Shows
The 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 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 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 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 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 PodcastBiggest Mistakes in Retirement Planning with Brett Hansen Part 3 | Dale Buckner Podcast Ep 175Dale and Brett, CFP®, are once again covering the biggest mistakes in retirement. They discuss pulling from your retirement accounts, your portfolio, scams, relocation, and more. Tune in an join the conversation!2024-03-1136 minThe Dale Buckner PodcastBiggest Mistakes in Retirement Planning with Brett Hansen part 2 | Dale Buckner Podcast Ep. 174This week, Brett Hansen, CFP® is back on the program to continue the conversations of, “Biggest Mistakes People Make in Retirement Planning.” We are covering 5 new mistakes during the episode, you won’t want to miss it!2024-02-2635 minThe Dale Buckner PodcastBiggest Mistakes in Retirement Planning with Brett Hansen | The Dale Buckner Podcast Ep. 171Brett Hansen is joining the show again this week to discuss the biggest retirement mistakes. From delaying your saving, to avoiding the stock market, join us to learn how to avoid common mistakes.2024-02-0535 minThe Dale Buckner Podcast11 Money Rules That No Longer Hold True With Brett Hansen | Dale Buckner Podcast Ep. 170Dale is once again joined by Brett Hansen to cover, “11 Money Rules That No Longer Hold True.” Join us to hear both CFP® practitioners thoughts on each “rule.”2024-01-2934 minThe Dale Buckner PodcastUnderstanding Social Security Retirement Benefits with Brett Hansen | Dale Buckner Podcast Ep. 169Brett Hansen is back on the show to talk about social security. Tune in to learn all about the benefits of social security during retirement as well as commonly made mistakes. 2024-01-2235 minThe Dale Buckner PodcastRetirement Dreams with Brett Hansen | Dale Buckner Podcast Ep. 168During this episode, Dale and Brett discuss the different ways to live out your retirement dreams. A little hint? A CERTIFIED FINANCIAL PLANNER™ is a very important tool to help you achieve these dreams!2024-01-1636 minThe Dale Buckner PodcastLongevity Planning with Brett Hansen | Dale Buckner Podcast Ep. 167Dale is joined by Brett Hansen, CFP to discuss longevity planning. They cover multiple ways to plan for a long, happy, healthy retirement.2024-01-0836 minThe Dale Buckner PodcastWhere to Invest Cash Now with Brett Hansen | Dale Buckner Podcast Ep. 1662024-01-0235 minThe Dale Buckner PodcastNew Year’s Resolutions That Will Change Your Life with Brett Hansen | Dale Buckner Podcast Ep. 1652023-12-2035 minThe Dale Buckner PodcastGuide to Taxes in Retirement with Brett Hansen | Dale Buckner Podcast Ep. 160This week, we cover tips for the self-employed, employer retirement plans, Medicare, and much more. Join Brett Hansen and I as we discuss the “Guide to Taxes in your Retirement.”2023-11-2034 minThe Dale Buckner PodcastSuper Agers with Brett Hansen | Dale Buckner Podcast Ep. 159This week, Brett Hansen is joining us to discuss “SuperAgers.” What is a SuperAger? A SuperAger is someone age 80 or older who exhibits cognitive function that is comparable to an average person who is middle-aged. We will do a dive into the healthy habits you can begin forming to become a SuperAger. Also, what kind of fish did Dale fight with for THREE hours? Find all of this out in this week’s episode, you won’t want to miss it! 2023-11-1334 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 PodcastI Hate Taxes with Brett Hansen Part 2 | Dale Buckner Podcast Ep. 1502023-09-1137 minThe Dale Buckner PodcastI Hate Taxes with Brett Hansen | Dale Buckner Podcast Ep. 1492023-09-0137 minThe Dale Buckner Podcast7 Most FAQs About Retirement #7 with Brett Hansen| Dale Buckner Podcast Ep. 1432023-07-2439 minThe Dale Buckner Podcast7 Most Frequently asked Questions about Retirement #6 with Brett Hansen | Dale Buckner Podcast Ep. 1422023-07-1738 minThe Dale Buckner Podcast7 Most