The Future of Finance

Publicly listed emails

mgreen@union-financial.com

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Why High Earners Stay Broke 💸 Catch-Up Strategies for Doctors, Business Owners & Professionals

October 08, 2026

Making a great income doesn't automatically make you wealthy.In fact, many doctors, dentists, attorneys, business owners, and other high-income professionals find themselves years behind on retirement planning despite earning hundreds of thousands of dollars each year.In this episode of The Future of Finance, Marissa Wood is joined by Daniel Foss, CEO of Foss Financial Services and a Chartered Financial Consultant with more than 25 years of experience, to discuss why so many successful profes...

How Much Money Do You REALLY Need to Retire? 💰 The Truth About the 4% Rule | Future of Finance

September 24, 2026

How much money do you actually need to retire comfortably?It's one of the most common questions financial advisors hear—and the answer may surprise you.In this episode of The Future of Finance, Marissa Wood and Lisa Green react to popular retirement advice from financial experts Ramit Sethi and Tom Hegna, breaking down the famous 4% Rule, why many retirees underestimate their expenses, and why **income—not assets—is the real key to a successful retirement.You'll learn why two people with the ...

Should You Wait to Buy a House? 🏡 Real Estate Myths Busted

September 10, 2026

Should you wait for interest rates to drop? Do you really need a 20% down payment? Is renting always throwing money away?In this episode of The Future of Finance, Marissa Wood is joined by veteran Realtor James "Jimmy B" Boardman to separate fact from fiction when it comes to today's housing market. Together, they react to some of the internet's most popular real estate advice and explain what actually makes sense for buyers, homeowners, and investors.Whether you're buying your first home, co...

Onward And Upward Podcast · Low booking difficulty · 100 - 1,000 listeners

SK Wealth's Solutions & Knowledge podcast · Medium booking difficulty · 100 - 1,000 listeners

How do I get in touch with The Future of Finance?

The Future of Finance is hosted by Marissa Wood and Lisa Green. Its publicly listed email is mgreen@union-financial.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for The Future of Finance?

The publicly listed email for The Future of Finance: mgreen@union-financial.com.

How many listeners does The Future of Finance have?

Podseeker estimates The Future of Finance reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for The Future of Finance?

The Future of Finance typically books working professionals with real expertise. Typical guest background: Licensed or experienced professionals with practical expertise in financial planning, investing, retirement, estate planning, or related areas of personal finance. Common among recent guests: Professional practice or leadership in a relevant financial or legal specialty; Established expertise explaining complex planning topics to a general audience. Recent guests include Erin Kennedy and Fernando Ramos.

How hard is it to get booked on The Future of Finance?

Low. A guest with relevant expertise and a clear angle for its audience has a realistic chance.

What topics does The Future of Finance cover?

Recent episodes cover Financial Planning, Personal Finance, Investing, Retirement, and Estate Planning. Pitch an idea tied to one of these topics and mention a recent episode.