• 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.

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 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.