The About Podcast

What’s the real value of working with a financial advisor in a world filled with apps, automation, and AI?In this episode, Roy and Jeremy dive into a question more people are asking than ever: Do you actually need a human financial advisor anymore? The answer isn’t just about performance or cost, it’s about something much deeper.👉 Relationships.While technology can bring efficiency, speed, and convenience, it can’t replace the human side of financial planning—understanding your priorities, helping you navigate emotional decisions, and guiding you through life’s biggest financial moments.In this conversation, we explore:Why AI and robo-advisors can’t fully replace human advisorsWhere technology does add value (and where it falls short)The difference between an “investment person” and a true financial plannerHow emotions—not just strategy—impact financial decisionsReal-life examples of how planning uncovers hidden risks and opportunitiesWhy clarity around your goals and priorities matters more than everAt the end of the day, financial planning isn’t just about numbers—it’s about people, trust, and having someone in your corner who understands the full picture of your life.🎧 Whether you’re working with an advisor, considering one, or trying to go it alone, this episode will help you think more clearly about what actually matters.📌 Listen now and subscribe for more conversations that simplify your financial life.© 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.

In this episode of The About Podcast, Roy Hucke and Jeremy Scott are joined by critical care nurse Jeannine Sucitu for a powerful and deeply human conversation about the realities of end-of-life care, and why these decisions matter long before they’re needed.Drawing from nearly two decades in ICU and neurocritical care, Jeannine shares what families actually face in high-stakes medical situations. From ventilators and resuscitation decisions to the emotional weight placed on loved ones, this episode pulls back the curtain on what “doing everything” really means.Together, they explore:The difference between DNR (Do Not Resuscitate) and DNI (Do Not Intubate)Why CPR and life-saving measures aren’t what TV makes them seemThe critical role of a medical power of attorneyHow a living will can guide (or confuse) decision-makingWhat happens when no one knows your wishesThe emotional and ethical challenges families face in real timeWhy having these conversations now can prevent pain laterThis isn’t just a medical discussion, it’s a financial, emotional, and relational one. Because planning for the future isn’t only about money… it’s about dignity, clarity, and the people you love.If you’ve ever said “I want everything done,” this episode will help you understand what that truly means—and why it’s worth thinking through today.🎧 Listen in and start the conversation that most people avoid—but everyone needs.© 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.

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.

Planning for retirement often focuses on saving, investing, and building wealth. But what about the end of retirement?In this episode of The About Podcast, hosts Jeremy Scott and Roy Hucke continue their conversation on a topic many people avoid but everyone should prepare for: end-of-retirement planning. This is Part 2 of the discussion, shifting the focus to the financial and legal decisions that can make life easier for you and your loved ones when the unexpected happens.Roy shares practical insights from working with clients and walks through the key things people should consider before they lose the ability to make decisions for themselves and after they pass away. From powers of attorney and long-term care planning to wills, probate, and beneficiary designations, this episode highlights why planning ahead is one of the greatest gifts you can give your family.If you’ve ever wondered how to prepare financially and legally for the later stages of life, this episode provides a thoughtful starting point.In this episode, we discuss:Why end-of-retirement planning mattersPreparing for incapacity and long-term care decisionsThe importance of medical and financial power of attorneyHow estate planning works after deathWills vs. beneficiary designations vs. probateWhy documenting your wishes can ease the burden on loved onesThese conversations may be uncomfortable, but thoughtful planning can help ensure your wishes are honored and your family is supported when it matters most.If you found this episode helpful, make sure to subscribe for more conversations about financial wellness, retirement planning, and living with clarity and purpose.© 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.

Choosing a financial advisor is more than picking someone to manage investments. It’s choosing a long-term relationship that will impact your goals, retirement, family, and future.In this episode of The About Podcast, hosts Roy Hucke and Jeremy Scott walk through the most important questions you should ask before hiring a financial planner.If you’ve never worked with an advisor before, or you’re considering switching, this conversation will help you understand what really matters.You’ll learn:Why asking why they became an advisor mattersWhat credentials like CFP®, CFA, or CEPA actually meanThe difference between fiduciary and best interest standardsHow advisors are compensated (fee-only vs. commission)What it means to be SEC-registered or part of a broker-dealerHow team-based advisory firms workWhat specialties to look for based on your situationRoy also shares his own journey from high school math teacher to Certified Financial Planner™, and why he focuses on planning, education, business owners, and clients navigating major life transitions.Whether you're financially experienced or just getting started, this episode will help you ask better questions — so you can make confident decisions about who guides your financial future.🎙️ Have a question you'd like covered on a future episode? Let us know in the comments.© 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.

What should you focus on first: saving for retirement, building an emergency fund, paying off debt, funding your kids’ college, or finally booking that trip you’ve been dreaming about?In this episode, Roy and Jeremy unpack one of the most common (and overwhelming) questions in personal finance: How do I decide what to do first?From emergency funds and estate planning to life insurance, retirement, career changes, and even marriage dynamics, they explore how financial priorities are deeply connected to life priorities. Because before you can decide where you’re going, you have to understand where you are.Roy shares real client stories, including beneficiary mistakes, long-term care conversations, and the emotional weight behind financial decisions, to show why clarity creates confidence. Together, they discuss:Why an emergency fund is foundationalHow to align financial decisions with your life goalsWhy retirement means something different for everyoneHow financial planning creates freedom, not restrictionThe importance of preparing for worst-case scenarios while living fully todayFinancial planning isn’t about spreadsheets, it’s about peace of mind, clarity, and confidence in the choices you’re making.If you’ve ever felt unsure about what step to take next, this conversation will help you think differently about your priorities, and give you a practical framework for moving forward.🎙 Listen now and take the next step toward financial clarity.© 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.

