HeyJaredThe 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.
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 24, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 16, 2026
Latest episodes
How Much Money Do You REALLY Need to Retire? 💰 The Truth About the 4% Rule | Future of Finance (opens the original)
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How much money do you actually need to retire comfortably? It's one of the most common questions financial advisors hear—and the answer may surprise you. In this episode of The Future of Finance, Marissa Wood and Lisa Green react to popular retirement advice from financial experts Ramit Sethi and Tom Hegna, breaking down the famous 4% Rule, why many retirees underestimate their expenses, and why **income—not assets—is the real key to a successful retirement. You'll learn why two people with the
Should You Wait to Buy a House? 🏡 Real Estate Myths Busted (opens the original)
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Should you wait for interest rates to drop? Do you really need a 20% down payment? Is renting always throwing money away? In this episode of The Future of Finance, Marissa Wood is joined by veteran Realtor James "Jimmy B" Boardman to separate fact from fiction when it comes to today's housing market. Together, they react to some of the internet's most popular real estate advice and explain what actually makes sense for buyers, homeowners, and investors. Whether you're buying your first home, con
Fantasy Football Meets Finance 🏈 | Building a Championship Worthy Portfolio | Replay (opens the original)
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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
Behind the Financial Advisor: Marissa Wood's Story & Why Financial Planning Matters (opens the original)
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For the first time on The Future of Finance, the interviewer becomes the interviewee. In this special episode, Marissa Wood sits down with Erin Kennedy, Emmy Award-winning communicator and Director of Communications at Brookstone Capital Management, to share the personal story behind Union Financial Services, what inspired her to become a financial advisor, and why financial planning is about so much more than investing. From growing up in a family-owned financial planning business to witnessing
Should You Pay Off Your Mortgage Early? Dave Ramsey vs Warren Buffett | Future of Finance (opens the original)
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Should you pay off your mortgage as fast as possible—or invest that money instead? In this episode of The Future of Finance, Marissa Wood and Lisa Green react to two viral investing philosophies from Dave Ramsey and Warren Buffett that completely clash on debt, mortgages, and long-term investing. One side says: eliminate all debt immediately. The other says: low-interest debt can actually help build wealth. So who's right? 🏡 Learn when paying off your mortgage makes sense 📈 Understand the power
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