The Future of Finance

Marissa Wood

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.

  1. Jun 18 ·  Video

    The Future of Investing | How Wall Street Changed After the Great Depression | Future of Finance

    What if the way you’ve been investing is already outdated? In this episode of The Future of Finance, Marissa Wood sits down with Dean Zayed, founder and CEO of Brookstone Capital Management, a firm managing over $13 billion in assets, to break down how investing has evolved from the aftermath of the Great Depression to today’s modern investment landscape. From structured notes and buffered ETFs to independent advisors and defined outcome investing, this conversation explains how investors can pursue growth while managing risk more intelligently than ever before. 📈 Learn why most investors still use outdated strategies 🛡️ Discover modern tools designed to reduce downside risk 💡 Understand why the future of investing is becoming more personalized Whether you’re investing on your own, relying solely on a 401(k), or looking for a smarter strategy—this episode is packed with insight. 📈 What You’ll Learn The difference between independent advisors and traditional firms What structured notes and buffered ETFs actually are Why “set it and forget it” investing may no longer be enough How modern strategies aim to reduce downside risk Why the future of investing is becoming more customized💬 Question for you: Would you rather pursue higher returns—or more consistent outcomes with lower risk? 👍 Like, subscribe, and share this episode with someone who wants to invest smarter—not just harder. 📞 Want a complimentary portfolio review or second opinion? Visit https://union-financial.com and click “Schedule a Meeting.”

    33 min
  2. Mar 26 ·  Video

    Crisis-Proof Your Finances 🚨 | What Police Training Teaches About Money | Future of Finance S2 Ep. 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. 🚨 Learn how to build a crisis-ready financial plan 📉 Understand the risks that can quietly destroy your future 🧠 Discover why staying calm (not reacting) is your biggest advantage🚨 What You’ll Learn How to build a financial plan that can handle real-life emergencies The biggest risks most people don’t plan for (but should) Why income planning > account balance The difference between reacting emotionally vs responding strategically The first step everyone should take this week to improve their finances💬 Which tip are you starting with this week? Drop a comment and let us know. 👍 Like, subscribe, and share if you want more money strategies made simple. ⏱️ Episode Timestamps 00:00 – Intro: Crisis response meets financial planning 00:45 – Meet Chris Wood: From police officer to financial advisor 01:39 – Serving people in different ways: protection in life vs finance 02:11 – What undercover police work teaches about planning for risk 03:10 – Why you can’t plan for everything—but you still must prepare 04:14 – Markets, life events, and “things going wonky” 05:00 – Staying calm: why emotional reactions destroy plans 06:02 – Confidence comes from preparation and repetition 06:46 – The role of financial advisors: risk managers, not just investors 07:08 – Biggest risks: legislation, markets, and black swan events 07:56 – Sequence of returns risk explained (and why timing matters) 08:56 – Longevity risk: the longer you live, the more can go wrong 09:46 – Real-life financial emergencies (and why planning ahead matters) 11:30 – When it’s too late: procrastination and missed opportunities 12:21 – What a “crisis-ready” financial plan actually includes 14:28 – Why every financial plan must be personalized 14:42 – Emergency funds: your first line of defense 15:19 – Life insurance: protection against the unexpected 16:20 – Beneficiaries, power of attorney, and planning basics 17:50 – Why income planning matters more than account balances 18:54 – Social Security myths and income gaps 20:04 – The “widow’s trap” most couples overlook 22:02 – Done is better than perfect: take action now 23:02 – Financial blind spots: lifestyle creep in retirement 24:53 – Taxes: the silent drain on your wealth 27:24 – Reacting vs responding: the mindset shift that changes everything 29:13 – The #1 action step: know your monthly expenses 30:21 – Emergency fund goal: 6 months of expenses 31:03 – Debt management and reducing financial stress 32:23 – Final takeaway: don’t wait for urgency to force action

    36 min
5
out of 5
5 Ratings

About

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.