The Future of Finance

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 tim...

In this episode...

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 financ...

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...

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 y...

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 m...

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...

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...