Tax Advantaged Charitable Intent w/ Teresa Roop | The Dale Buckner Podcast Ep. 231
Mar 31, 2025
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!
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Understanding Probate, Wills, and Inheritance w/ Adair Buckner | The Dale Buckner Podcast Ep. 230
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The Great Wealth Transfer w/ Teresa Roop | The Dale Buckner Podcast Ep. 229
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The 6 Steps to Retiring Early w/ Teresa Roop | The Dale Buckner Podcast Ep. 228
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Planning Your Dream Retirement w/ Teresa Roop | The Dale Buckner Podcast Ep. 227
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Changes to Social Security w/ Brett Hansen | The Dale Buckner Podcast Ep. 226
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Investing in Real Estate w/ Bobby Tyler | The Dale Buckner Podcast Ep. 225
Feb 17, 2025
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The Current Real Estate Market w/ Bobby Tyler | The Dale Buckner Podcast Ep. 224
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Leaving Investments for Your Heirs w/ Teresa Roop | The Dale Buckner Podcast Ep. 223
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The Importance of Legacy Planning w/ Adair Buckner | The Dale Buckner Podcast Ep. 222
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Estate Legacy Planning w/ Adair Buckner | The Dale Buckner Podcast Ep. 221
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Fraud Awareness and Prevention w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 220
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New Types of Fraud w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 219
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New Year’s Financial Resolutions w/ Brett Hansen | The Dale Buckner Podcast Ep. 218
Dec 30, 2024
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Legacy Tax Planning Tips w/ John Kletchka | The Dale Buckner Podcast Ep. 217
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CPA Tips for Year End Tax Planning w/ John Kletchka | The Dale Buckner Podcast Ep. 216
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12 Reasons Not to Be Your Own Advisor Pt. 3 w/ Teresa Roop | The Dale Buckner Podcast Ep. 215
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Year End and Lifetime Tax Planning Tips w/ Brett Hansen | The Dale Buckner Podcast Ep. 214
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Tax Free Income in Retirement w/ Brett Hansen | The Dale Buckner Podcast Ep. 213
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12 Reasons Not to Be Your Own Advisor Pt. 2 w/ Teresa Roop | The Dale Buckner Podcast Ep. 212
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12 Reasons Not to Be Your Own Advisor Pt. 1 w/ Teresa Roop | The Dale Buckner Podcast Ep. 211
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Is Social Security In Trouble? w/ Teresa Roop | The Dale Buckner Podcast Ep. 210
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Why Women Are Better Investors w/ Teresa Roop | The Dale Buckner Podcast Ep. 209
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Fraud During the Giving Season w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 208
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Low-Tech and Old Fashioned Fraud w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 207
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The Fraud Triangle and the Types of Fraud w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 206
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How to Save on Taxes w/ Brett Hansen | The Dale Buckner Podcast Ep. 205
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Talking Taxes w/ Brett Hansen | The Dale Buckner Podcast Ep. 204
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Dale’s Rules of Investing w/ Brett Hansen | The Dale Buckner Podcast Ep. 203
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Inflation and the Current Market State w/ Brett Hansen | The Dale Buckner Podcast Ep. 202
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Leveraging Businesses in Retirement Planning w/ John Kletchka | The Dale Buckner Podcast Ep. 201
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Deductions from Damages and Personal Tax Planning for Retirement w/ John Kletchka | The Dale Buckner Podcast Ep. 200
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Exploring Estate Planning, Trusts, and Powers of Attorney w/ Adair Buckner | The Dale Buckner Podcast Ep. 199
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Residential and Commercial Real Estate Investment Part 2 w/ Bobby Tyler | The Dale Buckner Podcast Ep. 198
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Residential and Commercial Real Estate Investment Part 1 w/ Bobby Tyler | The Dale Buckner Podcast Ep. 197
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7 Most Frequently Asked Questions #7 | The Dale Buckner Podcast Special Episode #7
