Building a Business, Planning an Exit, and Finding Freedom with Stan Vuckovich (Ep. 17)

REPLAY: Planning for Dementia Before It’s Too Late with Laura Wayman (Ep. 19)

When someone you love begins to change, how do you know if it’s normal aging or something more? And if dementia becomes part of your family’s story, how can you respond in ways that reduce fear instead of creating more stress? Some conversations stay relevant long after they’re first released.  In this replay episode, Kevin Swanson revisits his conversation with Laura Wayman, known as The Dementia Whisperer, to discuss why dementia is a collection of symptoms rather than a disease itself, how families can recognize early warning signs, why communication often breaks down, and how changing the way caregivers interact can create calmer, more compassionate experiences.  They also explore caregiver burnout, financial planning, and why preparing early is one of the greatest gifts families can give one another. Key takeaways: * How early behavior and processing changes can signal dementia symptoms before memory loss becomes obvious * Why caregivers often need to change how they communicate as brain processing abilities decline * How positive action statements can reduce anxiety and resistance during daily caregiving situations * Why caregivers need support to protect their own physical and emotional well-being throughout care * How financial planning and legal preparation can ease future family decisions during cognitive decline * And more! Resources: * “A Loving Approach To Dementia Care” by Laura Wayman [https://laurawayman.com/product/a-loving-approach-to-dementia-care] * Laura Wayman’s Caregiver Training & Education Programs [https://laurawayman.com/trainings] Connect with Potentia Wealth: * Potentia Wealth [https://potentiawealth.com/] * 408.288.7886 * ask@potentiawealth.com [ask@potentiawealth.com]  * LinkedIn: Potentia Wealth [https://www.linkedin.com/company/potentia-wealth/people/] * LinkedIn: Kevin Swanson [https://www.linkedin.com/in/kevincswanson/] Connect with Laura Wayman: * Website: Laura Wayman [https://laurawayman.com/] * help@laurawayman.com [help@laurawayman.com] * Instagram: @thedementiawhisperer [https://www.instagram.com/thedementiawhisperer/?hl=en] * Facebook: The Dementia Whisperer [https://www.facebook.com/TheDementiaWhisperer] * LinkedIn: Laura Wayman [https://www.linkedin.com/in/thedementiawhisperer/] 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.

Finding Meaning, Community, and Fulfillment with Dr. David Bruner (Ep. 18)

Many people spend years chasing achievement, only to discover they’re still searching for something deeper. What creates a meaningful life? How do community, purpose, spirituality, and everyday choices shape the way we experience fulfillment? In this episode, Kevin Swanson welcomes Dr. David Bruner, Life Coach and Former Spiritual Leader at the Center for Spiritual Living in San Jose, for a thoughtful conversation about finding meaning beyond achievement.  They explore how community can be more valuable than chasing the perfect relationship, why living in the present matters, how personal values influence daily decisions, and what it really means to live a satisfying life while balancing physical, emotional, mental, and spiritual well-being. Key Takeaways: * Finding genuine community can have a greater impact on well-being than pursuing the perfect relationship alone * Viewing spirituality as a shared presence invites a broader perspective on connection and personal growth * Defining fulfillment by daily satisfaction instead of external achievement changes how life is experienced * Living according to personal values often explains why certain choices naturally create more energy and purpose * Consistent daily practices across physical, emotional, mental, and spiritual life help build lasting fulfillment * And more! Connect with Potentia Wealth: * Potentia Wealth [https://potentiawealth.com/] * 408.288.7886 * ask@potentiawealth.com * LinkedIn: Potentia Wealth [https://www.linkedin.com/company/potentia-wealth/people/] * LinkedIn: Kevin Swanson [https://www.linkedin.com/in/kevincswanson/] Connect with Dr. David Bruner: * LinkedIn: Dr. David Bruner [https://www.linkedin.com/in/david-bruner-9a766735/] * Facebook: Dr. David Bruner [https://www.facebook.com/drdavidbruner/] * Instagram: @drdavidbruner [https://www.instagram.com/drdavidbruner/] * YouTube: @drdavidbruner [https://www.youtube.com/channel/UC7Ew-ROu09GClGlydDaXG1A/videos] About our guest: David Bruner is the former senior minister of the Center for Spiritual Living in San José, California. His irreverent humor and approachable, everyday style make him beloved by many. His passions include Spirit, people, animals, Harry Potter, and quirky favorites like People magazine, Taco Doritos, and colored Sharpies.  Once a supermarket checker in Southern California, David discovered early the joy of bringing happiness to others, even while wearing a polyester apron and clip-on tie. This led him to pursue ministry, where his humor and unorthodox approach to spirituality have made him a favorite. From tales of DMV forgiveness to trapeze class adventures, David always brings a unique perspective.  His current focus includes mastering Spanish verb conjugation and delivering top-notch coaching to his private clients. He lives in a beautiful flyover state with his spouse, Mauricio Lopez, his greatest role model.