Frequently asked Questions about Retirement #5 with Brett Hansen | Dale Buckner Podcast Ep. 141Should you manage your own investments? Whether or not you choose to go it alone or call in an expert for help will depend on your knowledge, experience, and ability to learn everything you need to know about retiring before jumping in and risking your hard-earned money. Brett and I go over this frequently asked question as we explore the options and risks of managing your own investments.2023-07-1038 minThe Dale Buckner Podcast7 Most Frequently Asked Questions about Retirement #4 with Brett Hansen | Dale Buckner Podcast Ep. 1402023-07-0539 min
The Dale Buckner Podcast7 Most Frequently asked Questions about Retirement #3 with Brett Hansen | Dale Buckner Podcast Ep. 139"How can I know that the resources I have accumulated will help me meet my needs for the rest of my life?" Brett and I dive into this question this week and talk about the strategies needed to ensure you have enough to retire on.2023-06-2638 minThe Dale Buckner Podcast7 Most Frequently Asked Questions about Retirement #2 with Brett Hansen | Dale Buckner Podcast Ep. 1382023-06-2038 minThe Dale Buckner Podcast7 Most Frequently Asked Questions about Retirement #1 with Brett Hansen | Dale Buckner Podcast Ep. 1372023-06-1235 minThe Dale Buckner PodcastMisconceptions about Retirement with Brett Hansen | Dale Buckner Podcast Ep. 1332023-05-1538 minThe Dale Buckner PodcastBeneficiary Mistakes People Make with Brett Hansen | Dale Buckner Podcast Ep. 1312023-05-0138 minThe Dale Buckner PodcastMistakes Made in Retirement IV with Brett Hansen | Dale Buckner Podcast Ep. 1282023-04-0538 minThe Dale Buckner PodcastMistakes People Make Before Retirement with Brett Hansen | Dale Buckner Podcast Ep. 1252023-03-2038 minThe Dale Buckner PodcastThe Rothification of America with Brett Hansen | Dale Buckner Podcast Ep.1242023-03-1338 minThe Dale Buckner PodcastWe Need to Talk with Brett Hansen | Dale Buckner Podcast Ep. 1232023-03-0638 minThe Dale Buckner PodcastMake Money, Think Rich with Brett Hansen | Dale Buckner Podcast Ep. 1222023-02-2738 minThe Dale Buckner PodcastCertified Financial Planner Professionals with Brett Hansen | Dale Buckner Podcast Ep. 1212023-02-2138 minThe Dale Buckner PodcastMake Money Think Rich (2nd Edition) with Brett Hansen | Dale Buckner Podcast Ep. 1182023-01-3038 minThe Dale Buckner PodcastSECURE Act 2.0 with Brett Hansen | /Dale Buckner Podcast Ep. 1172023-01-2338 minThe Dale Buckner Podcast"We Need to Talk" with Brett Hansen | Dale Buckner Podcast Ep. 1162023-01-1738 minThe Dale Buckner PodcastCash Accounts with Brett Hansen | Dale Buckner Podcast Ep. 1092022-11-2838 minThe Dale Buckner Podcast7 Financial Planning Steps with Brett Hansen | Dale Buckner Podcast Ep. 1022022-10-1039 minThe Dale Buckner PodcastBehavioral Finance with Brett Hansen | Dale Buckner Podcast Ep. 101Did you know how we feel can affect our financial decisions? This week, Dale speaks with Brett Hansen on how our emotions and health can affect our financial decisions.2022-10-0638 minThe Dale Buckner Podcast7 Most Frequently asked Questions about Retirement #7 with Brett Hansen | Dale Buckner Podcast Ep. 902022-07-1839 minThe Dale Buckner Podcast7 Most Frequently asked Questions about Retirement #6 with Brett Hansen | Dale Buckner Podcast Ep. 892022-07-1138 minThe Dale Buckner Podcast7 Most Frequently asked Questions about Retirement #5 with Brett Hansen | Dale Buckner Podcast Ep. 882022-06-3038 minThe Dale Buckner Podcast7 Most Frequently asked Questions about Retirement #4 with Brett Hansen | Dale Buckner Podcast Ep. 872022-06-2739 minThe Dale Buckner Podcast7 Most Frequently asked Questions about Retirement #3 with Brett Hansen | Dale Buckner Podcast Ep. 862022-06-2159 minThe Dale Buckner Podcast7 Most Frequently asked Questions about Retirement #2 with Brett Hansen | Dale Buckner Podcast Ep. 852022-06-1338 minThe Dale Buckner Podcast7 Most Frequently Asked Questions about Retirement #1 with Brett Hansen | Dale Buckner Podcast Ep. 842022-06-0735 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 PodcastReasons to Call with Brett Hansen | Dale Buckner Podcast Ep. 76How often does your financial advisor call you? Are you concerned about how a changing market will affect your retirement? Are you confident about your retirement?This week, CERTIFIED FINANCIAL PLANNERS™ Brett and Dale talk about all the reasons you should call and work with a certified financial professional to secure your retirement. 