Shows
The Dale Buckner PodcastThe History of Social Security with Tom Clark | The Dale Buckner Podcast Ep. 270Dale welcomes special guest Tom Clark, known as “Mr. Social Security.” Dale and Tom discuss the history of Social Security and the many benefits it provides. With over 7,000 presentations delivered on Social Security and extensive experience working with the Social Security Administration, Tom brings a wealth of knowledge to the conversation. Tune in as they enlighten listeners with insightful and practical information about Social Security income.
2026-01-0541 minThe Dale Buckner PodcastContributions to a 401k or IRA with John Kletchka | The Dale Buckner Podcast Ep. 267Dale continues his conversation with John Kletchka, CPA at Condor, Kletchka & Associates, by emphasizing that while Roth accounts can be powerful tools, timing and strategy matter just as much as the decision itself. For employees still in their peak earning years or retirees with large required minimum distributions (RMDs) not yet started, converting too much too soon can trigger unnecessary taxes. Converting during years when income temporarily drops—such as early retirement before Social Security or RMDs begin—can often be far more tax-efficient. John also notes that uncertainty is one reason many companies now offer a Ro...
2025-12-2338 minThe Dale Buckner PodcastHome Health Care with Becky Burton | The Dale Buckner Podcast Ep. 265Dale talks with Becky Burton, owner of Vitality Home Care, LLC, about the challenges of caring for a loved one at home. Providing care can take a real toll on family members. While many seniors wish to care for their spouses—and many adult children want to care for their aging parents—growing older often brings a loss of independence and the need for additional support. Listen as Dale and Becky discuss how home health care can help you or your loved one stay active, safe, and healthy during the aging process.
2025-12-0141 minThe Dale Buckner PodcastAmarillo Area Foundation with Broc Carter | The Dale Buckner Podcast Ep. 263This week on the show, Dale welcomes Broc Carter from the Amarillo Area Foundation. Broc joined the Foundation in 2015 as the No Limits No Excuses Program Officer and now serves as the Senior Director of Operations & Communications, overseeing communications, facilities, marketing, HR administration, IT, and serving as program manager for The Panhandle Gives. He’s dedicated to sharing the powerful story and impact of the Amarillo Area Foundation across the region. With The Panhandle Gives officially underway, Broc breaks down how the campaign works and how you can make a di...
2025-11-1741 minThe Dale Buckner PodcastThe Amarillo Symphony with George Jackson | The Dale Buckner Podcast Ep. 262This week, Dale welcomes a special guest — George Jackson, Music Director with The Amarillo Symphony. Now in his fourth year leading the orchestra, George brings a wealth of experience and energy to the Amarillo music scene. In addition to his work with the symphony, he shares his expertise with students at Amarillo College and West Texas A&M University.Originally from London, George is the 18th Music Director of The Amarillo Symphony. His passion for music began early, creating theatrical performances with his si...
2025-11-1041 minThe Dale Buckner PodcastBasic Estate Planning with Adair Buckner | The Dale Buckner PodcastDale welcomes Adair Buckner, Attorney at Law, to talk about a topic that affects everyone—estate planning. Adair specializes in Estate Planning and Probate, and she’s here to break down what you really need to have in place to protect your assets and provide peace of mind for your loved ones. Do you know if you have the right documents prepared in case something happens to you? Should you have a will, a living trust, or even an irrevocable trust? Adair explains the basics of each, and why getting the right legal guidance can make all the...
2025-11-0640 minThe Dale Buckner PodcastTax-Advantaged Investing and Social Security Income with Phil Bervig | The Dale Buckner PodcastDale sits down with Phil Bervig, Partner at TCP Asset Management in Phoenix, Arizona, for a thoughtful discussion on how to create a rising income during retirement. They explore why Social Security is often considered the best pension, strategies for married couples when making Social Security decisions, and how Medicare can significantly reduce health insurance costs in retirement. Do you have the right building blocks in place to secure your financial future? Tune in as Dale and Phil delve into tax-advantaged investing and other essential strategies...
