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 portfolios

Whether 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

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📌 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

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 giving
• How to give intentionally (and wisely!)
• The tax implications and common misconceptions
• Why millennials want to give but often don’t know how
• Tips for evaluating nonprofits and making your gifts count

Whether 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

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 deal
• The truth about dealership financing
• What to look for in a used car
• Why extended warranties matter
• How car buying has changed since COVID
• Budgeting 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

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 for
• The top 3 layers of cybersecurity every business needs
• How backup systems can save your company
• Why onboarding/offboarding procedures are now critical in IT

Whether 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.

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.

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 advising
• Insights into the coaching mindset and how it enhances financial advising
• The 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!

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© 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.

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 think

Whether 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!

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© 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.

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 crunches

From 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.

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© 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.

Hosted on Acast. See acast.com/privacy for more information.

🎙 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 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 planning
• What happens immediately after a loved one passes away
• How to choose a funeral home and what to expect in the process
• The vital role of hospice and pre-planning
• The 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.

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.

Hosted on Acast. See acast.com/privacy for more information.