Tag: Podcast
Beyond the Headlines: The Real Story in Commercial Real Estate with Susan Caccia (Ep. 7)

Beyond the Headlines: The Real Story in Commercial Real Estate with Susan Caccia (Ep. 7)

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Commercial real estate headlines are loud right now, and most of them leave people confused. One channel says it is collapsing. Another calls it a once-in-a-generation opportunity. 

Todd and Kevin sit down with commercial real estate expert Susan Caccia, who brings fifteen years of hands-on experience working with multifamily, office, land, gas stations, and more.

Instead of reacting to fear or hype, Susan breaks down what is actually happening behind the curtain. She shares how depreciation, lending cycles, bonus depreciation rules, and property health all factor into smart decisions. Listeners will also hear how to think about liquidity, diversification, passive losses, and the difference between owning an asset and owning a financial product.

What to expect:

  • The real story behind office vacancies
  • What qualifies as commercial real estate
  • How bonus depreciation works in 2025
  • Why diversification and liquidity matter more than ever
  • And more!

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About Our Guest:

With an unwavering dedication to guiding clients through the intricate landscape of real estate investments, Susan leverages a dynamic skill set of data analysis, market acumen, and a client-centric ethos.

Prior to joining Vantage Commercial, Susan honed her expertise at The Trafton Group, where her commitment to realizing clients’ real estate ambitions garnered widespread acclaim. Her professional journey is marked by stints in private equity, where she consistently surpassed investors’ financial objectives in biotech and new media sectors.

Susan’s proficiency extends to the nuts and bolts of property enhancement, drawn from her hands-on involvement in remodeling and up-fitting projects. From her time serving on trade association boards to her immersion within construction trade companies, she possesses a deep-seated understanding of the intricacies that define property potential.

Her track record speaks volumes, characterized by a string of successful deals across multifamily, retail, industrial, and net lease properties. Susan’s adaptability to diverse markets underscores her mastery of the ever-evolving real estate terrain.

Outside her professional endeavors, Susan remains deeply committed to philanthropy and community enrichment, channeling her resources toward housing and educational initiatives. Her genuine drive for excellence, coupled with an unwavering dedication to client satisfaction, cements Susan Caccia’s status as a trusted advisor and stalwart advocate in the competitive realm of commercial real estate.

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Inside the Business of College Sports with Jeff Konya (Ep. 6)

Inside the Business of College Sports with Jeff Konya (Ep. 6)

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What really happens behind the scenes in college athletics? 

In this episode, Kevin Swanson and Todd Barney sit down with Jeff Konya, Director of Athletics at San José State University, for an inside look at how the world of college sports is transforming.

From name, image, and likeness (NIL) to revenue sharing and the realities of the transfer portal, Jeff shares how schools like San José State are helping student-athletes balance opportunity, education, and long-term success. He also reveals how the university’s Beyond Sparta program gives athletes real-world skills, from financial literacy to career readiness, that set them up for life after graduation.

What to expect:

  • Real stories of how scholarships change lives beyond the field
  • How NIL and revenue sharing are reshaping college athletics
  • The importance of financial literacy and career education for athletes
  • Why athletics drives school pride, alumni engagement, and community impact
  • And more!

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Connect with Jeff Konya:

About our guest:

Jeff Konya was named Director of Athletics at San José State in 2021 and began his leadership of the department on July 12, 2021. Konya is responsible for athletics department stewardship and is the 15th Athletics Director in department history.

Under his guidance, SJSU athletics has reached peak performance as football and men’s basketball made postseason appearances for the first time in the same year in athletics history, while men’s basketball advanced to the Mountain West tournament semifinals for the first time and won a program-best 21 games in 2022-23. The women’s golf team continues to be ranked inside the top 10 in the country, making consecutive appearances at the NCAA Championships and Lucia Lopez Ortega became the second straight Spartan to earn an NCAA runner-up finish at the national championships.

Konya hired Associate Head Coach Tina Estrada to take over the reigns of the women’s soccer program in 2022, and she became the first head coach to win the Mountain West regular season and tournament championship in their first year of leadership. He also hired new women’s basketball coach April Phillips that made history at the conference championship, becoming the first No. 10 seed to win a game at the tournament with a win over Air Force in the opening round.