2025-09-2938 minThe Dale Buckner PodcastSocial Security Income and Inflation with Josh Allen | The Dale Buckner Podcast Ep. 254Dale is joined once again by Josh Allen, Certified Financial Planner™ and Founding Partner of TCP Asset Management. In this episode, they explore the pitfalls of taking Social Security income too early, and how that decision can impact your long-term financial security. They also discuss the topic of inflation and how it erodes your purchasing power over time. Dale and Josh further discuss key concepts in behavioral finance, strategies for generating rising income in retirement. Whether you're nearing retirement or planning well in advance, this episode provides valuable insights to...
2025-09-0840 minThe Dale Buckner PodcastBusiness Taxes with John Kletchka | The Dale Buckner PodcastJoin Dale Buckner as he sits down with CPA John Kletchka for a deep dive into the often-confusing world of business taxes. Whether you're running an S corp, sole proprietorship, or partnership, this conversation breaks down what business owners need to know about staying compliant, minimizing tax burdens, and planning smart for the future.
2025-07-2841 minThe Dale Buckner PodcastTax Basics, Deadlines, and Extensions with John Kletchka | The Dale Buckner Podcast This week, Dale Buckner welcomes CPA John Kletchka of Conder, Kletchka & Associates, PLLC to break down the essentials of tax season. From key deadlines to the truth about filing extensions—did you know an extension gives you more time to file, but not more time to pay? Get clear, practical advice to help you stay compliant and avoid costly surprises.
2025-07-2342 minThe Dale Buckner Podcast8 Rules for Investing with Teresa Roop | The Dale Buckner Podcast Ep. 246Join Dale Buckner as he goes over his 8 Rules for Investing. Find out if exit penalties are common. Should you pay to open or close your account? Find out more as Dale and Teresa discuss the 8 rules for investing. What are your rules for investing?
2025-07-1541 minThe Dale Buckner Podcast11 Components of financial planning w/ Teresa Roop | The Dale Buckner Podcast Ep. 243Join Dale Buckner as he breaks-down the 11 components of financial planning with Teresa Roop. Dale and Teresa discuss various goals as well as budgets and retirement planning. Don’t hesitate! Get the details on how to get your financial plan started today.
2025-07-1441 minThe Dale Buckner PodcastPhishing Schemes and Social Engineering w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 240This week on The Dale Buckner Podcast, Eli Wilkerson, Certified Fraud Expert and Certified Ethical Hacker with Praxis Detection Services, joins Dale once again to discuss phishing schemes and social engineering tactics that hackers use to target individuals. From well-crafted emails and text messages to RFID card scanners, Eli and Dale go over some of the more common ways that hackers and threat actors attempt to gain access to your personal information. Tune in this week to learn more about these different schemes and what you can do to help keep your information safe.
2025-06-0239 minThe Dale Buckner PodcastThe 5 Phases of Hacking w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 239This week on The Dale Buckner Podcast, Eli Wilkerson joins Dale once again to discuss the 5 phases of hacking. Eli Wilkerson, a Certified Fraud Expert and Certified Ethical Hacker, goes over the different steps that hackers will use when attempting to attack your technology and information. These steps include Reconnaissance, Scanning, Gaining Access, Maintaining Access, and Clearing Track. Tune in this week to learn more about the steps that threat actors use when targeting individuals for cyber-attacks, and what you can do to help prevent yourself from becoming a victim.
2025-05-2639 minThe Dale Buckner PodcastTaking Advantage of a Down Market w/ Teresa Roop | The Dale Buckner Podcast Ep. 238This week on the Dale Buckner Podcast, Teresa joins Dale once again to discuss volatility in the market and how it can affect retirement savings. While some individuals believe that it can be worrisome for their savings, Dale and Teresa believe that this can serve as an opportunity to take advantage and boost your retirement savings in preparation for the market to bounce back. Tune in this week to learn more about how you can potentially leverage down-turns in the market into big wins as the market recovers.
