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Showing episodes and shows of
Teresa Buckner
Shows
The Dale Buckner Podcast
One Big Beautiful Bill Act with Teresa Roop | The Dale Buckner Podcast Ep. 255
Dale teams up with Teresa Roop to unpack the OBBBA of 2025 — the sweeping new law changing how many Americans, including taxpayers over 65, are taxed. Want to know what it means for your 2025 return? Don’t miss this episode!
2025-09-15
38 min
The Dale Buckner Podcast
8 Rules for Investing with Teresa Roop | The Dale Buckner Podcast Ep. 246
Join 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?
2025-07-15
41 min
The Dale Buckner Podcast
11 Components of financial planning w/ Teresa Roop | The Dale Buckner Podcast Ep. 243
Join 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.
2025-07-14
41 min
The Dale Buckner Podcast
Taking Advantage of a Down Market w/ Teresa Roop | The Dale Buckner Podcast Ep. 238
This 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.
2025-05-19
38 min
The Dale Buckner Podcast
Visualizing Your Ideal Retirement w/ Teresa Roop | The Dale Buckner Podcast Ep. 234
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.
2025-04-21
38 min
The Dale Buckner Podcast
The Recent Market Volatility w/ Teresa Roop | The Dale Buckner Podcast Ep. 233
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 th...
2025-04-14
38 min
The Dale Buckner Podcast
Dealing with Credit Card Debt w/ Teresa Roop | The Dale Buckner Podcast Ep. 232
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.
2025-04-07
39 min
The Dale Buckner Podcast
Tax Advantaged Charitable Intent w/ Teresa Roop | The Dale Buckner Podcast Ep. 231
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!
2025-03-31
38 min
The Dale Buckner Podcast
The Great Wealth Transfer w/ Teresa Roop | The Dale Buckner Podcast Ep. 229
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...
2025-03-17
38 min
The Dale Buckner Podcast
The 6 Steps to Retiring Early w/ Teresa Roop | The Dale Buckner Podcast Ep. 228
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.
2025-03-10
38 min
The Dale Buckner Podcast
Planning Your Dream Retirement w/ Teresa Roop | The Dale Buckner Podcast Ep. 227
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.
2025-03-03
39 min
Max Politics
Electing Women to the New York City Council, with Teresa Gonzalez & Yvette Buckner
Teresa Gonzalez and Yvette Buckner, co-chairs of New Majority NYC, joined the show to discuss the group's efforts to elect and reelect women to the New York City Council. Through the 2021 elections, the Council saw its first-ever women majority, in part thanks to New Majority NYC's efforts. The organization is now starting to roll out endorsements in the 2025 elections, with primaries set for June. (Ep 484)
2025-02-20
1h 06
The Dale Buckner Podcast
Leaving Investments for Your Heirs w/ Teresa Roop | The Dale Buckner Podcast Ep. 223
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...
2025-02-03
38 min
The Dale Buckner Podcast
12 Reasons Not to Be Your Own Advisor Pt. 3 w/ Teresa Roop | The Dale Buckner Podcast Ep. 215
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.
2024-12-09
37 min
The Dale Buckner Podcast
12 Reasons Not to Be Your Own Advisor Pt. 2 w/ Teresa Roop | The Dale Buckner Podcast Ep. 212
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.
2024-11-18
38 min
The Dale Buckner Podcast
12 Reasons Not to Be Your Own Advisor Pt. 1 w/ Teresa Roop | The Dale Buckner Podcast Ep. 211
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.
2024-11-11
38 min
The Dale Buckner Podcast
Is Social Security In Trouble? w/ Teresa Roop | The Dale Buckner Podcast Ep. 210
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.
2024-11-04
37 min
The Dale Buckner Podcast
Why Women Are Better Investors w/ Teresa Roop | The Dale Buckner Podcast Ep. 209
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.
