Tag: Financial Planning
From Headlines to Strategy: Economic Cross Currents & What They Mean to You with Bill Tucker (Ep. 9)

From Headlines to Strategy: Economic Cross Currents & What They Mean to You with Bill Tucker (Ep. 9)

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Headlines compete for attention every day, each claiming urgency and importance. With so much noise, how do you focus on what actually impacts your financial future?

In this episode, Todd Barney and Kevin Swanson sit down with Bill Tucker, The Power of Wealthness Podcast Producer at ProudMouth, to address the confusion surrounding today’s biggest investment questions. They tackle interest rates and their broader impact, AI sector valuations, geopolitical uncertainty, and midterm election concerns. Bill brings his unique perspective from years of market coverage to help separate media sensationalism from investment reality, showing how to build portfolios that work regardless of daily headlines.

What to expect:

  • How interest rates affect all asset classes beyond what Federal Reserve announcements suggest
  • Bond portfolio strategies and when to use short-term versus long-term maturities for different goals
  • AI investment approach balancing real transformation against stretched valuations and market hype
  • Why geopolitical tensions follow historical patterns and how diversified portfolios handle uncertainty
  • Midterm election volatility patterns and why political outcomes rarely derail long-term market performance
  • And more!

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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!

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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!

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