Over the course of his first two years at San José State, Konya re-imagined the executive leadership team and organization of the department to provide a cutting-edge experience for the student-athletes. The Spartans enhanced their brand by signing strategic partnerships with NBC Sports Bay Area, increased their multimedia rights deal by significant dollars with Playfly Sports and became one of the first Mountain West institutions to provide Alston awards to student-athletes. SJSU produce a first-class Sammy Awards, recognizing nearly 500 student-athletes at the historic downtown San Jose California Theatre, televising the show on NBC Sports Bay Area.

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How Mortgage Strategy Can Shape Your Entire Financial Picture with Ryan Leeder (Ep. 5)

How Mortgage Strategy Can Shape Your Entire Financial Picture with Ryan Leeder (Ep. 5)

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When it comes to your financial plan, your home isn’t just a roof over your head; it’s one of your most influential investments.

In this episode of The Power of Wealthness, Kevin Swanson and Todd Barney sit down with Ryan Leeder of Kal Financial to explore how real estate financing impacts your long-term goals, cash flow, and emotional confidence.

From understanding loan types to preparing for future refinancing opportunities, this episode brings clarity to a complex, but deeply personal, piece of the wealthness puzzle.

What to expect:

  • Current trends in mortgage rates and refinancing outlooks
  • Smart ways to help the next generation with home buying
  • Lending strategies for RSUs, investment properties, and self-employed clients
  • The emotional and practical balance of buying “what you can” vs. “what you should”
  • And more!

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Connect with Ryan Leeder:

About our guest:

Ryan Leeder is a seasoned mortgage professional, getting his start by supporting one of the top mortgage advisors in the country. He has worked on 1000+ transactions over the past 8+ years, developing valuable skills and gaining a wealth of knowledge working on some of Silicon Valley’s most unique and difficult loans.

Ryan grew up in Wisconsin in a family of mortgage and real estate professionals and has always felt at home in the industry. He is proud to now call the Bay Area his home since 2006. Ryan has also worked as a professional caddie (he’s a golf enthusiast), catering to executives and honing his interpersonal skills.

The client experience and proper execution is truly Ryan’s priority when it comes to his business. Ryan enjoys spending time with his family, dogs, and of course playing golf. He graduated from San Jose University and has dedicated his time since graduation to becoming a leader in the mortgage industry.

Ryan really looks forward to helping you achieve your homeownership goals. Please feel free to reach out via Phone, Text Message, or Email to find out what options are available for you.

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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!

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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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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:

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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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What People Need To Know About Modern College Education with Dr. Vincent Del Casino Jr. (Ep. 2)

What People Need To Know About Modern College Education with Dr. Vincent Del Casino Jr. (Ep. 2)

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Is a college degree still worth it?

In this powerful episode of The Power of Wealthness, Kevin Swanson and Todd Barney sit down with Dr. Vincent Del Casino Jr., Provost of San José State University, to explore how education intersects with economics, equity, and opportunity.

From affordability and alumni impact to AI, interdisciplinary learning, and legacy planning, this conversation unpacks the real-world value of education and what families should consider when planning for it.

What to expect:

  • Why ROI isn’t just about salary, it’s about trajectory
  • How San José State drives economic impact and upward mobility
  • Planning tips for families funding future education
  • The evolving role of universities in the age of automation
  • And more!

Resources:

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Connect with Dr. Vincent Del Casino Jr.:

About Our Guest:

Dr. Vincent Del Casino is the Provost and Senior Vice President for Academic Affairs at San José State University. In his role, he oversees the colleges and academic mission of the campus. He provides leadership for undergraduate and graduate education.

Before taking up his post as Provost Dr. Del Casino, he was Interim Senior Vice Provost and Vice President for Academic Initiatives and Student Success at the University of Arizona. He has held the position of Vice Provost for Digital Learning and Student Engagement/Associate Vice President for Student Affairs and Enrollment Management (2014-2017) and Associate Dean in the College of Social and Behavioral Sciences (2011-2014) at the University of Arizona.

He also is a Professor in the Department of Urban and Regional Development with interests in social and cultural geography, health geography, geographic thought and history, sexuality studies, HIV/AIDS, and sexual and health politics in Southeast Asia and the United States.

He has collectively published five single-authored, co-authored, and edited books as well as over 30 articles and invited book chapters. He has held grants from the Metrans Transportation Center of the University of Southern California and the University-wide AIDS Research Foundation of the University of California and been part of collaborative research funded by the Substance Abuse and Mental Health Services administration (SAMSHA). He has held a Visiting Research Fellowship at The Australian National University and given numerous conference presentations and invited lectures at a number of national and international venues.

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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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