
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
236 episodes
The Insurance Basics: Homeowner’s Insurance w/ Eric Barry | The Dale Buckner Podcast Ep. 236
This week on the Dale Buckner Podcast, Dale is joined by Eric Barry, regional director for Vincent & Associates, an Allstate insurance agency. Eric and Dale discuss the benefits of homeowners insurance, the different types of coverage that ...
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39:24

Blended Families and Estate Planning w/ Adair Buckner | The Dale Buckner Podcast Ep. 235
This week on the Dale Buckner Podcast, Dale is joined again by Adair Buckner, Attorney at Law. Adair, who specializes in estate planning and probate, discusses with Dale the processes of estate planning and inheritance, especially when consider...
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38:32

Visualizing Your Ideal Retirement w/ Teresa Roop | The Dale Buckner Podcast Ep. 234
This week on the Dale Buckner Podcast, Teresa and Dale discuss ideal retirements and how you can plan for yourself to have your ideal retirement. From visualizing how you want your retirement to be, analyzing the cost and timeline, and developi...
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38:42

The Recent Market Volatility w/ Teresa Roop | The Dale Buckner Podcast Ep. 233
This week on the Dale Buckner Podcast, Teresa and Dale discuss the recent turbulence that investors have been seeing and experiencing in the markets. Dale, who has been in the industry since 1988, has experienced many volatile market conditions...
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38:21

Dealing with Credit Card Debt w/ Teresa Roop | The Dale Buckner Podcast Ep. 232
This week on the Dale Buckner Podcast, Teresa joins Dale again to discuss the issue of credit card debt and the high interest rates across that industry. Dale and Teresa share their experiences with credit cards, stories relating to the rise in...
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39:44

Tax Advantaged Charitable Intent w/ Teresa Roop | The Dale Buckner Podcast Ep. 231
This week on the Dale Buckner Podcast, Teresa returns to the program to discuss charitable intent with Dale. Dale and Teresa discuss the value of charitable giving, how it can help you reduce your taxes, and the most tax efficient ways to give ...
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38:46

Understanding Probate, Wills, and Inheritance w/ Adair Buckner | The Dale Buckner Podcast Ep. 230
This week on the Dale Buckner Podcast, Adair Buckner, Attorney at Law, joins Dale to discuss wills and the probate process. Adair, who specializes in estate planning and probate, goes through the different types of probate processes, ranging fr...
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38:58

The Great Wealth Transfer w/ Teresa Roop | The Dale Buckner Podcast Ep. 229
This week on the Dale Buckner Podcast, Teresa Roop joins Dale once again to discuss the upcoming wealth transfer that will occur in the next 5-10 years. As the older generations begin to transfer their wealth to their heirs, women are expected ...
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38:01

The 6 Steps to Retiring Early w/ Teresa Roop | The Dale Buckner Podcast Ep. 228
This week on The Dale Buckner Podcast, Teresa Roop joins Dale again to discuss the 6 steps that you should take if you want to have an early retirement. From becoming debt free to making sure you will have health care coverage during your retir...
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38:43

Planning Your Dream Retirement w/ Teresa Roop | The Dale Buckner Podcast Ep. 227
This week on The Dale Buckner Podcast, Teresa Roop returns to the show to discuss tips on how to plan your dream retirement. Dale and Teresa go over the recommended steps that can help you to identify your dream retirement, including your visio...
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39:07

Changes to Social Security w/ Brett Hansen | The Dale Buckner Podcast Ep. 226
This week on The Dale Buckner Podcast, Brett Hansen joins Dale to discuss the recent changes to Social Security. Brett and Dale, both Certified Financial Planners®, specialize in retirement planning and work with hundreds of clients to plan out...
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38:58

Investing in Real Estate w/ Bobby Tyler | The Dale Buckner Podcast Ep. 225
This week on The Dale Buckner Podcast, Bobby Tyler joins Dale once again to discuss the benefits of investing in real estate. Bobby, who has been a real estate investor for nearly 2 decades, shares some of his tips on the real estate industry, ...
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40:07

The Current Real Estate Market w/ Bobby Tyler | The Dale Buckner Podcast Ep. 224
This week on The Dale Buckner Podcast, Bobby Tyler, of the Bobby Tyler Group with Keller Williams, joins Dale to discuss the current state of the real estate market. Bobby and Dale go over current market prices, supply and demand of homes in th...
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39:53

