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PODCAST

The Future of Finance

Introducing The Future of Finance, a podcast hosted by our own Marissa Wood. Join us every other Thursday, where we will break down financial strategies, investment insights, and real success stories to help YOU take control of your financial future. Because financial freedom isn’t just a dream—it’s a plan. And it starts here.

business investing

All Episodes

29:56

Baseball Meets Finance ⚾💰 | Build a Winning...

The Future of Finance ·

2026/04/23

What do baseball and investing have in common? More than you think.In this fun and insightful episode of The Future of Finance, Marissa Wood and Lisa Greene break down financial strategies using baseball analogies—from spring training and home runs to bullpen management and the ultimate grand slam.If finance has ever felt confusing or boring, this episode makes it simple, relatable, and actually enjoyable.⚾ Learn how to “round the bases” in your financial life 📈 Understand diversification through

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34:48

Can AI Replace Your Financial Advisor? 🤖💰 What You...

The Future of Finance ·

2026/04/09

AI is everywhere right now—but should you trust it with your financial future?In this episode of The Future of Finance, Marissa Wood sits down with industry expert Dee Costa to break down the real role of AI in financial planning—what it’s great at, where it falls short, and how to use it the right way.From budgeting and goal-setting to emotional decision-making and life events, this episode shows why AI is a powerful tool—but not a replacement for human advice.🤖 Learn how to use AI to prepare for

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35:54

Crisis-Proof Your Finances 🚨 | What Police Training...

The Future of Finance ·

2026/03/26

What does a former undercover police officer know about financial planning? More than you’d think.In this episode of The Future of Finance, Marissa Wood sits down with Chris Wood, financial advisor and former narcotics detective, to break down how crisis response, risk management, and preparation translate directly into your financial life.From emergency funds to market crashes, taxes, and life’s unexpected moments—this episode shows why the best financial plans aren’t reactive… they’re prepared.🚨

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40:21

The biggest money mistake your generation is making…...

The Future of Finance ·

2026/03/12

Every generation faces unique financial challenges—but what are the biggest money mistakes they keep making? In this episode of The Future of Finance, financial experts Marissa Wood and Lisa Green reveal the top financial pitfalls across Baby Boomers, Gen X, Millennials, and Gen Z—and share the exact strategies to avoid them.From ignoring long-term care to overspending on credit cards, this episode breaks down real-life examples, practical tools, and actionable tips to help you take control of your

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20:52

5 Smart Money Moves to Make in Your 20s & 30s | Build...

The Future of Finance ·

2026/02/26

Feeling like you're behind with money in your 20s or 30s? You’re not alone—and you’re not failing. In this episode of The Future of Finance, Marissa Wood breaks down 5 easy, high-impact financial moves you can implement in the next 90 days to build wealth early and avoid common financial pitfalls. From understanding why budgets aren’t diets to leveraging compound interest and employer 401(k) matches, this episode is your go-to guide for getting on track without feeling overwhelmed.✅ Key Takeaways-

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36:14

The Truth on Annuities: You're Not Being Told the...

The Future of Finance ·

2026/02/12

Annuities are one of the most misunderstood words in finance—and in this episode of The Future of Finance, Marissa Wood and Lisa Green break down exactly what they are, how they’ve evolved (think cell phones!), and how they can help you lock in income for life, protect against market losses, and even cover long-term care.Whether you’ve heard horror stories or you’re curious if annuities could fit into your retirement plan, this episode gives you real answers, real examples, and real clarity—without

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21:53

Episode 23 - 5 Financial Tips For New Parents (REPLAY)

The Future of Finance ·

2026/01/29

Becoming a parent changes everything—including your finances. In this episode, we break down 5 essential financial tips every new parent should know, from budgeting and saving to planning for the future. Simple, practical advice to help you feel confident and prepared.

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42:59

The 5 Silent Retirement Killers (And How to Survive...

The Future of Finance ·

2026/01/15

Climbing the mountain of retirement is hard—but the descent is where most people fall. Literally.In this eye-opening episode of The Future of Finance, Marissa Wood sits down with Sam Payne, a financial advisor with 40+ years of experience, to uncover the five hidden threats that can destroy your retirement plan if you’re not prepared.From taxes and inflation to sequence of returns and long-term care, this is not a scare tactic—it’s your survival guide for making your money last as long as you

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21:55

401(k) Rollovers, Emergency Funds & Fed Rate Cuts...

The Future of Finance ·

2026/01/01

In this special Q&A episode of The Future of Finance, host Marissa Wood tackles real questions from real listeners—covering job transitions, forgotten 401(k)s, emergency funds, retirement benchmarks, and how the 2025 Fed rate cut could affect your wallet.Whether you’re changing jobs, building your first emergency fund, or wondering how to adjust your investments as rates shift, this episode delivers clear, actionable advice.✅ Got your own question? Book a free call with Marissa at

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35:17

The Self-Employed Survival Guide: Retirement, Taxes &...

