About Three

In this episode of The About Podcast, Roy and Jeremy introduce a new format—About Three—three quick takes on financial topics people ask about all the time.They break down: 👉 What an ETF actually is and how it works 👉 When an annuity might make sense (and what to watch for) 👉 When it could be the right time to refinance your homeIf you’ve ever heard these terms but weren’t quite sure how they apply to you, this episode is a great place to start. It’s a simple way to dip your toe in before diving deeper into more complex financial conversations.As always, the goal is clarity—so you can make more confident decisions with your money.© 2021-2026 Credentialed Wealth Advisors, LLC. All rights reserved. Credentialed Wealth Advisors, LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, past performance is not indicative of future results. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here. | Privacy | Form CRS Hosted on Acast. See acast.com/privacy for more information.