In this episode of The About Podcast, Roy and Jeremy break down one of the most important—and most misunderstood—parts of financial health: the emergency fund.They explore why relying on credit cards during a crisis can keep you stuck, how much you actually need set aside, and how an emergency fund gives you more than security—it gives you freedom, dignity, and better choices when life throws a curveball.From real-life examples to practical rules of thumb, this conversation will help you understand:• What an emergency fund really is (and what it isn’t)• How much you should aim to save based on your situation• Where to keep your emergency money• Why this is the foundation of every solid financial planIf you’ve ever wondered how to protect yourself from life’s “what ifs,” this episode is a must-listen.🎧 Subscribe for more conversations about money, meaning, and making wise financial decisions.© 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.

In this episode of The About Podcast, Jeremy and Roy sit down with banking expert Adna Romero to demystify the world of banking—from everyday checking accounts to commercial lending and everything in between.With a career that spans personal banking, branch management, and commercial lending, Adna brings a rare, behind-the-scenes perspective on how banks actually work. Together, they explore what a “banker” really does, how banks make money, how to choose the right bank for your lifestyle or business, and what most people don’t realize about FDIC coverage, technology, and financial access.If you’ve ever wondered whether you’re using the right bank, why people end up with multiple accounts, or how banking fits into your overall financial health, this conversation will give you clarity.🎧 Topics covered:• What a banker actually does• How banks differ (big vs. local vs. credit unions)• Choosing the right bank for your needs• FDIC insurance explained• How technology has reshaped banking• Personal vs. business banking• Common mistakes people makeSubscribe for more real conversations about money, careers, and financial well-being.© 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.

In this episode of The About Podcast, Roy and Jeremy are joined by estate planning attorney Skyler Budman for a fascinating and eye-opening conversation on celebrity estate planning mistakes, and what everyday families can learn from them.Using real-world examples from pop culture, we break down how even massive wealth, elite advisors, and good intentions can still lead to costly oversights, public court battles, and unnecessary taxes. From outdated documents to no planning at all, these stories show why estate planning isn’t just about money—it’s about clarity, protection, and peace of mind.We discuss lessons from the estates of Kobe Bryant, Prince, and Aretha Franklin, highlighting how missed updates, handwritten wills, and dying without a plan can create chaos for loved ones left behind.Whether you already have an estate plan or have been putting it off, this episode offers practical insights on:Why estate plans must be reviewed after major life eventsWhat happens when someone dies without a willHow probate becomes public—and expensiveWhy “good enough” planning often isn’t enoughThis is an educational conversation with real-life consequences, and a reminder that proactive planning today can spare your family difficult decisions tomorrow.🎧 Listen now and learn why estate planning is about more than assets—it’s about intention.© 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.

Talking about money isn’t always easy—but it is essential. In this episode of The About Podcast, Jeremy Scott and Roy Hucke break down why finances are one of the top sources of conflict for couples and families, and how open communication can completely change the game.Whether you're newly engaged, newly married, blending families, or simply trying to get on the same page with someone you love, this conversation digs into:Why money is such an emotional topicHow your childhood shapes your financial mindsetThe importance of knowing your financial valuesHow to have honest conversations without judgmentWhen and how to get “financially transparent” (yes—financially naked!)Why shared goals matter more than identical habitsHow couples can align around budgets, priorities, and long-term plansYou’ll also hear real stories from Jeremy’s premarital counseling sessions and Roy’s work with engaged couples who are just starting their financial journey together. From managing debt to merging budgets to figuring out who handles the bills, this episode is packed with practical insight and plenty of laughs along the way.If you want fewer fights and more clarity around money in your home, this one’s for you.👍 Like, subscribe, and share if this episode helps you start a healthier money conversation.© 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.

In this episode of The About Podcast, hosts Jeremy Scott and Roy Hucke, CFP®, break down one of the most misunderstood titles in the financial world: What exactly is a financial advisor?From licensing and designations to fiduciary responsibility and holistic planning, Roy pulls back the curtain on what separates a true planner from someone who simply sells financial products. Jeremy brings the client perspective—asking the questions most people don’t know to ask when choosing an advisor.In this episode you’ll learn:Why the term “financial advisor” is often a broad, misleading umbrellaThe real difference between someone who sells products vs. someone who creates a planWhat it takes to become a CERTIFIED FINANCIAL PLANNER™ (CFP®)Why fiduciary duty matters—and how it impacts your financial wellbeingReal-life examples of how planning saves money, reduces taxes, and guides better decisionsHow to know what type of advisor is right for youWhether you're looking for help with investments, preparing for major life events, or trying to understand the alphabet soup of financial titles, this conversation brings clarity to a confusing industry.👉 New to financial planning? This is the perfect episode to start with. 👉 Already working with an advisor? Learn what to look for—and what questions to ask.© 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.