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7 Most Frequently Asked Questions #6 | The Dale Buckner Podcast Special Episode #6
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7 Most Frequently Asked Questions #5 | The Dale Buckner Podcast Special Episode #5
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7 Most Frequently Asked Questions #4 | The Dale Buckner Podcast Special Episode #4
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7 Most Frequently Asked Questions #3 | The Dale Buckner Podcast Special Episode #3
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7 Most Frequently Asked Questions #2 | The Dale Buckner Podcast Special Episode #2
Jun 24, 2024
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7 Most Frequently Asked Questions #1 | The Dale Buckner Podcast Special Episode #1
Jun 17, 2024
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Fiduciary Responsibility and the 7 Step Planning Process | The Dale Buckner Podcast Ep. 189
Jun 10, 2024
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Why You Need a Certified Financial Planner® Professional with Brett Hansen | The Dale Buckner Podcast Ep. 188
Jun 3, 2024
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Why Women Are Better (Investors) Than Men with Brett Hansen | The Dale Buckner Podcast Ep. 187
May 27, 2024
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Biggest Mistakes in Retirement Planning Part 4 with Brett Hansen | The Dale Buckner Radio Show Ep. 186
May 20, 2024
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Shining a light on the shadowy world of scams with Eli Wilkerson | The Dale Buckner Podcast Ep. 185
May 13, 2024
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Explore the pervasive threat of phishing attacks with Eli Wilkerson | The Dale Buckner Podcast Ep. 184
May 6, 2024
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Deciphering Business Taxes: Insights with John Kletchka | The Dale Buckner Podcast Ep. 183
Apr 29, 2024
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Navigating Individual Taxes: Expert Insight with John Kletchka | The Dale Buckner Podcast Ep.182
Apr 22, 2024
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Mastering Commercial Real Estate with Bobby Tyler | The Dale Buckner Podcast Ep. 181
Apr 15, 2024
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Unlocking Residential Real Estate Secrets with Bobby Tyler | The Dale Buckner Podcast Ep. 180
Apr 8, 2024
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Navigating Auto Insurance: Insights with Eric Barry | The Dale Buckner Podcast Ep. 179
Apr 1, 2024
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Homeowner's Insurance Unpacked with Eric Barry | The Dale Buckner Podcast Ep. 178
Mar 25, 2024
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Social Security and Pensions with Tom Clark Part 2 | Dale Buckner Podcast Ep. 177
Mar 18, 2024
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SOCIAL SECURITY WITH TOM CLARK | DALE BUCKNER PODCAST EP. 176
Mar 11, 2024
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Biggest Mistakes in Retirement with Brett Hansen Part 3 | Dale Buckner Podcast Ep 175
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Biggest Retirement Mistakes with Brett Hansen part 2 | Dale Buckner Podcast Ep. 174
Feb 26, 2024
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Leaving a Legacy with Adair Buckner | The Dale Buckner Podcast Ep. 173
Feb 20, 2024
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The Biggest Mistakes in Estate Planning with Adair Buckner | The Dale Buckner Podcast Ep. 172
Feb 12, 2024
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Biggest Retirement Mistakes with Brett Hansen | The Dale Buckner Podcast Ep. 171
Feb 5, 2024
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11 Money Rules That No Longer Hold True With Brett Hansen | Dale Buckner Podcast Ep. 170
Jan 29, 2024
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Understanding Social Security Retirement Benefits with Brett Hansen | Dale Buckner Podcast Ep. 169
Jan 22, 2024
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Retirement Dreams with Brett Hansen | Dale Buckner Podcast Ep. 168
Jan 16, 2024
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Longevity Planning with Brett Hansen | Dale Buckner Podcast Ep. 167
Jan 8, 2024
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Where to Invest Cash Now with Brett Hansen | Dale Buckner Podcast Ep. 166
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New Year’s Resolutions That Will Change Your Life with Brett Hansen | Dale Buckner Podcast Ep. 165
Dec 26, 2023
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Estate Planning with Adair Buckner part 2 | Dale Buckner Podcast Ep. 164
Dec 18, 2023
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Estate Planning with Adair Buckner | Dale Buckner Podcast Ep. 163
Dec 11, 2023
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Year End Tax Planning with John Kletchka | Dale Buckner Podcast Ep. 162
