Tag: Life Transitions
Planning Ahead for Senior Downsizing and Life Transitions with Mani Mortezaei (Ep. 22)

Planning Ahead for Senior Downsizing and Life Transitions with Mani Mortezaei (Ep. 22)

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Leaving a long-term home can bring financial, practical, and emotional decisions together all at once. 

Planning earlier can give seniors and their families more time to understand their options and make decisions without the pressure of a health crisis.

In this episode, Kevin Swanson speaks with Mani Mortezaei, Director of Sales & Marketing at Tailored Transitions, about senior downsizing, relocation, and preparing a home for sale. Mani explains the difference between planned and crisis moves, how families can sort decades of belongings, what transition support can include, and the warning signs that a move may be approaching. They also explore senior care costs, home preparation, and why considering housing options earlier can preserve more choices for families.

Mani discusses:

  • Why planning a senior move early can provide families more time, flexibility, and control over important decisions
  • How crisis moves can create added financial, logistical, and emotional pressure for seniors and their families
  • Ways move managers help families sort belongings, pack, relocate, unpack, and clear a long-term family home
  • Which warning signs, including mobility, isolation, home maintenance, and health concerns, may signal it’s time to move
  • How senior housing, home care costs, property decisions, and long-term care can influence later-life planning
  • And more!

Connect with Potentia Wealth:

Connect with Mani Mortezaei:

About our guest:

Mani Mortezaei is Director of Sales & Marketing at Tailored Transitions, a Bay Area company that helps seniors and their families through downsizing, relocation, and the sale of a longtime home. With nearly 14 years of experience in the field, Mani has helped families plan moves before they become urgent, sort and manage decades of belongings, coordinate moving logistics, and prepare homes for sale. His work focuses on making later-life transitions more manageable by helping clients understand their options, reduce logistical stress, and approach difficult housing decisions with more time and clarity.

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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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