Money & Purpose
Booking Overview
Metrics
Episodes: 13
Frequency: Irregular
Rating: 5.0/5.0
Estimated listeners: < 100
Gender skew: Neutral
Listener location: USA
Contact Information
Publicly listed emails
marianne@onyxfn.com
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Host
Marianne Poon - CFA, financial advisor, and founder of Onyx Financial in Bethesda, Maryland, focused on helping individuals and families align their wealth with their values and long-term goals.
Booking Intelligence
Booking Requirements
Recent Guest Discussions
Naia Richardson - In-home Care, Caregiver Matching, Long-term Care Insurance Claims, And Planning For Care After Surgery Or During Later Life.
Jan Brito - Remote Work And Relocation To The U.s. Virgin Islands, Second-home Costs, Taxes, Healthcare, And Seasonal Living.
Jan Brito - Selling A Longtime Family Home, Tax Considerations, Family Belongings, Personal Representatives, And Planning For Later-in-life Relocation.
Micah Snitzer - Wills, Trusts, Beneficiary Designations, Overlooked Estate Documents, And Overcoming Procrastination Around Estate Planning.
Laura Rowley - Money And Values, Intentional Spending, Teaching Children About Money, Creative Risk, And Her Upcoming Novel The Glassmaker's Secret.
Recent Topics
Episodes
Estate Planning: When Your Life Spans Multiple States with Lesley Moss
September 14, 2026
When your home, family, or property spans more than one state, estate planning gets complicated. Marianne Poon, CFA, sits down with Lesley Moss, principal at Oram & Moss and one of the region's leading estate planning attorneys, licensed in Maryland, DC, Virginia, and Florida. Learn what happens to your documents when you move, what it really takes to change your domicile (it's not just a driver's license), how state estate and inheritance taxes catch families off guard, and how to keep y...
In-Home Care Without the Crisis with Naia Richardson
June 19, 2026
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 i...
St. Croix: Living and Working Remotely in the U.S. Virgin Islands with Jan Brito
June 15, 2026
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 lat...
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Frequently asked questions
How do I get in touch with Money & Purpose?
Money & Purpose is hosted by Marianne Poon. Its publicly listed email is marianne@onyxfn.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
What is the email for Money & Purpose?
The publicly listed email for Money & Purpose: marianne@onyxfn.com.
How many listeners does Money & Purpose have?
Podseeker estimates Money & Purpose reaches fewer than 100 listeners per episode. Only the publisher has exact numbers.
Who is an ideal guest for Money & Purpose?
Money & Purpose typically books working professionals with real expertise. Typical guest background: Established practitioners and subject-matter experts in financial planning, estate law, taxation, real estate, caregiving, relocation, or values-based money decisions; published authors and journalists with relevant expertise are also suitable. Common among recent guests: Professional advisory or legal experience; Recognized professional honors or credentials; Published books or established journalism careers. Recent guests include Naia Richardson, Jan Brito, and Jan Brito.
How hard is it to get booked on Money & Purpose?
Low. A guest with relevant expertise and a clear angle for its audience has a realistic chance.
What topics does Money & Purpose cover?
Recent episodes cover Wealth Management, Financial Planning, Estate Planning, Tax Planning, and Legacy. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
marianne@onyxfn.com
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