The Dale Buckner podcast

The Dale Buckner Podcast

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The Insurance Basics: Homeowner’s Insurance w/ Eric Barry | The Dale Buckner Podcast Ep. 236 39:24

5일 전39:24

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39:24

This week on the Dale Buckner Podcast, Dale is joined by Eric Barry, regional director for Vincent & Associates, an Allstate insurance agency. Eric and Dale discuss the benefits of homeowners insurance, the different types of coverage that you can have for your home, and more. Tune in this week to learn more about the importance of having homeowners insurance and what types of damage, both physically and financially, a homeowners policy can help to protect you from.…

The Dale Buckner Podcast

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Blended Families and Estate Planning w/ Adair Buckner | The Dale Buckner Podcast Ep. 235 38:32

12일 전38:32

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38:32

This week on the Dale Buckner Podcast, Dale is joined again by Adair Buckner, Attorney at Law. Adair, who specializes in estate planning and probate, discusses with Dale the processes of estate planning and inheritance, especially when considering blended families and other special circumstances. Tune in this week to learn more about the intricacies of inheritances, what the rights of different heirs are, and why it’s important to update your will often.…

The Dale Buckner Podcast

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Visualizing Your Ideal Retirement w/ Teresa Roop | The Dale Buckner Podcast Ep. 234 38:42

19일 전38:42

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38:42

This week on the Dale Buckner Podcast, Teresa and Dale discuss ideal retirements and how you can plan for yourself to have your ideal retirement. From visualizing how you want your retirement to be, analyzing the cost and timeline, and developing your investment plan, Dale and Teresa go over some key steps that can help you. Tune in this week to learn more about how to turn this vision into reality, and how a Certified Financial Planner® can help you work toward this goal.…

The Dale Buckner Podcast

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The Recent Market Volatility w/ Teresa Roop | The Dale Buckner Podcast Ep. 233 38:21

26일 전38:21

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38:21

This week on the Dale Buckner Podcast, Teresa and Dale discuss the recent turbulence that investors have been seeing and experiencing in the markets. Dale, who has been in the industry since 1988, has experienced many volatile market conditions, and through careful planning and observation, has developed processes and procedures that may be able to help your investments make it through such volatile conditions as we are seeing now. Tune in this week to learn more about Dale’s plan to assist you in developing your diversified portfolio, and how this can potentially save you from losing your investments during this market turbulence.…

The Dale Buckner Podcast

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Dealing with Credit Card Debt w/ Teresa Roop | The Dale Buckner Podcast Ep. 232 39:44

5 weeks 전39:44

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39:44

This week on the Dale Buckner Podcast, Teresa joins Dale again to discuss the issue of credit card debt and the high interest rates across that industry. Dale and Teresa share their experiences with credit cards, stories relating to the rise in credit card debt that individuals are facing after the recent epidemic, and helpful tips to get out of debt. Tune in this week to learn more about how you can avoid credit card debt, or techniques that can help you to pay off credit card debt.…

The Dale Buckner Podcast

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Tax Advantaged Charitable Intent w/ Teresa Roop | The Dale Buckner Podcast Ep. 231 38:46

6 weeks 전38:46

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38:46

This week on the Dale Buckner Podcast, Teresa returns to the program to discuss charitable intent with Dale. Dale and Teresa discuss the value of charitable giving, how it can help you reduce your taxes, and the most tax efficient ways to give to your charity or church of choice. Tune in this week to learn more about how you can have charitable intent while being tax advantaged, how utilizing Qualified Charitable Donations can help you reduce your tax burden, and how a Certified Financial Planner® can help you!…

The Dale Buckner Podcast

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Understanding Probate, Wills, and Inheritance w/ Adair Buckner | The Dale Buckner Podcast Ep. 230 38:58