2025-05-1938 minThe Dale Buckner PodcastThe Insurance Basics: Personal Property Insurance w/ Eric Barry | The Dale Buckner Podcast Ep. 237This week on the Dale Buckner Podcast, Dale is joined by Eric Barry, regional director for Vincent & Associates, an Allstate insurance agency. Eric discusses with Dale the different types of coverage that are available for personal property items, such as auto insurance, RV insurance, small vehicle insurance, etc. Tune in this week to learn more about the many different ways that you can reduce your risk by getting insurance coverage for your different vehicles and personal items, and the importance of having the right type of coverage for different items.
2025-05-1240 minThe Dale Buckner PodcastThe Insurance Basics: Homeowner’s Insurance w/ Eric Barry | The Dale Buckner Podcast Ep. 236This 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.
2025-05-0539 minThe Dale Buckner PodcastBlended Families and Estate Planning w/ Adair Buckner | The Dale Buckner Podcast Ep. 235This 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.
2025-04-2838 minThe Dale Buckner PodcastVisualizing Your Ideal Retirement w/ Teresa Roop | The Dale Buckner Podcast Ep. 234This 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.
2025-04-2138 minThe Dale Buckner PodcastThe Recent Market Volatility w/ Teresa Roop | The Dale Buckner Podcast Ep. 233This 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 th...
2025-04-1438 minThe Dale Buckner PodcastDealing with Credit Card Debt w/ Teresa Roop | The Dale Buckner Podcast Ep. 232This 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.
2025-04-0739 minThe Dale Buckner PodcastTax Advantaged Charitable Intent w/ Teresa Roop | The Dale Buckner Podcast Ep. 231This 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!
2025-03-3138 minThe Dale Buckner PodcastUnderstanding Probate, Wills, and Inheritance w/ Adair Buckner | The Dale Buckner Podcast Ep. 230This 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.
2025-03-2438 minThe Dale Buckner PodcastThe Great Wealth Transfer w/ Teresa Roop | The Dale Buckner Podcast Ep. 229This 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...
2025-03-1738 minThe Dale Buckner PodcastThe 6 Steps to Retiring Early w/ Teresa Roop | The Dale Buckner Podcast Ep. 228This 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.
2025-03-1038 minThe Dale Buckner PodcastPlanning Your Dream Retirement w/ Teresa Roop | The Dale Buckner Podcast Ep. 227This 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.
2025-03-0339 minThe Dale Buckner PodcastChanges to Social Security w/ Brett Hansen | The Dale Buckner Podcast Ep. 226This 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.
2025-02-2438 minThe Dale Buckner PodcastInvesting in Real Estate w/ Bobby Tyler | The Dale Buckner Podcast Ep. 225This 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.
2025-02-1740 minThe Dale Buckner PodcastThe Current Real Estate Market w/ Bobby Tyler | The Dale Buckner Podcast Ep. 224This 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...
2025-02-1039 minThe Dale Buckner PodcastLeaving Investments for Your Heirs w/ Teresa Roop | The Dale Buckner Podcast Ep. 223This 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...
2025-02-0338 minThe Dale Buckner PodcastThe Importance of Legacy Planning w/ Adair Buckner | The Dale Buckner Podcast Ep. 222This 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.
2025-01-2738 minThe Dale Buckner PodcastEstate Legacy Planning w/ Adair Buckner | The Dale Buckner Podcast Ep. 221This 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.
2025-01-2039 minThe Dale Buckner PodcastFraud Awareness and Prevention w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 220This 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.
2025-01-1338 minThe Dale Buckner PodcastNew Types of Fraud w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 219This 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 bu...
2025-01-0638 minThe Dale Buckner PodcastNew Year’s Financial Resolutions w/ Brett Hansen | The Dale Buckner Podcast Ep. 218Happy 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.
2024-12-3038 minThe Dale Buckner PodcastLegacy Tax Planning Tips w/ John Kletchka | The Dale Buckner Podcast Ep. 217This 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.
