Planning Ahead for Senior Downsizing and Life Transitions with Mani Mortezaei (Ep. 22)

Planning Ahead for Senior Downsizing and Life Transitions with Mani Mortezaei (Ep. 22)

Leaving a long-term home can bring financial, practical, and emotional decisions together all at once.  Planning earlier can give seniors and their families more time to understand their options and make decisions without the pressure of a health crisis. In this episode, Kevin Swanson speaks with Mani Mortezaei, Director of Sales & Marketing at Tailored …

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The Power of Showing Up for Others with Emilie Highley (Ep. 21)

The Power of Showing Up for Others with Emilie Highley (Ep. 21)

Many of us hope we’ll know what to do when someone we love needs us most.  Yet caregiving, friendship, and supporting others through illness often arrive without a roadmap, asking us to respond with patience, compassion, and grace. In this episode, Kevin Swanson sits down with Emilie Highley, Realtor at Compass, Los Gatos, to explore …

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How Inflation, Tariffs, AI, And The Fed Shape Your Financial Decisions with Jack Manley (Ep. 20)

How Inflation, Tariffs, AI, And The Fed Shape Your Financial Decisions with Jack Manley (Ep. 20)

If you’re wondering why inflation reports say prices are improving while your own expenses still feel higher, this conversation breaks down why those numbers can look different. How should investors interpret economic headlines when the numbers they hear do not always match what they experience? In this episode, Kevin Swanson welcomes Jack Manley, Executive Director …

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REPLAY: Planning for Dementia Before It’s Too Late with Laura Wayman (Ep. 19)

REPLAY: Planning for Dementia Before It’s Too Late with Laura Wayman (Ep. 19)

When someone you love begins to change, how do you know if it’s normal aging or something more? And if dementia becomes part of your family’s story, how can you respond in ways that reduce fear instead of creating more stress? Some conversations stay relevant long after they’re first released.  In this replay episode, Kevin …

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Finding Meaning, Community, and Fulfillment with Dr. David Bruner (Ep. 18)

Finding Meaning, Community, and Fulfillment with Dr. David Bruner (Ep. 18)

Many people spend years chasing achievement, only to discover they’re still searching for something deeper. What creates a meaningful life? How do community, purpose, spirituality, and everyday choices shape the way we experience fulfillment? In this episode, Kevin Swanson welcomes Dr. David Bruner, Life Coach and Former Spiritual Leader at the Center for Spiritual Living …

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Building a Business, Planning an Exit, and Finding Freedom with Stan Vuckovich (Ep. 17)

Building a Business, Planning an Exit, and Finding Freedom with Stan Vuckovich (Ep. 17)

What does it take to build a business that lasts, then step away with purpose?  For many owners, the harder question isn’t how to grow, it’s how to know what comes next. In this episode, Kevin Swanson talks with Stan Vuckovich, Retired CEO at KBM-Hogue, about building a company through discipline, leadership, and long-term relationships. …

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The Hard Conversations Around Aging Parents and Senior Care with Keri Landrum (Ep. 16)

The Hard Conversations Around Aging Parents and Senior Care with Keri Landrum (Ep. 16)

Aging care decisions can feel urgent, emotional, and unclear, especially when safety and independence are both on the line. How do families know when home is still safe, when help is needed, and what care option fits best? In this episode, Kevin Swanson speaks with Keri Landrum, Owner and Assisted Living Placement Consultant at Next …

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Finding Financial Confidence Through Life’s Biggest Transitions with Shannon Corpuz (Ep. 15)

Finding Financial Confidence Through Life’s Biggest Transitions with Shannon Corpuz (Ep. 15)

Big life changes can leave people feeling overwhelmed, uncertain, and afraid to make the wrong financial decisions. How do you rebuild confidence when life suddenly looks different? And how can financial clarity help reduce stress and anxiety during major transitions? In this episode, Kevin Swanson sits down with Shannon Corpuz, Financial Advisor at Potentia Wealth, …

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Mission First, People Always: Leadership Lessons from Space and Life with Mark Pasquale (Ep. 14)

Mission First, People Always: Leadership Lessons from Space and Life with Mark Pasquale (Ep. 14)

Progress doesn’t always present itself as forward motion at first glance. Often, the biggest breakthroughs come from patience, preparation, and perspective. What does it really take to build something meaningful over decades, and how do you stay grounded while doing it? In this episode, Kevin Swanson interviews Mark Pasquale, former Vice President of Engineering at …

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Building Oracle and Redefining Wealth with Edward Oates (Ep. 13)

Building Oracle and Redefining Wealth with Edward Oates (Ep. 13)

What does it really take to build something meaningful over time, and how does that shape the way you define wealth? Is it about financial outcomes, personal fulfillment, or something deeper that evolves along the journey? In this episode, Kevin Swanson interviews Edward Oates, Co-Founder of Oracle, about his path from uncertainty in college to …

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