The About Podcast

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

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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 preparers
• How gig work, rental properties, and multi-state income complicate taxes
• TurboTax glitches and why professional expertise can save you money
• The future of the CPA industry and why fewer professionals are entering the field

Whether 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

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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 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 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 estate

Whether 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 for
• Common 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 nursing
• The financial impact of long-term care and how to plan ahead
• Real-life stories and expert insights

This 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 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 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.