Dec 4, 2023
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Taxes & Your Retirement with John Kletchka | Dale Buckner Podcast Ep. 161
Nov 29, 2023
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Guide to Taxes in Retirement with Brett Hansen | Dale Buckner Podcast Ep. 160
Nov 20, 2023
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Super Agers with Brett Hansen | Dale Buckner Podcast Ep. 159
Nov 14, 2023
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A Baby Boomer's Guide to Social Security | Dale Buckner Podcast Ep. 158
Nov 6, 2023
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I Hate Taxes with Brett Hansen | Dale Buckner Podcast Ep. 157
Oct 31, 2023
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Phishing and Anti-Money Laundering with Eli Wilkerson | Dale Buckner Ep. 156
Oct 23, 2023
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Fraud Protection with Eli Wilkerson | Dale Buckner Ep. 155
Oct 18, 2023
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I Hate Taxes with Bobby Tyler Part 2 | Dale Buckner Podcast Ep. 154
Oct 9, 2023
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I Hate Taxes with Bobby Tyler part 1 | Dale Buckner Podcast Ep. 153
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I Hate Taxes with John Kletchka Part 2 | Dale Buckner Podcast Ep. 152
Sep 25, 2023
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I Hate Taxes with John Kletchka | Dale Buckner Podcast Ep. 151
Sep 18, 2023
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I Hate Taxes with Brett Hansen Part 2 | Dale Buckner Podcast Ep. 150
Sep 11, 2023
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I Hate Taxes with Brett Hansen Ep. 149 | Dale Buckner Podcast
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SOCIAL SECURITY AND PENSIONS WITH TOM CLARK | DALE BUCKNER PODCAST EP. 148
Aug 28, 2023
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Social Security with Tom Clark | Dale Buckner Podcast Ep. 147
Aug 21, 2023
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I Hate Taxes With John Kletchka Part 2 | Dale Buckner Podcast Ep. 146
Aug 14, 2023
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I Hate Taxes With John Kletchka | Dale Buckner Podcast Ep. 145
Aug 7, 2023
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I Hate Taxes With Adair Buckner | Dale Buckner Podcast Ep. 144
Jul 31, 2023
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7 MOST FREQUENTLY ASKED QUESTIONS ABOUT RETIREMENT #7 WITH BRETT HANSEN | DALE BUCKNER PODCAST EP. 143
Jul 24, 2023
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7 Most Frequently asked Questions about Retirement #6 with Brett Hansen | Dale Buckner Podcast Ep. 142
Jul 17, 2023
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7 Most Frequently asked Questions about Retirement #5 with Brett Hansen | Dale Buckner Podcast Ep. 141
Jul 11, 2023
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7 Most Frequently Asked Questions about Retirement #4 with Brett Hansen | Dale Buckner Podcast Ep. 140
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7 Most FAQ about Retirement #3 with Brett Hansen | Dale Buckner Podcast Ep. 139
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7 Most Frequently Asked Questions about Retirement #2 with Brett Hansen | Dale Buckner Podcast Ep. 138
Jun 20, 2023
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7 Most FAQs About Retirement with Brett Hansen | Dale Buckner Podcast Ep. 137
Jun 12, 2023
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Fraud with Eli Wilkerson | Dale Buckner Podcast Ep. 136
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Residential Real Estate with Bobby Tyler | Dale Buckner Podcast Ep. 135
May 30, 2023
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Investment Real Estate with Bobby Tyler | Dale Buckner Podcast Ep. 134
May 22, 2023
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Misconceptions about Retirement with Brett Hansen | Dale Buckner Podcast Ep. 133
May 15, 2023
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Beneficiary Mistakes in Estate Planning with Adair Buckner | Dale Buckner Podcast Ep. 132
May 8, 2023
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Beneficiary Mistakes People Make with Brett Hansen | Dale Buckner Podcast Ep. 131
May 1, 2023
Understanding Probate, Wills, and Inheritance w/ Adair Buckner | The Dale Buckner Podcast Ep. 230
Mar 24, 2025
This week on the Dale Buckner Podcast, Adair Buckner, Attorney at Law, joins Dale to discuss wills and the probate process. Adair, who specializes in estate planning and probate, goes through the different types of probate processes, ranging from simple executions of a will to prolonged and arduous intestate processes. Tune in this week to learn more about how probate works, why its important to take care of estate planning sooner rather than later, and what you can do to better prepare yourself and your family for your estate to be passed on.
