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.
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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 #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
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7 Most Frequently Asked Questions #1 | The Dale Buckner Podcast Special Episode #1
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Fiduciary Responsibility and the 7 Step Planning Process | The Dale Buckner Podcast Ep. 189
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Why You Need a Certified Financial Planner® Professional with Brett Hansen | The Dale Buckner Podcast Ep. 188
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Why Women Are Better (Investors) Than Men with Brett Hansen | The Dale Buckner Podcast Ep. 187
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Biggest Mistakes in Retirement Planning Part 4 with Brett Hansen | The Dale Buckner Radio Show Ep. 186
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Shining a light on the shadowy world of scams with Eli Wilkerson | The Dale Buckner Podcast Ep. 185
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Explore the pervasive threat of phishing attacks with Eli Wilkerson | The Dale Buckner Podcast Ep. 184
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Deciphering Business Taxes: Insights with John Kletchka | The Dale Buckner Podcast Ep. 183
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Navigating Individual Taxes: Expert Insight with John Kletchka | The Dale Buckner Podcast Ep.182
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Mastering Commercial Real Estate with Bobby Tyler | The Dale Buckner Podcast Ep. 181
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Unlocking Residential Real Estate Secrets with Bobby Tyler | The Dale Buckner Podcast Ep. 180
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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
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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
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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
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7 Most Frequently asked Questions about Retirement #5 with Brett Hansen | Dale Buckner Podcast Ep. 141
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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
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
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Real Estate & 'Make Money Think Rich' with Greg Glenn | Dale Buckner Podcast Ep. 120
Feb 13, 2023
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Real Estate & History with Greg Glenn | Dale Buckner Podcast Ep. 119
Feb 6, 2023
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Make Money, Think Rich (2nd Edition) with Brett Hansen | Dale Buckner Podcast Ep. 118
Jan 30, 2023
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The SECURE Act 2.0 with Brett Hansen | Dale Buckner Podcast Ep. 117
Jan 23, 2023
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"We Need to Talk" with Brett Hansen | Dale Buckner Podcast Ep. 116
Jan 17, 2023
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Probate with Adair Buckner | Dale Buckner Podcast Ep. 115
Jan 9, 2023
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Estate Planning with Adair Buckner | Dale Buckner Podcast Ep. 114
Jan 3, 2023
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New Year Resolutions with John Kletchka | Dale Buckner Podcast Ep.113
Dec 27, 2022
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Year End Tax Planning with John Kletchka | Dale Buckner Podcast Ep. 112
Dec 19, 2022
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.
Is Social Security In Trouble? w/ Teresa Roop | The Dale Buckner Podcast Ep. 210
Nov 4, 2024
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.
Why Women Are Better Investors w/ Teresa Roop | The Dale Buckner Podcast Ep. 209
Oct 28, 2024
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.
Fraud During the Giving Season w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 208
Oct 21, 2024
This week on The Dale Buckner Podcast, Eli Wilkerson, Certified Fraud Expert and Certified Ethical Hacker, returns to the show to discuss charity fraud during the giving season with Dale. Eli explains the different tactics that fraudsters use to trick people during the most charitable time of the year and goes over some strategies that individuals can use to help avoid these false charities. Tune in this week to learn more about how you can protect yourself from being a victim of charity fraud during this giving season.
Low-Tech and Old Fashioned Fraud w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 207
Oct 14, 2024
This week on The Dale Buckner Podcast, Dale invites Eli Wilkerson, Certified Fraud Expert and Certified Ethical Hacker, back to discuss traditional types of fraud schemes. From classic check fraud to spam calls, Eli discusses the numerous ways fraud artists attempt to gain access to personal information and funds through less high-tech means. Tune in this week to learn more about the different types of schemes that these fraudsters use, and some steps you can take to avoid and work to prevent these schemes from affecting you.
The Fraud Triangle and the Types of Fraud w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 206
Oct 7, 2024
This week on The Dale Buckner Podcast, Dale is joined by Eli Wilkerson, fraud expert and a Certified Ethical Hacker, to discuss fraud and how it affects individuals and businesses. Eli discusses the “Fraud Triangle” and the different types of fraud schemes. Tune in this week to learn more about what fraudsters do to try and steal your information, the tactics they use to attack your devices, and what you can do to reduce the likelihood of falling victim to their schemes.
How to Save on Taxes w/ Brett Hansen | The Dale Buckner Podcast Ep. 205
Sep 30, 2024
This 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.
Talking Taxes w/ Brett Hansen | The Dale Buckner Podcast Ep. 204
Sep 23, 2024
This 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.
Dale’s Rules of Investing w/ Brett Hansen | The Dale Buckner Podcast Ep. 203
Sep 16, 2024
This 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 compile your own list, as well as information about best practices in investing.
Inflation and the Current Market State w/ Brett Hansen | The Dale Buckner Podcast Ep. 202
Sep 9, 2024
This 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 the current economic state, and why it may not be as worrisome as many may think.