In this episode of The About Podcast, Roy Hucke and Jeremy Scott sit down with Nicole Conner, Internal Charitable Consultant at Raymond James Charitable, to unpack one of the most powerful yet often misunderstood tools for giving: the Donor Advised Fund (DAF).💡 What you’ll learn:What a donor advised fund is — and why it’s becoming the preferred giving vehicle for many families.How DAFs simplify charitable giving while maximizing tax efficiency.The difference between a donor advised fund and a private foundation.How you can use DAFs to create a lasting charitable legacy.Real-world examples of how clients use DAFs to manage one-time gifts or ongoing giving plans.Nicole shares insights from her years of experience advising financial professionals and clients on effective charitable strategies — making this a must-listen for anyone interested in philanthropy, financial planning, or building impact into their legacy.🎙️ Featuring:Roy Hucke, Credentialed Wealth Advisors and The About Podcast Co-HostJeremy Scott, Pastor and The About Podcast Co-hostGuest: Nicole Conner, Raymond James Charitable📍Listen now to learn how to make giving simpler, smarter, and more meaningful.👉 Subscribe to The About Podcast for more conversations about financial health, planning, and living with purpose.© 2021-2024 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 See less© 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.

In this episode of The About Podcast, hosts Jeremy Scott and Roy Hucke dive into the rapidly changing world of artificial intelligence and how it’s showing up in everyday life, business, and even ministry.From automating meeting notes and improving client communication to transforming research, writing, and productivity, Jeremy and Roy share real-world ways they’re using AI in their own work, and how it’s reshaping industries like financial advising, education, and nonprofits.They also tackle the big questions: 💡 How do you balance innovation with security and compliance? 💬 What’s the right way to use AI ethically? 🧭 And what does it all mean for the human side of our work?It’s an honest, practical, and sometimes funny conversation about what AI can (and can’t) do, and how to make it work for you, not replace you.🎧 Listen now.© 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.

Thinking about remodeling your home? Before you sign that contract or hand over a deposit, listen to this episode. Hosts Jeremy Scott and Roy Hucke sit down with Mike Bailey, owner of C2RS Contractors, to uncover the biggest red flags, common scams, and smart steps homeowners should take to protect their investment.From vetting your contractor to understanding lien waivers, licenses, and payment schedules, Mike shares insider tips from 26 years in the remodeling industry — plus real stories that could save you thousands.🎧 In this episode:What every homeowner should check before hiring a contractorHow to avoid remodeling scams and storm-chaser contractorsWhy lien waivers and written contracts matterHow much to pay upfront (and when!)The difference between contractors, subcontractors, and handymenWhat warranties should look like after your project is doneIf you’re planning a home project — big or small — this episode could keep you from making costly mistakes.© 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.

In this episode, Jeremy Scott and Roy Hucke sit down with returning guest Leasa Magnuson of NoCo CPAs to unpack the much-talked-about “Big Beautiful Bill.”Taxes aren’t always the easiest topic, but this bill could reshape the landscape in a big way. Leasa walks us through what’s inside, why it matters, and how individuals and business owners alike can prepare for the changes it brings.📌 In this conversation, you’ll discover:What the Big Beautiful Bill actually is—and what makes it “beautiful” (or not!)Key tax provisions and how they could affect everyday AmericansPractical steps you can take now to get ahead of the new rulesWhat small business owners and investors should watch closelyWhether you’re filing as an individual, running a company, or just trying to make sense of the headlines, this episode will give you the clarity you need.🔔 Subscribe to The About Podcast for more straight-talk conversations on finance, wealth, and planning for what’s next.💬 What are your thoughts on the Big Beautiful Bill? Drop them in the comments below—we’d love to hear!© 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.

Welcome to Our New Studio! 🎙️This week, Roy and Jeremy take you behind the scenes for a very special episode—recorded in the brand-new The About Podcast studio in downtown Johnstown, Colorado!We share the story of how The About Podcast began back in 2020, what inspired us to start, and the lessons we’ve learned along the way. From recording sermons with moving blankets during COVID to building a professional studio with custom local craftsmanship, this episode is all about the “why” and “how” behind the podcast.👉 What you’ll hear in this episode: • The origin story of The About Podcast • How COVID shaped our approach to digital communication • What equipment we use (and how it’s evolved) • The real costs and considerations of podcasting • Why starting—imperfectly—is the most important stepWhether you’re a loyal listener, a new follower, or someone thinking about launching your own podcast, you’ll find inspiration and practical insights in this candid conversation.If you enjoyed this episode, don’t forget to like, subscribe, and hit the bell so you never miss a new conversation!🔗 Visit our podcast website: https://theaboutpodcast.com☎️ 970-400-0117📩 [email protected] Us on Social:📸 [IG] @the_about_podcast X [Twitter] @theaboutpodcast▶️ [LN] @the-about-podcast___________________________________________________🔗 Learn more about Credentialed Wealth Advisers: https://credentialedwealth.com© 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.