Building a Business, Planning an Exit, and Finding Freedom with Stan Vuckovich (Ep. 17)

What does it take to build a business that lasts, then step away with purpose?  For many owners, the harder question isn’t how to grow, it’s how to know what comes next. In this episode, Kevin Swanson talks with Stan Vuckovich, Retired CEO at KBM-Hogue, about building a company through discipline, leadership, and long-term relationships. Stan shares how he grew through downturns, planned his exit, used surfing as a stress outlet, and found meaning in giving back after retirement. Stan discusses: * How an early furniture job helped shape a lifelong entrepreneurial mindset * Why leadership during downturns requires sacrifice, presence, and shared commitment * How Vistage helped him think beyond daily work and plan for life after ownership * Why surfing became a grounding outlet during stressful business seasons * How retirement shifted his focus toward freedom, family, community, and giving back * And more! Connect with Potentia Wealth: * Potentia Wealth [https://potentiawealth.com/] * 408.288.7886 * ask@potentiawealth.com * LinkedIn: Potentia Wealth [https://www.linkedin.com/company/potentia-wealth/people/] * LinkedIn: Kevin Swanson [https://www.linkedin.com/in/kevincswanson/] Connect with Stan Vuckovich: * LinkedIn: Stan Vuckovich [https://www.linkedin.com/in/stan-vuckovich-783951/] * Website: San José State University [https://www.sjsu.edu/] * Website: KBM Hogue [https://www.kbm-hogue.com/] About our guest: Stan spent his entire 41-year career at KBM Hogue, ultimately selling the office furniture company and retiring in 2023. During his career, Stan was able to leverage his sales and marketing focus to grow KBM from $8,000,000 in annual sales with 14 employees to $150,000,000 in sales out of 3 Northern California locations with a staff of 140 employees. At San José State, Stan was a member of Pi Kappa Alpha fraternity, including serving as President in 1985. The Pikes were the largest fraternity at SJSU during the 80’s with a large contingent of alumni living in the Bay Area. Stan was a member of the San José Downtown Association board for a decade, including a 2-year term as board president. Stan feels SJSU provided him with an opportunity to connect and grow and created a great springboard for his career. He looks forward to giving back to the university through his work on the Tower Foundation Board.

The Hard Conversations Around Aging Parents and Senior Care with Keri Landrum (Ep. 16)

Aging care decisions can feel urgent, emotional, and unclear, especially when safety and independence are both on the line. How do families know when home is still safe, when help is needed, and what care option fits best? In this episode, Kevin Swanson speaks with Keri Landrum, Owner and Assisted Living Placement Consultant at Next Steps for Seniors, about helping families make senior care decisions with clarity and compassion. Keri shares what often triggers the need for support, how she assesses care needs, and why each senior living option must match the person, not just the category. Keri discusses: * How one health event can shift a family’s care plan from assumed to urgent * Why meeting the person matters more than relying only on paperwork * Signs that in-home care may no longer cover daily safety needs * How families can protect independence while still addressing red flags * Why cost, care needs, and community fit all matter in senior living choices * And more! Connect with Potentia Wealth: * Potentia Wealth [https://potentiawealth.com/] * 408.288.7886 * ask@potentiawealth.com * LinkedIn: Potentia Wealth [https://www.linkedin.com/company/potentia-wealth/people/] * LinkedIn: Kevin Swanson [https://www.linkedin.com/in/kevincswanson/] Connect with Keri Landrum: * Website: Next Steps For Seniors [http://nextstepsforseniors.com/] * LinkedIn: Keri Landrum [https://www.linkedin.com/in/keri-landrum-66825222/] * keri@nextstepsforseniors.com [keri@nextstepsforseniors.com]  * Phone: 408.839.9882 * Fax: 408.268.5576 About our guest: Keri Landrum is the owner of Next Steps for Seniors LLC and holds a Master’s Degree in Gerontology. With over 30 years of experience advocating for seniors in Santa Clara County, she helps individuals and families understand care options outside the home, including assisted living, memory care, and board and care. Through personal assessments, community tours, admission support, and follow-up visits, Keri focuses on finding the right fit based on each person’s care needs, location, budget, social factors, and preferred level of activity. Her work is rooted in individualized attention, compassion, and helping families make thoughtful decisions during often emotional transitions.

Finding Financial Confidence Through Life’s Biggest Transitions with Shannon Corpuz (Ep. 15)

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: * Potentia Wealth [https://potentiawealth.com/] * 408.288.7886 * ask@potentiawealth.com * LinkedIn: Potentia Wealth [https://www.linkedin.com/company/potentia-wealth/people/] * LinkedIn: Kevin Swanson [https://www.linkedin.com/in/kevincswanson/] Connect with Shannon Corpuz: * LinkedIn: Shannon Corpuz [https://www.linkedin.com/in/sc-4847b08a/] 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.