Loss of a Spouse

Loss of a Spouse

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 [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.

Failure to Launch

🚀 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 [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.

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.

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.

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.