Thinking about selling an investment property? Before you do, learn how a 1031 exchange could help you defer taxes, reinvest your full equity, and grow your wealth over time.In this episode, The About Podcast sits down with Erin Crowley, Vice President and Division Manager at Asset Preservation, Inc., to break down:✅ What a 1031 exchange is and how it works✅ The rules, timelines, and requirements you must follow✅ Common myths and misconceptions✅ How investors—from small property owners to large commercial landlords—use 1031 exchanges to build generational wealth✅ Creative strategies, including converting properties into primary residences and diversifying portfoliosWhether you own a rental home, farmland, or commercial property, this conversation will help you understand how to make your money work harder—without giving more than your fair share to the IRS.📌 Resources & Links:Visit the Asset Preservation, Inmc. website - https://apiexchange.com/Find Erin Crowley on LinkedIn - https://www.linkedin.com/in/erincrowleyapi/Give Erin and Asset Preservation, Inc. a call - (800) 282-1031________________________________________________________📌 The About Podcast is part of Credentialed Wealth Advisors, where stewardship meets financial education.👉 Don’t forget to subscribe, hit the like button, and share this episode with someone who’s thinking about selling an investment property!🔗 Learn more about Credentialed Wealth Advisors: https://credentialedwealth.com© 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.

In this episode of The About Podcast, Roy and Jeremy sit down—just the two of them—for a heartfelt and insightful conversation on charitable giving. They explore what it really means to give, the emotional and spiritual motivations behind it, and the practical impact it has on both donors and recipients.From churches and food banks to creative nonprofits and community cafes, they cover:What qualifies as charitable givingHow to give intentionally (and wisely!)The tax implications and common misconceptionsWhy millennials want to give but often don’t know howTips for evaluating nonprofits and making your gifts countWhether you’re looking to start giving, give more meaningfully, or just understand how giving fits into your financial life—this episode is for you.👉 Listen now and discover why giving might just be the most impactful financial decision you make.Don’t forget to like, comment, and subscribe for more episodes on all things financial health.🎧 Available wherever you get your podcasts📌 For more episodes: https://theaboutpodcast.com/📲 Follow us on social @TheAboutPodcast© 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.

Buying a Car? Watch This First!In this episode of The About Podcast, Jeremy and Roy sit down with seasoned car expert Bryan Slaymaker to uncover everything you need to know before buying your next car. From choosing a trustworthy dealership to understanding financing options, warranties, and how not to get upsold—this conversation is packed with insider tips.Bryan brings over 35 years of experience in the auto industry and shares candid advice on navigating both new and used car markets, avoiding common pitfalls, and making financially sound decisions. Whether you’re a first-time buyer or looking to upgrade, this episode will help you buy with confidence.🎙️ Topics Covered:How to know if you're getting a fair dealThe truth about dealership financingWhat to look for in a used carWhy extended warranties matterHow car buying has changed since COVIDBudgeting tips to stay financially safe👉 Like, subscribe, and share if this helped you!🎧 Available wherever you get your podcasts📌 For more episodes: https://theaboutpodcast.com/📲 Follow us on social @TheAboutPodcast© 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.

In this episode of The About Podcast, hosts Jeremy and Roy sit down with Avery George, founder of Netirio Managed IT Services, to tackle one of the most important—and often ignored—topics in modern business: cybersecurity. From phishing scams to fake banking emails, Avery breaks down real-world threats and what small business owners must do to protect their teams and data. He also shares his entrepreneurial journey from copier sales to running a cutting-edge cybersecurity firm.💡 You’ll learn:Why most data breaches start with email—and what to look forThe top 3 layers of cybersecurity every business needsHow backup systems can save your companyWhy onboarding/offboarding procedures are now critical in ITWhether you’re a nonprofit, a startup, or a growing enterprise, this episode will open your eyes to hidden risks—and the affordable solutions that can keep you protected.🎧 Tune in now and get the tools to secure your digital doors. What to connect to Netirio, call 303-284-3566.© 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.

Thinking about offering retirement benefits to your team—or yourself? In this episode, Jeremy and Roy sit down with Eileen Shaw of Creative Retirement Plan Consulting to demystify retirement plans for business owners. They explore what a TPA (third-party administrator) really does, how small businesses can stay compliant, and why the Colorado SecureSavings mandate may not be your best option.💡 Whether you're a solopreneur, hiring your first employee, or scaling your team, this episode gives you real insight into how to build retirement benefits that retain talent, reduce taxes, and actually work for you.👥 Guest: Eileen Shaw – Co-Founder, Creative Retirement Plan Consulting📍 Topics Covered:- What “ARISA” means and why it matters- How to design a 401(k) plan that meets your business goals- Colorado’s mandatory retirement plan rules- Matching, profit-sharing, and owner savings strategies- Common mistakes that could cost business owners big🔗 Want to learn more? Connect with Eileen for help getting started.© 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.

