The Dale Buckner Podcast: Recent Episodes
Dale Buckner
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.
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 for both individuals and employers. With so many Medicare supplement options available today, having a knowledgeable advocate by your side can make all the difference. Jennifer helps you navigate your choices so you can make confident, well-informed decisions. Call Jennifer Huntington today at (806) 316-6306 to see how she can support you with all your Medicare insurance needs!
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 & Communications, overseeing communications, facilities, marketing, HR administration, IT, and serving as program manager for The Panhandle Gives. He’s dedicated to sharing the powerful story and impact of the Amarillo Area Foundation across the region. With The Panhandle Gives officially underway, Broc breaks down how the campaign works and how you can make a difference. Learn more at thepanhandlegives.org.
To find out how a Qualified Charitable Distribution can reduce your taxes, call Dale at (806) 358-7977 or 1-(800)-299-PLAN (7526).
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. In addition to his work with the symphony, he shares his expertise with students at Amarillo College and West Texas A&M University.
Originally from London, George is the 18th Music Director of The Amarillo Symphony. His passion for music began early, creating theatrical performances with his sister and learning the violin as a child. Over time, he expanded his musical horizons, performing as a drummer and guitarist in post-punk, rock, and Irish folk bands — influences that continue to shape his broad musical taste today.
George’s formative experiences include participating in the Lucerne Festival Academy and the Aspen Music Festival, where he earned the Aspen Conducting Prize in 2015. Deeply passionate about the art and traditions of conducting, he regularly shares his insights and enthusiasm through podcasts dedicated to the craft. Join Dale and George for an engaging conversation about music, education, and the creative journey behind leading one of Texas’s premier symphonies.
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 turning 65 or reviewing your coverage options, Jennifer can help you find the plan that’s right for you. She’ll guide you every step of the way — making Medicare simple and stress-free. Give Jennifer Huntington a call today at (806) 316-6306, and see how she can assist you with your Medicare insurance needs!
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 protect your assets and provide peace of mind for your loved ones. Do you know if you have the right documents prepared in case something happens to you? Should you have a will, a living trust, or even an irrevocable trust? Adair explains the basics of each, and why getting the right legal guidance can make all the difference when it comes to ensuring your estate goes where you intend. Don’t miss this essential conversation—because protecting your future starts with planning today.
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 lately?Choosing the right tax professional isn't just about credentials — it’s about fit. In this episode, you'll learn why vetting your CPA can save you from costly mistakes down the road. Whether you're a business owner, freelancer, or just want peace of mind come tax season, this is a conversation you don't want to miss.
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 doesn’t mean you're off the hook for penalties and interest. Just because you filed for an extension doesn’t mean you’ve avoided the costs. Tune in to this week’s podcast to get the insights you need before time runs out.
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 pension, strategies for married couples when making Social Security decisions, and how Medicare can significantly reduce health insurance costs in retirement. Do you have the right building blocks in place to secure your financial future?
Tune in as Dale and Phil delve into tax-advantaged investing and other essential strategies for a more confident retirement.
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 with a fiduciary financial advisor — from personalized planning to transparent guidance. Learn why a comprehensive, individualized financial plan may serve you better than a one-size-fits-all financial product.
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 episode!
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 your long-term financial security. They also discuss the topic of inflation and how it erodes your purchasing power over time. Dale and Josh further discuss key concepts in behavioral finance, strategies for generating rising income in retirement. Whether you're nearing retirement or planning well in advance, this episode provides valuable insights to help guide your financial decision-making journey.
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.
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 kickoff of their 2025–2026 season, and it promises to be a night of music, community, and celebration under the Texas sky. Larry’s leadership over the past few years has helped shape the Symphony’s vibrant programming, and this event is a perfect example of their commitment to making music accessible and unforgettable. Want to be part of it? You can explore the full season lineup and grab your tickets directly from The Amarillo Symphony’s official site.
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 strategy for building wealth, especially if you're looking to diversify your portfolio or get into the property market without having to manage everything on your own.
