Money & Purpose

In-Home Care Without the Crisis with Naia Richardson

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 insurance claim. Learn more: homewellcares.com/in-home-care-md-gaithersburg-md146 [http://homewellcares.com/in-home-care-md-gaithersburg-md146] | www.onyxfn.com [http://www.onyxfn.com]

St. Croix: Living and Working Remotely in the U.S. Virgin Islands with Jan Brito

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 late to reinvent where and how you live. Learn more: seaglassproperties.com/agents/janbrito [http://seaglassproperties.com/agents/janbrito] | www.onyxfn.com [http://www.onyxfn.com]

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]