In this insightful episode, host Roy Hucke sits down with Ben Sherlock, the newest member of the Credentialed Wealth Advisors team. Ben shares his journey from floating teller to seasoned financial advisor and professional coach. Along the way, he opens up about the lessons learned from his front-row seat to one of the biggest savings and loan failures in the U.S. and his coaching philosophy.Tune in as Ben discusses how his diverse background uniquely positions him to support clients, and how his personal financial evolution mirrors his commitment to integrity, growth, and lasting client relationships.🔍 Key Takeaways:Ben’s journey from baseball to banking, coaching, and financial advisingInsights into the coaching mindset and how it enhances financial advisingThe importance of contingency planning for clients and firms alike💬 Whether you're a financial professional or simply curious about Ben’s inspiring story, this episode is a lessons in resilience, adaptability, and client care.📅 Listen now and join the conversation!---------------------------------------------------------------------------------------------© 2021-2024 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.© 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.

In this episode of The About Podcast, we're joined by special guest Brenda Dones, the elected Weld County Assessor, to demystify the complex world of property taxes in Colorado. From how assessors determine your home’s value to the role taxes play in funding schools, fire departments, and local government—this conversation is full of surprising insights (and yes, a few laughs too).🏠 Learn how assessors use data, statistics, and even AI to ensure fair valuation💰 Understand what really drives your property tax bill—and how metro districts, HOAs, and mill levies affect what you pay📚 Get the inside scoop on how your tax dollars are distributed—and why your local ballot matters more than you thinkWhether you're a homeowner, taxpayer, or just curious about how local government works, this episode is packed with info you didn’t know you needed.🎧 Hit play and get the facts on property tax!---------------------------------------------------------------------------------------------© 2021-2024 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.© 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.

In this episode of the About Podcast, Jeremy Scott and Roy Hucke sit down with commercial lender Casey Madigan from Bank of Colorado to break down everything you need to know about commercial lending. Whether you're a seasoned business owner or dreaming about launching your first venture, this episode offers practical insight into how business loans really work.🏦 Learn the differences between residential and commercial lending💼 Discover what banks look for in loan applications📈 Understand how credit, cash flow, and collateral impact your approval📊 Get real-world tips for navigating SBA loans, business expansion, and cash flow crunchesFrom how your business income is evaluated to why banks prefer certain loan structures—and even a surprising story about pawning an excavator to meet payroll—this episode is packed with valuable advice for entrepreneurs, investors, and anyone curious about the lending process.🎧 Tune in now and get the inside scoop on what it really takes to secure financing in today’s business world.---------------------------------------------------------------------------------------------© 2021-2024 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.© 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.

🎙 The End of Retirement Planning — A Conversation We All Need to HaveWe plan for retirement... but what about after that?In this deeply important and honest episode of The About Podcast, Jeremy and Roy sit down with funeral director and founder of Young's Funeral Services, Chad Young to explore what it really means to plan for the inevitable. From practical steps like securing death certificates and coordinating services, to the emotional and relational challenges of end-of-life discussions—this episode offers clarity, compassion, and some surprising insights.Topics include:Why “the end of retirement planning” is an actual stage of financial planningWhat happens immediately after a loved one passes awayHow to choose a funeral home and what to expect in the processThe vital role of hospice and pre-planningThe financial realities of funerals (vs. weddings!)Social Security, death certificates, and the paperwork behind the scenes👉 Whether you’ve faced loss recently, are helping aging parents, or just want to be more prepared—this conversation is for you.🔗 Listen now and share with someone who needs to hear this.© 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.

In this episode of the About Podcast, hosts Jeremy Scott and Roy Hucke welcome real estate expert Christina Koder, Realtor at RE/MAX Alliance, to discuss one of the biggest financial decisions most people make: buying or selling a home. Whether you’re a first-time buyer, a seasoned homeowner, or somewhere in between, this episode is packed with practical tips and common real estate mistakes to avoid.🎯 What we cover:- Why pre-approval is a must before house hunting- The true cost of buying a home (closing costs, insurance, and taxes)- Real-world horror stories: what happens when you skip the inspection- The dangers of letting emotions drive your purchase- Tips on budgeting so you don’t become “mortgage-poor”- How insurance, taxes, and market shifts can impact your monthly payment- And more insights from over 20 years of real estate experience!🎙️ Whether you're buying, selling, or just curious, this episode offers real talk, personal stories, and expert advice that could save you thousands.Contact our guest, Christina Koder, at (970) 405-8385 or https://ckoder.remax.com/👉 Don’t forget to like and share with someone who's thinking about entering the real estate market!📌 Subscribe to the About Podcast for more conversations around personal finance, planning, and building a life that works.© 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.

In this episode of The About Podcast, hosts Jeremy Scott and Roy Hucke are joined by Medicaid expert Jennifer Hansen of Helping Hands Consulting to break down the complexities of long-term care Medicaid. From eligibility requirements to navigating the application process, Jennifer shares critical insights that can help families make informed decisions about Medicaid benefits.We discuss:✅ The difference between Medicaid and Medicare✅ Common challenges in applying for Medicaid✅ The financial realities of long-term care✅ How Medicaid policies vary from state to state✅ What to expect when transitioning to Medicaid coverageIf you or a loved one is facing long-term care decisions, this episode is packed with valuable guidance! You can also reach out to Jennifer and her team at (303) 717-6082 or visit them online at https://www.helpwithltcmedicaid.com/.Like, subscribe, and drop your questions in the comments!© 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.