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 offers valuable insights to help you make smarter investment decisions.
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. Discover how to invest smarter by using tools that help reduce your tax liability. Don't miss this chance to learn strategies that could pay off for years to come.
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 what business owners need to know about staying compliant, minimizing tax burdens, and planning smart for the future.
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 more time to file, but not more time to pay? Get clear, practical advice to help you stay compliant and avoid costly surprises.
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 investing?
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 started today.
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 working affects your income while on social security. Listen as they discuss solving social security and why social security is likely to not go bankrupt.
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 offers and how social security helps the economy.
This week on the Dale Buckner Podcast, Tom Clark, Social Security and Medicare Expert, joins Dale again to discuss the benefits of social security and breakdowns the benefits offered by Medicare. Join us this week as Dale and Tom breakdown the various parts of Medicare and the purpose of each part.
This week on The Dale Buckner Podcast, Eli Wilkerson, Certified Fraud Expert and Certified Ethical Hacker with Praxis Detection Services, joins Dale once again to discuss phishing schemes and social engineering tactics that hackers use to target individuals. From well-crafted emails and text messages to RFID card scanners, Eli and Dale go over some of the more common ways that hackers and threat actors attempt to gain access to your personal information. Tune in this week to learn more about these different schemes and what you can do to help keep your information safe.
This week on The Dale Buckner Podcast, Eli Wilkerson joins Dale once again to discuss the 5 phases of hacking. Eli Wilkerson, a Certified Fraud Expert and Certified Ethical Hacker, goes over the different steps that hackers will use when attempting to attack your technology and information. These steps include Reconnaissance, Scanning, Gaining Access, Maintaining Access, and Clearing Track. Tune in this week to learn more about the steps that threat actors use when targeting individuals for cyber-attacks, and what you can do to help prevent yourself from becoming a victim.
This week on the Dale Buckner Podcast, Teresa joins Dale once again to discuss volatility in the market and how it can affect retirement savings. While some individuals believe that it can be worrisome for their savings, Dale and Teresa believe that this can serve as an opportunity to take advantage and boost your retirement savings in preparation for the market to bounce back. Tune in this week to learn more about how you can potentially leverage down-turns in the market into big wins as the market recovers.
This week on the Dale Buckner Podcast, Dale is joined by Eric Barry, regional director for Vincent & Associates, an Allstate insurance agency. Eric discusses with Dale the different types of coverage that are available for personal property items, such as auto insurance, RV insurance, small vehicle insurance, etc. Tune in this week to learn more about the many different ways that you can reduce your risk by getting insurance coverage for your different vehicles and personal items, and the importance of having the right type of coverage for different items.
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 you can have for your home, and more. Tune in this week to learn more about the importance of having homeowners insurance and what types of damage, both physically and financially, a homeowners policy can help to protect you from.
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 considering blended families and other special circumstances. Tune in this week to learn more about the intricacies of inheritances, what the rights of different heirs are, and why it’s important to update your will often.
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 developing your investment plan, Dale and Teresa go over some key steps that can help you. Tune in this week to learn more about how to turn this vision into reality, and how a Certified Financial Planner® can help you work toward this goal.
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, and through careful planning and observation, has developed processes and procedures that may be able to help your investments make it through such volatile conditions as we are seeing now. Tune in this week to learn more about Dale’s plan to assist you in developing your diversified portfolio, and how this can potentially save you from losing your investments during this market turbulence.
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 credit card debt that individuals are facing after the recent epidemic, and helpful tips to get out of debt. Tune in this week to learn more about how you can avoid credit card debt, or techniques that can help you to pay off credit card debt.
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 to your charity or church of choice. Tune in this week to learn more about how you can have charitable intent while being tax advantaged, how utilizing Qualified Charitable Donations can help you reduce your tax burden, and how a Certified Financial Planner® can help you!
