-area cohort starts January 2026, with national cohorts available quarterly. https://www.thecommunityfoundation.org/enterprise-ipa | https://www.daylightadvisors.com/impact-philanthropy-advisor | www.onyxfn.com

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 traditional policy, when term insurance beats whole life (and the rare cases when it doesn't), and why working with an independent broker who scans 100+ carriers protects you from being sold what pays the highest commission instead of what fits your actual situation. Learn more: www.onyxfn.com

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 matters more than most people realize, and how the "three-legged stool" of estate planning, financial planning, and tax planning can save your family from doing expensive forensic work while grieving. Learn more: www.onyxfn.com | https://pasternakfidis.com

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 how to align your spending with what actually makes you happy, not just what you think should make you happy. More information: onyxfn.com | behaviorgap.com

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 your philanthropy make a difference in your own backyard.Learn more: thecommunityfoundation.org | www.onyxfn.comNothing in this podcast should be interpreted as legal advice. This podcast is intended for general educational purposes only. Every effort has been made to offer current and accurate information to listeners, but errors and omissions do occur. Neither the guest nor their employers assume liability or responsibility for any errors or omissions in this content.

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 positions, custom portfolios with human oversight—and why personalization can make all the difference in your wealth.For more information: www.onyxfn.com

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 moneyFee transparency: AUM, fixed fees, hourly rates explainedDigital security concerns and real-world fraud preventionWhy credentials beyond CFP matter (like CFA charter holders)Trading errors: what happens behind the scenesThe future of independent advisory servicesNotable Quote: "The fiduciary standard means doing what is in the client's best interest. The broker dealer standard is that it just has to be suitable for someone - not even the person you're giving advice to."Buddy oversees compliance for hundreds of independent advisors nationwide, ensuring they can focus on serving clients while meeting regulatory requirements. Learn how this infrastructure allows advisors to offer comprehensive planning, flexible fee structures, and personalized service that big firms often can't match.About Marianne Poon, CFA: Founder of Onyx Financial in Bethesda, Maryland. Specializes in intentional wealth management, helping clients align finances with values and long-term goals.Connect: [email protected] content only. Consult a qualified financial advisor for personalized guidance.