In 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 make Subscribe for more real conversations about money, careers, and financial well-being.

Banking Do's and Don'ts

In 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 From outdated documents to no planning at all, these stories show why estate planning isn’t just about money—it’s about clarity, protection, and peace of mind.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:<ul><li>Why estate plans must be reviewed after major life events</li><li>What happens when someone dies without a will</li><li>How probate becomes public—and expensive</li><li>Why “good enough” planning often isn’t enough</li></ul> This 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.

Celebrity Estate Planning Mistakes

Talking 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:<ul><li>Why money is such an emotional topic</li><li>How your childhood shapes your financial mindset</li><li>The importance of knowing your financial values</li><li>How to have honest conversations without judgment</li><li>When and how to get “financially transparent” (yes—financially naked!)</li><li>Why shared goals matter more than identical habits</li><li>How couples can align around budgets, priorities, and long-term plans</li></ul> You’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.

Talking Money with Your Partner (or Family): Avoiding Financial Fights

In this episode of The About Podcast, hosts Jeremy Scott and Roy Hucke, CFP®, break down one of the most misunderstood titles in the financial world: What exactly is a financial advisor? From licensing and designations to fiduciary responsibility and holistic planning, Roy pulls back the curtain on what separates a true planner from someone who simply sells financial products. Jeremy brings the client perspective—asking the questions most people don’t know to ask when choosing an advisor. <h3>In this episode you’ll learn:</h3><ul><li>Why the term “financial advisor” is often a broad, misleading umbrella</li><li>The real difference between someone who sells products vs. someone who creates a plan</li><li>What it takes to become a CERTIFIED FINANCIAL PLANNER™ (CFP®)</li><li>Why fiduciary duty matters—and how it impacts your financial wellbeing</li><li>Real-life examples of how planning saves money, reduces taxes, and guides better decisions</li><li>How to know what type of advisor is right for you</li></ul> Whether you're looking for help with investments, preparing for major life events, or trying to understand the alphabet soup of financial titles, this conversation brings clarity to a confusing industry. 👉 New to financial planning? This is the perfect episode to start with. 👉 Already working with an advisor? Learn what to look for—and what questions to ask.

What is a Financial Advisor

In this episode of The About Podcast, Roy Hucke and Jeremy Scott sit down with Nicole Conner, Internal Charitable Consultant at Raymond James Charitable, to unpack one of the most powerful yet often misunderstood tools for giving: the Donor Advised Fund (DAF). 💡 What you’ll learn:<ul><li>What a donor advised fund is — and why it’s becoming the preferred giving vehicle for many families.</li><li>How DAFs simplify charitable giving while maximizing tax efficiency.</li><li>The difference between a donor advised fund and a private foundation.</li><li>How you can use DAFs to create a lasting charitable legacy.</li><li>Real-world examples of how clients use DAFs to manage one-time gifts or ongoing giving plans.</li></ul> Nicole shares insights from her years of experience advising financial professionals and clients on effective charitable strategies — making this a must-listen for anyone interested in philanthropy, financial planning, or building impact into their legacy. 🎙️ Featuring:<ul><li>Roy Hucke, Credentialed Wealth Advisors and The About Podcast Co-Host</li><li>Jeremy Scott, Pastor and The About Podcast Co-host</li><li>Guest: <a href="linkedin.com/in/connernicole" rel="noopener noreferrer" target="_blank">Nicole Conner</a>, Raymond James Charitable</li></ul> 📍Listen now to learn how to make giving simpler, smarter, and more meaningful.👉 Subscribe to The About Podcast for more conversations about financial health, planning, and living with purpose. © 2021-2024 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 See less

Donor Advised Funds (DAF)

In this episode of The About Podcast, hosts Jeremy Scott and Roy Hucke dive into the rapidly changing world of artificial intelligence and how it’s showing up in everyday life, business, and even ministry. From automating meeting notes and improving client communication to transforming research, writing, and productivity, Jeremy and Roy share real-world ways they’re using AI in their own work, and how it’s reshaping industries like financial advising, education, and nonprofits. They also tackle the big questions: 💡 How do you balance innovation with security and compliance? 💬 What’s the right way to use AI ethically? 🧭 And what does it all mean for the human side of our work? It’s an honest, practical, and sometimes funny conversation about what AI can (and can’t) do, and how to make it work for you, not replace you. 🎧 Listen now.

