You know it’s important to manage your finances, but who has time to learn everything there is to know about financial planning? Join author and radio show personality Dale Buckner as he interviews experts throughout the industry about everything from protecting your principal to managing your investments. If you’re struggling to keep track of all aspects of your finances, need to prepare for retirement, or don’t know where to start, you need Dale on your side.
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Tax Free Income in Retirement w/ Brett Hansen | The Dale Buckner Podcast Ep. 213
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This week on The Dale Buckner Podcast, Brett returns to discuss with Dale ways that individuals can earn tax free income during their retirement. From Roth IRAs to Roth conversions and more, Brett and Dale discuss some helpful tips on how to enjoy your retirement income without worrying about paying income tax. Tune in this week to learn more about…
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12 Reasons Not to Be Your Own Advisor Pt. 2 w/ Teresa Roop | The Dale Buckner Podcast Ep. 212
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This week on The Dale Buckner Podcast, Dale and Teresa continue their discussions on behavioral finance principles for the second part of the 12 Reasons Not to Be Your Own Advisor. This week, Dale explains the principles of mental accounting, anchoring, time bias, and more. Tune in this week to learn more about how our human instincts and behaviors…
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12 Reasons Not to Be Your Own Advisor Pt. 1 w/ Teresa Roop | The Dale Buckner Podcast Ep. 211
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This week on The Dale Buckner Podcast, Dale and Teresa begin a multi-part series about the 12 Reasons Not to Be Your Own Advisor. These 12 reasons are based on some of the stand-out behavioral finance principles that are discussed in Make Money, Think Rich. Tune in this week to learn about some of the key points about why emotional investing can be…
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Is Social Security In Trouble? w/ Teresa Roop | The Dale Buckner Podcast Ep. 210
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This week on The Dale Buckner Podcast, Dale is joined by Teresa Roop, a Registered Representative with Dale Buckner, Inc., to discuss the possibility of Social Security trust funds being depleted. Teresa and Dale discuss some concerns that come along with this, such as potential reductions in Social Security income, how future retirees can be affec…
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Why Women Are Better Investors w/ Teresa Roop | The Dale Buckner Podcast Ep. 209
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This week on The Dale Buckner Podcast, Dale is joined by Teresa Roop. Teresa, a Registered Representative with Dale Buckner, Inc., makes her first appearance on the podcast to discuss with Dale why women are better investors. Teresa and Dale go over behavioral finance principles, a study by Fidelity from 2021, and more. Tune in this week to learn m…
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Fraud During the Giving Season w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 208
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This week on The Dale Buckner Podcast, Eli Wilkerson, Certified Fraud Expert and Certified Ethical Hacker, returns to the show to discuss charity fraud during the giving season with Dale. Eli explains the different tactics that fraudsters use to trick people during the most charitable time of the year and goes over some strategies that individuals …
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Low-Tech and Old Fashioned Fraud w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 207
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This week on The Dale Buckner Podcast, Dale invites Eli Wilkerson, Certified Fraud Expert and Certified Ethical Hacker, back to discuss traditional types of fraud schemes. From classic check fraud to spam calls, Eli discusses the numerous ways fraud artists attempt to gain access to personal information and funds through less high-tech means. Tune …
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The Fraud Triangle and the Types of Fraud w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 206
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This week on The Dale Buckner Podcast, Dale is joined by Eli Wilkerson, fraud expert and a Certified Ethical Hacker, to discuss fraud and how it affects individuals and businesses. Eli discusses the “Fraud Triangle” and the different types of fraud schemes. Tune in this week to learn more about what fraudsters do to try and steal your information, …
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How to Save on Taxes w/ Brett Hansen | The Dale Buckner Podcast Ep. 205
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This week on The Dale Buckner Podcast, Dale and Brett continue their discussions from last week about taxes. Brett, an Enrolled Agent as well as a Certified Financial Planner©, goes over different methods and strategies that people can implement in their own finances to help lower their taxes. From utilizing tax leveraged investment options, such a…
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Talking Taxes w/ Brett Hansen | The Dale Buckner Podcast Ep. 204
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This week on the Dale Buckner Podcast, Brett Hansen visits with Dale again to discuss taxes. Brett, who is an Enrolled Agent as well as a Certified Financial Planner©, joins the show this week to discuss tax returns, how individuals are taxed, and how to be proactive to help in reducing overall taxes. Tune in this week to learn more about how the t…
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Dale’s Rules of Investing w/ Brett Hansen | The Dale Buckner Podcast Ep. 203
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This week on The Dale Buckner Podcast, Dale is joined once again by Brett Hansen. Dale and Brett discuss Dale’s “Rules of Investing.” They discuss the different requirements that they have for investments, such as low fees and costs to invest, the ability to access your money when you need it, and working with an investment advisor and custodian th…