The Future of Finance ·

2025/12/18

Being your own boss comes with incredible freedom—but also serious financial responsibility. In this episode of The Future of Finance, Marissa Wood and Lisa Green from Union Financial Services dive deep into what every self-employed person needs to know to plan for a secure future.From setting up retirement plans and understanding Medicare penalties, to leveraging HSAs and preparing for emergencies, this is your one-stop-shop for building a smart, sustainable financial life as an entrepreneur, 1099

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42:54

AI Stocks, Market Trends & Crypto | Investing...

The Future of Finance ·

2025/12/04

In this expert-packed episode of The Future of Finance, Marissa Wood welcomes Mark DiOrio, Chief Investment Officer at Brookstone Capital Management, to unpack everything from 2025’s wild stock market to AI dominance, dividend stock strategies, buffered ETFs, and crypto access without the chaos.Whether you're an investor trying to make sense of this year's tech surge—or an advisor wanting to diversify your portfolio beyond the Magnificent Ten—this episode brings the clarity you’ve been craving.🧠

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20:01

10 Life Events That Should Trigger a Financial...

The Future of Finance ·

2025/11/13

Most people know to see a doctor when something changes with their health—but what about your financial health?In this episode of The Future of Finance, host Marissa Wood shares the 10 most important life events that should signal it’s time to meet with a financial advisor. Whether you’ve changed jobs, gotten married, received an inheritance, or are nearing retirement, your financial strategy needs to evolve with your life.This episode is packed with practical advice for every life stage, from

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34:01

Why the Wealthy Love Debt: Mortgage Hacks & Equity...

The Future of Finance ·

2025/10/30

What if debt wasn’t the enemy—but your greatest tool for building wealth?In this powerful episode of The Future of Finance, host Marissa Wood sits down with mortgage expert Jason Johnson of Sun Point Home Loans to uncover how the wealthy use strategic borrowing to grow their net worth. From celebrity mortgage moves to bridge loans and amortization tricks, Jason shares 22 years of experience to help everyday homeowners and aspiring investors make smarter financial decisions.Whether you’re a

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33:53

One Big Beautiful Bill: What it Really Means for your...

The Future of Finance ·

2025/10/16

In this episode of The Future of Finance, Marissa Wood welcomes policy expert and financial advisor Todd Manternach to break down what’s being called “The One Big Beautiful Bill”—and why it could have a serious impact on your finances.They unpack changes in tax policy, new savings opportunities, how the bill impacts different generations (from Gen Z to Boomers), and why this could be the best time to rethink your strategy on Roth conversions, 529 plans, and Social Security.If you've ever wondered

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33:53

One Big Beautiful Bill: What it Really Means for your...

The Future of Finance ·

2025/10/16

In this episode...

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25:39

Should You Pay Off Debt or Invest? | Listener Q&A...

The Future of Finance ·

2025/10/02

In this solo Q&A episode of The Future of Finance, Marissa Wood, co-founder of Union Financial Services, tackles your most pressing financial questions with clarity and real-life examples. From daily coffee habits to mortgage payoffs and investing for your kids’ futures, this episode breaks down key concepts in a way that’s easy to understand—and apply.Whether you're just starting your financial journey or already investing, this is the perfect episode to fine-tune your strategy and build

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33:13

How to Build a TAX-FREE Retirement and Legacy with...

The Future of Finance ·

2025/09/18

What if you could retire with tax-free income, leave millions to your heirs, and not give Uncle Sam a dime?In this episode of The Future of Finance, Marissa Wood sits down with financial industry veteran Marty Willenborg, who shares powerful strategies using life insurance, premium financing, and the Kaizen concept to create wealth, preserve it, and pass it on—without the IRS taking a cut. If you're skeptical about whether life insurance can be more than just a death benefit, this episode will

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30:35

Fantasy Football Meets Finance 🏈 | Building a...

The Future of Finance ·

2025/09/05

Welcome to another episode of The Future of Finance, where host Marissa Wood and co-host Lisa Green bring together their two favorite F-words: Football and Finance! 🏈💸With fantasy football season in full swing, Marissa and Lisa use powerful, fun analogies between football positions and investment strategies to help you rethink your portfolio.Are you running a team of all tight ends? 😬 Are you missing a defense? 🤯 Do you even have a kicker? This episode will show you how to create a diversified

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44:48

Am I Going to Be Okay? | Dee Costa on Loss, Financial...

The Future of Finance ·

2025/08/21

In this deeply emotional and insightful episode of The Future of Finance, host Marissa Wood sits down with industry veteran and business coach Dee Costa. With 40+ years in financial services and personal experiences with profound loss, Dee shares why financial planning is about more than numbers—it's about love, protection, and peace of mind.💔 Hear the story of how sudden tragedy shaped Dee's mission to help others. 💡 Learn why proper planning can change lives—not just financially, but

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42:50

Millennial Money Truths: Budgeting, Retirement & Real...

The Future of Finance ·

2025/08/07

In this powerful and relatable episode of The Future of Finance, Marissa Wood sits down with client and fellow millennial Jeremy Hicks to unpack the unique financial challenges—and opportunities—facing today’s 30-somethings.They dive into real-world budgeting strategies, navigating rising expenses, building wealth while raising a family, and how small consistent investing can create generational impact. If you're a millennial wondering, “Am I going to be able to retire?”—this episode is for you.💬

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