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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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Blurb: This week on The Dale Buckner Podcast, Dale invites John Kletchka, CPA to discuss tips for individuals and businesses regarding their end of year tax planning. John Kletchka and his firm work closely with businesses and individuals alike in the Amarillo area and Texas Panhandle to reduce their tax implications, figure out their deductions, a…
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This week on The Dale Buckner Podcast, Teresa returns to the show to share the final part of the 12 Reasons Not to Be Your Own Advisor series. In this episode, Dale and Teresa discuss the remaining behavioral finance principles and the biases that govern how people act, and how these biases can affect one’s investing behavior. Tune in this week to …
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This week on The Dale Buckner Podcast, Brett joins Dale again to discuss tax planning tips to help individuals reduce their tax burdens. Brett and Dale talk about year end tax planning, how to lower your taxes for the current year, and go over lifetime tax planning to help you prepare for retirement with a potentially lower tax bill. Tune in this w…
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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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.Door Dale Buckner
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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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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.Door Dale Buckner
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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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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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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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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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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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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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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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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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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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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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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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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.Door Dale Buckner
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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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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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