In this episode we’re diving into your most pressing financial questions with expert insights from Roy Hucke, CFP and our co-host.💡 What’s in This Episode?✅ Debt Payoff vs. Investing – Should you tackle high-interest debt first or start investing? Learn about the "debt snowball" method and smart savings strategies.✅ Starting Your Investment Journey – Understand different account types (401k, Roth IRA, taxable accounts) and how to align them with your financial goals.✅ Insurance Essentials – What do you really need for home and auto insurance? Plus, tips on managing premiums and deductibles wisely.✅ Credit Scores & Misconceptions – How credit scores work, why paying on time matters, and whether debt-free living impacts your score.✅ Money & Relationships – Financial red flags, transparency in relationships, and why premarital financial counseling can be a game-changer.📌 Take Action Today!🔹 Build an emergency fund before tackling large debts.🔹 Review your home and auto insurance policies to ensure they match your budget and risk tolerance.🔹 If you're in a relationship, have honest financial discussions to align future goals.🎧 Listen now and take control of your financial future! Don't forget to like, subscribe, and share this episode with anyone who needs financial clarity! © 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.

In this episode of the About Podcast, hosts Jeremy Scott and Roy Hucke are joined by Leasa Magnuson, a seasoned CPA with over 20 years of experience in taxes and financial planning. Together, we dive into the complexities of tax preparation, the importance of staying compliant, and the growing challenges in the world of financial professionals.Highlights:What makes a CPA different from other tax preparersHow gig work, rental properties, and multi-state income complicate taxesTurboTax glitches and why professional expertise can save you moneyThe future of the CPA industry and why fewer professionals are entering the fieldWhether you're a business owner, a side hustler, or just looking to maximize your tax savings, this episode is packed with valuable insights to help you navigate the ever-changing tax landscape.💡 Don’t miss the practical tips and real-life examples shared by Leasa, including how to avoid common pitfalls and when it’s time to hire a CPA.🔔 Subscribe for more financial planning tips, strategies, and expert interviews!© 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.

In this episode, hosts Jeremy Scott and Roy Hucke dive into the basics of investing with special guest Julian Heron, a principal at Credential Wealth Advisors. Whether you're just starting out or looking to deepen your financial knowledge, this episode is packed with valuable insights into financial planning, investing strategies, and understanding your financial options.🔑 Key Topics Discussed:~ The journey of becoming a financial advisor and earning key credentials.~ Simplifying the world of investing, from ETFs to mutual funds.~ Understanding interest rates, inflation, and the power of compound interest.~ Practical tips for managing debt and leveraging savings.Julian and Roy share actionable advice for balancing long-term goals with short-term flexibility and offer insights to help you feel more empowered in your financial journey.📌 Subscribe for More Financial Insights:Don’t forget to like, share, and subscribe for more tips on how to take control of your financial future!© 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.

Estate Planning Essentials: Protect Your LegacyIn this episode of The About Podcast, hosts Jeremy Scott and Roy Hucke dive into the crucial topic of estate planning with special guest Brian Budman, an experienced estate attorney.💡 What You'll Learn:✅ The importance of estate planning for financial security✅ How to avoid costly estate taxes and probate issues✅ Why beneficiary designations can override your will✅ How to protect your family’s wealth and ensure a smooth transfer of assets✅ Upcoming 2025 tax law changes that could impact your estateWhether you're just starting out or looking to update your estate plan, this episode is packed with valuable insights to help you make informed decisions and protect your loved ones.🔔 Don’t forget to like, comment, and subscribe for more personal finance insights!© 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.

In this episode of The About Podcast, hosts Jeremy Scott and Roy Hucke welcome special guest Julian Heron. They discuss the founding of Credentialed Wealth Advisors, a financial planning firm started by Julian and Roy in March 2021. The conversation explores their professional backgrounds, how they first met—surprisingly, in Romania despite both being based in Colorado—and their journey in building a successful financial advisory firm. Tune in for insights on financial planning, business partnerships, and personal growth in the industry.🔔 Don’t forget to like, subscribe, and hit the bell for more great discussions! © 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.

In this episode, we tackle an often misunderstood but essential topic: long-term care. Whether it’s helping someone recover from an accident, assisting with daily activities, or preparing for future needs, long-term care is about so much more than just nursing homes.📌 What You'll Learn:What "long-term care" really means and who it’s forCommon myths, like "it’s just for the elderly" or "Medicare will cover it all"Different care options, including in-home care, assisted living, and skilled nursingThe financial impact of long-term care and how to plan aheadReal-life stories and expert insightsThis episode is packed with practical advice, engaging discussions, and thoughtful tips for navigating long-term care planning. Whether you're planning for yourself or helping a loved one, this is a must-listen!📺 Listen now and share with someone who needs this info!© 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.

