The Dale Buckner Podcast
You know it’s important to manage your finances, but who has time to learn everything there is to know about financial planning? Join author and radio show personality Dale Buckner as he interviews experts throughout the industry about everything from protecting your principal to managing your investments. If you’re struggling to keep track of all aspects of your finances, need to prepare for retirement, or don’t know where to start, you need Dale on your side.
Episodes
267 episodes
Avoiding Charity Fraud with Eli Wilkerson | The Dale Buckner Podcast Ep. 268
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 givi...
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Episode 268
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39:51
Contributions to a 401k or IRA with John Kletchka | The Dale Buckner Podcast Ep. 267
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 st...
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Episode 267
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38:25
Social Security Income and Taxes with John Kletchka | The Dale Buckner Podcast
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 6...
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Episode 266
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39:56
Home Health Care with Becky Burton | The Dale Buckner Podcast Ep. 265
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 adu...
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Episode 265
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41:23
Medicare and Medigap Insurance Coverage with Jennifer Huntington Ep. 264
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...
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Episode 264
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40:33
Amarillo Area Foundation with Broc Carter | The Dale Buckner Podcast Ep. 263
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 & Communica...
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Episode 263
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41:30
The Amarillo Symphony with George Jackson | The Dale Buckner Podcast Ep. 262
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...
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Episode 262
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41:08
Basic understanding of Medicare and Medigap Coverage with Jennifer Huntington Ep. 261
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 tur...
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Episode 261
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40:43
Basic Estate Planning with Adair Buckner | The Dale Buckner Podcast
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 p...
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Episode 260
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40:35
Choosing the Right CPA with John Kletchka | The Dale Buckner Podcast
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...
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Episode 259
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39:35
Individual Taxes and Penalties with John Kletchka | The Dale Buckner Podcast Ep. 258
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 d...
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Episode 258
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39:24
Tax-Advantaged Investing and Social Security Income with Phil Bervig | The Dale Buckner Podcast
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 pensio...
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Episode 257
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38:31
Fiduciary Financial Planning with Phil Bervig | The Dale Buckner Podcast Ep. 256
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 w...
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Episode 256
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38:31
One Big Beautiful Bill Act with Teresa Roop | The Dale Buckner Podcast Ep. 255
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 episo...
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Episode 255
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38:04
Social Security Income and Inflation with Josh Allen | The Dale Buckner Podcast Ep. 254
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 y...
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Episode 254
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40:04
Personal Financial Planning with Josh Allen | The Dale Buckner Podcast Ep. 253
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 Sec...
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Episode 253
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39:22
The Amarillo Symphony with Larry Lang | The Dale Buckner Podcast
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 k...
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Episode 252
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39:43
Investment Real Estate with Bobby Tyler | The Dale Buckner Podcast
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 strateg...
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Episode 251
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39:45
Individual Real Estate Ownership with Bobby Tyler | The Dale Buckner Podcast Ep. 250
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 o...
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Episode 250
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40:59
Tax-Advantaged Investments with John Kletchka | The Dale Buckner Podcast Ep. 249
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. Disc...
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Episode 249
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41:13
Business Taxes with John Kletchka | The Dale Buckner Podcast
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...
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Episode 248
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41:41
Tax Basics, Deadlines, and Extensions with John Kletchka | The Dale Buckner Podcast
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 m...
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Episode 247
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42:10
8 Rules for Investing with Teresa Roop | The Dale Buckner Podcast Ep. 246
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 ...
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Episode 246
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41:13
11 Components of financial planning w/ Teresa Roop | The Dale Buckner Podcast Ep. 243
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 st...
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Episode 243
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41:31
Will Social Security Go Bankrupt? | The Dale Buckner Podcast Ep. 245
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 work...
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Episode 245
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41:39