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, to discuss the emotional side of financial planning and the importance of financial literacy. Shannon shares how her background in HR and ethical leadership shaped her approach to helping clients through divorce, widowhood, retirement, and career transitions.
She also explains why empathy, education, and understanding are essential when guiding people toward financial confidence and long-term clarity.
Key takeaways:
- Helping newly single clients rebuild confidence through education, planning, and emotional support
- Why financial literacy reduces fear, uncertainty, and stress during major life transitions
- Supporting women navigating careers, caregiving responsibilities, and financial independence
- How empathy and understanding help create meaningful financial plans that clients can believe in
- The connection between financial confidence, emotional wellbeing, and long-term peace of mind
- And more!
Connect with Potentia Wealth:
- Potentia Wealth
- 408.288.7886
- ask@potentiawealth.com
- LinkedIn: Potentia Wealth
- LinkedIn: Kevin Swanson
Connect with Shannon Corpuz:
About our guest:
Shannon Corpuz is a Financial Advisor at Potentia Wealth with more than a decade of wealth advisory experience and a 25-year background in human resources. She is passionate about helping clients build financial confidence through education, empathy, and thoughtful planning, especially during major life transitions like divorce, widowhood, retirement, and career changes. Shannon combines financial guidance with emotional understanding, helping clients feel informed and supported as they move forward. She also holds a master’s degree in Ethical Leadership and is dedicated to creating meaningful relationships built on trust, clarity, and compassion.
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