Podcasts
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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…
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 . . .
Marianne Poon, sits down with Bettina Ristau, probate paralegal at Pasternak & Fidis, with 17 years of experience administering estates. Learn why signing . . .
Marianne Poon, sits down with Broc Buckles, co-founder of BC Brokerage, an independent insurance brokerage working with fee-only financial advisors. Learn why…
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 . . .
Marianne Poon, CFA, sits down with Tiffanie Purvis, General Counsel at the Greater Washington Community Foundation. Learn how to maximize your charitable impact through . . .
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 . .