The About Podcast

What’s the real value of working with a financial advisor in a world filled with apps, automation, and AI?In this episode, Roy and Jeremy dive into a question more people are asking than ever: Do you actually need a human financial advisor anymore? The answer isn’t just about performance or cost, it’s about something much deeper.👉 Relationships.While technology can bring efficiency, speed, and convenience, it can’t replace the human side of financial planning—understanding your priorities, helping you navigate emotional decisions, and guiding you through life’s biggest financial moments.In this conversation, we explore:Why AI and robo-advisors can’t fully replace human advisorsWhere technology does add value (and where it falls short)The difference between an “investment person” and a true financial plannerHow emotions—not just strategy—impact financial decisionsReal-life examples of how planning uncovers hidden risks and opportunitiesWhy clarity around your goals and priorities matters more than everAt the end of the day, financial planning isn’t just about numbers—it’s about people, trust, and having someone in your corner who understands the full picture of your life.🎧 Whether you’re working with an advisor, considering one, or trying to go it alone, this episode will help you think more clearly about what actually matters.📌 Listen now and subscribe for more conversations that simplify your financial life.

In this episode of The About Podcast, Roy Hucke and Jeremy Scott are joined by critical care nurse Jeannine Sucitu for a powerful and deeply human conversation about the realities of end-of-life care, and why these decisions matter long before they’re needed.Drawing from nearly two decades in ICU and neurocritical care, Jeannine shares what families actually face in high-stakes medical situations. From ventilators and resuscitation decisions to the emotional weight placed on loved ones, this episode pulls back the curtain on what “doing everything” really means.Together, they explore:The difference between DNR (Do Not Resuscitate) and DNI (Do Not Intubate)Why CPR and life-saving measures aren’t what TV makes them seemThe critical role of a medical power of attorneyHow a living will can guide (or confuse) decision-makingWhat happens when no one knows your wishesThe emotional and ethical challenges families face in real timeWhy having these conversations now can prevent pain laterThis isn’t just a medical discussion, it’s a financial, emotional, and relational one. Because planning for the future isn’t only about money… it’s about dignity, clarity, and the people you love.If you’ve ever said “I want everything done,” this episode will help you understand what that truly means—and why it’s worth thinking through today.🎧 Listen in and start the conversation that most people avoid—but everyone needs.

In this episode of The About Podcast, Roy and Jeremy introduce a new format—About Three—three quick takes on financial topics people ask about all the time.They break down: 👉 What an ETF actually is and how it works 👉 When an annuity might make sense (and what to watch for) 👉 When it could be the right time to refinance your homeIf you’ve ever heard these terms but weren’t quite sure how they apply to you, this episode is a great place to start. It’s a simple way to dip your toe in before diving deeper into more complex financial conversations.As always, the goal is clarity—so you can make more confident decisions with your money.

Planning 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.

Choosing 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.

What 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.