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 from simple executions of a will to prolonged and arduous intestate processes. Tune in this week to learn more about how probate works, why its important to take care of estate planning sooner rather than later, and what you can do to better prepare yourself and your family for your estate to be passed on.
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 to receive a massive sum of money transferred to them. Teresa and Dale discuss recent surveys regarding this transfer, and how many of the men and women that are inheriting money feel less than prepared for the sudden increase of their wealth. Tune in this week to hear the tips and information that Dale and Teresa share that can help you and your family prepare to receive an inheritance, or prepare to build your own wealth instead.
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 retirement, Teresa and Dale go over the essential elements of early retirement. Tune in this week to learn more about what you can do to help yourself plan for an early retirement, how to know if you are able to retire early, and what a Certified Financial Planner® can do to help you build your plan.
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 vision for retirement, what assets you have that can help you fund your retirement, and when you are planning to retire. Tune in this week to learn more about the steps you can take to start building the plan for your dream retirement, and how a Certified Financial Planner® can help you.
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 their retirement, including how to factor in Social Security income. Tune in this week to learn more about the changes to Social Security that were announced in January 2025, how these changes may affect your family’s income and retirement plans, and how you can incorporate Social Security into your plan for a dream retirement.
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, and how individuals can get started. Tune in this week to hear more about Bobby’s and Dale’s experiences with real estate investing, get tips on how to get started with your own real estate investing, and more.
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 the Amarillo area, and potential conflicts that cause individuals to be hesitant to buy or sell homes. Tune in this week to learn more about how the current economy is affecting the real estate market, some best practices for beginning your journey as a homeowner, how to know when the time is right to buy or sell, and more.
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 traditional and Roth IRAs to life insurance policies, Dale and Teresa discuss the benefits and drawbacks of the different types of investment accounts that are most often inherited by beneficiaries, and help explain how you can maximize the benefit to your heirs by identifying tax advantages that each investment may have. Tune in this week to learn more about how to leave the most tax efficient legacy to your heirs.
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 plan can help to avoid many of the issues that can occur after your passing, such as intestate of your assets, unwanted division of your assets to heirs, incorrect beneficiaries, etc. Tune in this week to learn more about how establishing an estate plan can help you to avoid unnecessary hardships for you and your family.
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 deeds and assigning beneficiaries on investments, to living trusts and wills, Adair and Dale go over the different methods to transfer your assets to your heirs while avoiding unnecessary probate. Tune in this week to learn more about which methods are best in different situations, and how you can determine the best way to establish your estate plan.
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 methods, ways to be more aware of potential fraud, and the groups most likely to be targeted by fraudsters. Tune in this week to learn more about how you can protect yourself, your family, and your business from potential fraud schemes, and how to be more vigilant in looking out for fraud attempts.
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. Dale and Eli visit about different types of fraud, fraud prevention methods, and some of the different aspects of the fraud recovery process that are part of a Certified Fraud Expert’s role. Tune in this week to learn more about fraud and some of the ways that a Certified Fraud Expert can assist you or your business.
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, establishing a budget, and getting out of debt. Tune in this week to learn more about how you can prepare yourself and your family for a financially successful year by using these examples to create your New Year’s resolutions.
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 John and Dale discuss the different ways that you can lower taxes when planning your legacy, such as Roth conversions, charitable donations, trusts, and more.
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 in the Amarillo area and Texas Panhandle to reduce their tax implications, figure out their deductions, and give insight on the best time to realize gains and losses. Tune in this week to learn more about how you can reduce your tax burdens as the year ends, and how to get a head start on potentially reducing taxes in 2025.
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 that govern how people act, and how these biases can affect one’s investing behavior. Tune in this week to learn more about the biases that may be affecting you or someone you know, how to avoid these biases, and the conclusions that Dale and Teresa have drawn from these principles and biases.
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 lifetime tax planning to help you prepare for retirement with a potentially lower tax bill. Tune in this week to learn more about how tax planning today can help you next year, and for years to come, in reducing your overall tax burden.
