The Dale Buckner Podcast

This week, Dale concludes his three-part podcast series with Eli Wilkerson of Praxis Detection SVCS, LLC. In this episode, they discuss how fraudsters target victims and the tactics they use to scam people out of their hard-earned money. Understanding the types of scams that are out there can help you recognize warning signs and be better prepared if you ever become a target.

This week, Dale and Eli Wilkerson dive into the growing threat of money-laundering scams and share practical strategies for staying one step ahead of fraudsters. Tune in to learn how a proactive approach can help protect your finances, safeguard your personal information, and reduce your risk of becoming a victim of financial crime.

This week, Dale sits down with Eli Wilkerson of Praxis Detection SVCS, LLC to discuss why it’s important to know your client. Understanding who you’re doing business with can help protect you from scams, fraudsters, and other deceptive schemes. Tune in as they share insights on recognizing warning signs, reducing risk, and building stronger client relationships. 

Dale sits down with attorney Adair Buckner to break down some of the most important (and often misunderstood) aspects of estate planning and probate. Learn when a Transfer on Death deed might not be the right choice—and how it could create unintended complications. Get clarity on the difference between an independent administrator and a dependent administrator , and why it matters for your estate....

Dale and co-host Teresa Roop discuss how a down market—when prices are falling—can actually create valuable opportunities for investors. Rather than seeing market lows as purely negative, they highlight that these periods can allow investors to buy assets at lower prices. By understanding and taking advantage of these downturns, investors may position themselves for stronger long-term gains when t...

Dale continues his conversation with John Kletchka, diving into what business owners need to know about taxes in 2025—and how working with a CPA can help you avoid costly penalties. Want to make the most of available tax breaks? Tune in and learn why partnering with an experienced CPA like John Kletchka can give you the clarity and confidence you need for the year ahead.

This week, Dale and John Kletchka break down the best practices every business owner should follow when it comes to filing taxes. From staying organized to streamlining your documents, they explain how preparation can actually save you money when working with a CPA. Do you have the right processes in place? Tune in to this episode to learn how a little organization now can make a big difference la...

Dale sits down with CPA John Kletchka of Conder Kletchka & Associates to break down individual taxes and highlight key tax benefits for 2025. Find out if you're taking advantage of every deduction available this tax season—and learn how to maximize your return.

In this episode, Dale Buckner and Teresa Roop walk through practical investing guidelines, including: Keeping fees low, making sure you can access your funds when you need money, evaluating costs to open and close accounts and exit penalties. 

Ready to take control of your financial future? Join Dale Buckner and Teresa Roop as they break down the 11 essential components of financial planning. From setting meaningful goals to building a budget and preparing for retirement, this conversation is loaded with practical insights to help you get started. Don’t wait—discover how to put a solid financial plan in place for your future.

Join Dale and Teresa Roop, as she is back to dive into market volatility and what it really means for your retirement savings. While downturns can feel unsettling, Dale and Teresa share a different perspective—highlighting how these moments can actually create opportunities to strengthen your long-term financial strategy. Learn how you might be able to position yourself now to benefit when the mar...

Dale Buckner sits down with Wealth Advisor and Co-host Teresa Roop to discuss how investors can build an optimum portfolio using principles from Modern Portfolio Theory (MPT), originally developed by economist Harry Markowitz. During the discussion, Buckner explains that an optimum portfolio is designed to achieve the most efficient balance between risk and return . Dale also highlights the import...

Join Dale as he sits down with John Kletchka, CPA of Condor, Kletchka & Associates, to explore smart tax strategies for business owners. They discuss how companies can take advantage of depreciation on equipment and property improvements to reduce taxable income. Self-employed individuals may be able to cut or defer taxes by contributing to a SEP IRA, while other businesses can benefit from es...

You won’t want to miss this show as Dale sits down with John Kletchka, CPA of Condor, Kletchka, & Associates to discuss how IRA contributions can help you minimize your taxes. They’ll break down the different contribution options and explain when pre-tax or after-tax contributions may make the most sense for you. Understanding which strategy fits your situation could save you money in the long...

 Join Dale, “The Money Doctor”, as he continues his tough questions with Tom Clark, “Mr. Social Security” and how to solve the future of social security. Learn how longevity can help determine when you should take social security. How working affects your income while on social security. Listen as they discuss solving social security and why social security is likely to not go bankrupt. 

Join us this week as Dale joins Tom Clark, "Mr. Social Security". Tom tells us the history of social security. When should you file for social security? Will social security go bankrupt? Listen as they discuss the benefits social security offers and how social security helps the economy.

This week on The Dale Buckner Podcast , Dale welcomes back Tom Clark, Social Security and Medicare expert, for an in-depth discussion on Social Security benefits and a clear breakdown of Medicare. Together, Dale and Tom walk through the different parts of Medicare, explaining what each part covers and why it matters. If you’re approaching retirement or want to better understand your options, this...

Dale welcomes special guest Tom Clark, known as “Mr. Social Security.” Dale and Tom discuss the history of Social Security and the many benefits it provides. With over 7,000 presentations delivered on Social Security and extensive experience working with the Social Security Administration, Tom brings a wealth of knowledge to the conversation. Tune in as they enlighten listeners with insightful and...

Scams are evolving, and fraudsters are more sophisticated than ever. In this episode, Dale is joined by Eli Wilkerson of Praxis Detection SVCS, LLC to discuss ransomware, email fraud, AML, and why Knowing Your Customer is critical to protecting your finances. Learn the warning signs, common tactics criminals use, and practical steps that could save you thousands of dollars. Don’t miss this importa...

Dale continues his conversation with John Kletchka, CPA at Condor, Kletchka & Associates, by emphasizing that while Roth accounts can be powerful tools, timing and strategy matter just as much as the decision itself . For employees still in their peak earning years or retirees with large required minimum distributions (RMDs) not yet started, converting too much too soon can trigger unnecessary...

Dale guest episode is with Eli Wilkerson from Praxis Detection SVCS, LLC , and they’re diving into the topic of how charities earn a large portion of their funds during the holidays . With the holiday season of giving comes the opportunity for people to contribute to meaningful causes, but it’s also the time when scammers are most active. The conversation centers on performing due diligence to ens...

Dale sits down with John Kletchka, CPA at Condor, Kletchka & Associates, to discuss why so many retirees claim Social Security without a real plan—and how that can cost them. John explains why you shouldn’t retire just because you hit 65 , and how building purpose into your next chapter is essential. Discover strategies to maximize your Social Security benefits and learn how turning a hobby in...

Dale talks with Becky Burton, owner of Vitality Home Care, LLC , about the challenges of caring for a loved one at home. Providing care can take a real toll on family members. While many seniors wish to care for their spouses—and many adult children want to care for their aging parents—growing older often brings a loss of independence and the need for additional support. Listen as Dale and Becky d...

Join Dale this week as he continues his insightful conversation with Jennifer Huntington of JH Insurance Agency . Jennifer is a seasoned expert in Medicare Supplements, Medicare Advantage Plans, and health insurance benefits for both individuals and employers. With so many Medicare supplement options available today, having a knowledgeable advocate by your side can make all the difference. Jennife...

This week on the show, Dale welcomes Broc Carter from the Amarillo Area Foundation. Broc joined the Foundation in 2015 as the No Limits No Excuses Program Officer and now serves as the Senior Director of Operations & Communications , overseeing communications, facilities, marketing, HR administration, IT, and serving as program manager for The Panhandle Gives . He’s dedicated to sharing the po...