7 weeks 전38:58

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38:58

This week on the Dale Buckner Podcast, Adair Buckner, Attorney at Law, joins Dale to discuss wills and the probate process. Adair, who specializes in estate planning and probate, goes through the different types of probate processes, ranging from simple executions of a will to prolonged and arduous intestate processes. Tune in this week to learn more about how probate works, why its important to take care of estate planning sooner rather than later, and what you can do to better prepare yourself and your family for your estate to be passed on.…

The Dale Buckner Podcast

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The Great Wealth Transfer w/ Teresa Roop | The Dale Buckner Podcast Ep. 229 38:01

8 weeks 전38:01

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38:01

This week on the Dale Buckner Podcast, Teresa Roop joins Dale once again to discuss the upcoming wealth transfer that will occur in the next 5-10 years. As the older generations begin to transfer their wealth to their heirs, women are expected to receive a massive sum of money transferred to them. Teresa and Dale discuss recent surveys regarding this transfer, and how many of the men and women that are inheriting money feel less than prepared for the sudden increase of their wealth. Tune in this week to hear the tips and information that Dale and Teresa share that can help you and your family prepare to receive an inheritance, or prepare to build your own wealth instead.…

The Dale Buckner Podcast

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The 6 Steps to Retiring Early w/ Teresa Roop | The Dale Buckner Podcast Ep. 228 38:43

9 weeks 전38:43

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38:43

This week on The Dale Buckner Podcast, Teresa Roop joins Dale again to discuss the 6 steps that you should take if you want to have an early retirement. From becoming debt free to making sure you will have health care coverage during your retirement, Teresa and Dale go over the essential elements of early retirement. Tune in this week to learn more about what you can do to help yourself plan for an early retirement, how to know if you are able to retire early, and what a Certified Financial Planner® can do to help you build your plan.…

The Dale Buckner Podcast

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Planning Your Dream Retirement w/ Teresa Roop | The Dale Buckner Podcast Ep. 227 39:07

10 weeks 전39:07

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39:07

This week on The Dale Buckner Podcast, Teresa Roop returns to the show to discuss tips on how to plan your dream retirement. Dale and Teresa go over the recommended steps that can help you to identify your dream retirement, including your vision for retirement, what assets you have that can help you fund your retirement, and when you are planning to retire. Tune in this week to learn more about the steps you can take to start building the plan for your dream retirement, and how a Certified Financial Planner® can help you.…

The Dale Buckner Podcast

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Changes to Social Security w/ Brett Hansen | The Dale Buckner Podcast Ep. 226 38:58

11 weeks 전38:58

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38:58

This week on The Dale Buckner Podcast, Brett Hansen joins Dale to discuss the recent changes to Social Security. Brett and Dale, both Certified Financial Planners®, specialize in retirement planning and work with hundreds of clients to plan out their retirement, including how to factor in Social Security income. Tune in this week to learn more about the changes to Social Security that were announced in January 2025, how these changes may affect your family’s income and retirement plans, and how you can incorporate Social Security into your plan for a dream retirement.…

The Dale Buckner Podcast

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Investing in Real Estate w/ Bobby Tyler | The Dale Buckner Podcast Ep. 225 40:07

12 weeks 전40:07

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40:07

This week on The Dale Buckner Podcast, Bobby Tyler joins Dale once again to discuss the benefits of investing in real estate. Bobby, who has been a real estate investor for nearly 2 decades, shares some of his tips on the real estate industry, and how individuals can get started. Tune in this week to hear more about Bobby’s and Dale’s experiences with real estate investing, get tips on how to get started with your own real estate investing, and more.…

The Dale Buckner Podcast

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The Current Real Estate Market w/ Bobby Tyler | The Dale Buckner Podcast Ep. 224 39:53

13 weeks 전39:53

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39:53

This week on The Dale Buckner Podcast, Bobby Tyler, of the Bobby Tyler Group with Keller Williams, joins Dale to discuss the current state of the real estate market. Bobby and Dale go over current market prices, supply and demand of homes in the Amarillo area, and potential conflicts that cause individuals to be hesitant to buy or sell homes. Tune in this week to learn more about how the current economy is affecting the real estate market, some best practices for beginning your journey as a homeowner, how to know when the time is right to buy or sell, and more.…

