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
Money & Purpose
Claim This Podcastby Marianne Poon
5.0(2 reviews)
12 episodes
Updated Daily
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Podcast Overview
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
Language
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Publishing Since
9/10/2025
1 verified contact email on file for Money & Purpose
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Recent Episodes
June 19, 2026
In-Home Care Without the Crisis with Naia Richardson
<p>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 needing support after temporary events like surgery. Learn what great care looks like, how the right caregiver gets matched to a family, and why the agency you choose can make or break a long-term care insurance claim.</p><p>Learn more: <a rel="noopener noreferrer nofollow" href="http://homewellcares.com/in-home-care-md-gaithersburg-md146" target="_blank">homewellcares.com/in-home-care-md-gaithersburg-md146</a> | <a rel="noopener noreferrer nofollow" href="http://www.onyxfn.com" target="_blank">www.onyxfn.com</a></p>
June 15, 2026
St. Croix: Living and Working Remotely in the U.S. Virgin Islands with Jan Brito
<p>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 setups. Learn what it really costs to own or rent a second home in St. Croix, the tax advantages that draw people there, how healthcare and hurricane season shape daily life, and why it's never too late to reinvent where and how you live.</p><p>Learn more: <a rel="noopener noreferrer nofollow" href="http://seaglassproperties.com/agents/janbrito" target="_blank">seaglassproperties.com/agents/janbrito</a> | <a rel="noopener noreferrer nofollow" href="http://www.onyxfn.com" target="_blank">www.onyxfn.com</a></p>
May 1, 2026
Selling the Family Home Without Costly Mistakes with Jan Brito
<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 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.</p><p></p><p>Learn more: <a rel="noopener noreferrer nofollow" href="http://capitalseniorsolutions.com" target="_blank">capitalseniorsolutions.com</a> | <a rel="noopener noreferrer nofollow" href="http://www.onyxfn.com" target="_blank">www.onyxfn.com</a></p>
12 total episodes available
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Frequently asked questions
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- What is Money & Purpose?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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