Welcome to another episode of The Future of Finance, where host Marissa Wood and co-host Lisa Green bring together their two favorite F-words: Football and Finance! 🏈💸
With fantasy football season in full swing, Marissa and Lisa use powerful, fun analogies between football positions and investment strategies to help you rethink your portfolio.
Are you running a team of all tight ends? 😬 Are you missing a defense? 🤯 Do you even have a kicker? This episode will show you how to create a diversified financial team that wins — on and off the field.
🔁 Watch, learn, and maybe even win a gift card if you can guess the mystery play shown in the video. 🏆
00:00 – Intro: Finance meets Fantasy Football
01:10 – What do Tom Brady and your finances have in common?
02:45 – The role of the financial coach (Hint: It's not the QB)
04:20 – Running Backs = Dividend Stocks explained
06:30 – Wide Receivers = Growth Stocks (High risk, high reward)
08:30 – Tight Ends = Mutual Funds & ETFs (Versatile & balanced)
11:30 – Defense = Fixed Indexed Annuities (Your market protection)
14:50 – Kickers = CDs and MYGAs (Predictable and steady)
17:10 – Return Specialists = Crypto & REITs (Boom or bust)
20:00 – Backups = Life Insurance (Don’t wait for an emergency)
23:00 – Do you only have tight ends in your 401(k)? Let’s fix that.
25:30 – Final thoughts + Gift Card Challenge: Can you name the play?
📣 If you liked this fun approach to finance, hit the like button and comment your favorite football team!
💼 Need a coach for your financial future? Visit https://union-financial.com to schedule a call.
🎧 Subscribe for more episodes blending real life with real money conversations—every other Thursday.