2024-12-2339 minThe Dale Buckner PodcastCPA Tips for Year End Tax Planning w/ John Kletchka | The Dale Buckner Podcast Ep. 216Blurb: 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.
2024-12-1638 minThe Dale Buckner Podcast12 Reasons Not to Be Your Own Advisor Pt. 3 w/ Teresa Roop | The Dale Buckner Podcast Ep. 215This 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.
2024-12-0937 minThe Dale Buckner PodcastYear End and Lifetime Tax Planning Tips w/ Brett Hansen | The Dale Buckner Podcast Ep. 214This 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.
2024-12-0239 minThe Dale Buckner PodcastTax Free Income in Retirement w/ Brett Hansen | The Dale Buckner Podcast Ep. 213This 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.
2024-11-2539 minThe Dale Buckner Podcast12 Reasons Not to Be Your Own Advisor Pt. 2 w/ Teresa Roop | The Dale Buckner Podcast Ep. 212This 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.
2024-11-1838 minThe Dale Buckner Podcast12 Reasons Not to Be Your Own Advisor Pt. 1 w/ Teresa Roop | The Dale Buckner Podcast Ep. 211This 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.
2024-11-1138 minThe Dale Buckner PodcastIs Social Security In Trouble? w/ Teresa Roop | The Dale Buckner Podcast Ep. 210This 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.
2024-11-0437 minThe Dale Buckner PodcastWhy Women Are Better Investors w/ Teresa Roop | The Dale Buckner Podcast Ep. 209This 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.
2024-10-2839 minThe Dale Buckner PodcastFraud During the Giving Season w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 208This 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.
2024-10-2138 minThe Dale Buckner PodcastLow-Tech and Old Fashioned Fraud w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 207This 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.
2024-10-1438 minThe Dale Buckner PodcastThe Fraud Triangle and the Types of Fraud w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 206This 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, the tactics they use to attack your devices, and what you can do to reduce the likelihood of falling victim to their schemes.
2024-10-0739 minThe Dale Buckner PodcastHow to Save on Taxes w/ Brett Hansen | The Dale Buckner Podcast Ep. 205This 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 as Roth IRAs and tax-free bonds, individuals can save for retirement and potentially pay no taxes on their retirement money. Join this week to learn more about how you can lower your taxes, or possibly pay no taxes at all, in retirement.
2024-09-3037 minThe Dale Buckner PodcastTalking Taxes w/ Brett Hansen | The Dale Buckner Podcast Ep. 204This 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 tax system is designed, what options are available for individuals to reduce tax obligations, and how working with a Certified Financial Planner© or a tax professional can help you to save money on taxes.
2024-09-2338 minThe Dale Buckner PodcastDale’s Rules of Investing w/ Brett Hansen | The Dale Buckner Podcast Ep. 203This 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 that will do what’s in your best interest. Dale and Brett also discuss some suggestions for how to formulate your own rules for investing. Tune in this week to hear about Dale’s rules, and for guidance on how to com...
2024-09-1638 minThe Dale Buckner PodcastInflation and the Current Market State w/ Brett Hansen | The Dale Buckner Podcast Ep. 202This 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 go over why the market is still continuing to rise despite inflation, and how the market can potentially continue to overcome the dangers of inflation. Tune in this week to learn more about how inflation is affecting...
2024-09-0937 minThe Dale Buckner PodcastLeveraging Businesses in Retirement Planning w/ John Kletchka | The Dale Buckner Podcast Ep. 201This 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 business expenses, and how a business can help to fortify retirement income and create lasting wealth for generations. Tune in this week to learn more about how a business can potentially help lower your taxes, and boost your income during...
2024-09-0238 minThe Dale Buckner PodcastDeductions from Damages and Personal Tax Planning for Retirement w/ John Kletchka | The Dale Buckner Podcast Ep. 200Episode 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, Dale and John discuss the different ways that individuals can leverage retirement accounts, social security, and insurance policies to lower their tax implications throughout retirement. Tune in this week to learn more about personal tax planning, and how you can avoid large tax...