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Inflation and the Current Market State w/ Brett Hansen | The Dale Buckner Podcast Ep. 202
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This week on The Dale Buckner Podcast, Brett Hansen is once again joining Dale to discuss the current state of the market. With inflation being on the minds of consumers and businesses alike, Dale and Brett discuss what inflation is, what can cause inflation to go up or down, and even some benefits of inflation on the economy. Dale and Brett also g…
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Leveraging Businesses in Retirement Planning w/ John Kletchka | The Dale Buckner Podcast Ep. 201
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This week on The Dale Buckner Podcast, Dale is once again joined by John Kletchka, CPA. Picking up from last week, Dale and John discuss the advantages of owning a business during tax planning and retirement planning. They go over details about how being a business owner can help to lower taxes, assist with personal expenses that can become busines…
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Deductions from Damages and Personal Tax Planning for Retirement w/ John Kletchka | The Dale Buckner Podcast Ep. 200
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Episode 200! In this milestone episode of The Dale Buckner Podcast, Dale is joined by John Kletchka, CPA. Dale and John discuss the recent wildfires and floods in the Panhandle that have cost individuals and businesses millions of dollars, and how individuals can lower their taxes through damages as a result of these fires and floods. Additionally,…
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Exploring Estate Planning, Trusts, and Powers of Attorney w/ Adair Buckner | The Dale Buckner Podcast Ep. 199
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This week on The Dale Buckner Podcast, Dale is joined by his spouse Adair Buckner, Attorney at Law, who specializes in estate planning. In this episode, Dale and Adair discuss the different parts of the estate planning process, how to plan for your assets to be transferred at the end of life, and the do’s and don’ts of estate planning and trusts. T…
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Residential and Commercial Real Estate Investment Part 2 w/ Bobby Tyler | The Dale Buckner Podcast Ep. 198
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This week on The Dale Buckner Podcast, Dale and Bobby Tyler continue their discussions on real estate. Bobby Tyler, from the Bobby Tyler group at Keller Williams, continues to provide expert insight into the real estate industry, and how individuals can leverage commercial real estate into investments that can generate income and provide tax benefi…
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Residential and Commercial Real Estate Investment Part 1 w/ Bobby Tyler | The Dale Buckner Podcast Ep. 197
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This week on The Dale Buckner Podcast, Dale is joined by Amarillo real estate expert Bobby Tyler. Bobby Tyler is the operator of the Bobby Tyler group with Keller Williams, located on South Soncy Rd. in Amarillo. In this episode, Dale and Bobby discuss the process of purchasing residential properties, the current state of the real estate market, an…
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7 Most Frequently Asked Questions #7 | The Dale Buckner Podcast Special Episode #7
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This week on The Dale Buckner Podcast is the final part of the series "7 Most Frequently Asked Questions About Retirement." In this episode, Dale and Brett discuss best practices in choosing a financial planning professional to work with, as well as some common mistakes and pitfalls that retirees can fall victim to in the process. Dale and Brett di…
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7 Most Frequently Asked Questions #6 | The Dale Buckner Podcast Special Episode #6
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This week on The Dale Buckner Podcast is the penultimate episode of the series "7 Most Frequently Asked Questions." In this episode, Dale and Brett discuss the costs associated with utilizing the services of financial advisors. They go over the different ways that financial planners charge for their services, what fees can charged, and how much it …
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7 Most Frequently Asked Questions #5 | The Dale Buckner Podcast Special Episode #5
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This is Part 5 of the 7 part series "7 Most Frequently Asked Questions." In this episode of The Dale Buckner Podcast, Dale and Brett discuss the reasons and benefits behind spending the extra money in retirement to work with a financial planner. Tune in for insightful discussions about retirement planning and the ways that financial planners can he…
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7 Most Frequently Asked Questions #4 | The Dale Buckner Podcast Special Episode #4
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In this 4th part of the "7 Most Frequently Asked Questions" series, Dale and Brett discuss the risks that can be expected in retirement, and how to plan for them. Tune in to learn more about avoiding risk in retirement, and how to address the risks involved if you do encounter them.Dale Buckner による
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7 Most Frequently Asked Questions #3 | The Dale Buckner Podcast Special Episode #3
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This week on the Dale Buckner Podcast is part 3 of the 7 part series "7 Most Frequently Asked Questions." Once again, Dale and Brett are back discussing the biggest questions that clients have concerning retirement. Part 3 answers the question that many retirees and those close to retirement have regarding their finances: "How can I know that the r…