2022-04-1237 minThe Dale Buckner PodcastAll About Medicare with Brett Hansen | Dale Buckner Podcast Ep. 75Most health insurance is provided by your employer, so what happens when you retire and have to apply for Medicare? It's one of the most common questions soon-to-be retirees have when planning retirement.That's why this week retirement professionals Dale and Brett talk about the different types of Medicare plans and explain what you need to know to make the best decisions for your future health.2022-04-0438 minThe Dale Buckner PodcastThe Future of Social Security with Brett Hansen | Dale Buckner Podcast Ep. 74Rumors of Social Security running out have been rampant for years, but are they true?This week, Dale and Brett sit down to talk about the future of Social Security benefits and explain why it is extremely unlikely for Social Security to run out of funds.2022-03-2938 minThe Dale Buckner PodcastAll About IRAs with Brett Hansen | Dale Buckner Podcast Ep. 70IRA accounts are a common way for people to save towards their retirement, but different types of IRA accounts have different rules you must follow.In this episode, Dale sits down with CERTIFIED FINANCIAL PLANNER™ Brett Hansen to go over the different types of IRA accounts and what you need to be aware of when choosing the type that works best for you.2022-03-0137 minThe Dale Buckner PodcastAll About IRAs with Brett Hansen | Dale Buckner Podcast Ep. 70IRA accounts are a common way for people to save towards their retirement, but different types of IRA accounts have different rules you must follow.In this episode, Dale sits down with CERTIFIED FINANCIAL PLANNER™ Brett Hansen to go over the different types of IRA accounts and what you need to be aware of when choosing the type that works best for you.2022-02-2838 minThe Dale Buckner PodcastMaximizing Retirement with Brett Hansen | Dale Buckner Podcast Ep. 69Claiming Social Security comes with several rules that even the best of us can find confusing. One misstep can cost you thousands of dollars.In this episode, Dale speaks with CERTIFIED FINANCIAL PLANNER™, Brett Hansen about the different strategies people use to maximize their retirement. 2022-02-2237 minThe Dale Buckner PodcastMaximizing Retirement with Brett Hansen | Dale Buckner Podcast Ep. 63Planning for retirement is one of the most important things you can do to have a comfortable post-work life, but you can't always count on Social Security to be enough.In this episode, Dale speaks with CERTIFIED FINANCIAL PLANNER™, Brett Hansen, on some of the plans you should think about before you retire.2022-01-2820 minThe Dale Buckner PodcastSocial Security with Brett Hansen | Dale Buckner Podcast Ep. 62Claiming Social Security comes with several rules that even the best of us can find confusing. One misstep can cost you thousands of dollars.In this week's episode, Dale sits down with fellow CFP Brett Hansen to discuss the best time to claim Social Security, and the steps you can take to maximize your earning into retirement. 