Hosted by Marianne Poon · 🇺🇸 US · EN · 12 episodes
Established thought leaders with verified media credentials.
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
Marianne Poon hosts Money & Purpose, a business show with 12 episodes published.
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 no
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
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 decad
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 benefic
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
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
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 thous
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
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 holdi
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 secu
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 a
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:
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Money & Purpose is hosted by Marianne Poon. The show is categorised under business (investing) and has published 12 episodes.
Money & Purpose has published 12 episodes.
Money & Purpose regularly covers business, investing. It sits in the business category, with a investing focus.
Money & Purpose is accessible for guests with genuine business expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Money & Purpose hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Money & Purpose average 20 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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