The About Podcast

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 sale...

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, hir...

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 div...

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, an...

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

...

🎙 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, ...

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 p...

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 difference between Medicaid and Medi...

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...

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, renta...

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 finan...

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 prot...

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 f...

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 ...

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 consult...

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!

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 ...

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 a...

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 benefi...