2022-01-2520 minThe Dale Buckner PodcastTax-Free Retirement with Brett Hansen | Dale Buckner Podcast Ep. 37In this conversation with Brett Hansen, you will learn:The various types of IRAsWhat a Roth IRA is How Roth IRAs can help you expand your financesTips to maintain a tax-free income during retirementHow your personal situation influences the type of IRA you should invest in2021-10-2119 minThe Dale Buckner PodcastRetirement with Brett Hansen | Dale Buckner Podcast Ep.36In this conversation with Brett Hansen, you will learn:What you need to know about Individual Retirement Accounts (IRA)Types of IRAs How to maintain a tax-free income during retirementThe penalties for withdrawing from your IRA early. "Withdrawals of Roth IRA contributions are tax-free upon reaching age 59.5 and holding the account for at least 5 years. Income limitations apply."2021-10-1819 minThe Dale Buckner PodcastTax-Free Bonds with Brett Hansen | Dale Buckner Ep. 35In this conversation with Brett Hansen, you will learn:How to take advantage of tax-free bondsWhen municipal bonds are the most appropriateHow bonds can help build your portfolioWhat you should know about bonds. Investing in tax-free bonds may not be appropriate for investors in all tax brackets. Municipal bonds may be subject to alternative minimum tax, and state and local taxes.2021-10-1419 minThe Dale Buckner PodcastBonds with Brett Hansen | Dale Buckner Podcast Ep. 34In this conversation with Brett Hansen, you will learn:Everything you need to know about bonds How to choose the right bond for youThe biggest misconceptions about bondsWhy certain bonds are not taxable What you should know about Treasury Inflation Protection Security (TIPS)2021-10-1115 minThe Dale Buckner PodcastAll You Should Know About Inflation with Brett Hansen | Dale Buckner Podcast Ep. 31In this conversation with Brett Hansen, you will learn:Why you should work with a CERTIFIED FINANCIAL PLANNER™ professionalInflation and what you should be worried about when it comes to your finances What you need to know about liquidity, the onboarding process for working with a financial planner, and exit penalties for leaving the firmSuitable investments to make when you're starting to build your portfolioMisconceptions around CERTIFIED FINANCIAL PLANNER™ professionals2021-09-2939 minThe Dale Buckner PodcastAll About Bear Market with Brett Hansen | Dale Buckner Podcast Ep. 29In this conversation with Brett Hansen, you will learn:What “Bear Market” meansSmart strategies to make the most of a Bear MarketHow to build a balanced portfolioThe best quality investments you can makeWhat each component of the modern portfolio theory isHow social security enters into a Bear Market strategy2021-09-1339 minThe Dale Buckner PodcastTalking Social Security with Brett Hansen | Dale Buckner Podcast Ep. 27In this conversation with Brett Hansen, you will learn:The most important considerations regarding your social securityHow to plan for retirementWhy young people should get more into financial planningThe earliest age you can claim your Social Security benefitsHow long you can delay your Social Security—and why you might want to2021-08-3038 minThe Dale Buckner PodcastSocial Security with Brett Hansen | Dale Buckner Podcast Ep. 22In this conversation with Brett Hansen, you will learn:The most important considerations regarding your social securityWhy young people should get more into financial planningWhat fiduciary means and why it is importantHow long you can delay your Social Security2021-07-2637 minThe Dale Buckner PodcastNew World Order And Inflation With Brett Hansen | Dale Buckner Podcast Ep. 17In this conversation with Brett Hansen you will learn:Why you should work with a Certified Financial Planner Inflation and what you should be worried about when it comes to your finances What you need to know about liquidity, the onboarding process for working with a financial planner, and exit penalties for leaving the firmThe most appropriate investments when you're starting to build a portfolioMisconceptions around certified financial planners2021-06-2138 minThe Dale Buckner PodcastPortfolio Management with Brett Hansen | Dale Buckner Podcast Ep. 14In this conversation with Brett Hansen you will learn:What a portfolio isWhat kind of portfolio you need based on your goals and objectivesThe challenges of portfolio managementThe importance of having the right balance on your portfolioAssessing your risk tolerance and inflationAppropriate asset allocation2021-05-3139 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 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 it2021-02-0936 min