Tag: Wealth Planning
How Inflation, Tariffs, AI, And The Fed Shape Your Financial Decisions with Jack Manley (Ep. 20)

How Inflation, Tariffs, AI, And The Fed Shape Your Financial Decisions with Jack Manley (Ep. 20)

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If you’re wondering why inflation reports say prices are improving while your own expenses still feel higher, this conversation breaks down why those numbers can look different.

How should investors interpret economic headlines when the numbers they hear do not always match what they experience?

In this episode, Kevin Swanson welcomes Jack Manley, Executive Director and Global Market Strategist at J.P. Morgan Asset Management, to explore the forces shaping financial markets and investor decisions. They discuss the Federal Reserve’s approach to inflation and employment, why personal inflation can feel different from official measurements, how tariffs affect consumers and businesses, the economic impact of artificial intelligence investment, and why political events may create short-term volatility while having limited impact on long-term market performance.

Key points:

  • How the Federal Reserve evaluates inflation, employment data, and interest rate decisions when shaping monetary policy
  • Why your personal experience with rising costs may differ from national inflation measurements reported in the news
  • How tariffs can affect consumers, businesses, federal revenue, and domestic manufacturing decisions over time
  • Why artificial intelligence investment is driving economic activity while productivity benefits are still developing
  • How elections and political uncertainty may create market volatility without determining long-term investment results
  • And more!

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Connect with Jack Manley:

About our guest:

Jack Manley, Executive Director, is a Global Market Strategist at J.P. Morgan Asset Management. Jack is responsible for delivering timely market and economic commentary to institutional and retail clients across the United States and Canada. In addition, he is a contributor to the J.P. Morgan Long-Term Capital Market Assumptions and has authored numerous papers on global economies and capital markets.

Jack is also a frequent guest on BNN, Bloomberg, CNBC, and Fox Business, and is often quoted in the financial press. He graduated from the University of Chicago with a Bachelor’s degree in History.

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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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