AI and How It's Being Used Today

Thinking about remodeling your home? Before you sign that contract or hand over a deposit, listen to this episode. Hosts Jeremy Scott and Roy Hucke sit down with Mike Bailey, owner of C2RS Contractors, to uncover the biggest red flags, common scams, and smart steps homeowners should take to protect their investment. From vetting your contractor to understanding lien waivers, licenses, and payment schedules, Mike shares insider tips from 26 years in the remodeling industry — plus real stories that could save you thousands. 🎧 In this episode:<ul><li>What every homeowner should check before hiring a contractor</li><li>How to avoid remodeling scams and storm-chaser contractors</li><li>Why lien waivers and written contracts matter</li><li>How much to pay upfront (and when!)</li><li>The difference between contractors, subcontractors, and handymen</li><li>What warranties should look like after your project is done</li></ul> If you’re planning a home project — big or small — this episode could keep you from making costly mistakes.

Red Flag Remodeling Savings

In this episode, Jeremy Scott and Roy Hucke sit down with returning guest Leasa Magnuson of NoCo CPAs to unpack the much-talked-about “Big Beautiful Bill.” Taxes aren’t always the easiest topic, but this bill could reshape the landscape in a big way. Leasa walks us through what’s inside, why it matters, and how individuals and business owners alike can prepare for the changes it brings. 📌 In this conversation, you’ll discover:<ul><li>What the Big Beautiful Bill actually is—and what makes it “beautiful” (or not!)</li><li>Key tax provisions and how they could affect everyday Americans</li><li>Practical steps you can take now to get ahead of the new rules</li><li>What small business owners and investors should watch closely</li></ul> Whether you’re filing as an individual, running a company, or just trying to make sense of the headlines, this episode will give you the clarity you need. 🔔 Subscribe to The About Podcast for more straight-talk conversations on finance, wealth, and planning for what’s next. 💬 What are your thoughts on the Big Beautiful Bill? Drop them in the comments below—we’d love to hear!

Big Beautiful Bill

The Cost of Running a Podcast

Welcome to Our New Studio! 🎙️ This week, Roy and Jeremy take you behind the scenes for a very special episode—recorded in the brand-new The About Podcast studio in downtown Johnstown, Colorado! We share the story of how The About Podcast began back in 2020, what inspired us to start, and the lessons we’ve learned along the way. From recording sermons with moving blankets during COVID to building a professional studio with custom local craftsmanship, this episode is all about the “why” and “how” behind the podcast. 👉 What you’ll hear in this episode: • The origin story of The About Podcast • How COVID shaped our approach to digital communication • What equipment we use (and how it’s evolved) • The real costs and considerations of podcasting • Why starting—imperfectly—is the most important step Whether you’re a loyal listener, a new follower, or someone thinking about launching your own podcast, you’ll find inspiration and practical insights in this candid conversation. If you enjoyed this episode, don’t forget to like, subscribe, and hit the bell so you never miss a new conversation! 🔗 Visit our podcast website: https://theaboutpodcast.com☎️ 970-400-0117📩 roy@cwadvice.com Find Us on Social:📸 [IG] @the_about_podcast X [Twitter] @theaboutpodcast▶️ [LN] @the-about-podcast ___________________________________________________ 🔗 Learn more about Credentialed Wealth Advisers: https://credentialedwealth.com

New Podcast Location

Educating and Empowering for Smart Financial Decisions

The one about... all things finance! © 2021-2024 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. |&nbsp;<a href="https://credentialedwealth.com/wp-content/uploads/2021/03/CWA-Privacy-Policy.pdf" rel="noopener noreferrer" target="_blank">Privacy</a>&nbsp;|&nbsp;<a href="https://credentialedwealth.com/wp-content/uploads/2021/03/FORM-CRS.pdf" rel="noopener noreferrer" target="_blank">Form CRS</a>

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Roy Hucke, CFP®

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