The Dale Buckner Podcast

In this conversation with Brett Hansen, you will learn: What you need to know about Individual Retirement Accounts (IRA) Types of IRAs  How to maintain a tax-free income during retirement The penalties for withdrawing from your IRA early.  "Withdrawals of Roth IRA contributions are tax-free upon reaching age 59.5 and holding the account for at least 5 years. Income limitations apply."

In this conversation with Brett Hansen, you will learn: How to take advantage of tax-free bonds When municipal bonds are the most appropriate How bonds can help build your portfolio What you should know about bonds. Investing in tax-free bonds may not be appropriate for investors in all tax brackets. Municipal bonds may be subject to alternative minimum tax, and state and local taxes.

In this conversation with Brett Hansen, you will learn: Everything you need to know about bonds  How to choose the right bond for you The biggest misconceptions about bonds Why certain bonds are not taxable  What you should know about Treasury Inflation Protection Security (TIPS)

In this conversation with John Kletchka, CPA, you will learn: Ways your business can save money with your taxes Why are retirement plans are a powerful tool for small companies How the law has changed due to COVID-19 What can you actually write off as expenses for your income

In this conversation with John Kletchka, CPA, you will learn: The kinds of credits that might save you on taxes How tax payment has changed because of COVID The basics of child tax credit and other types of tax credits How amended returns work How to avoid a penalty tax bill The differences between taxes for an employee vs a business owner How the IRS can help taxpayers

In this conversation with Brett Hansen, you will learn: Why you should work with a CERTIFIED FINANCIAL PLANNER™ professional Inflation and what you should be worried about when it comes to your finances  What you need to know about liquidity, the onboarding process for working with a financial planner, and exit penalties for leaving the firm Suitable investments to make when you're starting t...

In this conversation with Marla Gales, you will learn: All you should know about True Blessings, a personal assistance company licensed by the State of Texas Why is having health care at home a great option Ways to afford a service like True Blessings How can making educated investments decisions help you obtain these types of resources  Pros and cons of a facility and staying at home

In this conversation with Brett Hansen, you will learn: What “Bear Market” means Smart strategies to make the most of a Bear Market How to build a balanced portfolio The best quality investments you can make What each component of the modern portfolio theory is How social security enters into a Bear Market strategy

In this conversation with Walter Wendler, you will learn: The quality education people can get at West Texas A&M Some of the West Texas A&M schools and why are they exceptional  How to use the community college system to be able to get into a top-quality University How to reduce your costs by managing your housing arrangements appropriately Taking advanced placement courses in high school

In this conversation with Brett Hansen, you will learn: The most important considerations regarding your social security How to plan for retirement Why young people should get more into financial planning The earliest age you can claim your Social Security benefits How long you can delay your Social Security—and why you might want to

In this conversation with Mark White, you will learn: Mark’s backstory and his role in Amarillo College Everything you need to know about the Emerald College Athletics Program What recent gifts were received by the college and how are they being used What changes were made in Amarillo College because of the pandemic  About the programs designed to get you through college virtually, tuition-free Wh...

In this episode with Ray Ashton, you’ll learn: Ray’s experience and back story  The two things hurting clients most right now: Inflation and Taxes How to manage your taxes better How your taxes are affected by retirement time Why is the W4’s form the hardest to fill out this year and how can an advisor help And more!

Among other things, Adair and Dale discussed: Adair’s Practice What a will is and why people wish to have one Testamentary trusts and Living trusts Why you should avoid guardianships whenever possible The Basic Estate Plan, which includes powers of attorney, directives to physicians, and medical powers of attorney 

In this episode with Greg Glenn, you’ll learn: Everything you need to know about real estate  How credits and interest rates come into play How to navigate changes in the market  Why real estate is a big component of the wealth-building strategies you’re already using How the total costs in real estate fluctuate and how to ensure you can afford the costs  What the new requests on homes are due to...

In this conversation with Brett Hansen, you will learn: The most important considerations regarding your social security Why young people should get more into financial planning What fiduciary means and why it is important How long you can delay your Social Security

Among other things, Mayor Ginger and Dale discussed: The state of city councils’ budget this year Whether the revenue for Amarillo been affected dramatically by the problems that we had with the pandemic The challenges of expanding Amarillo The technology innovation program to create a city wifi network The new “Makerspace” studio Why you should go get vaccinated

Among other things, Adair and Dale discussed: Adair’s Practice The Basic Estate Plan, which includes powers of attorney, directives to physicians, and medical powers of attorney  Why probate should be something you plan and get advice on  When you need to get a probate attorney  What you need to know about guardianships 

In this conversation with Janna Kiehl you will learn: Everything you need to know about The Better Business Bureau of Amarillo The new law for roofing companies and the process to file a claim for a new roof What you do when you experience hail damage  How to avoid a phone scam What BBB charities you can help out 

In this conversation with Zack Wilson you will learn: About The High Plains Food Bank Why 2020 was the hardest year The High Plains Food Bank has ever had How food insecurity was worsened by COVID 19  How food demand is going back to normal as people go back to their usual activities  How you can support The High Plains Foods Bank All about their new “Fight Hunger, Spark Change” campaign with Walm...

In this conversation with Brett Hansen you will learn: Why you should work with a Certified Financial Planner  Inflation and what you should be worried about when it comes to your finances  What you need to know about liquidity, the onboarding process for working with a financial planner, and exit penalties for leaving the firm The most appropriate investments when you're starting to build a...

Among other things, Beth and Dale discussed: The origin of Center City  Center City’s exciting projects for Downtown Amarillo The new emphasis on art in open places and all about the program “Prints of the Great American Quarter Horse” How charities changed over the past year due to the pandemic The homeless program “Housing First”

In this conversation with John Kletchka you will learn: What you need to know about tax return How COVID affected and changed the rules for the United States and Texas on tax returns John’s recommendations for businesses who want to reduce their taxes The differences between a SEP IRA vs. a regular IRA  How tax rules are constantly changing Individual kinds of credits that might save you on taxes

In this conversation with Brett Hansen you will learn: What a portfolio is What kind of portfolio you need based on your goals and objectives The challenges of portfolio management The importance of having the right balance on your portfolio Assessing your risk tolerance and inflation Appropriate asset allocation

In this conversation with Eli Wilkerson you will learn: Nine of the biggest scams going on right now including the COVID-19 vaccine card scam Rising of the online scams in 2020 Red flags that will help you identify a fraud The best ways to avoid scams and fraud 

In this conversation with Paul Matney you will learn: Texas Panhandle History Amarillo Area History  The explosive growth that eventually hit the Amarillo area Paul’s Career at Amarillo College