2024-08-2637 minThe Dale Buckner PodcastExploring Estate Planning, Trusts, and Powers of Attorney w/ Adair Buckner | The Dale Buckner Podcast Ep. 199This 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. Tune in to learn more about the different methods for establishing a transfer of assets, when you need a trust, and what alternatives there are.
2024-08-1937 minThe Dale Buckner PodcastResidential and Commercial Real Estate Investment Part 2 w/ Bobby Tyler | The Dale Buckner Podcast Ep. 198This 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 benefits. Tune in this week to learn more about the practice of real estate investment, how to grow your income through real estate, and some more benefits that come along with this channel of investing.
2024-08-1238 minThe Dale Buckner PodcastResidential and Commercial Real Estate Investment Part 1 w/ Bobby Tyler | The Dale Buckner Podcast Ep. 197This 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, and the aspects of homebuying that can cause reluctance in many individuals and families. Tune in for insightful discussions about real estate for individuals and families and join back next week for more information about commercial and investment properties.
2024-08-0238 minThe Dale Buckner Podcast7 Most Frequently Asked Questions #7 | The Dale Buckner Podcast Special Episode #7This 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 discuss this decision making process, give tips to making the right decisions, and helping to explain the mistakes that can be made. Tune in this week for this helpful insight into the retirement process, and the conclusion of this 7 part series!
2024-07-2639 minThe Dale Buckner Podcast7 Most Frequently Asked Questions #6 | The Dale Buckner Podcast Special Episode #6This 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 can cost to work with a financial advisor. Tune in this week and next for the conclusion of this series on the most common questions clients have about planning for retirement.
2024-07-1938 minThe Dale Buckner Podcast7 Most Frequently Asked Questions #5 | The Dale Buckner Podcast Special Episode #5This 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 help you succeed in retirement.
2024-07-1238 minThe Dale Buckner Podcast7 Most Frequently Asked Questions #3 | The Dale Buckner Podcast Special Episode #3This 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 resources I have accumulated can help me meet my needs for the rest of my life?" Tune in to this insightful series to hear the answer to this question and more!
2024-06-2838 minThe Dale Buckner Podcast7 Most Frequently Asked Questions #2 | The Dale Buckner Podcast Special Episode #2This 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.
2024-06-2438 minThe Dale Buckner Podcast7 Most Frequently Asked Questions #1 | The Dale Buckner Podcast Special Episode #1This 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!
2024-06-1435 minThe Dale Buckner PodcastFiduciary Responsibility and the 7 Step Planning Process | The Dale Buckner Podcast Ep. 189Join 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 all-important 7 step process of financial planning, from the initial meeting to actively implementing and monitoring the financial plan. Tune in to learn more about the intricacies of fiduciary responsible financial planning and the process that financial planners conduct with clients.
2024-06-0736 minThe Dale Buckner PodcastWhy You Need a Certified Financial Planner® Professional with Brett Hansen | The Dale Buckner Podcast Ep. 188Join 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 goals to navigating complex investment landscapes, they uncover the invaluable role a CFP® professional plays in securing your financial future. Tune in for insightful discussions and actionable insights that can empower you to make informed financial decisions. Whether you're planning for retirement, investing in your fut...
2024-06-0336 minThe Dale Buckner PodcastWhy Women Are Better (Investors) Than Men with Brett Hansen | The Dale Buckner Podcast Episode 187Tune 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 investment success. From risk management to emotional intelligence, they unpack the qualities that may contribute to women's aptitude in navigating financial markets. Don't miss out on this insightful conversation that challenges conventional wisdom and offers fresh perspectives on investment strategies.
2024-05-3135 minThe Dale Buckner PodcastWhy Women Are Better (Investors) Than Men with Brett Hansen | The Dale Buckner Podcast Ep. 187Tune 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 investment success. From risk management to emotional intelligence, they unpack the qualities that may contribute to women's aptitude in navigating financial markets. Don't miss out on this insightful conversation that challenges conventional wisdom and offers fresh perspectives on investment strategies.