In this episode, Jeremy Scott and Roy explore the challenges and opportunities around aging with dignity. Joining the conversation is special guest Brandy Randolph, an Elder Care Consultant and Placement Specialist from Senior Care Authority, who shares invaluable insights into senior care planning and placement.In this episode, we cover:The importance of making informed choices before the need arises.How elder care consulting can help families navigate the complexities of senior care, from long-term care to assisted living and memory care.Real-life stories about helping families find the right care options for their loved ones.The role of financial planning and long-term care insurance in reducing stress for families.The growing need for advocacy and resources as the baby boomer generation enters retirement.Brandy emphasizes the critical role of preparation, explaining how early planning can make a world of difference for seniors and their families. Whether you're seeking advice on senior placement, elder care consulting, or looking to prevent common challenges associated with aging, this episode has something for you! Key Takeaway: Aging with dignity starts with informed decisions, timely planning, and expert guidance.🎧 Tune in now to learn how you can help your loved ones or plan for your own future with care and respect.© 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.

Join us as we dive into thought-provoking discussions and share valuable insights about navigating the unexpected challenges of life and business. 🌟Stay tuned for an engaging conversation filled with practical tips, personal stories, and unique perspectives. Whether you're a long-time listener or new to The About Podcast, there's something here for everyone!👍 Don’t forget to like, comment, and subscribe!© 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.

What does it mean to truly invest in memories? In this episode, we sit down with Sandy McMillan, founder of Andagio Destinations, published author, and world traveler, to uncover the magic of creating unforgettable experiences. 🌍✨Sandy shares her inspiring journey from corporate life to becoming a travel expert, tips for planning meaningful trips on any budget, and why travel is about more than just the destination—it’s about the memories you make along the way. ✈️💡Topics we cover:🗺️ How to plan trips that align with your budget and dreams.❤️ Why memories are the ultimate investment for you and your family.🎒 Tips for maximizing your travel experiences without overspending.📖 The story behind Sandy’s book, Extraordinary Travels of an Ordinary Couple.✨ The rise of "revenge travel" and its impact post-2020.Whether you’re dreaming of a luxurious getaway or a simple weekend adventure, this episode is packed with inspiration to help you create memories that last a lifetime.📲 Don’t forget to like, comment, and subscribe for more insights and episodes!© 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.

Year-End Details | The About PodcastAs the year draws to a close, it's time to get your financial house in order! In this episode of The About Podcast, we’re diving into year-end financial strategies that can save you money and set you up for a successful 2025.What You’ll Learn:How to maximize your retirement contributions before the deadline.Smart strategies for tax-loss harvesting to reduce your taxable income.The truth about year-end charitable giving and how to make it work for you.Key tips for small business owners to leverage deductions and stay organized.Why year-end planning is crucial for avoiding costly mistakes like missed required minimum distributions.Whether you’re saving for retirement, running a small business, or just trying to make the most of your financial situation, this episode is full of practical advice to help you end 2024 on a high note.Subscribe for more episodes on financial health, tax planning, and making smarter money moves.© 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.

Are you ready to take control of your financial future? In this episode of The About Podcast, we dive deep into the world of Roth IRAs and Roth Conversions. Discover how this powerful financial strategy can save you significant money in taxes over time, ensure a better future for your loved ones, and provide peace of mind in retirement.What You'll Learn in This Episode:What is a Roth IRA and how does it work?The benefits of paying taxes now vs. later.How Roth Conversions can save you and your heirs from high tax bills.When a Roth Conversion makes sense—and when it doesn’t.Tips for optimizing your retirement savings strategy.Whether you're new to Roth IRAs or exploring advanced retirement strategies, this episode is packed with actionable insights to help you navigate the financial game of life.© 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.

In this episode, host Roy Hucke sits down with Kristin Rapper, owner of Idle Agency, to discuss her inspiring journey of entrepreneurship, financial resilience, and personal growth.Kristin shares her incredible story—starting from her early challenges with money, building her marketing and consulting business from the ground up, and balancing family life with financial responsibilities. We dive into the lessons she learned from her parents’ financial highs and lows, how she pivoted her career after divorce, and the mindset shifts that helped her create a thriving business.💡 What You’ll Learn in This Episode:✅ The importance of financial literacy in entrepreneurship✅ How to pivot when faced with unexpected challenges✅ The role of mentorship and strong networks in business success✅ Balancing business finances with personal financial planning✅ How Kristin’s family navigated a major health crisis financially and emotionallyThis conversation is packed with insights for business owners, individuals looking to improve their financial health, and anyone navigating major life transitions.📌 Don't forget to like, subscribe, and hit the notification bell for more insightful episodes!© 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.

n this episode, hosts Jeremy Scott and Roy Hucke dive into everyone’s favorite topic—TAXES! 💰📑Joining the show this episode is CPA Lance Larson from CPA Group of the Rockies, a seasoned tax expert who sheds light on the complexities of small business taxes, individual tax planning, and common tax misconceptions. Whether you're a W-2 employee, a small business owner, or just someone trying to make sense of deductions and IRS letters, this episode is packed with essential insights!Topics Covered:✔️ When do you actually need a CPA?✔️ Common tax myths (Do you really lose money if you move into a higher tax bracket?)✔️ How small business owners can stay organized for tax season✔️ The reality of tax brackets and effective tax rates✔️ IRS letters—what to do (and what NOT to do)✔️ Avoiding tax fraud scams and IRS impersonators✔️ The importance of tax planning and financial organizationDon't miss this episode full of expert advice, real-life tax stories, and practical steps to keep your finances in order.© 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.

