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
279 episodes
Individual Taxes and 2025 Tax Benefits with John Kletchka | The Dale Buckner Podcast Ep. 281
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 ...
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Episode 281
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39:46
Modern Portfolio Theory and Efficient Market with Teresa Roop | The Dale Buckner Podcast Ep. 279
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...
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Episode 279
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40:50
Market Volatility with Teresa Roop | The Dale Buckner Podcast Ep. 278
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...
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Episode 278
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38:52
11 Components of Financial Planning w/ Teresa Roop | The Dale Buckner Podcast Ep. 277
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 conver...
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Episode 277
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41:35
Dale Buckner's 8 Rules of Investing with Teresa Roop Podcast 276
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.&n...
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Episode 276
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41:13
Business Taxes and Retirement Contributions with John Kletchka | The Dale Buckner Podcast Ep. 275
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...
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Episode 275
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41:36
Minimize Your Taxes with IRA Contributions with John Kletchka | The Dale Buckner Podcast Ep. 274
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 explai...
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Episode 274
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41:18
Will Social Security Go Bankrupt? | The Dale Buckner Podcast Ep. 273
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 273
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42:19
Tough Questions regarding Social Security with Tom Clark | The Dale Buckner Podcast
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 offer...
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Episode 272
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40:42
The History of Social Security w/ Tom Clark | The Dale Buckner Podcast Ep. 271
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...
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Episode 271
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42:22
The History of Social Security with Tom Clark | The Dale Buckner Podcast Ep. 270
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 wo...
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Episode 270
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41:09
Fraudsters and Knowing Your Customer with Eli Wilkerson | The Dale Buckner Podcast Ep. 269
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 p...
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Episode 269
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39:51
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