Tag: Financial Wellness
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)

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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.

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Protecting Your Digital Wealth: Cybersecurity and Financial Wellness (Ep. 4)

Protecting Your Digital Wealth: Cybersecurity and Financial Wellness (Ep. 4)

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Cybersecurity isn’t just an IT concern; it’s a financial one.

In this episode of The Power of Wealthness, hosts Kevin Swanson and Todd Barney sit down with Divyash Patel, President of MX2 Technology, to uncover how scams, phishing, and data breaches can threaten both personal and business finances.

From fake “free” iPhone offers to cloned devices and phishing emails that look too real to question, Divyash explains how today’s cybercriminals operate and what simple steps can protect your money, your identity, and your peace of mind. The conversation covers everything from password managers and multi-factor authentication to recognizing suspicious links, using VPNs on public Wi-Fi, and safeguarding elderly parents and tech-savvy teens alike.

It’s a timely reminder that digital security is part of financial wellness. Protecting your assets means protecting your access.

What to expect:

  • How everyday scams from phishing emails to fake delivery texts trick even the savviest users, and how to spot them before it’s too late.
  • Why cybersecurity isn’t just about protecting data; it’s about protecting your financial future, identity, and legacy.
  • Practical steps to secure your digital life: password managers, multi-factor authentication, VPNs, and software updates.
  • Tips for protecting both ends of the spectrum from aging parents who struggle with tech to teens exposed to online gaming risks.
  • And more!

Connect with Potentia Wealth:

Connect with Divyash Patel:

About our Guest:

Divyash Patel is the President of MX2 Technology, a cybersecurity and managed IT solutions firm that helps businesses strengthen their digital infrastructure, safeguard sensitive data, and stay ahead of evolving threats in today’s connected world.

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