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 enjoy your retirement income without worrying about paying income tax. Tune in this week to learn more about how you can utilize Roth IRAs, or convert your current IRA to a Roth, to take advantage of the tax-friendly Roth IRA retirement account.
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, anchoring, time bias, and more. Tune in this week to learn more about how our human instincts and behaviors can be detrimental to investments, and how you can work to avoid falling back on these behaviors when planning your own investments.
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 difference between bulls and bears, and a few of the reasons that being your own advisor might not be in your best interest.
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 Security trust funds from being completed emptied. Tune in this week to learn more about the potential future of Social Security, and what can be done to help you minimize the effects on your own retirement.
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 behaviors that contribute to the success that many women, and men, see in their investments.
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 in this week to learn more about how you can protect yourself from being a victim of charity fraud during this giving season.
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 types of schemes that these fraudsters use, and some steps you can take to avoid and work to prevent these schemes from affecting you.
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 what you can do to reduce the likelihood of falling victim to their schemes.
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 save for retirement and potentially pay no taxes on their retirement money. Join this week to learn more about how you can lower your taxes, or possibly pay no taxes at all, in retirement.
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 for individuals to reduce tax obligations, and how working with a Certified Financial Planner© or a tax professional can help you to save money on taxes.
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 Brett also discuss some suggestions for how to formulate your own rules for investing. Tune in this week to hear about Dale’s rules, and for guidance on how to compile your own list, as well as information about best practices in investing.
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 despite inflation, and how the market can potentially continue to overcome the dangers of inflation. Tune in this week to learn more about how inflation is affecting the current economic state, and why it may not be as worrisome as many may think.
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 retirement income and create lasting wealth for generations. Tune in this week to learn more about how a business can potentially help lower your taxes, and boost your income during retirement.
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 individuals can leverage retirement accounts, social security, and insurance policies to lower their tax implications throughout retirement. Tune in this week to learn more about personal tax planning, and how you can avoid large tax implications now and later in life.
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 for establishing a transfer of assets, when you need a trust, and what alternatives there are.
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 practice of real estate investment, how to grow your income through real estate, and some more benefits that come along with this channel of investing.
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 reluctance in many individuals and families. Tune in for insightful discussions about real estate for individuals and families and join back next week for more information about commercial and investment properties.
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 tips to making the right decisions, and helping to explain the mistakes that can be made. Tune in this week for this helpful insight into the retirement process, and the conclusion of this 7 part series!
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 advisor. Tune in this week and next for the conclusion of this series on the most common questions clients have about planning for retirement.
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 help me meet my needs for the rest of my life?" Tune in to this insightful series to hear the answer to this question and more!
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, from the initial meeting to actively implementing and monitoring the financial plan. Tune in to learn more about the intricacies of fiduciary responsible financial planning and the process that financial planners conduct with clients.
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, they uncover the invaluable role a CFP® professional plays in securing your financial future. Tune in for insightful discussions and actionable insights that can empower you to make informed financial decisions. Whether you're planning for retirement, investing in your future, or simply seeking financial clarity, this episode offers indispensable guidance for anyone looking to achieve financial success.
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 emotional intelligence, they unpack the qualities that may contribute to women's aptitude in navigating financial markets. Don't miss out on this insightful conversation that challenges conventional wisdom and offers fresh perspectives on investment strategies.
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 emotional intelligence, they unpack the qualities that may contribute to women's aptitude in navigating financial markets. Don't miss out on this insightful conversation that challenges conventional wisdom and offers fresh perspectives on investment strategies.
Join us for the thrilling conclusion of our four-part series on retirement planning mistakes on The Dale Buckner Podcast, featuring the esteemed Brett Hansen. In this final installment, we delve into three critical missteps: planning to work forever, not saving early enough, and taking retirement too early. With Brett Hansen's wealth of expertise in financial planning, we dissect the repercussions of these errors and unveil strategies to rectify and avoid them altogether. Whether you're a seasoned investor or just beginning to navigate the world of retirement planning, this episode promises invaluable insights to secure your financial future. Tune in and bid farewell to retirement planning pitfalls with The Dale Buckner Podcast!
