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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

49:06

End of Retirement Planning: The Critical Part

The About Podcast ·

2026/04/16

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

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18:16

About Three

The About Podcast ·

2026/03/26

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

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46:37

End of Retirement Planning Part 2

The About Podcast ·

2026/03/12

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

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48:41

Questions to Ask a Financial Advisor

The About Podcast ·

2026/02/26

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

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37:37

How To Evaluate Financial Priorities: What To Do First

The About Podcast ·

2026/02/12

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

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31:39

Emergency Funds

The About Podcast ·

2026/01/29

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

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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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49 results

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