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.
What if the way you’ve been investing is already outdated?
In this episode of The Future of Finance, Marissa Wood sits down with Dean Zayed, founder and CEO of Brookstone Capital Management, a firm managing over $13 billion in assets, to break down how investing has evolved from the aftermath of the Great Depression to today’s modern investment landscape.
From structured notes and buffered ETFs to independent advisors and defined outcome investing, this conversation explains how investors can pursue growth while managing risk more intelligently than ever before.
📈 Learn why most investors still use outdated strategies
🛡️ Discover modern tools designed to reduce downside risk
💡 Understand why the future of investing is becoming more personalized
Whether you’re investing on your own, relying solely on a 401(k), or looking for a smarter strategy—this episode is packed with insight.
📈 What You’ll Learn
- The difference between independent advisors and traditional firms
- What structured notes and buffered ETFs actually are
- Why “set it and forget it” investing may no longer be enough
- How modern strategies aim to reduce downside risk
- Why the future of investing is becoming more customized
💬 Question for you:
Would you rather pursue higher returns—or more consistent outcomes with lower risk?
👍 Like, subscribe, and share this episode with someone who wants to invest smarter—not just harder.
📞 Want a complimentary portfolio review or second opinion?
Visithttps://union-financial.com and click “Schedule a Meeting.”
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.