2024-10-28
39 min
The Warrior Way Podcast
The Warrior Way Podcast Episode 18 - Starting Strong: Essential Advice for Woodhaven High’s New Freshmen and Sophomores
Welcome to The Warrior Way, the Woodhaven-Brownstown School District podcast where we talk about all things WBSD. My name is Mark Greathead, the Superintendent of the Woodhaven-Brownstown Schools, and I’ll be your host as we celebrate where we’ve been, what we’re doing, and where we’re going. Today, we're spotlighting our Woodhaven High School Counselors who are here to give advice for all students, but specifically the incoming freshman and sophomore classes who will be new to the building. Here with me today are Stephanie Friel, Jenna Hagan, Teresa Hudkins, Kelsey Smith and Cory Buckner.
2024-07-31
04 min
The Gilded Cast
The New Majority Chair and Vice Chair, Yvette Buckner and Teresa Gonzalez
Join me for a conversation with The New Majority Chair and Vice Chair, Yvette Buckner and Teresa Gonzalez, two longtime political strategists looking to shape New York’s political power.
2023-03-28
16 min
Get Connected
The New Majority on Gender Parity in the 2023 NYC Council Elections
The New York City election cycle in 2023 includes races for all 51 members of the City Council. The New Majority, the organization is looking to maintain gender parity, supporting female candidates in the 2023 City Council Elections and beyond. Our guests are Board Chair, Yvette Buckner and Vice Chair Teresa Gonzalez. For more, visit thenewmajoritynyc.org
2023-03-05
17 min
Regenerative Business with Sam Garcia
Transcendent Tapping and Emotional Healing with Teresa Buckner
Intuitive guide Teresa Buckner is a conduit that helps you awaken your process of unbecoming your conditioning. She joins Sam to discuss how she uses tapping, human design, and energy work to help her clients move through stuck energy so that they can live in their most clear, loving & authentic way.See the full show notes here: https://thedirtyalchemy.com/blog/episode-84 Want strategy that respects your nervous system—and business growth that feels like a spell, not a sprint?Join the Regenerative Business Ecosystem: my entire library of courses, live monthly ca...
2021-11-18
40 min
Parecía que sí
#7 Parecía que sí
El programa de hoy cabrearía a un murciano... o no. Secciones de hoy: «La lingüista feminista», «El tonto y el lápiz», «Teresa te interesa», «la meteorología» y «analízame esta». Música: Rainbow - Kill the King Patito Feo - Las divinas Milt Buckner - The Beast Angel Witch - Sorcerers Angel Witch - Free Man Barón Rojo - Resistiré High School Musical - Breaking Free Edvard Grieg - Morning Beetohven - 9ª sinfonía, 2º movimiento Tank - Don't Walk Away
2018-05-07
55 min
Parecía que sí
#4 Parecía que sí
«Refranes agrestes» de Teresa, «Cómo conocí a mi gente» de Marta, cómo intentar hacer risa, la meteorología y «Analízame esta» (frases de Rajoy). Música: Rainbow - Kill the King Pulcino Pío - El pollito Pío Mika - Live Your Life J. Balvin ft. Beyoncé - Mi gente Henry Méndez - Mi reina Milt Buckner - The Beast Riot - Flight of the Warrior Edvard Grieg - Morning Beethoven - 9ª Sinfonía, segundo movimiento Journey - Don't Stop Believin' Programa originariamente musical que abarca distintas temáticas para no resultar monótono, todo ello desde una persp...
2018-03-19
1h 16
Parecía que sí
#2 Parecía que sí
Feminismo (huelga del 8M), Dennis y su falta de orientación, Teresa con su «En mi otra vida fui...», la meteorología y atrápame si puedes. Música: Rainbow - Kill the King Aitana y Anna War - Lo malo Milt Buckner - The Beast King Diamond - A Mansion in Darkness Enya - Anywhere Is Sam Cooke - Wonderful World Edvard Grieg - Morning John Williams - Catch Me if You Can Accept - Fast as a Shark Programa originariamente musical que abarca distintas temáticas para no resultar monótono, todo ello desde una perspectiva humorística. Tenemos p...
2018-03-06
1h 17