In-Home Care Without the Crisis with Naia Richardson
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…
St. Croix: Living and Working in the U.S. Virgin Islands with Jan Brito
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…
Selling the Family Home Without Costly Mistakes with Jan Brito
Selling the family home is rarely just a transaction. It involves decades of belongings, family dynamics, and financial decisions that can materially impact outcomes…
The Estate Plan You Keep Avoiding with Micah Snitzer
Learn why we all procrastinate on wills and trusts, what can go wrong when beneficiary designations don't don't match your wishes, the documents most people overlook…
Money & Happiness with Laura Rowley
What if money isn't the goal, but the tool? Marianne Poon, 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…
Blind Spots, Behavior Gaps, and Why Simplicity Is Hard with Carl Richards
Marianne Poon, sits down with Carl Richards, creator of the Behavior Gap sketches and former New York Times columnist. Learn why financial planning is more about . . .
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 . . .
Estate Planning Doesn't End When You Sign the Will with Bettina Ristau
Marianne Poon, sits down with Bettina Ristau, probate paralegal at Pasternak & Fidis, with 17 years of experience administering estates. Learn why signing . . .
Insurance That Works When Life Does Not with Broc Buckles
Marianne Poon, sits down with Broc Buckles, co-founder of BC Brokerage, an independent insurance brokerage working with fee-only financial advisors. Learn why…
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 . . .
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 . .