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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

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...

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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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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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38:00

Top 10 Investing Myths DEBUNKED | Don't Let These...

The Future of Finance ·

2025/07/24

In this myth-busting episode of The Future of Finance, hosts Marissa Wood and Lisa Green break down 10 of the most common investing myths that could be holding you back from financial freedom. From Social Security illusions to outdated advice on annuities, debt, and 401(k)s — they tackle it all with facts, clarity, and a dose of humor.Whether you're a first-time investor or thinking about retirement, this episode is packed with eye-opening insights that will challenge what you think you know.⏱

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32:00

The Value of an Independent Financial Advisor | Dee...

The Future of Finance ·

2025/07/10

In this episode of The Future of Finance, host Marissa Wood sits down with her longtime business coach and industry leader, Dee Costa, VP at Asset Marketing Systems. With over 40 years of experience in financial services, Dee shares her personal journey, insights on indexed annuities, the power of independent advisory, and key market trends affecting retirees today.Whether you're a financial advisor, retiree, or just planning your future, this conversation is packed with real stories, insider

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37:07

Building a Business That Gives Back: Jason Humphrey...

The Future of Finance ·

2025/06/26

Can doing good also be good for business? In this heartfelt episode of The Future of Finance Podcast, host Marissa Wood talks with Jason Humphrey, founder of the Sun Raising Foundation, about how philanthropy can—and should—become part of your business strategy.From turning plastic bags into bedrolls for the homeless, to organizing emergency hurricane relief through poker nights, Jason shares real-world stories that prove doing good isn’t just the right thing—it’s smart business.💡 You’ll also

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40:21

Episode 7: Biggest Financial Mistakes by Generation...

The Future of Finance ·

2025/06/12

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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25:08

Finance Q&A: How much money would I need to never...

The Future of Finance ·

2025/05/29

In this special Q&A episode of The Future of Finance Podcast, host and financial advisor Marissa Wood answers your most-asked personal finance questions — from how much car you can afford to the truth about Roth IRAs, student loans, and even that daily coffee habit ☕.If you've ever wondered:Should I max out my 401(k)?How expensive of a car can I afford?How much money would I need to NEVER work again?This episode is for you.These practical, real-world answers will help you take control of your

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50:19

Financial Cruise Control by 40: How This Couple...

The Future of Finance ·

2025/05/15

In this inspiring episode of The Future of Finance Podcast, host Marissa Wood sits down with power couple Sarah and Eric Taylor to explore how they achieved financial "cruise control" before turning 40.💆 Sarah, a licensed massage therapist and founder of Stay Well Massage, shares her journey of launching a successful business from scratch. 🧠 Eric, a risk management expert, offers his strategic take on investments, wealth-building, and early retirement planning. Together, they talk about:

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27:22

The Truth About Your 401(k): Maximize Growth,...

The Future of Finance ·

2025/05/01

Is your 401(k) working for you—or against you? 😬 In this eye-opening episode of The Future of Finance, hosts Marissa Wood and Lisa Green dive deep into the truth about 401(k) plans, Roth IRAs, and how to better plan for retirement.If you’ve ever asked: ✅ Should I contribute more to my 401(k)? ✅ What happens to my 401(k)s when I change jobs? ✅ Should I open a Roth IRA too? ✅ How do I diversify for tax efficiency?Then THIS is the episode you need to hear!🔍 Learn about: The history & intent of

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38:58

The CEO Wealth Hack with Filip Lundstedt

The Future of Finance ·

2025/04/16

Business owners—what if your company’s health insurance could fund your retirement? 💰 In this episode of The Future of Finance, Marissa Wood sits down with insurance expert Filip Lundstedt to break down a powerful strategy that turns unused health insurance premiums into a tax-advantaged wealth-building tool for CEOs.Discover how level-funded health plans can help you: Save thousands annually in premiums 💸 Earn refunds on unused claims Fund retirement through annuities or life insurance

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21:53

5 Financial Tips for New Parents

The Future of Finance ·

2025/04/03

New parent? Expecting a baby? 👶 This episode of The Future of Finance with Marissa Wood from Union Financial Services dives into 5 essential financial tips every new parent needs to know.From life insurance to budgeting, estate planning to starting an investment account for your child — this episode walks you through exactly how to financially prepare for your growing family.Whether you're already a parent or planning for the future, this episode is packed with actionable advice to protect your

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