Everything You Need to Know About Retirement
Dale Buckner, Inc is on your side when it comes to planning your dream retirement. We’ve pulled together our best resources to help you make informed decisions, avoid costly mistakes, and secure your financial future for years to come.
If you’d prefer a personalized discussion with in-depth guidance for your specific financial needs, book a consultation. We’d love to help!
DOWNLOAD OUR GUIDE:
THE 7 MOST FREQUENTLY ASKED QUESTIONS ABOUT RETIREMENT
Planning for retirement can be overwhelming, especially if you don’t already have a plan. You want to keep your money safe, but how can you prepare for retirement when you don’t know what you don’t know?
Download our free guide, The 7 Most Frequently Asked Questions about Retirement.
Our team has a combined 40 years experience working in the financial industry and we’ve gathered the most common questions our clients have asked us about retirement planning and financial management.
With this guide, you’ll learn how to start planning for your retirement, what to expect, and what questions you need answered before you make decisions. We believe you’ll be able to retire with confidence and stop worrying about your finances. Download your free copy today!
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THE 8 RULES OF INVESTING
Since becoming a Certified Financial Planner® in 1997, Dale has gained valuable experience in some of the best practices when making investment decisions.
He has compiled a list of his 8 Rules of Investing that can help you to make your own investment plan.
Download our guide for the 8 Rules of Investing to learn about some key points to keep in mind when making investment decisions.
WHY ARE WOMEN BETTER INVESTORS?
This guide, based on a research study from Fidelity in 2021, identifies a few key reasons that help to explain why women are, on average, better investors.
Just as described in Make Money, Think Rich, behavioral finance principles are among the key factors that drive success in investing. This research conducted by Fidelity outlines how behavioral finance relates to women's success in investing.
Download our guide on The 5 Reasons Women Are Better Investors to learn more about how you can adjust your own behaviors to potentially improve your investment returns.
AT DALE BUCKNER, INC WE STRIVE TO TREAT YOU LIKE A VIP
We value your security and take every measure to protect your investments. We are follow federal and industry guidelines to ensure all assets are managed with the upmost care and safety.
At Dale Buckner, Inc., we have a fiduciary duty to keep your best interests above our own. Every decision we make will be made in adherence to a strict code of ethics.
If you're interested in seeing the policies and ethical code we use to shape our decisions, please feel free to download our pamphlet below.
LISTEN TO DALE’S FINANCIAL Guidance EVERY WEEK
For over 25 years, Dale has hosted The Financial Clinic Radio Show, providing listeners with invaluable insights on their finances, retirement, and where to get personalized guidance. Now, that same show is a podcast.
Each week, Dale will cover different topics related to retirement, how to preserve your principal, estate and legacy planning, social security, and more. Listen to the podcast now, or tune in to the radio show every Saturday from 10AM to 11AM on KGNC and KXDJ!
Dec
16
2024
CPA Tips for Year End Tax Planning w/ John Kletchka | The Dale Buckner Radio Show Ep. 216
Blurb: This week on The Dale Buckner Podcast, Dale invites John Kletchka, CPA to discuss tips for individuals and businesses regarding their end of year tax planning. John Kletchka and his firm work closely with businesses and individuals alike in the Amarillo area and Texas Panhandle to reduce their tax implications, figure out their deductions, and give insight on the best time to realize gains and losses. Tune in this week to learn more about how you can reduce your tax burdens as the year ends, and how to get a head start on potentially reducing taxes in 2025.
Websites We Recommend
Here are links to a collection of calculators. You can use them to get a rough estimate of how much you’ll need for retirement, to save for college, accrued interest, and more:
- Smart Bond Investing Accrued Interest Calculator
- Retirement Calculator
- College Savings Calculator
- Loan Calculator
- Savings Calculator
- 401(k) and IRA Minimum Required Distribution Calculator
Other websites we recommend for legal service, investments, and other retirement-related needs:
- Adair Buckner, Attorney
- Greg Glenn, Prudential Ada, REALTORS®
- Internal Revenue Service
- Social Security Administration
Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.
You Worked Hard to Get Here, Now Retire Stress-Free
Making sure you’ve prepared for everything life can throw at you in retirement is overwhelming. There’s so much to consider and worry about, when all you really want to do is enjoy your extra time in ways you’ve always dreamed.
Schedule a consultation with Dale Buckner, Inc today to find out how we can help you create a personalized retirement plan that keeps your finances secure and prepares you for all the unexpected turns life can take.
MAKE MONEY
THINK RICH:
HOW TO BECOME RICH USING BEHAVIORAL FINANCE PRInCIPLES
You should feel confident that your investments are working for you, no matter the state of the economy.
But when it’s so easy to get swept up in herd mentality, your fears may end up driving your decisions – and costing you big time.
If you want to protect your money and learn how you may be able to get rich off investing, you need Dale’s book Make Money, Think Rich. In it, Dale offers his insights on why investing is so hard, how to overcome your instincts, and see how you may be able to profit off the mistakes of others.
Download or order your copy today, the Kindle version is on sale for $9.99. The Audiobook version is available at no cost to qualified members.