The About Podcast

End of Retirement Planning Part 2

46 min · 12. März 2026
Episode End of Retirement Planning Part 2 Cover

Beschreibung

Planning for retirement often focuses on saving, investing, and building wealth. But what about the end of retirement? In this episode of The About Podcast, hosts Jeremy Scott and Roy Hucke continue their conversation on a topic many people avoid but everyone should prepare for: end-of-retirement planning. This is Part 2 of the discussion, shifting the focus to the financial and legal decisions that can make life easier for you and your loved ones when the unexpected happens. Roy shares practical insights from working with clients and walks through the key things people should consider before they lose the ability to make decisions for themselves and after they pass away. From powers of attorney and long-term care planning to wills, probate, and beneficiary designations, this episode highlights why planning ahead is one of the greatest gifts you can give your family. If you’ve ever wondered how to prepare financially and legally for the later stages of life, this episode provides a thoughtful starting point. In this episode, we discuss: * Why end-of-retirement planning matters * Preparing for incapacity and long-term care decisions * The importance of medical and financial power of attorney * How estate planning works after death * Wills vs. beneficiary designations vs. probate * Why documenting your wishes can ease the burden on loved ones These conversations may be uncomfortable, but thoughtful planning can help ensure your wishes are honored and your family is supported when it matters most. If you found this episode helpful, make sure to subscribe for more conversations about financial wellness, retirement planning, and living with clarity and purpose. © 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 [https://credentialedwealth.com/wp-content/uploads/2021/03/CWA-Privacy-Policy.pdf] | Form CRS [https://credentialedwealth.com/wp-content/uploads/2021/03/FORM-CRS.pdf] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

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Alle Folgen

52 Folgen

Episode Betting on Yourself Changes Everything Cover

Betting on Yourself Changes Everything

What does it really mean to invest in yourself? In this episode of The About Podcast, Roy Hucke and Jeremy Scott explore the risks, rewards, and realities of betting on your own future. From career changes and education to personal growth and fulfillment, this conversation dives into why investing in yourself often requires sacrifice, uncertainty, and a willingness to step outside your comfort zone. Roy shares his personal journey from high school math teacher and football coach to financial advisor and business owner, including the lessons learned through career pivots, financial struggles, and taking leaps of faith during uncertain times. Together, Roy and Jeremy discuss: * Why investing in yourself is often the most important investment you can make * The challenges and rewards of changing careers * How personal values and family priorities shape life decisions * Why growth usually requires discomfort and uncertainty * The impact AI and technology are having on careers and stability * How fulfillment means something different for every person * Why adaptability and resilience matter more than ever today This episode offers practical insight and honest perspective on what it means to truly invest in yourself. © 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 [https://credentialedwealth.com/wp-content/uploads/2021/03/CWA-Privacy-Policy.pdf] | Form CRS [https://credentialedwealth.com/wp-content/uploads/2021/03/FORM-CRS.pdf] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

28. Mai 202638 min
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Building Something Bigger Than a Podcast

What started as a podcast is quickly becoming something much bigger. In this episode of The About Podcast Roy Hucke and Jeremy Scott sit down with Blake Slaymaker to talk about the future of the show, the power of educational content, and why authentic conversations matter more than ever in today’s digital world. The conversation dives into: • Blake’s journey from baseball into media and marketing • Why short-form content is changing the way people learn • The mission behind The About Podcast • Making financial education more accessible and relatable • What’s next for the podcast and the brand as a whole At its core, this episode is about growth, adaptability, and building something that genuinely helps people better understand money, life, and the decisions that shape both. 🎙️ New episodes every other Thursday. © 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 [https://credentialedwealth.com/wp-content/uploads/2021/03/CWA-Privacy-Policy.pdf] | Form CRS [https://credentialedwealth.com/wp-content/uploads/2021/03/FORM-CRS.pdf] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

14. Mai 202619 min
Episode Relationships Matter Cover

Relationships Matter

What’s the real value of working with a financial advisor in a world filled with apps, automation, and AI? In this episode, Roy and Jeremy dive into a question more people are asking than ever: Do you actually need a human financial advisor anymore? The answer isn’t just about performance or cost, it’s about something much deeper. 👉 Relationships. While technology can bring efficiency, speed, and convenience, it can’t replace the human side of financial planning—understanding your priorities, helping you navigate emotional decisions, and guiding you through life’s biggest financial moments. In this conversation, we explore: * Why AI and robo-advisors can’t fully replace human advisors * Where technology does add value (and where it falls short) * The difference between an “investment person” and a true financial planner * How emotions—not just strategy—impact financial decisions * Real-life examples of how planning uncovers hidden risks and opportunities * Why clarity around your goals and priorities matters more than ever At the end of the day, financial planning isn’t just about numbers—it’s about people, trust, and having someone in your corner who understands the full picture of your life. 🎧 Whether you’re working with an advisor, considering one, or trying to go it alone, this episode will help you think more clearly about what actually matters. 📌 Listen now and subscribe for more conversations that simplify your financial life. © 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 [https://credentialedwealth.com/wp-content/uploads/2021/03/CWA-Privacy-Policy.pdf] | Form CRS [https://credentialedwealth.com/wp-content/uploads/2021/03/FORM-CRS.pdf] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

30. Apr. 202638 min
Episode End of Retirement Planning: The Critical Part Cover

End of Retirement Planning: The Critical Part

In this episode of The About Podcast, Roy Hucke and Jeremy Scott are joined by critical care nurse Jeannine Sucitu for a powerful and deeply human conversation about the realities of end-of-life care, and why these decisions matter long before they’re needed. Drawing from nearly two decades in ICU and neurocritical care, Jeannine shares what families actually face in high-stakes medical situations. From ventilators and resuscitation decisions to the emotional weight placed on loved ones, this episode pulls back the curtain on what “doing everything” really means. Together, they explore: * The difference between DNR (Do Not Resuscitate) and DNI (Do Not Intubate) * Why CPR and life-saving measures aren’t what TV makes them seem * The critical role of a medical power of attorney * How a living will can guide (or confuse) decision-making * What happens when no one knows your wishes * The emotional and ethical challenges families face in real time * Why having these conversations now can prevent pain later This isn’t just a medical discussion, it’s a financial, emotional, and relational one. Because planning for the future isn’t only about money… it’s about dignity, clarity, and the people you love. If you’ve ever said “I want everything done,” this episode will help you understand what that truly means—and why it’s worth thinking through today. 🎧 Listen in and start the conversation that most people avoid—but everyone needs. © 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 [https://credentialedwealth.com/wp-content/uploads/2021/03/CWA-Privacy-Policy.pdf] | Form CRS [https://credentialedwealth.com/wp-content/uploads/2021/03/FORM-CRS.pdf] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

16. Apr. 202649 min
Episode About Three Cover

About Three

In this episode of The About Podcast, Roy and Jeremy introduce a new format—About Three—three quick takes on financial topics people ask about all the time. They break down: 👉 What an ETF actually is and how it works 👉 When an annuity might make sense (and what to watch for) 👉 When it could be the right time to refinance your home If you’ve ever heard these terms but weren’t quite sure how they apply to you, this episode is a great place to start. It’s a simple way to dip your toe in before diving deeper into more complex financial conversations. As always, the goal is clarity—so you can make more confident decisions with your money. © 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 [https://credentialedwealth.com/wp-content/uploads/2021/03/CWA-Privacy-Policy.pdf] | Form CRS [https://credentialedwealth.com/wp-content/uploads/2021/03/FORM-CRS.pdf] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

26. März 202618 min