The Dale Buckner Podcast

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 differenc...

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 Securi...

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 behavio...

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...

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 typ...

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 w...

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 sa...

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...

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...

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...

This week on The Dale Buckner Podcast, Dale is once again joined by John Kletchka, CPA. Picking up from last week, Dale and John discuss the advantages of owning a business during tax planning and retirement planning. They go over details about how being a business owner can help to lower taxes, assist with personal expenses that can become business expenses, and how a business can help to fortify...

Episode 200! In this milestone episode of The Dale Buckner Podcast, Dale is joined by John Kletchka, CPA. Dale and John discuss the recent wildfires and floods in the Panhandle that have cost individuals and businesses millions of dollars, and how individuals can lower their taxes through damages as a result of these fires and floods. Additionally, Dale and John discuss the different ways that ind...

This week on The Dale Buckner Podcast, Dale is joined by his spouse Adair Buckner, Attorney at Law, who specializes in estate planning. In this episode, Dale and Adair discuss the different parts of the estate planning process, how to plan for your assets to be transferred at the end of life, and the do’s and don’ts of estate planning and trusts. Tune in to learn more about the different methods f...

This week on The Dale Buckner Podcast, Dale and Bobby Tyler continue their discussions on real estate. Bobby Tyler, from the Bobby Tyler group at Keller Williams, continues to provide expert insight into the real estate industry, and how individuals can leverage commercial real estate into investments that can generate income and provide tax benefits. Tune in this week to learn more about the prac...

This week on The Dale Buckner Podcast, Dale is joined by Amarillo real estate expert Bobby Tyler. Bobby Tyler is the operator of the Bobby Tyler group with Keller Williams, located on South Soncy Rd. in Amarillo. In this episode, Dale and Bobby discuss the process of purchasing residential properties, the current state of the real estate market, and the aspects of homebuying that can cause relucta...

This week on The Dale Buckner Podcast is the final part of the series "7 Most Frequently Asked Questions About Retirement." In this episode, Dale and Brett discuss best practices in choosing a financial planning professional to work with, as well as some common mistakes and pitfalls that retirees can fall victim to in the process. Dale and Brett discuss this decision making process, give...

This week on The Dale Buckner Podcast is the penultimate episode of the series "7 Most Frequently Asked Questions." In this episode, Dale and Brett discuss the costs associated with utilizing the services of financial advisors. They go over the different ways that financial planners charge for their services, what fees can charged, and how much it can cost to work with a financial adviso...

This is Part 5 of the 7 part series "7 Most Frequently Asked Questions." In this episode of The Dale Buckner Podcast, Dale and Brett discuss the reasons and benefits behind spending the extra money in retirement to work with a financial planner. Tune in for insightful discussions about retirement planning and the ways that financial planners can help you succeed in retirement.

In this 4th part of the "7 Most Frequently Asked Questions" series, Dale and Brett discuss the risks that can be expected in retirement, and how to plan for them. Tune in to learn more about avoiding risk in retirement, and how to address the risks involved if you do encounter them. 

This week on the Dale Buckner Podcast is part 3 of the 7 part series "7 Most Frequently Asked Questions." Once again, Dale and Brett are back discussing the biggest questions that clients have concerning retirement. Part 3 answers the question that many retirees and those close to retirement have regarding their finances: "How can I know that the resources I have accumulated can hel...

This week on the Dale Buckner Podcast, we are re-broadcasting part 2 of our 7 part "Most Frequently Asked Questions" series. Join Dale and Brett as they discussed the most common questions that clients ask them about retirement planning, and what to expect after they retire.

This week on The Dale Buckner Podcast, we are bringing back one of our most popular and helpful series: The 7 Most Frequently Asked Questions About Retirement. Join Dale and Brett as they discuss the first of seven important questions that clients ask about retirement. Also tune in to the remainder of this series over the coming weeks!

Join Dale Buckner and Brett Hansen as they discuss the importance and responsibilities of fiduciary investment advisors. With over 50 years of collective financial experience, Dale and Brett give expert insights into the world of fiduciary responsibilities and the benefits of fiduciary financial advisors. Additionally, Dale and Brett discuss the all-important 7 step process of financial planning,...

Join Dale Buckner and Brett Hansen on the latest episode of the Dale Buckner Podcast, where they delve into the crucial topic of why you need a Certified Financial Planner® (CFP®) professional. As seasoned experts in the financial realm, Dale and Brett explore the myriad benefits of seeking professional financial guidance. From setting achievable goals to navigating complex investment landscapes,...

Tune in to the latest episode of the Dale Buckner Podcast, where Dale Buckner and Brett Hansen engage in a thought-provoking discussion inspired by Tim Maurer's Forbes article on why women may be better investors than men. Delving into the research and insights presented, Dale and Brett explore the nuanced factors behind gender disparities in investment success. From risk management to emotio...