Headlines compete for attention every day, each claiming urgency and importance. With so much noise, how do you focus on what actually impacts your financial future?

In this episode, Todd Barney and Kevin Swanson sit down with Bill Tucker, The Power of Wealthness Podcast Producer at ProudMouth, to address the confusion surrounding today’s biggest investment questions. They tackle interest rates and their broader impact, AI sector valuations, geopolitical uncertainty, and midterm election concerns. Bill brings his unique perspective from years of market coverage to help separate media sensationalism from investment reality, showing how to build portfolios that work regardless of daily headlines.

What to expect:

• How interest rates affect all asset classes beyond what Federal Reserve announcements suggest
• Bond portfolio strategies and when to use short-term versus long-term maturities for different goals
• AI investment approach balancing real transformation against stretched valuations and market hype
• Why geopolitical tensions follow historical patterns and how diversified portfolios handle uncertainty
• Midterm election volatility patterns and why political outcomes rarely derail long-term market performance
• And more!

Connect with Potentia Wealth:

• Potentia Wealth
• 408.288.7886
• ask@potentiawealth.com
• LinkedIn: Potentia Wealth
• LinkedIn: Kevin Swanson
• LinkedIn: Todd Barney, CEPA®, CIMA®, CPWA®, CFP®

Bitcoin started with a pizza purchase and somehow became one of the most debated assets in modern investing. Some people think it’s the future. Others think it’s pure speculation. Most investors just want a clear explanation.

Todd and Kevin sit down with Kathy Kriskey, Head of Alternatives at Invesco, to discuss what cryptocurrency is and how to think about it in a real-world portfolio. Kathy breaks down why Bitcoin was created, why it’s now viewed more like a store of value than a spending currency, and what people get wrong about mining, supply, and security.

From there, she explains the differences among Bitcoin, Ethereum, and Solana using a simple analogy that makes the space easier to understand. The episode also digs into stablecoins, tokenization, and why more institutions are starting to take crypto seriously, even if most investors should approach it carefully.

What to expect:

• Why Bitcoin’s origin story matters and how it became more “digital gold” than currency
• The clearest explanation of Bitcoin vs. Ethereum vs. Solana (and why they behave differently)
• What stablecoins and tokenization are and why they’re shaping the future of markets
• How to think about crypto in a portfolio: volatility, liquidity, custody, and sizing
• Why the best first step for most investors is simply getting off zero
• And more!

Resources:

• Podcast: Galaxy Brains

Connect with Potentia Wealth:

• Potentia Wealth
• 408.288.7886
• ask@potentiawealth.com
• LinkedIn: Potentia Wealth
• LinkedIn: Kevin Swanson
• LinkedIn: Todd Barney, CEPA®, CIMA®, CPWA®, CFP®

Connect with Kathy Kriskey:

• LinkedIn: Kathy Kriskey
• LinkedIn: Invesco
• invesco.com

About our guest:

Kathy Kriskey is the Head of Alternatives at Invesco, where she leads the firm’s work across the “three Cs”: commodities, crypto, and currency. She previously helped build commodities businesses at UBS, RBC, and CIBC, and brings a long-range, institutional perspective to how alternative assets are evaluated, implemented, and managed.

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!

Connect with Potentia Wealth:

• Potentia Wealth
• 408.288.7886
• ask@potentiawealth.com
• LinkedIn: Potentia Wealth
• LinkedIn: Kevin Swanson
• LinkedIn: Todd Barney, CEPA®, CIMA®, CPWA®, CFP®

Connect with Susan Caccia:

• LinkedIn: Susan C.
• Vantage Realty
• Instagram: @susancaccia
• Facebook: Susan Caccia
• (415) 608-6292
• susan@vantagesanfrancisco.com

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.