Tag: Financial Planning

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 Lockheed Martin, about his 40-year career in aerospace and defense. He shares lessons from leading high-stakes missions, including the Artemis program and secure communication systems. Mark also reflects on his leadership philosophy, the importance of resilience and hard work, and how early financial habits like consistent saving can shape long-term outcomes.

Key takeaways:

  • Why circling the moon today is a critical step toward future Mars missions and long-term exploration goals
  • How persistence and initiative helped him stand out and land a role at Lockheed Martin early in his career
  • The leadership mindset of mission first, people always, and its impact on high-pressure decision making
  • How breaking complex challenges into smaller tasks helped manage stress and improve team performance
  • The long-term impact of starting small with retirement savings and allowing compounding to work over decades
  • And more!

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About our guest:

Mark A. Pasquale retired as the vice president and general manager of Lockheed Martin Space. In this senior role, he drives day-to-day execution at the enterprise level, motivating positive impact in cost and performance at the company and for its customer missions.

Previously, Mark served as the vice president and general manager of Special Programs, where he was responsible for critical national security missions in the space division’s largest line of business. He managed a broad portfolio of complex development programs, operations and maintenance contracts plus a variety of research and development pursuits. Before leading a line of business, Mark was the vice president of engineering and technology, where he led 10,000 engineers spanning all products, from ground systems, sensors and missile defense to human spaceflight and deep-space missions.  

Mark drove affordability and performance in many executive positions earlier in his career at Lockheed Martin. He led the Supply Chain organization, responsible for over $5 billion worth of subcontracts and procurement, and he grew in program management experience as deputy to the Military Space vice president, leader of the Transformational Satellite program and head of MUOS, a military communications program. He also served as the executive over commercial and government programs within the Commercial Space line of business.

Mark’s career began in 1984 on the Milstar satellite program. He entered his first management role with the Assembly, Integration and Test (AI&T) team, where he helped establish the Commercial Space AI&T management organization and supported the A2100 satellite bus transition to Sunnyvale, California.  

Mark earned his bachelor’s degree in Mechanical Engineering from San Jose State University in 1984 and serves on the San Jose State Engineering Department Industry Advisory Board. He is a recipient of the prestigious Lockheed Martin NOVA award, the San Jose State University Department of Engineering Distinguished Alumni Award, and is a member of the Silicon Valley Engineering Council Hall of Fame.

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)

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)

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:

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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. 

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

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

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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