Tag: Financial Planning
Planning for Dementia Before It’s Too Late with The Dementia Whisperer, Laura Wayman (Ep. 3)

Planning for Dementia Before It’s Too Late with The Dementia Whisperer, Laura Wayman (Ep. 3)

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What if your most important financial plan isn’t about growth, but caregiving?

In this emotionally powerful episode, hosts Kevin Swanson and Todd Barney sit down with The Dementia Whisperer, Laura Wayman, to explore how dementia reshapes families financially, emotionally, and spiritually. 

With over 20 years of experience, Laura shares wisdom on how to spot early warning signs, navigate denial, create “positive action statements,” and prepare for the profound role reversal that caregiving demands.

What to expect:

  • Why dementia symptoms are more than memory loss
  • How to use emotional intelligence to protect dignity
  • Financial implications of long-term care and what insurance doesn’t cover
  • How to preserve family stories and legacy before it’s too late
  • And more!

Resources:

Connect with Potentia Wealth:

Connect with Laura Wayman:

About Our Guest:

Laura Wayman helps families and professionals deal with one of the most horrific illnesses of our time.

She is the author of “A Loving Approach to Dementia Care,” (now in its third edition, a 36-Hour Day Book), published by Johns Hopkins University Press. She has more than a decade of experience in and a strong dedication to quality aging. She is a professional dementia care consultant, trainer, the CEO of The Dementia Whisperers and a speaker on dementia and issues of aging.

Prior to becoming a full-time professional speaker, Laura was a successful entrepreneur. She built a senior care empire from the ground up, relying on her deep understanding of the crushing responsibility a family or professional caregiver faces in the demanding role of providing dementia care to a loved one or client.

For more information on Laura’s resources and training services for family caregivers and professional caregivers, visit laurawayman.com. 

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

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

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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:

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