Home maintenance can feel overwhelming, especially if you are a first-time homeowner or suddenly responsible for tasks someone else once handled. The good news is that you do not need to know how to fix everything. You just need to know what to watch for, what to maintain and when to call for help.

In this episode of The About Podcast, Roy Hucke and Jeremy Scott welcome back Mike Bailey of C2RS Contracting for a practical conversation about protecting and maintaining one of your largest assets, your home.

Together, they discuss:

• Simple ways to detect leaks before they cause major damage

• Why a monthly walk-through of your home can help you spot problems early

• Seasonal maintenance tasks homeowners often overlook

• Furnace filters, sprinklers, sump pumps, window wells and air-conditioning units

• How to protect your home from water, weather and drainage problems

• When a project requires a professional, and why permits matter

• How routine maintenance can prevent costly repairs and preserve your home’s value

Whether you recently lost a spouse, went through a divorce, purchased your first home or simply want to take better care of the home you have, this episode offers manageable steps that can help you feel more confident and prepared.

If you know someone who is newly responsible for maintaining a home, share this episode with them.

Subscribe to The About Podcast for more conversations about the financial decisions, responsibilities and life changes that matter.

Have a question or topic you would like Roy and Jeremy to discuss in a future episode? Leave a comment or contact Credentialed Wealth Advisors. We would love to hear from you.

Phone: (970) 590-8298

Web: https://c2rscontracting.com/

© 2021-2026 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

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Life changes can create a new tax reality, and the financial impact may be greater than you expect.

In this episode of The About Podcast, Roy Hucke and Jeremy Scott are joined by Lance Larson of CPA Group of the Rockies to discuss how major life events can change your tax filing status and what you can do to prepare.

From filing independently for the first time to navigating divorce or the loss of a spouse, Lance explains why understanding the tax implications early can help reduce surprises and create opportunities for better planning.

In this episode, they discuss:

• What can trigger a change in tax filing status
• Tax considerations for young adults filing independently
• How divorce may affect tax brackets, deductions, and dependents
• What surviving spouses should know about filing status
• Required minimum distributions and inherited accounts
• Social Security benefits following the death of a spouse
• Estate portability, property appraisals, and cost basis
• When to begin working with a CPA
• Why a tax-filing extension does not extend the deadline to pay

Life events are not always predictable, but thoughtful planning can help you feel more prepared for the financial changes that follow.

Learn more about Lance Larson and CPA Group of the Rockies.

If you have questions about how a life change may affect your financial plan, contact the Credentialed Wealth Advisors team. We’re here to help you understand your options and plan your next steps with greater clarity.

Like, subscribe, and share this episode with someone who may be navigating a new tax reality.

© 2021-2026 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

Hosted on Acast. See acast.com/privacy for more information.

In this episode of The About Podcast, Jeremy Scott and Roy Hucke break down the different ways financial professionals are compensated, and why understanding your fees is essential when evaluating the value you receive.

From commissions and fee-based services to fee-only financial planning, Roy explains how each model works, what may be included and which questions you should ask your financial advisor. They also discuss fiduciary responsibility, investment expenses, basis points and the importance of knowing exactly what services you receive for the money you pay.

In this episode:

• The difference between commission-based, fee-based and fee-only advice
• How asset-based advisory fees are calculated
• What it means for an advisor to act as a fiduciary
• Potential internal expenses associated with mutual funds
• The meaning of “basis points” in financial services
• How and when advisory fees may be deducted
• Questions to ask your current or prospective financial advisor
• Why the cheapest, or most expensive, option is not automatically the best
• How to determine whether you’re receiving real value for your fees

Subscribe to The About Podcast for honest conversations about money, life and the decisions that shape your financial future.

This content is intended for educational purposes only and should not be considered individualized financial, investment, tax or legal advice.

© 2021-2026 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

Hosted on Acast. See acast.com/privacy for more information.