Welcome to another riveting episode of The Dale Buckner Podcast! This time, we're joined by the brilliant Eli Wilkerson to shine a light on the shadowy world of scams. From classic cons to modern-day schemes, we dissect the tactics used by scammers to deceive and exploit unsuspecting individuals and businesses alike. Eli Wilkerson, a seasoned expert in cybersecurity, provides invaluable insights into recognizing red flags, staying vigilant, and protecting yourself from falling victim to these elaborate ploys. Join us for a deep dive into the psychology of scams and arm yourself with the knowledge to outsmart even the craftiest of fraudsters. Tune in and stay one step ahead on The Dale Buckner Podcast!
Tune in to the latest episode of The Dale Buckner Podcast as we delve into the intricate world of cybersecurity with esteemed guest Eli Wilkerson. In this episode, we explore the pervasive threat of phishing attacks, dissecting their methods, impacts, and preventive measures. Eli Wilkerson, an expert in cybersecurity, provides invaluable and practical insights on safeguarding yourself and your organization against these increasingly sophisticated threats. Whether you're a seasoned professional or a curious listener, join us as we navigate the complex landscape of cybersecurity and arm ourselves with knowledge to stay ahead in the digital age.
Join Dale Buckner and tax expert John Kletchka as they unravel the intricacies of business taxes in this informative episode. From understanding deductions to navigating compliance, they cover essential strategies for optimizing tax outcomes for your business. Whether you're a small business owner or a seasoned entrepreneur, this conversation provides invaluable insights to help you navigate the tax landscape with confidence. Tune in to gain expert guidance and take control of your business tax responsibilities.
Join Dale Buckner and tax specialist John Kletchka for a deep dive into the world of individual taxes. In this episode, they discuss essential topics such as tax deductions, credits, and strategies for maximizing returns. Whether you're filing as a single taxpayer or navigating complex financial situations, this conversation offers valuable insights to help you make informed decisions and optimize your tax outcome. Tune in to gain expert advice and take control of your individual tax responsibilities.
Embark on a journey through the realm of commercial real estate with Dale Buckner and industry expert Bobby Tyler. In this episode, they unravel the complexities of commercial property investment, leasing strategies, and market trends. Whether you're a seasoned investor or a newcomer to the field, this conversation provides essential knowledge to thrive in the commercial real estate landscape. Tune in to gain valuable insights and unlock the potential of commercial properties with two seasoned pros.
Join Dale Buckner and residential real estate expert Bobby Tyler as they delve into the ins and outs of the housing market. From buying strategies to investment opportunities, this episode offers invaluable insights for both buyers and sellers. Tune in to discover the keys to success in residential real estate with two seasoned professionals.
Dive into the world of auto insurance with Dale Buckner and guest Eric Barry. From understanding coverage to maximizing benefits, this episode provides practical tips to ensure you're protected on the road. Tune in for expert advice on securing the right auto insurance for your needs.
Join Dale Buckner and special guest Eric Barry as they demystify homeowner's insurance. From coverage options to navigating claims, this episode offers essential insights to protect your most valuable asset. Tune in to safeguard your home sweet home.
Mr. Social Security, Tom Clark, is on this week’s show! “What is the biggest mistake people make when it comes to Social Security?” Tom says, “I think it’s that people take it too early, we should wait as long as possible to take it and reap it’s full benefit.” Tune in and find out so much more about Social Security, Medicare, and planning early for retirement.
Mr. Social Security, Tom Clark, is on this week’s show! “What is the biggest mistake people make when it comes to Social Security?” Tom says, “I think it’s that people take it too early, we should wait as long as possible to take it and reap it’s full benefit.” Tune in and find out so much more about Social Security, Medicare, and planning early for retirement.
Dale and Brett, CFP®, are once again covering the biggest mistakes in retirement. They discuss pulling from your retirement accounts, your portfolio, scams, relocation, and more. Tune in an join the conversation!