The Dale Buckner Podcast

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Leaving Investments for Your Heirs w/ Teresa Roop | The Dale Buckner Podcast Ep. 223 38:06

14 weeks 전38:06

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38:06

This week on The Dale Buckner Podcast, Teresa Roop, Registered Representative with United Planners at Dale Buckner, Inc., joins Dale again to discuss the different types of investment accounts that individuals often leave to their heirs. From traditional and Roth IRAs to life insurance policies, Dale and Teresa discuss the benefits and drawbacks of the different types of investment accounts that are most often inherited by beneficiaries, and help explain how you can maximize the benefit to your heirs by identifying tax advantages that each investment may have. Tune in this week to learn more about how to leave the most tax efficient legacy to your heirs.…

The Dale Buckner Podcast

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The Importance of Legacy Planning w/ Adair Buckner | The Dale Buckner Podcast Ep. 222 38:51

15 weeks 전38:51

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38:51

This week on The Dale Buckner Podcast, Adair Buckner, Attorney, joins Dale again to discuss the importance of establishing an estate/legacy plan. Adair, who specializes in estate planning and probate, explains various situations where an estate plan can help to avoid many of the issues that can occur after your passing, such as intestate of your assets, unwanted division of your assets to heirs, incorrect beneficiaries, etc. Tune in this week to learn more about how establishing an estate plan can help you to avoid unnecessary hardships for you and your family.…

The Dale Buckner Podcast

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Estate Legacy Planning w/ Adair Buckner | The Dale Buckner Podcast Ep. 221 39:17

16 weeks 전39:17

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39:17

This week on The Dale Buckner Podcast, Dale is joined by Adair Buckner, Attorney. Adair specializes in estate planning and probate, and joins Dale to discuss the importance of legacy planning before and during retirement. From transfer on death deeds and assigning beneficiaries on investments, to living trusts and wills, Adair and Dale go over the different methods to transfer your assets to your heirs while avoiding unnecessary probate. Tune in this week to learn more about which methods are best in different situations, and how you can determine the best way to establish your estate plan.…

The Dale Buckner Podcast

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Fraud Awareness and Prevention w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 220 38:36

17 weeks 전38:36

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38:36

This week on The Dale Buckner Podcast, Eli Wilkerson joins Dale once again to continue their discussions about fraud schemes and tactics. Eli, a Certified Fraud Expert, shares his knowledge of fraud schemes and discusses with Dale prevention methods, ways to be more aware of potential fraud, and the groups most likely to be targeted by fraudsters. Tune in this week to learn more about how you can protect yourself, your family, and your business from potential fraud schemes, and how to be more vigilant in looking out for fraud attempts.…

The Dale Buckner Podcast

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New Types of Fraud w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 219 38:16

18 weeks 전38:16

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38:16

This week on The Dale Buckner Podcast, Dale is joined by Certified Fraud Expert Eli Wilkerson. Eli, who has been in business since 2019, joins Dale to discuss recent fraud schemes that have begun to rise in notoriety, such as gift card scams. Dale and Eli visit about different types of fraud, fraud prevention methods, and some of the different aspects of the fraud recovery process that are part of a Certified Fraud Expert’s role. Tune in this week to learn more about fraud and some of the ways that a Certified Fraud Expert can assist you or your business.…

The Dale Buckner Podcast

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New Year’s Financial Resolutions w/ Brett Hansen | The Dale Buckner Podcast Ep. 218 38:53

19 weeks 전38:53

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38:53

Happy New Year! This week on The Dale Buckner Podcast, Brett Hansen joins Dale to discuss New Year’s resolutions. Brett and Dale list the many different parts to having a successful financial resolution, including having an emergency fund, establishing a budget, and getting out of debt. Tune in this week to learn more about how you can prepare yourself and your family for a financially successful year by using these examples to create your New Year’s resolutions.…