2024-05-2400 minThe Dale Buckner PodcastBiggest Mistakes in Retirement Planning Part 4 with Brett Hansen | The Dale Buckner Podcast Ep. 186Join 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 in financial planning, we dissect the repercussions of these errors and unveil strategies to rectify and avoid them altogether. Whether you're a seasoned investor or just beginning to navigate the world of retirement planning, this episode promises invaluable insights to secure your financial future. Tune in...
2024-05-2037 minThe Dale Buckner PodcastShining a light on the shadowy world of scams with Eli Wilkerson | The Dale Buckner Podcast Ep. 185Welcome 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 expert in cybersecurity, provides invaluable insights into recognizing red flags, staying vigilant, and protecting yourself from falling victim to these elaborate ploys. Join us for a deep dive into the psychology of scams and arm yourself with the knowledge to outsmart even the craftiest...
2024-05-1336 minThe Dale Buckner PodcastExplore the pervasive threat of phishing attacks with Eli Wilkerson | The Dale Buckner Podcast Ep. 184Tune 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 practical insights on safeguarding yourself and your organization against these increasingly sophisticated threats. Whether you're a seasoned professional or a curious listener, join us as we navigate the complex landscape of cybersecurity and arm ourselves with knowledge to stay ahead in the digital age.
2024-05-0635 minThe Dale Buckner PodcastDeciphering Business Taxes: Insights with John Kletchka | The Dale Buckner Podcast Ep. 183Join 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 provides invaluable insights to help you navigate the tax landscape with confidence. Tune in to gain expert guidance and take control of your business tax responsibilities.
2024-04-2936 minThe Dale Buckner PodcastNavigating Individual Taxes: Expert Insight with John Kletchka | The Dale Buckner Podcast Ep. 182Join 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 insights to help you make informed decisions and optimize your tax outcome. Tune in to gain expert advice and take control of your individual tax responsibilities.
2024-04-1536 minThe Dale Buckner PodcastMastering Commercial Real Estate with Bobby Tyler | The Dale Buckner Podcast Ep. 181Embark 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 thrive in the commercial real estate landscape. Tune in to gain valuable insights and unlock the potential of commercial properties with two seasoned pros.
2024-04-1536 minThe Dale Buckner PodcastUnlocking Residential Real Estate Secrets with Bobby Tyler | The Dale Buckner Podcast Ep. 180Join 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.
2024-04-0837 minThe Dale Buckner PodcastNavigating Auto Insurance: Insights with Eric Barry | The Dale Buckner Podcast Ep. 179Dive 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.
2024-03-2837 minThe Dale Buckner PodcastHomeowner's Insurance Unpacked with Eric Barry | The Dale Buckner Podcast Ep. 178Join 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.
2024-03-2538 minThe Dale Buckner PodcastLeaving a Legacy with Adair Buckner | The Dale Buckner Podcast Ep. 173We 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.
2024-02-1636 minThe Dale Buckner PodcastThe Biggest Mistakes in Estate Planning with Adair Buckner | The Dale Buckner Podcast Ep. 172This 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!
2024-02-1236 minThe Dale Buckner PodcastEstate Planning with Adair Buckner | Dale Buckner Podcast Ep. 163We are joined by Adair Buckner this week to discuss estate planning. Do you have a plan for after your passing? Have you wondered if you need a trust? Join us this week to find out!
2023-12-1136 minThe Dale Buckner PodcastA Baby Boomer's Guide to Social Security | Dale Buckner Podcast Ep. 158Knowing when to apply for Social Security Income can be stressful. Where do you start? When do you start? Tune in this week to the Dale Buckner Podcast as Brett Hansen and I go over the “Boomer’s Guide to Social Security”. Did you know Baby Boomers are the largest group of workers to apply for Social Security? Every day, nearly 10,000 baby boomers become eligible for Social Security.
2023-11-0639 minThe Dale Buckner PodcastI Hate Taxes with Brett Hansen | Dale Buckner Podcast Ep. 157Trying to decide between a Traditional IRA and a Roth IRA? Tune in this week to the Dale Buckner Podcast to find out. Brett Hansen will be joining us again this week as we dive into discussing all things IRAs.
