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
• 408.288.7886
• ask@potentiawealth.com
• LinkedIn: Potentia Wealth
• LinkedIn: Kevin Swanson

Connect with Keri Landrum:

• Website: Next Steps For Seniors
• LinkedIn: Keri Landrum
• 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.

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
• 408.288.7886
• ask@potentiawealth.com
• LinkedIn: Potentia Wealth
• LinkedIn: Kevin Swanson

Connect with Shannon Corpuz:

• LinkedIn: 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.

Progress doesn’t always present itself as forward motion at first glance. Often, the biggest breakthroughs come from patience, preparation, and perspective.

What does it really take to build something meaningful over decades, and how do you stay grounded while doing it?

In this episode, Kevin Swanson interviews Mark Pasquale, former Vice President of Engineering at Lockheed Martin, about his 40-year career in aerospace and defense. He shares lessons from leading high-stakes missions, including the Artemis program and secure communication systems. Mark also reflects on his leadership philosophy, the importance of resilience and hard work, and how early financial habits like consistent saving can shape long-term outcomes.

Key takeaways:

• Why circling the moon today is a critical step toward future Mars missions and long-term exploration goals
• How persistence and initiative helped him stand out and land a role at Lockheed Martin early in his career
• The leadership mindset of mission first, people always, and its impact on high-pressure decision making
• How breaking complex challenges into smaller tasks helped manage stress and improve team performance
• The long-term impact of starting small with retirement savings and allowing compounding to work over decades
• And more!

Connect with Potentia Wealth:

• Potentia Wealth
• 408.288.7886
• ask@potentiawealth.com
• LinkedIn: Potentia Wealth
• LinkedIn: Kevin Swanson

Connect with Mark Pasquale:

• LinkedIn: Mark Pasquale

About our guest:

Mark A. Pasquale retired as the vice president and general manager of Lockheed Martin Space. In this senior role, he drives day-to-day execution at the enterprise level, motivating positive impact in cost and performance at the company and for its customer missions.

Previously, Mark served as the vice president and general manager of Special Programs, where he was responsible for critical national security missions in the space division’s largest line of business. He managed a broad portfolio of complex development programs, operations and maintenance contracts plus a variety of research and development pursuits. Before leading a line of business, Mark was the vice president of engineering and technology, where he led 10,000 engineers spanning all products, from ground systems, sensors and missile defense to human spaceflight and deep-space missions.

Mark drove affordability and performance in many executive positions earlier in his career at Lockheed Martin. He led the Supply Chain organization, responsible for over $5 billion worth of subcontracts and procurement, and he grew in program management experience as deputy to the Military Space vice president, leader of the Transformational Satellite program and head of MUOS, a military communications program. He also served as the executive over commercial and government programs within the Commercial Space line of business.

Mark’s career began in 1984 on the Milstar satellite program. He entered his first management role with the Assembly, Integration and Test (AI&T) team, where he helped establish the Commercial Space AI&T management organization and supported the A2100 satellite bus transition to Sunnyvale, California.

Mark earned his bachelor’s degree in Mechanical Engineering from San Jose State University in 1984 and serves on the San Jose State Engineering Department Industry Advisory Board. He is a recipient of the prestigious Lockheed Martin NOVA award, the San Jose State University Department of Engineering Distinguished Alumni Award, and is a member of the Silicon Valley Engineering Council Hall of Fame.