The Dale Buckner Podcast

This week, Dale welcomes a special guest — George Jackson , Music Director with The Amarillo Symphony . Now in his fourth year leading the orchestra, George brings a wealth of experience and energy to the Amarillo music scene. In addition to his work with the symphony, he shares his expertise with students at Amarillo College and West Texas A&M University . Originally from London , George is t...

Dale welcomes Jennifer Huntington of JH Insurance Agency! Jennifer specializes in Medicare Supplements , Medicare Advantage Plans , and health insurance benefits for both employers and individuals. If you’re turning 65 or reviewing your coverage options, Jennifer can help you find the plan that’s right for you. She’ll guide you every step of the way — making Medicare simple and stress-free. Give J...

Dale welcomes Adair Buckner, Attorney at Law, to talk about a topic that affects everyone—estate planning. Adair specializes in Estate Planning and Probate, and she’s here to break down what you really need to have in place to protect your assets and provide peace of mind for your loved ones. Do you know if you have the right documents prepared in case something happens to you? Should you have a w...

Ep. 259 – John Kletchka – Choosing the Right CPA          Blurb: Dale sits down with John Kletchka, CPA at Conder Kletchka & Associates, to dive into an important question: Have you interviewed your CPA lately? Choosing the right tax professional isn't just about credentials — it’s about fit. In this episode, you'll learn why vetting your CPA can save you from costly mistakes down th...

Dale’s guest this week is none other than, John Kletchka, CPA at Conder Kletchka & Associates. With the October 15, 2025, tax deadline fast approaching, are you financially prepared to file? Remember, extending your filing deadline doesn’t mean you're off the hook for penalties and interest. Just because you filed for an extension doesn’t mean you’ve avoided the costs. Tune in to this wee...

Dale sits down with Phil Bervig, Partner at TCP Asset Management in Phoenix, Arizona, for a thoughtful discussion on how to create a rising income during retirement. They explore why Social Security is often considered the best pension , strategies for married couples when making Social Security decisions , and how Medicare can significantly reduce health insurance costs in retirement. Do you have...

Dale sits down with Phil Bervig, Partner at TCP Asset Management in Phoenix, Arizona, to unpack the role of financial planners and the importance of fiduciary responsibility. Together, they explore what you should expect from a meeting with a fiduciary financial advisor — from personalized planning to transparent guidance. Learn why a comprehensive, individualized financial plan may serve you bett...

Dale teams up with Teresa Roop to unpack the OBBBA of 2025 — the sweeping new law changing how many Americans, including taxpayers over 65, are taxed. Want to know what it means for your 2025 return? Don’t miss this episode! 

Dale is joined once again by Josh Allen, Certified Financial Planner™ and Founding Partner of TCP Asset Management. In this episode, they explore the pitfalls of taking Social Security income too early , and how that decision can impact your long-term financial security. They also discuss the topic of inflation and how it erodes your purchasing power over time. Dale and Josh further discuss key co...

In this episode, Dale is joined by Josh Allen, Certified Financial Planner™ and Founding Partner of TCP Asset Management, for a practical and insightful discussion on personal finance. Together, they unpack essential topics including Social Security planning, understanding the role of a financial fiduciary, and the importance of diversification in your investment strategy. Whether you're just...

Dale’s guest this week is Larry Lang, Executive Director of The Amarillo Symphony. Larry is bringing the magic of orchestral music to the open air with “Symphony Under the Stars” at Hodgetown on September 6, 2025 . This marks the kickoff of their 2025–2026 season , and it promises to be a night of music, community, and celebration under the Texas sky. Larry’s leadership over the past few years has...

Dale continues his discussion with Bobby Tyler from the Bobby Tyler Group at Keller Williams Realty as they talk about building wealth through property investments. Investing in real estate properties with other investors can be a great strategy for building wealth, especially if you're looking to diversify your portfolio or get into the property market without having to manage everything on...

Dale sits down with Bobby Tyler from the Bobby Tyler Group at Keller Williams Realty to talk about building wealth through individual real estate investments. Whether you're a seasoned property owner or just getting started, this conversation offers valuable insights to help you make smarter investment decisions. 

Dale is joined once again by CPA John Kletchka to explore the world of tax-advantaged investments . Whether you're a seasoned investor or just getting started, this episode is packed with insights to help keep your tax bill in check. Discover how to invest smarter by using tools that help reduce your tax liability. Don't miss this chance to learn strategies that could pay off for years t...

Join Dale Buckner as he sits down with CPA John Kletchka for a deep dive into the often-confusing world of business taxes . Whether you're running an S corp, sole proprietorship, or partnership, this conversation breaks down what business owners need to know about staying compliant, minimizing tax burdens, and planning smart for the future. 

  This week, Dale Buckner welcomes CPA John Kletchka of Conder, Kletchka & Associates, PLLC to break down the essentials of tax season. From key deadlines to the truth about filing extensions—did you know an extension gives you more time to file, but not more time to pay? Get clear, practical advice to help you stay compliant and avoid costly surprises.

Join Dale Buckner as he goes over his 8 Rules for Investing. Find out if exit penalties are common. Should you pay to open or close your account? Find out more as Dale and Teresa discuss the 8 rules for investing.  What are your rules for investing? 

Join Dale Buckner as he breaks-down the 11 components of financial planning with Teresa Roop. Dale and Teresa discuss various goals as well as budgets and retirement planning. Don’t hesitate! Get the details on how to get your financial plan started today.

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, Tom Clark, Social Security and Medicare Expert, joins Dale again to discuss the benefits of social security and breakdowns the benefits offered by Medicare. Join us this week as Dale and Tom breakdown the various parts of Medicare and the purpose of each part. 

This week on The Dale Buckner Podcast, Eli Wilkerson, Certified Fraud Expert and Certified Ethical Hacker with Praxis Detection Services, joins Dale once again to discuss phishing schemes and social engineering tactics that hackers use to target individuals. From well-crafted emails and text messages to RFID card scanners, Eli and Dale go over some of the more common ways that hackers and threat a...

This week on The Dale Buckner Podcast, Eli Wilkerson joins Dale once again to discuss the 5 phases of hacking. Eli Wilkerson, a Certified Fraud Expert and Certified Ethical Hacker, goes over the different steps that hackers will use when attempting to attack your technology and information. These steps include Reconnaissance, Scanning, Gaining Access, Maintaining Access, and Clearing Track. Tune i...

This week on the Dale Buckner Podcast, Teresa joins Dale once again to discuss volatility in the market and how it can affect retirement savings. While some individuals believe that it can be worrisome for their savings, Dale and Teresa believe that this can serve as an opportunity to take advantage and boost your retirement savings in preparation for the market to bounce back. Tune in this week t...

This week on the Dale Buckner Podcast, Dale is joined by Eric Barry, regional director for Vincent & Associates, an Allstate insurance agency. Eric discusses with Dale the different types of coverage that are available for personal property items, such as auto insurance, RV insurance, small vehicle insurance, etc. Tune in this week to learn more about the many different ways that you can reduc...