The Future of Finance

Learn the Do's and Don's of using AI with your investments, and find out the 3 helpful prompts you should ask Chat GPT before you meet with your advisor.

Hear from a former law enforcement officer about what police training teaches about money!

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.

Being your own boss comes with incredible freedom—but also serious financial responsibility. 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 contractor, or small business owner.

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.

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.

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.

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.

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.  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.

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.

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.

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.

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 how much money you would need to never work again!