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

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

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.

Navigating life after the loss of a spouse comes with emotional, financial, and legal challenges that many people never expect. In this episode of The About Podcast, Roy Hucke and Jeremy Scott are joined by Tom Hoffman and Brian Seelinger of Knox Law to discuss the unique financial and estate planning needs of widows and widowers.

Together, they explore:

• Why widows and widowers face unique financial planning challenges
• Estate planning strategies that can help protect your wishes
• The complexities of blended families and inheritance planning
• How to reduce the risk of fraud, elder abuse, and undue influence
• The importance of building a trusted team of advisors
• Steps families can take today to help protect loved ones tomorrow

Whether you're planning for the future, supporting a parent, or helping someone navigate life after the loss of a spouse, this conversation offers practical insights and thoughtful guidance to help you make informed decisions.

If you found this episode helpful, please Like, Subscribe, and Share it with someone who could benefit from these important conversations.

© 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.

What happens when life changes in an instant? How prepared would you, or the people you love, really be?

In this episode of The About Podcast, Roy Hucke and Jeremy Scott continue their series on navigating the loss of a spouse with a practical conversation about preparedness. Drawing from Jeremy's personal experience after losing his wife, they discuss the small details that can become major challenges when they haven't been addressed ahead of time.

From passwords and financial accounts to medical records, vehicle titles, home ownership, and even everyday household responsibilities, this episode explores the simple steps that can make an incredibly difficult season just a little bit easier.

Whether you're newly married, raising a family, an empty nester, or caring for aging parents, this conversation offers practical ideas to help protect the people you love before they're ever needed.

In this episode, you'll learn:

• Why sharing access to important accounts matters
• Common estate and titling mistakes couples overlook
• The importance of preparing for digital life and passwords
• Everyday responsibilities both spouses should know how to handle
• Ways to reduce stress for your loved ones during life's hardest moments

Preparation isn't about expecting the worst, it's about caring for the people who matter most.

🎙️ Listen, learn, and start the conversations that matter today.

© 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.

Travel is about more than checking destinations off a list, it’s about investing in experiences that stay with you for a lifetime. ✈️🌍

In this episode of The About Podcast, Roy Hucke and Jeremy Scott welcome back Sandy McMillan, founder of Andagio Destinations to continue the conversation on investing in memories. This time, they explore the growing world of solo and group travel, why more people are embracing travel after major life changes, and how meaningful experiences can create lasting connections.

Whether you're traveling solo, with family, or considering joining a group for the first time, this conversation offers practical insights and plenty of inspiration for your next adventure.

In this episode, you'll learn:

• Why travel is an investment in your life, not just an expense
• The unique opportunities and challenges of solo travel
• How group travel can provide community, safety, and unforgettable experiences
• Why investing in experiences often creates more lasting value than material things
• How travel can help people move forward after life transitions like retirement, divorce, or the loss of a spouse
• Tips for finding the right travel experience for your personality and goals

If you've ever dreamed of taking that trip but wondered if you should wait for the "right time" or the "right travel partner," this episode may encourage you to stop waiting and start making memories.

👍 If you enjoyed this episode, be sure to like, subscribe, and share it with someone who's ready for their next adventure.

© 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.

Losing a spouse is one of life’s most difficult experiences, bringing emotional, practical, and financial challenges all at once. In this episode of The About Podcast, Roy Hucke and Jeremy Scott begin an important conversation about what happens after the loss of a life partner and why preparation, support, and patience matter during one of life’s most significant transitions.

Jeremy shares personal experiences from losing his wife unexpectedly, while Roy discusses the financial realities many surviving spouses face, including changes to income, benefits, taxes, and day-to-day responsibilities. Together, they explore the challenges that arise when life changes overnight and offer perspective for those navigating grief or supporting someone who is.

In this episode, you'll learn:

• Why the loss of a spouse impacts far more than finances
• The immediate financial and logistical changes that often occur
• How responsibilities can shift unexpectedly after a loss
• Important considerations regarding insurance, taxes, and income
• Why it's okay to take time before making major life decisions
• The value of community, support systems, and trusted advisors during difficult seasons

Whether you're personally facing this journey, supporting a loved one, or simply preparing for life's uncertainties, this conversation offers practical insights and compassionate perspective.

🎙️ Listen, learn, and join the conversation.

© 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.

🚀 Failure to Launch | Helping Your Kids Build Independence, Not Dependency

At some point, every parent faces the challenge of helping their children transition into adulthood. But where’s the line between helping and enabling?

In this episode of The About Podcast, Roy Hucke and Jeremy Scott discuss the financial realities of launching young adults into the world. From teaching healthy money habits and setting expectations to navigating college, careers, savings, and independence, they explore practical ways parents can prepare their kids for long-term success.

In this episode:

✔️ The difference between helping and enabling

✔️ How your relationship with money influences your children

✔️ Teaching saving, spending, investing, and giving

✔️ Setting expectations for adult children living at home

✔️ College, trade school, and career considerations

✔️ Building financial independence and confidence

Whether your child is preparing for college, entering the workforce, or finding their own path, this conversation offers valuable insights for parents at every stage.

📌 Subscribe for more conversations about financial health, life, and the decisions that shape our future.

© 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.