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7 Most Frequently Asked Questions #2 | The Dale Buckner Podcast Special Episode #2
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This week on the Dale Buckner Podcast, we are re-broadcasting part 2 of our 7 part "Most Frequently Asked Questions" series. Join Dale and Brett as they discussed the most common questions that clients ask them about retirement planning, and what to expect after they retire.Dale Buckner による
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7 Most Frequently Asked Questions #1 | The Dale Buckner Podcast Special Episode #1
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This week on The Dale Buckner Podcast, we are bringing back one of our most popular and helpful series: The 7 Most Frequently Asked Questions About Retirement. Join Dale and Brett as they discuss the first of seven important questions that clients ask about retirement. Also tune in to the remainder of this series over the coming weeks!…
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Fiduciary Responsibility and the 7 Step Planning Process | The Dale Buckner Podcast Ep. 189
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Join Dale Buckner and Brett Hansen as they discuss the importance and responsibilities of fiduciary investment advisors. With over 50 years of collective financial experience, Dale and Brett give expert insights into the world of fiduciary responsibilities and the benefits of fiduciary financial advisors. Additionally, Dale and Brett discuss the al…
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Why You Need a Certified Financial Planner® Professional with Brett Hansen | The Dale Buckner Podcast Ep. 188
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Join Dale Buckner and Brett Hansen on the latest episode of the Dale Buckner Podcast, where they delve into the crucial topic of why you need a Certified Financial Planner® (CFP®) professional. As seasoned experts in the financial realm, Dale and Brett explore the myriad benefits of seeking professional financial guidance. From setting achievable g…
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Why Women Are Better (Investors) Than Men with Brett Hansen | The Dale Buckner Podcast Episode 187
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Tune in to the latest episode of the Dale Buckner Podcast, where Dale Buckner and Brett Hansen engage in a thought-provoking discussion inspired by Tim Maurer's Forbes article on why women may be better investors than men. Delving into the research and insights presented, Dale and Brett explore the nuanced factors behind gender disparities in inves…
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Biggest Mistakes in Retirement Planning Part 4 with Brett Hansen | The Dale Buckner Podcast Ep. 186
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Join us for the thrilling conclusion of our four-part series on retirement planning mistakes on The Dale Buckner Podcast, featuring the esteemed Brett Hansen. In this final installment, we delve into three critical missteps: planning to work forever, not saving early enough, and taking retirement too early. With Brett Hansen's wealth of expertise i…
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Shining a light on the shadowy world of scams with Eli Wilkerson | The Dale Buckner Podcast Ep. 185
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Welcome to another riveting episode of The Dale Buckner Podcast! This time, we're joined by the brilliant Eli Wilkerson to shine a light on the shadowy world of scams. From classic cons to modern-day schemes, we dissect the tactics used by scammers to deceive and exploit unsuspecting individuals and businesses alike. Eli Wilkerson, a seasoned exper…
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Explore the pervasive threat of phishing attacks with Eli Wilkerson | The Dale Buckner Podcast Ep. 184
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Tune in to the latest episode of The Dale Buckner Podcast as we delve into the intricate world of cybersecurity with esteemed guest Eli Wilkerson. In this episode, we explore the pervasive threat of phishing attacks, dissecting their methods, impacts, and preventive measures. Eli Wilkerson, an expert in cybersecurity, provides invaluable and practi…
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Deciphering Business Taxes: Insights with John Kletchka | The Dale Buckner Podcast Ep. 183
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Join Dale Buckner and tax expert John Kletchka as they unravel the intricacies of business taxes in this informative episode. From understanding deductions to navigating compliance, they cover essential strategies for optimizing tax outcomes for your business. Whether you're a small business owner or a seasoned entrepreneur, this conversation provi…
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Navigating Individual Taxes: Expert Insight with John Kletchka | The Dale Buckner Podcast Ep. 182
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Join Dale Buckner and tax specialist John Kletchka for a deep dive into the world of individual taxes. In this episode, they discuss essential topics such as tax deductions, credits, and strategies for maximizing returns. Whether you're filing as a single taxpayer or navigating complex financial situations, this conversation offers valuable insight…
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Mastering Commercial Real Estate with Bobby Tyler | The Dale Buckner Podcast Ep. 181
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Embark on a journey through the realm of commercial real estate with Dale Buckner and industry expert Bobby Tyler. In this episode, they unravel the complexities of commercial property investment, leasing strategies, and market trends. Whether you're a seasoned investor or a newcomer to the field, this conversation provides essential knowledge to t…
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Unlocking Residential Real Estate Secrets with Bobby Tyler | The Dale Buckner Podcast Ep. 180