This week, Brett Hansen, CFP® is back on the program to continue the conversations of, “Biggest Mistakes People Make in Retirement Planning.” We are covering 5 new mistakes during the episode, you won’t want to miss it!
We are joined again this week by Adair Buckner, attorney, to discuss how to leave a legacy for your loved ones with financial and estate planning.
This week we are joined by Adair Buckner, attorney, to discuss the biggest mistakes in estate planning. Here’s a spoiler: the biggest mistake is NOT doing it!
Brett Hansen is joining the show again this week to discuss the biggest retirement mistakes. From delaying your saving, to avoiding the stock market, join us to learn how to avoid common mistakes.
Dale is once again joined by Brett Hansen to cover, “11 Money Rules That No Longer Hold True.” Join us to hear both CFP® practitioners thoughts on each “rule.”
Brett Hansen is back on the show to talk about social security. Tune in to learn all about the benefits of social security during retirement as well as commonly made mistakes.
During this episode, Dale and Brett discuss the different ways to live out your retirement dreams. A little hint? A CERTIFIED FINANCIAL PLANNER™ is a very important tool to help you achieve these dreams!
Dale is joined by Brett Hansen, CFP to discuss longevity planning. They cover multiple ways to plan for a long, happy, healthy retirement.
We are joined by Adair Buckner this week to discuss estate planning. Do you have a plan for after your passing? Have you wondered if you need a trust? Join us this week to find out!
This week, we cover tips for the self-employed, employer retirement plans, Medicare, and much more. Join Brett Hansen and I as we discuss the “Guide to Taxes in your Retirement.”
This week, Brett Hansen is joining us to discuss “SuperAgers.” What is a SuperAger? A SuperAger is someone age 80 or older who exhibits cognitive function that is comparable to an average person who is middle-aged. We will do a dive into the healthy habits you can begin forming to become a SuperAger.
Also, what kind of fish did Dale fight with for THREE hours? Find all of this out in this week’s episode, you won’t want to miss it!
Knowing when to apply for Social Security Income can be stressful. Where do you start? When do you start? Tune in this week to the Dale Buckner Podcast as Brett Hansen and I go over the “Boomer’s Guide to Social Security”. Did you know Baby Boomers are the largest group of workers to apply for Social Security? Every day, nearly 10,000 baby boomers become eligible for Social Security.
Trying to decide between a Traditional IRA and a Roth IRA? Tune in this week to the Dale Buckner Podcast to find out. Brett Hansen will be joining us again this week as we dive into discussing all things IRAs.
Eli Wilkerson is back this week. Eli is a fraud expert that is joining Dale in educating our audience on phishing, anti-money laundering, fraud, and more.
Bobby Tyler, realtor and real estate investor, is joining us again this week. We are exploring 1031 exchanges, depreciation, taxes, mitigating risk, and much more. This week’s podcast is filled with helpful information, you won’t want to miss it!
Bobby Tyler, real estate expert is joining us this week. Bobby is a realtor as well as a real estate investor. Join Bobby and I this week to talk about things you need to know as a first-time home buyer. Owning your home has many benefits, tune in and find out what we have to say about it.
John Kletchka, CPA is joining us again this week for our, “I Hate Taxes,” series. We will be discussing social security. You won’t want to miss this episode, as we cover a wide range of topics from the history of social security, to how to calculate your benefits, to what age is best for you to start claiming.
Should you manage your own investments? Whether or not you choose to go it alone or call in an expert for help will depend on your knowledge, experience, and ability to learn everything you need to know about retiring before jumping in and risking your hard-earned money. Brett and I go over this frequently asked question as we explore the options and risks of managing your own investments.
"How can I know that the resources I have accumulated will help me meet my needs for the rest of my life?" Brett and I dive into this question this week and talk about the strategies needed to ensure you have enough to retire on.
