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.
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Fraud Awareness and Prevention w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 220
Jan 13, 2025
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New Types of Fraud w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 219
Jan 6, 2025
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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
Dec 23, 2024
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CPA Tips for Year End Tax Planning w/ John Kletchka | The Dale Buckner Podcast Ep. 216
Dec 16, 2024
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12 Reasons Not to Be Your Own Advisor Pt. 3 w/ Teresa Roop | The Dale Buckner Podcast Ep. 215
Dec 9, 2024
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Year End and Lifetime Tax Planning Tips w/ Brett Hansen | The Dale Buckner Podcast Ep. 214
Dec 2, 2024
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Tax Free Income in Retirement w/ Brett Hansen | The Dale Buckner Podcast Ep. 213
Nov 25, 2024
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12 Reasons Not to Be Your Own Advisor Pt. 2 w/ Teresa Roop | The Dale Buckner Podcast Ep. 212
Nov 18, 2024
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12 Reasons Not to Be Your Own Advisor Pt. 1 w/ Teresa Roop | The Dale Buckner Podcast Ep. 211
Nov 11, 2024
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Is Social Security In Trouble? w/ Teresa Roop | The Dale Buckner Podcast Ep. 210
Nov 4, 2024
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Why Women Are Better Investors w/ Teresa Roop | The Dale Buckner Podcast Ep. 209
Oct 28, 2024
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Fraud During the Giving Season w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 208
Oct 21, 2024
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Low-Tech and Old Fashioned Fraud w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 207
Oct 14, 2024
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The Fraud Triangle and the Types of Fraud w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 206
Oct 7, 2024
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How to Save on Taxes w/ Brett Hansen | The Dale Buckner Podcast Ep. 205
Sep 30, 2024
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Talking Taxes w/ Brett Hansen | The Dale Buckner Podcast Ep. 204
Sep 23, 2024
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Dale’s Rules of Investing w/ Brett Hansen | The Dale Buckner Podcast Ep. 203
Sep 16, 2024
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Inflation and the Current Market State w/ Brett Hansen | The Dale Buckner Podcast Ep. 202
Sep 9, 2024
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Leveraging Businesses in Retirement Planning w/ John Kletchka | The Dale Buckner Podcast Ep. 201
Sep 2, 2024
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Deductions from Damages and Personal Tax Planning for Retirement w/ John Kletchka | The Dale Buckner Podcast Ep. 200
Aug 26, 2024
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Exploring Estate Planning, Trusts, and Powers of Attorney w/ Adair Buckner | The Dale Buckner Podcast Ep. 199
Aug 19, 2024
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Residential and Commercial Real Estate Investment Part 2 w/ Bobby Tyler | The Dale Buckner Podcast Ep. 198
Aug 12, 2024
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Residential and Commercial Real Estate Investment Part 1 w/ Bobby Tyler | The Dale Buckner Podcast Ep. 197
Aug 5, 2024
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7 Most Frequently Asked Questions #7 | The Dale Buckner Podcast Special Episode #7
Jul 29, 2024
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7 Most Frequently Asked Questions #6 | The Dale Buckner Podcast Special Episode #6
Jul 22, 2024
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7 Most Frequently Asked Questions #5 | The Dale Buckner Podcast Special Episode #5
Jul 15, 2024
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7 Most Frequently Asked Questions #4 | The Dale Buckner Podcast Special Episode #4
Jul 8, 2024
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7 Most Frequently Asked Questions #3 | The Dale Buckner Podcast Special Episode #3
Jul 1, 2024
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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
Mar 11, 2024
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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
Jan 2, 2024
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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
Oct 2, 2023
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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
Sep 5, 2023
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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
Jul 10, 2023
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7 Most FAQ about Retirement #3 with Brett Hansen | Dale Buckner Podcast Ep. 139
Jul 5, 2023
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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
Jun 5, 2023
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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
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Mistakes Business Owners Make in Taxes with John Kletchka | Dale Buckner Podcast Ep. 130
Apr 24, 2023
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Mistakes People Make in Taxes with John Kletchka | Dale Buckner Podcast Ep. 129
Apr 17, 2023
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Mistakes Made in Retirement IV with Brett Hansen | Dale Buckner Podcast Ep. 128
Apr 10, 2023
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Mistakes Made in Retirement III – Estate Planning with Adair Buckner | Dale Buckner Podcast Ep. 127
Apr 3, 2023
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Mistakes People Make in Retirement II with Brett| Dale Buckner Podcast Ep. 126
Mar 27, 2023
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Mistakes People Make Before Retirement with Brett Hansen | Dale Buckner Podcast Ep. 125
Mar 20, 2023
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The Rothification of America with Brett Hansen | Dale Buckner Podcast Ep.124
Mar 13, 2023
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We Need to Talk with Brett Hansen | Dale Buckner Podcast Ep. 123
Mar 6, 2023
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Make Money, Think Rich with Brett Hansen | Dale Buckner Podcast Ep. 122
Feb 27, 2023
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Certified Financial Planner Professionals with Brett Hansen | Dale Buckner Podcast Ep. 121
Feb 21, 2023
Fraud Awareness and Prevention w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 220
Jan 13, 2025
This 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.
New Types of Fraud w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 219
Jan 6, 2025
This 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 business.
New Year’s Financial Resolutions w/ Brett Hansen | The Dale Buckner Podcast Ep. 218
Dec 30, 2024
Happy 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.
Legacy Tax Planning Tips w/ John Kletchka | The Dale Buckner Podcast Ep. 217
Dec 23, 2024
This 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.
CPA Tips for Year End Tax Planning w/ John Kletchka | The Dale Buckner Podcast Ep. 216
Dec 16, 2024
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.
12 Reasons Not to Be Your Own Advisor Pt. 3 w/ Teresa Roop | The Dale Buckner Podcast Ep. 215
Dec 9, 2024
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.
Year End and Lifetime Tax Planning Tips w/ Brett Hansen | The Dale Buckner Podcast Ep. 214
Dec 2, 2024
This 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.
Tax Free Income in Retirement w/ Brett Hansen | The Dale Buckner Podcast Ep. 213
Nov 25, 2024
This 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.
12 Reasons Not to Be Your Own Advisor Pt. 2 w/ Teresa Roop | The Dale Buckner Podcast Ep. 212
Nov 18, 2024
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.
12 Reasons Not to Be Your Own Advisor Pt. 1 w/ Teresa Roop | The Dale Buckner Podcast Ep. 211
Nov 11, 2024
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.