Tag: Financial Confidence
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)

By |

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:

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.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
How Mortgage Strategy Can Shape Your Entire Financial Picture with Ryan Leeder (Ep. 5)

How Mortgage Strategy Can Shape Your Entire Financial Picture with Ryan Leeder (Ep. 5)

By |

When it comes to your financial plan, your home isn’t just a roof over your head; it’s one of your most influential investments.

In this episode of The Power of Wealthness, Kevin Swanson and Todd Barney sit down with Ryan Leeder of Kal Financial to explore how real estate financing impacts your long-term goals, cash flow, and emotional confidence.

From understanding loan types to preparing for future refinancing opportunities, this episode brings clarity to a complex, but deeply personal, piece of the wealthness puzzle.

What to expect:

  • Current trends in mortgage rates and refinancing outlooks
  • Smart ways to help the next generation with home buying
  • Lending strategies for RSUs, investment properties, and self-employed clients
  • The emotional and practical balance of buying “what you can” vs. “what you should”
  • And more!

Connect with Potentia Wealth:

Connect with Ryan Leeder:

About our guest:

Ryan Leeder is a seasoned mortgage professional, getting his start by supporting one of the top mortgage advisors in the country. He has worked on 1000+ transactions over the past 8+ years, developing valuable skills and gaining a wealth of knowledge working on some of Silicon Valley’s most unique and difficult loans.

Ryan grew up in Wisconsin in a family of mortgage and real estate professionals and has always felt at home in the industry. He is proud to now call the Bay Area his home since 2006. Ryan has also worked as a professional caddie (he’s a golf enthusiast), catering to executives and honing his interpersonal skills.

The client experience and proper execution is truly Ryan’s priority when it comes to his business. Ryan enjoys spending time with his family, dogs, and of course playing golf. He graduated from San Jose University and has dedicated his time since graduation to becoming a leader in the mortgage industry.

Ryan really looks forward to helping you achieve your homeownership goals. Please feel free to reach out via Phone, Text Message, or Email to find out what options are available for you.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More
How Potentia Wealth Became a Firm for Real Families (Ep. 1)

How Potentia Wealth Became a Firm for Real Families (Ep. 1)

By |

Behind every family office is a story, but rarely one like this.

In this foundational episode of The Power of Wealthness, co-hosts Kevin Swanson and Todd Barney share how Potentia Wealth evolved from a solo financial practice into a multigenerational team built for real families.

You’ll hear how confusing, siloed advice inspired Kevin to integrate planning, tax, estate, and investment guidance under one roof, long before it was trendy. And how Todd’s early client experience reshaped his belief in the power of financial empathy and long-term impact.

What to expect:

  • Kevin’s journey from Fortune 100 to financial founder
  • Todd’s early career lesson from the dot-com crash
  • The “two questions” that drive every client conversation
  • Why this podcast was created and what’s coming next
  • And more!

Connect with Potentia Wealth:

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More