The Estate Plan You Keep Avoiding with Micah Snitzer
Marianne Poon, CFA, sits down with Micah Snitzer, estate planning attorney at Pasternak and Fidis. Learn why we all procrastinate on wills and trusts, what can go wrong when beneficiary designations don't…
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 . .