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46. End of Retirement Planning Part 2
46:37||Ep. 46Planning for retirement often focuses on saving, investing, and building wealth. But what about the end of retirement?In this episode of The About Podcast, hosts Jeremy Scott and Roy Hucke continue their conversation on a topic many people avoid but everyone should prepare for: end-of-retirement planning. This is Part 2 of the discussion, shifting the focus to the financial and legal decisions that can make life easier for you and your loved ones when the unexpected happens.Roy shares practical insights from working with clients and walks through the key things people should consider before they lose the ability to make decisions for themselves and after they pass away. From powers of attorney and long-term care planning to wills, probate, and beneficiary designations, this episode highlights why planning ahead is one of the greatest gifts you can give your family.If you’ve ever wondered how to prepare financially and legally for the later stages of life, this episode provides a thoughtful starting point.In this episode, we discuss:Why end-of-retirement planning mattersPreparing for incapacity and long-term care decisionsThe importance of medical and financial power of attorneyHow estate planning works after deathWills vs. beneficiary designations vs. probateWhy documenting your wishes can ease the burden on loved onesThese conversations may be uncomfortable, but thoughtful planning can help ensure your wishes are honored and your family is supported when it matters most.If you found this episode helpful, make sure to subscribe for more conversations about financial wellness, retirement planning, and living with clarity and purpose.
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45. Questions to Ask a Financial Advisor
48:41||Ep. 45Choosing a financial advisor is more than picking someone to manage investments. It’s choosing a long-term relationship that will impact your goals, retirement, family, and future.In this episode of The About Podcast, hosts Roy Hucke and Jeremy Scott walk through the most important questions you should ask before hiring a financial planner.If you’ve never worked with an advisor before, or you’re considering switching, this conversation will help you understand what really matters.You’ll learn:Why asking why they became an advisor mattersWhat credentials like CFP®, CFA, or CEPA actually meanThe difference between fiduciary and best interest standardsHow advisors are compensated (fee-only vs. commission)What it means to be SEC-registered or part of a broker-dealerHow team-based advisory firms workWhat specialties to look for based on your situationRoy also shares his own journey from high school math teacher to Certified Financial Planner™, and why he focuses on planning, education, business owners, and clients navigating major life transitions.Whether you're financially experienced or just getting started, this episode will help you ask better questions — so you can make confident decisions about who guides your financial future.🎙️ Have a question you'd like covered on a future episode? Let us know in the comments.
44. How To Evaluate Financial Priorities: What To Do First
37:37||Ep. 44What should you focus on first: saving for retirement, building an emergency fund, paying off debt, funding your kids’ college, or finally booking that trip you’ve been dreaming about?In this episode, Roy and Jeremy unpack one of the most common (and overwhelming) questions in personal finance: How do I decide what to do first?From emergency funds and estate planning to life insurance, retirement, career changes, and even marriage dynamics, they explore how financial priorities are deeply connected to life priorities. Because before you can decide where you’re going, you have to understand where you are.Roy shares real client stories, including beneficiary mistakes, long-term care conversations, and the emotional weight behind financial decisions, to show why clarity creates confidence. Together, they discuss:Why an emergency fund is foundationalHow to align financial decisions with your life goalsWhy retirement means something different for everyoneHow financial planning creates freedom, not restrictionThe importance of preparing for worst-case scenarios while living fully todayFinancial planning isn’t about spreadsheets, it’s about peace of mind, clarity, and confidence in the choices you’re making.If you’ve ever felt unsure about what step to take next, this conversation will help you think differently about your priorities, and give you a practical framework for moving forward.🎙 Listen now and take the next step toward financial clarity.
43. Emergency Funds
31:39||Ep. 43In this episode of The About Podcast, Roy and Jeremy break down one of the most important—and most misunderstood—parts of financial health: the emergency fund.They explore why relying on credit cards during a crisis can keep you stuck, how much you actually need set aside, and how an emergency fund gives you more than security—it gives you freedom, dignity, and better choices when life throws a curveball.From real-life examples to practical rules of thumb, this conversation will help you understand:• What an emergency fund really is (and what it isn’t)• How much you should aim to save based on your situation• Where to keep your emergency money• Why this is the foundation of every solid financial planIf you’ve ever wondered how to protect yourself from life’s “what ifs,” this episode is a must-listen.🎧 Subscribe for more conversations about money, meaning, and making wise financial decisions.
42. Banking Do's and Don'ts
51:12||Ep. 42In this episode of The About Podcast, Jeremy and Roy sit down with banking expert Adna Romero to demystify the world of banking—from everyday checking accounts to commercial lending and everything in between.With a career that spans personal banking, branch management, and commercial lending, Adna brings a rare, behind-the-scenes perspective on how banks actually work. Together, they explore what a “banker” really does, how banks make money, how to choose the right bank for your lifestyle or business, and what most people don’t realize about FDIC coverage, technology, and financial access.If you’ve ever wondered whether you’re using the right bank, why people end up with multiple accounts, or how banking fits into your overall financial health, this conversation will give you clarity.🎧 Topics covered:• What a banker actually does• How banks differ (big vs. local vs. credit unions)• Choosing the right bank for your needs• FDIC insurance explained• How technology has reshaped banking• Personal vs. business banking• Common mistakes people makeSubscribe for more real conversations about money, careers, and financial well-being.
41. Celebrity Estate Planning Mistakes
56:20||Ep. 41In this episode of The About Podcast, Roy and Jeremy are joined by estate planning attorney Skyler Budman for a fascinating and eye-opening conversation on celebrity estate planning mistakes, and what everyday families can learn from them.Using real-world examples from pop culture, we break down how even massive wealth, elite advisors, and good intentions can still lead to costly oversights, public court battles, and unnecessary taxes. From outdated documents to no planning at all, these stories show why estate planning isn’t just about money—it’s about clarity, protection, and peace of mind.We discuss lessons from the estates of Kobe Bryant, Prince, and Aretha Franklin, highlighting how missed updates, handwritten wills, and dying without a plan can create chaos for loved ones left behind.Whether you already have an estate plan or have been putting it off, this episode offers practical insights on:Why estate plans must be reviewed after major life eventsWhat happens when someone dies without a willHow probate becomes public—and expensiveWhy “good enough” planning often isn’t enoughThis is an educational conversation with real-life consequences, and a reminder that proactive planning today can spare your family difficult decisions tomorrow.🎧 Listen now and learn why estate planning is about more than assets—it’s about intention.
40. Talking Money with Your Partner (or Family): Avoiding Financial Fights
39:45||Ep. 40Talking about money isn’t always easy—but it is essential. In this episode of The About Podcast, Jeremy Scott and Roy Hucke break down why finances are one of the top sources of conflict for couples and families, and how open communication can completely change the game.Whether you're newly engaged, newly married, blending families, or simply trying to get on the same page with someone you love, this conversation digs into:Why money is such an emotional topicHow your childhood shapes your financial mindsetThe importance of knowing your financial valuesHow to have honest conversations without judgmentWhen and how to get “financially transparent” (yes—financially naked!)Why shared goals matter more than identical habitsHow couples can align around budgets, priorities, and long-term plansYou’ll also hear real stories from Jeremy’s premarital counseling sessions and Roy’s work with engaged couples who are just starting their financial journey together. From managing debt to merging budgets to figuring out who handles the bills, this episode is packed with practical insight and plenty of laughs along the way.If you want fewer fights and more clarity around money in your home, this one’s for you.👍 Like, subscribe, and share if this episode helps you start a healthier money conversation.