The Future of Finance
The Future of Finance
Podcast Description
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.
Podcast Insights
Content Themes
The podcast delves into critical financial topics, including retirement planning, investment strategies, and real-life success stories. For instance, recent episodes highlight fears associated with running out of money in retirement and present actionable strategies for creating a sustainable income, such as fixed index annuities and preparing for healthcare costs.
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.
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.
Whether you’re a financial advisor, retiree, or just planning your future, this conversation is packed with real stories, insider advice, and actionable financial wisdom.
👉 Learn why independence in financial advising matters and how it can profoundly impact client outcomes.
⏱ Timestamps:
0:00 – Welcome & Introduction to Dee Costa
1:00 – How Dee Got Started in Finance (EF Hutton to Universal Life)
3:15 – Lessons from Delivering a Life Insurance Check
6:00 – The Shift from Captive to Independent Advising
8:25 – Understanding Indexed Annuities & Risk-Free Growth
10:40 – Who Is Asset Marketing Systems? Their Mission & Services
13:10 – How Independent Advisors Scale with Support Teams
15:05 – Empowering Small Firms with Big Resources
17:00 – Culture of Sharing: Inside Advisor Study Groups
18:45 – Market Trends: Why Clients Want Peace of Mind Now
21:20 – Short-Term Indexed Annuities & Health Care Features
24:00 – When and Why to Reposition Outdated Annuities
26:15 – How to Contact Asset Marketing Systems for Advisors
💬 Like this episode? Leave a comment with your biggest takeaway or a question you’d love answered in a future episode.
🔗 Visit https://www.assetfmo.com to learn more.
📩 Contact Union Financial Services for a personalized review of your retirement strategy.
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.