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The About Podcast
About How to Attract a CPA
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, rental properties, and multi-state income complicate taxes
- TurboTax glitches and why professional expertise can save you money
- The future of the CPA industry and why fewer professionals are entering the field
Whether you're a business owner, a side hustler, or just looking to maximize your tax savings, this episode is packed with valuable insights to help you navigate the ever-changing tax landscape.
💡 Don’t miss the practical tips and real-life examples shared by Leasa, including how to avoid common pitfalls and when it’s time to hire a CPA.
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25. End of Retirement Planning
58:14||Ep. 25🎙 The End of Retirement Planning — A Conversation We All Need to HaveWe 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, to the emotional and relational challenges of end-of-life discussions—this episode offers clarity, compassion, and some surprising insights.Topics include:Why “the end of retirement planning” is an actual stage of financial planningWhat happens immediately after a loved one passes awayHow to choose a funeral home and what to expect in the processThe vital role of hospice and pre-planningThe financial realities of funerals (vs. weddings!)Social Security, death certificates, and the paperwork behind the scenes👉 Whether you’ve faced loss recently, are helping aging parents, or just want to be more prepared—this conversation is for you.🔗 Listen now and share with someone who needs to hear this.24. Real Estate Mistakes to Avoid
01:01:00||Ep. 24In 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 pre-approval is a must before house hunting- The true cost of buying a home (closing costs, insurance, and taxes)- Real-world horror stories: what happens when you skip the inspection- The dangers of letting emotions drive your purchase- Tips on budgeting so you don’t become “mortgage-poor”- How insurance, taxes, and market shifts can impact your monthly payment- And more insights from over 20 years of real estate experience!🎙️ Whether you're buying, selling, or just curious, this episode offers real talk, personal stories, and expert advice that could save you thousands.Contact our guest, Christina Koder, at (970) 405-8385 or https://ckoder.remax.com/👉 Don’t forget to like and share with someone who's thinking about entering the real estate market!📌 Subscribe to the About Podcast for more conversations around personal finance, planning, and building a life that works.23. About Medicaid with Jennifer Hanson
01:07:53||Ep. 23In 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:âś… The difference between Medicaid and Medicareâś… Common challenges in applying for Medicaidâś… The financial realities of long-term careâś… How Medicaid policies vary from state to stateâś… What to expect when transitioning to Medicaid coverageIf you or a loved one is facing long-term care decisions, this episode is packed with valuable guidance! You can also reach out to Jennifer and her team at (303) 717-6082 or visit them online at https://www.helpwithltcmedicaid.com/.Like, subscribe, and drop your questions in the comments!22. About Finance Q&A
43:42||Ep. 22In 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 to align them with your financial goals.✅ Insurance Essentials – What do you really need for home and auto insurance? Plus, tips on managing premiums and deductibles wisely.✅ Credit Scores & Misconceptions – How credit scores work, why paying on time matters, and whether debt-free living impacts your score.✅ Money & Relationships – Financial red flags, transparency in relationships, and why premarital financial counseling can be a game-changer.📌 Take Action Today!🔹 Build an emergency fund before tackling large debts.🔹 Review your home and auto insurance policies to ensure they match your budget and risk tolerance.🔹 If you're in a relationship, have honest financial discussions to align future goals.🎧 Listen now and take control of your financial future! Don't forget to like, subscribe, and share this episode with anyone who needs financial clarity!20. About Investing Basics
58:08||Ep. 20In 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 financial advisor and earning key credentials.~ Simplifying the world of investing, from ETFs to mutual funds.~ Understanding interest rates, inflation, and the power of compound interest.~ Practical tips for managing debt and leveraging savings.Julian and Roy share actionable advice for balancing long-term goals with short-term flexibility and offer insights to help you feel more empowered in your financial journey.📌 Subscribe for More Financial Insights:Don’t forget to like, share, and subscribe for more tips on how to take control of your financial future!19. About Estate Planning Essentials with Brian Budman
57:56||Ep. 19Estate Planning Essentials: Protect Your LegacyIn 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 protect your family’s wealth and ensure a smooth transfer of assets✅ Upcoming 2025 tax law changes that could impact your estateWhether you're just starting out or looking to update your estate plan, this episode is packed with valuable insights to help you make informed decisions and protect your loved ones.🔔 Don’t forget to like, comment, and subscribe for more personal finance insights!18. About The CWA Story with Julian Heron
01:04:38||Ep. 18In 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 firm. Tune in for insights on financial planning, business partnerships, and personal growth in the industry.🔔 Don’t forget to like, subscribe, and hit the bell for more great discussions!17. About Long-Term Care with Carolyn Saunders
01:02:39||Ep. 17In 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 forCommon myths, like "it’s just for the elderly" or "Medicare will cover it all"Different care options, including in-home care, assisted living, and skilled nursingThe financial impact of long-term care and how to plan aheadReal-life stories and expert insightsThis episode is packed with practical advice, engaging discussions, and thoughtful tips for navigating long-term care planning. Whether you're planning for yourself or helping a loved one, this is a must-listen!📺 Listen now and share with someone who needs this info!