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.
* Hey friends! Welcome to The Future of Finance Podcast 💕✨
In this episode, Marissa Wood sits down with her business partner and financial guru Lisa Green, who's been helping people retire stress-free for nearly 20 years! Today, we're talking about something super important—the #1 fear in retirement: running out of money 😱. But don't worry—we've got four powerful strategies to help you retire with confidence, security, and peace of mind!
💖 What You'll Learn:
✔️ Why running out of money is every retiree's biggest fear (and how to avoid it!)
✔️ How to create income for life so your money lasts as long as you do
✔️ The safest way to grow your savings without worrying about market crashes
✔️ How to prepare for healthcare costs without draining your nest egg
✔️ The secret to an organized, stress-free financial plan (so you can relax & enjoy life!)
🎧 Soundbite Sneak Peek:
"You don't want to run out of money before you run out of life—so let's make sure that never happens!" 💡
📌 Timestamps to Skip Around:
00:00 – 🌟 Welcome to the Future of Finance Podcast!
00:26 – Meet Lisa & today's big topic: The #1 fear in retirement
01:26 – Why so many retirees worry about outliving their money
02:57 – The difference between saving & spending in retirement
03:29 – Step 1: Protecting your money (while still letting it grow!)
06:54 – How fixed index annuities can safeguard your savings
07:19 – Step 2: Creating a paycheck for life—hello, stress-free retirement!
09:05 – Why guaranteed income makes retirees way happier
12:59 – Step 3: Preparing for healthcare costs (because life happens!)
15:12 – Lisa's personal story on the real cost of care & how to plan ahead
17:47 – How your retirement income can actually double if you need long-term care
20:07 – Should you and your spouse have separate retirement plans? (YES!)
22:32 – Step 4: Keeping it all organized (because no one likes a financial mess!)
24:24 – The simple, stress-free way to map out your retirement income
26:37 – Why we love helping our clients feel confident about their future
28:20 – Want a personalized retirement roadmap? Here's how to book a free session!
💻 Let's Chat!
💖 Schedule a complimentary call with Marissa or Lisa: Union Financial Services [https://www.union-financial.com/]
📩 Questions? Drop a comment below or email us at mgreen@union-financial.com
💡 Don't forget to like, subscribe & hit the notification bell so you never miss an episode! Let's make your retirement dreams a reality! 🎉
#RetirementPlanning #MoneyMoves #FinancialFreedom #WomenInFinance #WealthBuilding #SecureYourFuture
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.