2023-10-3136 minThe Dale Buckner PodcastEstate Planning with Adair Buckner | Dale Buckner Podcast Ep. 82This week Dale sat down with Attorney, Adair Buckner to discuss Estate Planning.
2022-05-2438 minThe Dale Buckner PodcastTax-Free Retirements with Brett Hansen | Dale Buckner Podcast Ep. 80Paying taxes off your Social Security income is the last thing most retirees want, but too often they're left with little choice. Luckily, with the right strategy, there are ways for retired workers to enjoy a fulfilling retirment while still paying little-to-no taxes on their Social Security benefits. This week, CERTIFIED FINANCIAL PLANNERS™ Brett Hansen and Dale Buckner discuss the different plans you can use to minimize your tax bill.
2022-05-1038 minThe Dale Buckner PodcastInflation and Market Instability with Brett Hansen | Dale Buckner Podcast Ep. 79Rising inflation and market instability have many questioning the long-term outlook of their investments and retirement. This week, CERTIFIED FINANCIAL PLANNERS™ Brett Hansen and Dale Buckner discuss the fluctuating market, inflation, and offer their perspective on how to deal with each. As always, this program is meant for education purposes only and should not be considered investment advice. Always consult with a financial professional about your personal situation before making any financial decisions.
2022-05-0239 minThe Dale Buckner PodcastPlanning Retirement with Tom Clark | Dale Buckner Podcast Ep. 71Medicare and Social Security are buried under rules and regulations that make trying to claim them complicated and confusing. That's why this week Dale speaks with Tom Clark, an expert of over 40 years in Social Security. In this episode, Dale and Tom talk about common mistakes, best practices and some general tips for those looking to retire soon.
2022-03-0738 minThe Dale Buckner PodcastEnd of Life Planning with Adair Buckner | Dale Buckner Podcast Ep. 57Dale continues his conversation with local attorney Adair Buckner with a discussion on end of life planning. In this episode, Dale and Adair talk about:The importance of planning aheadHow to set up a statutory power of attorneyWhat to do if you or a loved one has been diagnosed with Dementia or Alzheimer's
2022-01-0619 minThe Dale Buckner PodcastCommunity Property and Probate with Adair Buckner | Dale Buckner Podcast Ep. 56In this episode of the Dale Buckner Podcast, Dale visits with local attorney Adair Buckner on community property and the importance of setting up beneficiary designations for property owned between spouses. In this episode, you will learn about:What a community property isThe importance of beneficiary designations and successor beneficiariesUnique rules that apply to community property in the state of Texas
2022-01-0319 minThe Dale Buckner PodcastShould Your Estate Planning Include A Trust? with Adair Buckner | Dale Buckner Podcast Ep. 49In this conversation with Adair Buckner, you can learn:If having a trust is a good ideaThe difference between wills and living trustsThe significance of revocable and irrevocable trustsHow a family can impact estate planning
2021-12-0219 minThe Dale Buckner PodcastThe Importance of Having a Will with Adair Buckner | Dale Buckner Podcast Ep. 48In this conversation with Adair Buckner, you can learn:Why it is important to have a willWhat happens when you don’t have a willHow to set up a will and the best age to do it
2021-11-2919 minThe Dale Buckner PodcastHow Soon Should I Start Planning to Get Tax-free Social Security | Dale Buckner Podcast Ep. 43In this conversation with Dale Buckner, you can learn:The benefits of getting a tax-free Social Security checkHow to get tax-free Social Security income for your familyWhy getting tax-free Social Security income means you're not getting income from any other source and how can this affect youHow can you have a more balanced portfolio
2021-11-1118 minThe Dale Buckner PodcastHow Can A Couple Maximize Social Security Income | Dale Buckner Podcast Ep. 41In this conversation with Dale Buckner, you can learn:How you can get the maximum amount of money from Social Security as a coupleSocial Security benefits for divorced people or survivors Pros and cons of waiting to take your Social Security until retirement (70 years old)
