Money & Purpose

Selling the Family Home Without Costly Mistakes with Jan Brito

Marianne Poon, CFA, sits down with Jan Brito, realtor at Compass and founder of Capital Senior Solutions, a division focused on later-in-life moves. Selling the family home is rarely just a transaction. It involves decades of belongings, family dynamics, and financial decisions that can materially impact outcomes. Learn what most people overlook when selling a long-held home, the tax considerations that can affect your net proceeds, how to coordinate with personal representatives after a loss, and why planning years in advance can make a meaningful difference. Learn more: capitalseniorsolutions.com [http://capitalseniorsolutions.com] | www.onyxfn.com [http://www.onyxfn.com]

The Estate Plan You Keep Avoiding with Micah Snitzer

Marianne Poon, CFA, sits down with Micah Snitzer, estate planning attorney at Pasternak and Fidis and multiple-time Super Lawyer honoree. Learn why we all procrastinate on wills and trusts, what can go wrong when beneficiary designations don't match your wishes, the documents most people overlook, and the surprising sense of relief clients feel once it's finally done. Learn more: pasternakfidis.com [http://pasternakfidis.com] | www.onyxfn.com [http://www.onyxfn.com]

Money & Happiness with Laura Rowley

What if money isn't the goal, but the tool? Marianne Poon, CFA, 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 make you spend, how to teach your kids about money without shame, and the creative risk that led Laura to her upcoming novel, The Glassmaker's Secret. Learn more: laurarowley.com [http://laurarowley.com] | www.onyxfn.com [http://www.onyxfn.com]

A New Certification for Philanthropic Advising with Rebecca Rothey

Want to have better conversations with clients about charitable giving? In this episode, Rebecca Rothey from the Greater Washington Community Foundation introduces the Enterprise Impact Philanthropy Advisor certification, a 20-week program that equips financial advisors, estate planning attorneys, accountants, insurance agents, and trust officers with the tools to guide clients in meaningful, values-based giving. We cover what's included, the case study-based format, and how these skills can enhance your practice and deepen client relationships across generations. The DC-area cohort starts January 2026, with national cohorts available quarterly. https://www.thecommunityfoundation.org/enterprise-ipa [https://www.thecommunityfoundation.org/enterprise-ipa] | https://www.daylightadvisors.com/impact-philanthropy-advisor [https://www.daylightadvisors.com/impact-philanthropy-advisor] | www.onyxfn.com [http://www.onyxfn.com]

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 the one question about carrier access can save you thousands, what to know about long-term care premium increases before buying a traditional policy, when term insurance beats whole life (and the rare cases when it doesn't), and why working with an independent broker who scans 100+ carriers protects you from being sold what pays the highest commission instead of what fits your actual situation. Learn more: www.onyxfn.com [http://www.onyxfn.com]