The About Podcast

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.In this episode you’ll learn:Why the term “financial advisor” is often a broad, misleading umbrellaThe real difference between someone who sells products vs. someone who creates a planWhat it takes to become a CERTIFIED FINANCIAL PLANNER™ (CFP®)Why fiduciary duty matters—and how it impacts your financial wellbeingReal-life examples of how planning saves money, reduces taxes, and guides better decisionsHow to know what type of advisor is right for youWhether 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.

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:What a donor advised fund is — and why it’s becoming the preferred giving vehicle for many families.How DAFs simplify charitable giving while maximizing tax efficiency.The difference between a donor advised fund and a private foundation.How you can use DAFs to create a lasting charitable legacy.Real-world examples of how clients use DAFs to manage one-time gifts or ongoing giving plans.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:Roy Hucke, Credentialed Wealth Advisors and The About Podcast Co-HostJeremy Scott, Pastor and The About Podcast Co-hostGuest: Nicole Conner, Raymond James Charitable📍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

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.

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:What every homeowner should check before hiring a contractorHow to avoid remodeling scams and storm-chaser contractorsWhy lien waivers and written contracts matterHow much to pay upfront (and when!)The difference between contractors, subcontractors, and handymenWhat warranties should look like after your project is doneIf you’re planning a home project — big or small — this episode could keep you from making costly mistakes.

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:What the Big Beautiful Bill actually is—and what makes it “beautiful” (or not!)Key tax provisions and how they could affect everyday AmericansPractical steps you can take now to get ahead of the new rulesWhat small business owners and investors should watch closelyWhether 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!

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 stepWhether 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.comFind Us on Social:📸 [IG] @the_about_podcast X [Twitter] @theaboutpodcast▶️ [LN] @the-about-podcast___________________________________________________🔗 Learn more about Credentialed Wealth Advisers: https://credentialedwealth.com

Thinking about selling an investment property? Before you do, learn how a 1031 exchange could help you defer taxes, reinvest your full equity, and grow your wealth over time.In this episode, The About Podcast sits down with Erin Crowley, Vice President and Division Manager at Asset Preservation, Inc., to break down:✅ What a 1031 exchange is and how it works✅ The rules, timelines, and requirements you must follow✅ Common myths and misconceptions✅ How investors—from small property owners to large commercial landlords—use 1031 exchanges to build generational wealth✅ Creative strategies, including converting properties into primary residences and diversifying portfoliosWhether you own a rental home, farmland, or commercial property, this conversation will help you understand how to make your money work harder—without giving more than your fair share to the IRS.📌 Resources & Links:Visit the Asset Preservation, Inmc. website - https://apiexchange.com/Find Erin Crowley on LinkedIn - https://www.linkedin.com/in/erincrowleyapi/Give Erin and Asset Preservation, Inc. a call - (800) 282-1031________________________________________________________📌 The About Podcast is part of Credentialed Wealth Advisors, where stewardship meets financial education.👉 Don’t forget to subscribe, hit the like button, and share this episode with someone who’s thinking about selling an investment property!🔗 Learn more about Credentialed Wealth Advisors: https://credentialedwealth.com

In this episode of The About Podcast, Roy and Jeremy sit down—just the two of them—for a heartfelt and insightful conversation on charitable giving. They explore what it really means to give, the emotional and spiritual motivations behind it, and the practical impact it has on both donors and recipients.From churches and food banks to creative nonprofits and community cafes, they cover:What qualifies as charitable givingHow to give intentionally (and wisely!)The tax implications and common misconceptionsWhy millennials want to give but often don’t know howTips for evaluating nonprofits and making your gifts countWhether you’re looking to start giving, give more meaningfully, or just understand how giving fits into your financial life—this episode is for you.👉 Listen now and discover why giving might just be the most impactful financial decision you make.Don’t forget to like, comment, and subscribe for more episodes on all things financial health.🎧 Available wherever you get your podcasts📌 For more episodes: https://theaboutpodcast.com/📲 Follow us on social @TheAboutPodcast

Buying a Car? Watch This First!In this episode of The About Podcast, Jeremy and Roy sit down with seasoned car expert Bryan Slaymaker to uncover everything you need to know before buying your next car. From choosing a trustworthy dealership to understanding financing options, warranties, and how not to get upsold—this conversation is packed with insider tips.Bryan brings over 35 years of experience in the auto industry and shares candid advice on navigating both new and used car markets, avoiding common pitfalls, and making financially sound decisions. Whether you’re a first-time buyer or looking to upgrade, this episode will help you buy with confidence.🎙️ Topics Covered:How to know if you're getting a fair dealThe truth about dealership financingWhat to look for in a used carWhy extended warranties matterHow car buying has changed since COVIDBudgeting tips to stay financially safe👉 Like, subscribe, and share if this helped you!🎧 Available wherever you get your podcasts📌 For more episodes: https://theaboutpodcast.com/📲 Follow us on social @TheAboutPodcast