The Great Wealth Transfer w/ Teresa Roop | The Dale Buckner Podcast Ep. 229
Mar 17, 2025
This week on the Dale Buckner Podcast, Teresa Roop joins Dale once again to discuss the upcoming wealth transfer that will occur in the next 5-10 years. As the older generations begin to transfer their wealth to their heirs, women are expected to receive a massive sum of money transferred to them. Teresa and Dale discuss recent surveys regarding this transfer, and how many of the men and women that are inheriting money feel less than prepared for the sudden increase of their wealth. Tune in this week to hear the tips and information that Dale and Teresa share that can help you and your family prepare to receive an inheritance, or prepare to build your own wealth instead.
The 6 Steps to Retiring Early w/ Teresa Roop | The Dale Buckner Podcast Ep. 228
Mar 10, 2025
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.
Planning Your Dream Retirement w/ Teresa Roop | The Dale Buckner Podcast Ep. 227
Mar 3, 2025
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.
Changes to Social Security w/ Brett Hansen | The Dale Buckner Podcast Ep. 226
Feb 24, 2025
This week on The Dale Buckner Podcast, Brett Hansen joins Dale to discuss the recent changes to Social Security. Brett and Dale, both Certified Financial Planners®, specialize in retirement planning and work with hundreds of clients to plan out their retirement, including how to factor in Social Security income. Tune in this week to learn more about the changes to Social Security that were announced in January 2025, how these changes may affect your family’s income and retirement plans, and how you can incorporate Social Security into your plan for a dream retirement.
Investing in Real Estate w/ Bobby Tyler | The Dale Buckner Podcast Ep. 225
Feb 17, 2025
This week on The Dale Buckner Podcast, Bobby Tyler joins Dale once again to discuss the benefits of investing in real estate. Bobby, who has been a real estate investor for nearly 2 decades, shares some of his tips on the real estate industry, and how individuals can get started. Tune in this week to hear more about Bobby’s and Dale’s experiences with real estate investing, get tips on how to get started with your own real estate investing, and more.
The Current Real Estate Market w/ Bobby Tyler | The Dale Buckner Podcast Ep. 224
Feb 10, 2025
This week on The Dale Buckner Podcast, Bobby Tyler, of the Bobby Tyler Group with Keller Williams, joins Dale to discuss the current state of the real estate market. Bobby and Dale go over current market prices, supply and demand of homes in the Amarillo area, and potential conflicts that cause individuals to be hesitant to buy or sell homes. Tune in this week to learn more about how the current economy is affecting the real estate market, some best practices for beginning your journey as a homeowner, how to know when the time is right to buy or sell, and more.
Leaving Investments for Your Heirs w/ Teresa Roop | The Dale Buckner Podcast Ep. 223
Feb 3, 2025
This week on The Dale Buckner Podcast, Teresa Roop, Registered Representative with United Planners at Dale Buckner, Inc., joins Dale again to discuss the different types of investment accounts that individuals often leave to their heirs. From traditional and Roth IRAs to life insurance policies, Dale and Teresa discuss the benefits and drawbacks of the different types of investment accounts that are most often inherited by beneficiaries, and help explain how you can maximize the benefit to your heirs by identifying tax advantages that each investment may have. Tune in this week to learn more about how to leave the most tax efficient legacy to your heirs.
The Importance of Legacy Planning w/ Adair Buckner | The Dale Buckner Podcast Ep. 222
Jan 27, 2025
This week on The Dale Buckner Podcast, Adair Buckner, Attorney, joins Dale again to discuss the importance of establishing an estate/legacy plan. Adair, who specializes in estate planning and probate, explains various situations where an estate plan can help to avoid many of the issues that can occur after your passing, such as intestate of your assets, unwanted division of your assets to heirs, incorrect beneficiaries, etc. Tune in this week to learn more about how establishing an estate plan can help you to avoid unnecessary hardships for you and your family.
Estate Legacy Planning w/ Adair Buckner | The Dale Buckner Podcast Ep. 221
Jan 20, 2025
This week on The Dale Buckner Podcast, Dale is joined by Adair Buckner, Attorney. Adair specializes in estate planning and probate, and joins Dale to discuss the importance of legacy planning before and during retirement. From transfer on death deeds and assigning beneficiaries on investments, to living trusts and wills, Adair and Dale go over the different methods to transfer your assets to your heirs while avoiding unnecessary probate. Tune in this week to learn more about which methods are best in different situations, and how you can determine the best way to establish your estate plan.