business
Hosted by Marianne Poon · business · EN
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
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Contact path
Verified email
Booking probability
29%
Guest openness
Selective
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Signup to Generate a PitchMoney & 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.
Money & Purpose is hosted by Marianne Poon. The show has published 13 episodes to date.
Recent episodes include "In-Home Care Without the Crisis with Naia Richardson" (19 June 2026, 22 minutes), "St. Croix: Living and Working Remotely in the U.S. Virgin Islands with Jan Brito" (15 June 2026, 20 minutes), and "Selling the Family Home Without Costly Mistakes with Jan Brito" (1 May 2026, 21 minutes).
Money & Purpose publishes roughly monthly, with episodes averaging 20 minutes across 13 episodes.
Booking probability for Money & Purpose is 29%, and the host is rated Selective on guests. Money & Purpose requires a Pod Score of 80 or higher. Money & Purpose's contact route on record: verified email.
The strongest fits for Money & Purpose are Investing & Wealth Management and Insurance Agencies & Brokers. Money & Purpose has a business audience.
Marianne Poon hosts Money & Purpose, a business podcast with 13 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Money & Purpose
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...
Money & Purpose
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...
Money & Purpose
<p>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...
Money & Purpose
<p>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...
Money & Purpose
<p>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...
Money & Purpose
<p>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...
Money & Purpose
<p>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...
Money & Purpose
<p>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...
Money & Purpose
<p>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...
Money & Purpose
<p>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...
Money & Purpose
<p>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...
Money & Purpose
<p>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...
Recent guests on Money & Purpose. Study who booked and why before you pitch.
BC Brokerage
certified financial planner, The New York Times Sketch Guy, author of Your Money: Reimagining Wealth in 101 Simple Sketches, Communication And Real Leadership
Compass
Pasternak and Fidis
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