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Insurance That Works When Life Does Not with Broc Buckles
Insurance That Works When Life Does Not with Broc Buckles

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…

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Estate Planning Doesn't End When You Sign the Will with Bettina Ristau
Estate Planning Doesn't End When You Sign the Will with Bettina Ristau

Marianne Poon, CFA, sits down with Bettina Ristau, probate paralegal at Pasternak & Fidis, with 17 years of experience administering estates. Learn why signing . . .

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Blind Spots, Behavior Gaps, and Why Simplicity Is Hard with Carl Richards
Blind Spots, Behavior Gaps, and Why Simplicity Is Hard with Carl Richards

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 . . .

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Why Personalized Investing Beats Automation with Andrew Almeida
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 . . .

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Tax-Smart Giving That Connects You to Your Community with Tiffanie Purvis
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 . . .

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How Compliance Enables Independent Financial Planning with Buddy Griffiths
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 . .

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