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Join Dale Buckner and residential real estate expert Bobby Tyler as they delve into the ins and outs of the housing market. From buying strategies to investment opportunities, this episode offers invaluable insights for both buyers and sellers. Tune in to discover the keys to success in residential real estate with two seasoned professionals.…
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Navigating Auto Insurance: Insights with Eric Barry | The Dale Buckner Podcast Ep. 179
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Dive into the world of auto insurance with Dale Buckner and guest Eric Barry. From understanding coverage to maximizing benefits, this episode provides practical tips to ensure you're protected on the road. Tune in for expert advice on securing the right auto insurance for your needs.Dale Buckner による
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Homeowner's Insurance Unpacked with Eric Barry | The Dale Buckner Podcast Ep. 178
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Join Dale Buckner and special guest Eric Barry as they demystify homeowner's insurance. From coverage options to navigating claims, this episode offers essential insights to protect your most valuable asset. Tune in to safeguard your home sweet home.Dale Buckner による
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Social Security and Pensions with Tom Clark Part 2 | Dale Buckner Podcast Ep.177
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Mr. Social Security, Tom Clark, is on this week’s show! “What is the biggest mistake people make when it comes to Social Security?” Tom says, “I think it’s that people take it too early, we should wait as long as possible to take it and reap it’s full benefit.” Tune in and find out so much more about Social Security, Medicare, and planning early fo…
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SOCIAL SECURITY WITH TOM CLARK Part 1 | DALE BUCKNER PODCAST EP. 176
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Mr. Social Security, Tom Clark, is on this week’s show! “What is the biggest mistake people make when it comes to Social Security?” Tom says, “I think it’s that people take it too early, we should wait as long as possible to take it and reap it’s full benefit.” Tune in and find out so much more about Social Security, Medicare, and planning early fo…
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Biggest Mistakes in Retirement Planning with Brett Hansen Part 3 | Dale Buckner Podcast Ep 175
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Dale and Brett, CFP®, are once again covering the biggest mistakes in retirement. They discuss pulling from your retirement accounts, your portfolio, scams, relocation, and more. Tune in an join the conversation!Dale Buckner による
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Biggest Mistakes in Retirement Planning with Brett Hansen part 2 | Dale Buckner Podcast Ep. 174
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This week, Brett Hansen, CFP® is back on the program to continue the conversations of, “Biggest Mistakes People Make in Retirement Planning.” We are covering 5 new mistakes during the episode, you won’t want to miss it!Dale Buckner による
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Leaving a Legacy with Adair Buckner | The Dale Buckner Podcast Ep. 173
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We are joined again this week by Adair Buckner, attorney, to discuss how to leave a legacy for your loved ones with financial and estate planning.Dale Buckner による
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The Biggest Mistakes in Estate Planning with Adair Buckner | The Dale Buckner Podcast Ep. 172
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This week we are joined by Adair Buckner, attorney, to discuss the biggest mistakes in estate planning. Here’s a spoiler: the biggest mistake is NOT doing it!Dale Buckner による
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Biggest Mistakes in Retirement Planning with Brett Hansen | The Dale Buckner Podcast Ep. 171
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Brett Hansen is joining the show again this week to discuss the biggest retirement mistakes. From delaying your saving, to avoiding the stock market, join us to learn how to avoid common mistakes.Dale Buckner による
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11 Money Rules That No Longer Hold True With Brett Hansen | Dale Buckner Podcast Ep. 170
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Dale is once again joined by Brett Hansen to cover, “11 Money Rules That No Longer Hold True.” Join us to hear both CFP® practitioners thoughts on each “rule.”Dale Buckner による
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Understanding Social Security Retirement Benefits with Brett Hansen | Dale Buckner Podcast Ep. 169
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Brett Hansen is back on the show to talk about social security. Tune in to learn all about the benefits of social security during retirement as well as commonly made mistakes.Dale Buckner による
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Retirement Dreams with Brett Hansen | Dale Buckner Podcast Ep. 168
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During this episode, Dale and Brett discuss the different ways to live out your retirement dreams. A little hint? A CERTIFIED FINANCIAL PLANNER™ is a very important tool to help you achieve these dreams!Dale Buckner による
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Longevity Planning with Brett Hansen | Dale Buckner Podcast Ep. 167
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Dale is joined by Brett Hansen, CFP to discuss longevity planning. They cover multiple ways to plan for a long, happy, healthy retirement.Dale Buckner による
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Where to Invest Cash Now with Brett Hansen | Dale Buckner Podcast Ep. 166
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New Year’s Resolutions That Will Change Your Life with Brett Hansen | Dale Buckner Podcast Ep. 165
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Estate Planning with Adair Buckner part 2 | Dale Buckner Podcast Ep. 164
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