Eli Wilkerson and I discuss fraud issues we face on a daily basis; from phishing emails to bad actors on Facebook. Eli discusses how just a few extra seconds can help you identify fraud and bad actors.
Did you know how we feel can affect our financial decisions?
This week, Dale speaks with Brett Hansen on how our emotions and health can affect our financial decisions.
Dale and Greg go down memory lane as they discuss the different aspects of Real Estate. There are several things to consider before buying, selling, or whether to invest in an upgrade or remodeling the home you already have. Their discussion is sure to shed some insight in helping you make an educated decision on your real estate needs.
Paying taxes off your Social Security income is the last thing most retirees want, but too often they're left with little choice. Luckily, with the right strategy, there are ways for retired workers to enjoy a fulfilling retirment while still paying little-to-no taxes on their Social Security benefits.
This week, CERTIFIED FINANCIAL PLANNERS™ Brett Hansen and Dale Buckner discuss the different plans you can use to minimize your tax bill.
Rising inflation and market instability have many questioning the long-term outlook of their investments and retirement.
This week, CERTIFIED FINANCIAL PLANNERS™ Brett Hansen and Dale Buckner discuss the fluctuating market, inflation, and offer their perspective on how to deal with each.
As always, this program is meant for education purposes only and should not be considered investment advice. Always consult with a financial professional about your personal situation before making any financial decisions.
Social media and the internet offer us an incredible opportunity to stay connected with with friends and family from around the world, but they are also a breeding ground for people looking to take advantage of your good nature.
That's why this week Dale met with cyber-security expert Eli Wilkerson to discuss the most common scams, how to recognize them, and the steps you can take to keep your information safe.
If you're looking for a way to do good in your community, leave a lasting legacy, or just cut down on your tax bill next year, you should consider donating to charity.
This week, Dale sits down with Larry Lang of The Amarillo Symphony, Beth Duke of Center City, and Zachary Wilson of the High Plains Food Bank to talk about all of the local programs, developments and community aid you can support with your charitable donations.
Whether you want to help support local art, Amarillo development, or just help a neighbor in need, there is no end to the amount of good causes you can support here locally.
How often does your financial advisor call you? Are you concerned about how a changing market will affect your retirement? Are you confident about your retirement?
This week, CERTIFIED FINANCIAL PLANNERS™ Brett and Dale talk about all the reasons you should call and work with a certified financial professional to secure your retirement.
Most health insurance is provided by your employer, so what happens when you retire and have to apply for Medicare? It's one of the most common questions soon-to-be retirees have when planning retirement.
That's why this week retirement professionals Dale and Brett talk about the different types of Medicare plans and explain what you need to know to make the best decisions for your future health.
Rumors of Social Security running out have been rampant for years, but are they true?
This week, Dale and Brett sit down to talk about the future of Social Security benefits and explain why it is extremely unlikely for Social Security to run out of funds.
Investing your cash into real estate property is one of the more common and popular ways to create a passive income, but owning multiple properties can turn into a lot of extra work.
That's why this week Dale sits down with long-time Amarillo realtor, Greg Glenn to go over how people can invest in real estate, the benefits of investing, and what you should be prepared for as a property owner.
Whether it's through inheritance or life insurance, it's important for everyone to plan ahead for the legacy they want to leave behind. But where do you start?
In this episode, Dale talks about the importance of a will, how to prepare your children to receive it and the importance of life insurance.
Medicare and Social Security are buried under rules and regulations that make trying to claim them complicated and confusing.
That's why this week Dale speaks with Tom Clark, an expert of over 40 years in Social Security. In this episode, Dale and Tom talk about common mistakes, best practices and some general tips for those looking to retire soon.
IRA accounts are a common way for people to save towards their retirement, but different types of IRA accounts have different rules you must follow.
In this episode, Dale sits down with CERTIFIED FINANCIAL PLANNER™ Brett Hansen to go over the different types of IRA accounts and what you need to be aware of when choosing the type that works best for you.
