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.
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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.
Am I Going to Be Okay? | Dee Costa on Loss, Financial Planning & Protecting Your Legacy
The Future of Finance
44 minutes
2 months ago
Am I Going to Be Okay? | Dee Costa on Loss, Financial Planning & Protecting Your Legacy
* 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 mission to help others.
💡 Learn why proper planning can change lives—not just financially, but emotionally too.
✅ Discover actionable steps to protect your loved ones with life insurance, estate planning, and long-term care strategies.
⏱ Timestamps:
0:00 – Welcome & Episode Overview
1:00 – The Pink Slip That Changed Everything
2:45 – The Phone Call: "Your Father is Gone"
4:15 – "Am I Going to Be Okay?" – The Question That Sparked a Mission
5:10 – The Financial Fallout of Losing a Spouse
6:45 – Dee's Husband's Passing & The Power of Preparation
9:00 – Why Women Need to Plan for Financial Independence
10:30 – The Emotional & Financial Toll of Loss
12:00 – Living Too Long: Planning for Long-Term Care
13:45 – Social Security: What You Might Not Realize
15:00 – Life Insurance & Annuities: Real Protection Stories
17:00 – A Young Widow's Story: Why Planning Matters
21:00 – Estate Planning Essentials: It's Not Just for the Wealthy
23:00 – Get Your House in Order—Out of Love, Not Fear
26:00 – Why Both Spouses Must Be Involved in Financial Planning
28:00 – First Steps: How to Start Planning with a Financial Advisor
30:00 – Final Words of Encouragement: It's Never Too Early to Start
🔗 Ready to take the first step?
Visit https://union-financial.com [https://union-financial.com/] to schedule a free consultation.
💬 If this episode moved you or gave you a new perspective, please like, comment, and share it with someone who needs to hear this.
The 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. Because financial freedom isn’t just a dream—it’s a plan. And it starts here.