The Future of Finance

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 From Social Security illusions to outdated advice on annuities, debt, and 401(k)s — they tackle it all with facts, clarity, and a dose of humor.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 retirem...

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 advi...

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 rea...

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 episo...

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...

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...

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? &...

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 i...

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 alre...

Hey friends! Welcome to The Future of Finance Podcast 💕✨ In this episode, Marissa Wood sits down with her business partner and financial guru Lisa Green, who’s been helping people retire stress-free for nearly 20 years! Today, we’re talking about something super important—the #1 fear in retirement: running out of money 😱. But don’t worry—we’ve got four powerful strategies to help you retire wit...