2021-11-0418 minThe Dale Buckner PodcastCan I Delay Taking My Social Security Income? | Dale Buckner Podcast Ep. 39In this conversation with Dale Buckner you can learn:When is the right time for you to start taking Social SecurityThe original intent of Social Security in the original lawHow to get the maximum amount of money out of Social SecurityWhy consulting with a professional can help you make a better decision
2021-10-2819 minThe Dale Buckner PodcastEstate Planning with Expert Adair Buckner | Dale Buckner Podcast Ep. 24Among other things, Adair and Dale discussed:Adair’s PracticeWhat a will is and why people wish to have oneTestamentary trusts and Living trustsWhy you should avoid guardianships whenever possibleThe Basic Estate Plan, which includes powers of attorney, directives to physicians, and medical powers of attorney
2021-08-0939 minThe Dale Buckner PodcastPlanning For The Future With Adair Buckner | Dale Buckner Podcast Ep. 20Among other things, Adair and Dale discussed:Adair’s PracticeThe Basic Estate Plan, which includes powers of attorney, directives to physicians, and medical powers of attorney Why probate should be something you plan and get advice on When you need to get a probate attorney What you need to know about guardianships
2021-07-1238 minThe Dale Buckner PodcastWhat You Need To Know About Life Insurance Brenden Barkate | Dale Buckner Podcast Ep. 7What you can expect to learn from Brenden and Dale’s discussion:Brendens’ back storyThe importance of life insurance The different types of insuranceWhat life insurance you should get based on your lifestyleWhat life insurance policies are and how to navigate them The right amount of life insurance and death benefit for youThe importance of updating your beneficiaries
2021-04-0537 minThe Dale Buckner PodcastFinancial Planner Brett Hansen On What You Need To Know About Your Roth IRA | Dale Buckner Podcast Ep. 6Among other things, Brett and Dale discussed:Minimum distributions to your Roth IRA as a non-spouseHow to wisely invest inheritances Assigning beneficiaries to your inheritance account How to make the inheritance of real estate a smooth transition
2021-03-2238 minThe Dale Buckner PodcastWTAMU President Walter Wendler On Affordable College | Dale Buckner Podcast Ep. 5Among other things, Walter and Dale discussed:The quality education people can get at West Texas A&MSome of the West Texas A&M schools and why are they exceptional How to use the community college system to be able to get into a top-quality UniversityHow to reduce your costs by managing your housing arrangements appropriatelyTaking advanced placement courses in high school
2021-03-1535 minThe Dale Buckner PodcastAttorney Adair Buckner on Non Probate Assets | Dale Buckner Podcast Ep. 4Among other things, Adair and Dale discussed:What nonprobate assets consist of Transferring real estate and other assets without probate The Two Lady Bird DeedHow divorce affects beneficiaries
2021-03-0838 minThe Dale Buckner PodcastEstate Planning with Adair Buckner | Dale Buckner Podcast Ep. 3Among other things, Adair and Dale discussed:Adair’s PracticeWhat a will is and why people wish to have oneTestamentary trusts and Living trustsWhy you should avoid guardianships whenever possibleThe Basic Estate Plan, which includes powers of attorney, directives to physicians, and medical powers of attorney
2021-02-1838 minThe Dale Buckner PodcastSocial Security Benefits and Issues with Brett Hansen | Dale Buckner Podcast Ep. 2Among other things, Brett and Dale discussed:The biggest problems we’re having with Social Security these daysHow Social Security can be way more complex than what we think—and how a financial planner can help you through thatWhy is delaying your Social Security a great idea that can get you substantially more money in the long runSurvivor Benefits and how to make the most out of it
2021-02-0936 minThe Dale Buckner PodcastSocial Security with Tom Clark | Dale Buckner Podcast Ep. 1Among other things, Tom and Dale discussed:All you need to know about Social SecurityRetirement benefitsPensionsWhat happens with people with disabilities
2021-02-0438 min