The Dale Buckner Podcast

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Legacy Tax Planning Tips w/ John Kletchka | The Dale Buckner Podcast Ep. 217 39:06

20 weeks 전39:06

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39:06

This week on The Dale Buckner Podcast, John Kletchka, CPA, joins Dale once again to discuss legacy tax planning. John Kletchka gives his insight into the world of tax planning when it comes to developing a legacy plan. Tune in this week to hear John and Dale discuss the different ways that you can lower taxes when planning your legacy, such as Roth conversions, charitable donations, trusts, and more.…

The Dale Buckner Podcast

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CPA Tips for Year End Tax Planning w/ John Kletchka | The Dale Buckner Podcast Ep. 216 38:23

21 weeks 전38:23

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38:23

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, and give insight on the best time to realize gains and losses. Tune in this week to learn more about how you can reduce your tax burdens as the year ends, and how to get a head start on potentially reducing taxes in 2025.…

The Dale Buckner Podcast

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12 Reasons Not to Be Your Own Advisor Pt. 3 w/ Teresa Roop | The Dale Buckner Podcast Ep. 215 37:53

22 weeks 전37:53

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37:53

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 learn more about the biases that may be affecting you or someone you know, how to avoid these biases, and the conclusions that Dale and Teresa have drawn from these principles and biases.…

The Dale Buckner Podcast

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Year End and Lifetime Tax Planning Tips w/ Brett Hansen | The Dale Buckner Podcast Ep. 214 39:15

23 weeks 전39:15

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39:15

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 week to learn more about how tax planning today can help you next year, and for years to come, in reducing your overall tax burden.…

The Dale Buckner Podcast

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Tax Free Income in Retirement w/ Brett Hansen | The Dale Buckner Podcast Ep. 213 39:09

24 weeks 전39:09

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39:09

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 how you can utilize Roth IRAs, or convert your current IRA to a Roth, to take advantage of the tax-friendly Roth IRA retirement account.…

The Dale Buckner Podcast

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12 Reasons Not to Be Your Own Advisor Pt. 2 w/ Teresa Roop | The Dale Buckner Podcast Ep. 212 38:50

25 weeks 전38:50

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38:50

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 can be detrimental to investments, and how you can work to avoid falling back on these behaviors when planning your own investments.…

The Dale Buckner Podcast

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12 Reasons Not to Be Your Own Advisor Pt. 1 w/ Teresa Roop | The Dale Buckner Podcast Ep. 211 38:03

26 weeks 전38:03

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38:03

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 harmful for your investment income, the difference between bulls and bears, and a few of the reasons that being your own advisor might not be in your best interest.…

The Dale Buckner Podcast

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Is Social Security In Trouble? w/ Teresa Roop | The Dale Buckner Podcast Ep. 210 37:17

27 weeks 전37:17

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37:17

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 affected, and potential solutions to keep Social Security trust funds from being completed emptied. Tune in this week to learn more about the potential future of Social Security, and what can be done to help you minimize the effects on your own retirement.…

The Dale Buckner Podcast

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Why Women Are Better Investors w/ Teresa Roop | The Dale Buckner Podcast Ep. 209 39:21

28 weeks 전39:21

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39:21

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 more about the different aspects of finance behaviors that contribute to the success that many women, and men, see in their investments.…

The Dale Buckner Podcast

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Fraud During the Giving Season w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 208 38:52

29 weeks 전38:52

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38:52

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 can use to help avoid these false charities. Tune in this week to learn more about how you can protect yourself from being a victim of charity fraud during this giving season.…

The Dale Buckner Podcast

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Low-Tech and Old Fashioned Fraud w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 207 38:23

30 weeks 전38:23

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38:23

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 in this week to learn more about the different types of schemes that these fraudsters use, and some steps you can take to avoid and work to prevent these schemes from affecting you.…

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