The Future of Finance

Money can either strengthen a marriage—or quietly tear it apart.In this episode of The Future of Finance, Marissa Wood sits down with Chris Wood and Dee Costa to unpack real-life money dynamics inside marriage—from joint vs separate finances to navigating income differences, financial stress, and planning for the unexpected.With perspectives from newly married, long-term marriage, and life after loss, this episode goes beyond spreadsheets and into what actually makes financial partnerships work.💍 Learn how to manage money as a team 💸 Discover common mistakes couples make (and how to avoid them) 🧠 Understand how communication—not math—is the real key to financial success💍 What You’ll Learn Whether to combine finances or keep them separate How to avoid the #1 cause of money fights in marriage Why monthly financial check-ins are a game changer How to plan for worst-case scenarios (without fear) The role of a financial advisor in strengthening relationships💬 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 5: Financial Cruise Control by 40 🚗💰 How one couple mastered wealth, risk, and retirement planning.In this episode of The Future of Finance Podcast, host Marissa Wood sits down with Sarah and Eric Taylor—a dynamic duo who reached financial “cruise control” before 40.  Sarah, founder of Stay Well Massage, shares how she built her business from the ground up, while Eric, a risk management expert, breaks down smart strategies for investing, protecting wealth, and planning for early retirement.Together, they dive into: 💼 Building wealth as a team 📈 Investing with purpose 🛡️ Using cash value life insurance strategically 📊 Understanding your numbers 🤦‍♀️ Lessons from their best—and worst—financial decisions  If you’re an entrepreneur, investor, or just looking to simplify your financial life, this episode delivers practical insights you can actually use.  🔗 Book with Sarah: https://staywellmassage.net 📅 Connect with Marissa: https://www.union-financial.com/

In this episode...