The About Podcast

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 does it work?
• The benefits of paying taxes now vs. later.
• How Roth Conversions can save you and your heirs from high tax bills.
• When a Roth Conversion makes sense—and when it doesn’t.
• Tips for optimizing your retirement savings strategy.

Whether you're new to Roth IRAs or exploring advanced retirement strategies, this episode is packed with actionable insights to help you navigate the financial game of life.

© 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, 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 into the lessons she learned from her parents’ financial highs and lows, how she pivoted her career after divorce, and the mindset shifts that helped her create a thriving business.

💡 What You’ll Learn in This Episode:

✅ The importance of financial literacy in entrepreneurship

✅ How to pivot when faced with unexpected challenges

✅ The role of mentorship and strong networks in business success

✅ Balancing business finances with personal financial planning

✅ How Kristin’s family navigated a major health crisis financially and emotionally

This conversation is packed with insights for business owners, individuals looking to improve their financial health, and anyone navigating major life transitions.

📌 Don't forget to like, subscribe, and hit the notification bell for more insightful 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.

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 make sense of deductions and IRS letters, this episode is packed with essential insights!

Topics Covered:

✔️ When do you actually need a CPA?

✔️ Common tax myths (Do you really lose money if you move into a higher tax bracket?)

✔️ How small business owners can stay organized for tax season

✔️ The reality of tax brackets and effective tax rates

✔️ IRS letters—what to do (and what NOT to do)

✔️ Avoiding tax fraud scams and IRS impersonators

✔️ The importance of tax planning and financial organization

Don't miss this episode full of expert advice, real-life tax stories, and practical steps to keep your finances in order.

© 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’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 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.

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 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, 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 transitions that impact finances

✅ How to prepare for financial shifts during major life events

✅ The importance of estate planning & updating beneficiaries

✅ Why job transitions are a key moment to re-evaluate your financial health

✅ How divorce and inheritance can significantly alter your financial landscape

With real-life examples, financial insights, and a touch of humor, this episode is packed with valuable takeaways to help you plan smarter and secure your future.

📌 Don't forget to like, comment, and subscribe for more episodes on financial wellness and life planning!

© 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 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

✅ How to set up policies that foster a positive company culture

✅ Handling performance reviews, hiring, and compliance

✅ Real-life HR stories—including Anne’s experience as the “Grim Reaper” of corporate layoffs

Whether you're a small business owner, an entrepreneur, or just curious about HR best practices, this episode is packed with practical insights to help you navigate the complexities of managing employees and building a thriving workplace.

© 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 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 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.

We explore the comprehensive world of financial planning with expert financial advisor, Roy Hucke, and Pastor Jeremy Scott. Roy guides us through the essential pillars of sound financial management: investing, budgeting, and adapting to life changes. We discuss our thoughts on investment portfolios, the fundamentals of creating and sticking to a budget, and how to adjust your financial plan during major life events such as marriage, having children, or changing careers. This episode is chalked full of practical tips on setting financial goals, managing debt, and ensuring your financial plan remains flexible and resilient. Whether you're just starting out or looking to refine your financial strategy, this episode is packed with valuable insights to help you achieve financial stability and success.

Tune in to learn how to navigate the financial landscape and secure your future with confidence!

© 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 today’s episode cover the basics of life insurance, explaining the different types available, including term life, whole life, and universal life insurance. Roy walks us through how each type works, their benefits, and who might benefit most from each option. We also discuss the various uses of life insurance, from providing financial security for your loved ones to serving as a tool for estate planning and wealth transfer. Roy and Jeremy discuss tips on choosing the right policy based on your individual needs and financial goals. Whether you're considering life insurance for the first time or reevaluating your current coverage, this episode offers clear and practical insights to help you make informed decisions. Tune in to learn how life insurance can play a vital role in your overall financial strategy!

© 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.