The Dale Buckner Podcast

Personal Financial Planning with Josh Allen | The Dale Buckner Podcast Ep. 253

Dale Buckner Episode 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 Security planning, understanding the role of a financial fiduciary, and the importance of diversification in your investment strategy. Whether you're just starting your financial journey or preparing for retirement, this conversation delivers clear, actionable guidance to help you make informed decisions about your financial future.