Leaving Investments for Your Heirs w/ Teresa Roop | The Dale Buckner Podcast Ep. 223
This week on The Dale Buckner Podcast, Teresa Roop, Registered Representative with United Planners at Dale Buckner, Inc., joins Dale again to discuss the different types of investment accounts that individuals often leave to their heirs. From t...
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38:06

The Importance of Legacy Planning w/ Adair Buckner | The Dale Buckner Podcast Ep. 222
This week on The Dale Buckner Podcast, Adair Buckner, Attorney, joins Dale again to discuss the importance of establishing an estate/legacy plan. Adair, who specializes in estate planning and probate, explains various situations where an estate...
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38:51

Estate Legacy Planning w/ Adair Buckner | The Dale Buckner Podcast Ep. 221
This week on The Dale Buckner Podcast, Dale is joined by Adair Buckner, Attorney. Adair specializes in estate planning and probate, and joins Dale to discuss the importance of legacy planning before and during retirement. From transfer on death...
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39:17

Fraud Awareness and Prevention w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 220
This week on The Dale Buckner Podcast, Eli Wilkerson joins Dale once again to continue their discussions about fraud schemes and tactics. Eli, a Certified Fraud Expert, shares his knowledge of fraud schemes and discusses with Dale prevention me...
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38:36

New Types of Fraud w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 219
This week on The Dale Buckner Podcast, Dale is joined by Certified Fraud Expert Eli Wilkerson. Eli, who has been in business since 2019, joins Dale to discuss recent fraud schemes that have begun to rise in notoriety, such as gift card scams. D...
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38:16

New Year’s Financial Resolutions w/ Brett Hansen | The Dale Buckner Podcast Ep. 218
Happy New Year! This week on The Dale Buckner Podcast, Brett Hansen joins Dale to discuss New Year’s resolutions. Brett and Dale list the many different parts to having a successful financial resolution, including having an emergency fund, esta...
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38:53

Legacy Tax Planning Tips w/ John Kletchka | The Dale Buckner Podcast Ep. 217
This week on The Dale Buckner Podcast, John Kletchka, CPA, joins Dale once again to discuss legacy tax planning. John Kletchka gives his insight into the world of tax planning when it comes to developing a legacy plan. Tune in this week to hear...
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39:06

CPA Tips for Year End Tax Planning w/ John Kletchka | The Dale Buckner Podcast Ep. 216
Blurb: This week on The Dale Buckner Podcast, Dale invites John Kletchka, CPA to discuss tips for individuals and businesses regarding their end of year tax planning. John Kletchka and his firm work closely with businesses and individuals alike...
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38:23

12 Reasons Not to Be Your Own Advisor Pt. 3 w/ Teresa Roop | The Dale Buckner Podcast Ep. 215
This week on The Dale Buckner Podcast, Teresa returns to the show to share the final part of the 12 Reasons Not to Be Your Own Advisor series. In this episode, Dale and Teresa discuss the remaining behavioral finance principles and the biases t...
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37:53

Year End and Lifetime Tax Planning Tips w/ Brett Hansen | The Dale Buckner Podcast Ep. 214
This week on The Dale Buckner Podcast, Brett joins Dale again to discuss tax planning tips to help individuals reduce their tax burdens. Brett and Dale talk about year end tax planning, how to lower your taxes for the current year, and go over ...
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39:15

Tax Free Income in Retirement w/ Brett Hansen | The Dale Buckner Podcast Ep. 213
This week on The Dale Buckner Podcast, Brett returns to discuss with Dale ways that individuals can earn tax free income during their retirement. From Roth IRAs to Roth conversions and more, Brett and Dale discuss some helpful tips on how to en...
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39:09

12 Reasons Not to Be Your Own Advisor Pt. 2 w/ Teresa Roop | The Dale Buckner Podcast Ep. 212
This week on The Dale Buckner Podcast, Dale and Teresa continue their discussions on behavioral finance principles for the second part of the 12 Reasons Not to Be Your Own Advisor. This week, Dale explains the principles of mental accounting, a...
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38:50