In this episode, we’re taking the plain facts approach without the partisanship. Tune in for an evidence-based look at how politics really impacts our economy. No noise, just facts. © 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.

This episode of The About Podcast dives deep into Medicare with a very special guest – Kent Madsen, owner and principal of KDM Insurance!Whether you’re navigating Medicare options, or just want expert tips on healthcare coverage, Kent’s got the insights you need. Don’t miss out on this valuable conversation!© 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.

In this episode, hosts Jeremy Scott and Roy Hucke dive deep into the world of life transitions—those major moments that shape our financial futures. From marriage, parenthood, and retirement to job changes, buying a home, and even handling unexpected loss, these pivotal events come with financial ramifications that are often overlooked.What you'll learn in this episode:✅ The most common life transitions that impact finances✅ How to prepare for financial shifts during major life events✅ The importance of estate planning & updating beneficiaries✅ Why job transitions are a key moment to re-evaluate your financial health✅ How divorce and inheritance can significantly alter your financial landscapeWith real-life examples, financial insights, and a touch of humor, this episode is packed with valuable takeaways to help you plan smarter and secure your future.📌 Don't forget to like, comment, and subscribe for more episodes on financial wellness and life planning!© 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.

In this episode of The About Podcast, hosts Roy Hucke and Jeremy Scott take a deep dive into the world of HR and business operations with a very special guest—Anne Larson, an expert with over 25 years of experience in HR and operations consulting!📌 What We Cover in This Episode:✅ Why HR is critical for business owners✅ The importance of an employee handbook and how it protects your business✅ How to set up policies that foster a positive company culture✅ Handling performance reviews, hiring, and compliance✅ Real-life HR stories—including Anne’s experience as the “Grim Reaper” of corporate layoffs Whether you're a small business owner, an entrepreneur, or just curious about HR best practices, this episode is packed with practical insights to help you navigate the complexities of managing employees and building a thriving workplace.© 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.

In our latest episode, The About Podcast tackles a topic most people shy away from - taxes! Join us as we dive into the crucial role taxes play in financial planning. Roy will share actionable advice to help you navigate the often confusing world of taxes with confidence.© 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.

We explore the comprehensive world of financial planning with expert financial advisor, Roy Hucke, and Pastor Jeremy Scott. Roy guides us through the essential pillars of sound financial management: investing, budgeting, and adapting to life changes. We discuss our thoughts on investment portfolios, the fundamentals of creating and sticking to a budget, and how to adjust your financial plan during major life events such as marriage, having children, or changing careers. This episode is chalked full of practical tips on setting financial goals, managing debt, and ensuring your financial plan remains flexible and resilient. Whether you're just starting out or looking to refine your financial strategy, this episode is packed with valuable insights to help you achieve financial stability and success. Tune in to learn how to navigate the financial landscape and secure your future with confidence!© 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.

In today’s episode cover the basics of life insurance, explaining the different types available, including term life, whole life, and universal life insurance. Roy walks us through how each type works, their benefits, and who might benefit most from each option. We also discuss the various uses of life insurance, from providing financial security for your loved ones to serving as a tool for estate planning and wealth transfer. Roy and Jeremy discuss tips on choosing the right policy based on your individual needs and financial goals. Whether you're considering life insurance for the first time or reevaluating your current coverage, this episode offers clear and practical insights to help you make informed decisions. Tune in to learn how life insurance can play a vital role in your overall financial strategy!© 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.

As a Certified Financial Planner, Roy Hucke, the podcast host, gets a lot of general questions about finance and investing. And he wanted a place where he could share information about important questions and issues. Roy was in education for many years and loves helping younger generations navigate their finances as well. He also believes as a Christian it’s important to steward our resources well and believes co-host Jeremy Scott's insight as a client and a pastor is very valuable for listeners! Finance and money are tough to talk about; it’s emotional and cover a lot of sensitive areas of your life, and many people are also embarrassed to ask or answer hard questions. Roy wanted to challenge and change the stigma around financial decision-making and provide as much information as he can about finance to help others navigate and feel confident when it comes to 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.

Embark on a journey through the maze of estate planning, where we demystify the jargon and empower you to take control of your legacy. Join us as we explore essential topics like Probate, Wills, Trusts, Power of Attorney, Executors, and Trustees. Together, we'll learn the basics and equip you with the knowledge to confidently navigate this complex world. By understanding these fundamentals, you'll be better prepared to ask the right questions and make informed decisions with the help of your professional advisors. Don't let the intricacies of estate planning leave you lost in the labyrinth – tune in and take charge of your future. © 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.

Get to know The About Podcast. As a Certified Financial Planner, Roy Hucke, the podcast host, gets a lot of general questions about finance and investing. And he wanted a place where he could share information about important questions and issues.Roy was in education for many years and loves helping younger generations navigate their finances as well. He also believes as a Christian it’s important to steward our resources well and believes co-host Jeremy Scott's insight as a client and a pastor is very valuable for listenerFinance and money are tough to talk about; it’s emotional and cover a lot of sensitive areas of your life, and many people are also embarrassed to ask or answer hard questions. Roy wanted to challenge and change the stigma around financial decision-making and provide as much information as he can about finance to help others navigate and feel confident when it comes to 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.