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PODCAST

The About Podcast

The one about... all things finance!© 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

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All Episodes

51:12

Banking Do's and Don'ts

The About Podcast ·

2026/01/15

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

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56:20

Celebrity Estate Planning Mistakes

The About Podcast ·

2026/01/01

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 From outdated documents to no planning at all, these stories

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39:45

Talking Money with Your Partner (or Family): Avoiding...

The About Podcast ·

2025/12/18

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

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32:02

What is a Financial Advisor

The About Podcast ·

2025/12/04

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

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54:01

Donor Advised Funds (DAF)

The About Podcast ·

2025/11/13

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

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48:42

AI and How It's Being Used Today

The About Podcast ·

2025/10/30

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

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53:58

Red Flag Remodeling Savings

The About Podcast ·

2025/10/16

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

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1:01:34

Big Beautiful Bill

The About Podcast ·

2025/10/02

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

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37:51

New Podcast Location

The About Podcast ·

2025/09/18

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”

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52:19

1031 Exchange

The About Podcast ·

2025/09/04

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

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56:04

Charitable Giving

The About Podcast ·

2025/08/21

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

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52:25

Car Buying

The About Podcast ·

2025/08/14

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

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53:54

Cyber Security

The About Podcast ·

2025/07/31

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

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48:28

Qualified Plans/TPA

The About Podcast ·

2025/07/17

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

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34:26

From Teller to Trusted Advisor

The About Podcast ·

2025/07/03

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

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1:00:45

The Fun Facts of Property Tax

The About Podcast ·

2025/06/19

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

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47:57

Commercial Lending

The About Podcast ·

2025/06/05

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

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58:14

End of Retirement Planning

The About Podcast ·

2025/05/22

🎙 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

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1:01:00

Real Estate Mistakes to Avoid

The About Podcast ·

2025/05/08

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

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1:07:53

About Medicaid with Jennifer Hanson

The About Podcast ·

2025/04/24

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

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43 results

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