The About Podcast

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. 💡 W...

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 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 a...

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 r...

🎙 The End of Retirement Planning — A Conversation We All Need to Have We 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...

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 avo...

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...

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...

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...

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:...

Estate Planning Essentials: Protect Your Legacy In 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...

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 build...

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 for Common myths, like "it’s just for the elderly" or "Medica...

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...

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...

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...

Year-End Details | The About Podcast As 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...

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...

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...

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 ma...

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 ma...

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 A...

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 tr...

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...

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 investmen...