Claiming Social Security comes with several rules that even the best of us can find confusing. One misstep can cost you thousands of dollars.
In this episode, Dale speaks with CERTIFIED FINANCIAL PLANNER™, Brett Hansen about the different strategies people use to maximize their retirement.
Planning your financial future can be intimidating. At every step there are numerous decisions that can either set you up for success, or set you back several years.
In this episode, Dale speaks with local CPA John Kletchka on simple steps you can take to set yourself up for future success.
It's officially tax season, and with that comes questions on how you can save money when paying taxes this year.
That's why in this episode, Dale speaks with local CPA John Kletchka on the different ways you can save money each tax season.
For new parents, their child's college future may seem a lifetime away, but 18 years will pass before you even know it and with that come's a question every student and parent must face: how do we pay for college?
As with most things, the sooner you start planning for your child's education, the easier it is.
In this episode, Dale explains how creating a 529 account when your child is young can save your family tens of thousands of dollars in student loans in the future.
Planning ahead for retirement is a crucial step to ensure that you're able to get the most out of your later years. But where do you even start?
This week, Dale meets with local CPA John Kletchka to discuss the different kinds of IRA accounts, how they help set you up for retirement, and how they ultimately affect your taxes.
Tax season is officially here, and with it comes a host of questions about retirement accounts and how they're taxed.
In this episode, Dale meets with local CPA John Kletchka to discuss what you need to look out for when it comes to taxing your different investment accounts.
Planning for retirement is one of the most important things you can do to have a comfortable post-work life, but you can't always count on Social Security to be enough.
In this episode, Dale speaks with CERTIFIED FINANCIAL PLANNER™, Brett Hansen, on some of the plans you should think about before you retire.
Claiming Social Security comes with several rules that even the best of us can find confusing. One misstep can cost you thousands of dollars.
In this week's episode, Dale sits down with fellow CFP Brett Hansen to discuss the best time to claim Social Security, and the steps you can take to maximize your earning into retirement.
Auto Insurance is a broad term that covers several different vehicles, and each vehicle has it's own set of unique challenges.
This week, Dale speaks with Eric Barry from Allstate to explain the how different vehicles require different coverage plans, and what you can do to better protect yourself.
Car Insurance is something that virtually everyone wishes they could get away without buying, but uninsured motorists are a danger to themselves and others.
This week, Dale speaks with Eric Barry from Allstate to explain the importance of insurance, and the threats that underinsured drivers can present.
In this week's series, Dale continues his conversation with local Private Investigator and fraud expert Eli Wilkerson on what you can do to stay safe from common scams.
In this episode, you will learn:
- Popular scams targeting people today
- Tips on recognizing them
- How to stay safe from fraud
In this week's series, Dale speaks with local Private Investigator and fraud expert Eli Wilkerson on some of the common scams that are targeting people today.
In this episode, you will learn about:
- some of the most common scams being ran today
- how to spot and report the fraud
- best practices so that you don't fall victim to faud
Dale continues his conversation with local attorney Adair Buckner with a discussion on end of life planning. In this episode, Dale and Adair talk about:
- The importance of planning ahead
- How to set up a statutory power of attorney
- What to do if you or a loved one has been diagnosed with Dementia or Alzheimer's
In this episode of the Dale Buckner Podcast, Dale visits with local attorney Adair Buckner on community property and the importance of setting up beneficiary designations for property owned between spouses.
In this episode, you will learn about:
- What a community property is
- The importance of beneficiary designations and successor beneficiaries
- Unique rules that apply to community property in the state of Texas
In this episode with Eric Barry, you’ll learn:
- What a homeowner's policy really is
- Contents coverage
- What is the process you should go through when you think you may have a loss
In this episode with Greg Glenn, you’ll learn:
- What makes for a solid real estate investment
- Rental property as a possibility for investment
- Growing your retirement income
In this episode with Greg Glenn, you’ll learn:
- Everything you need to know about real estate
- How credits and interest rates come into play
- Why real estate is a big component of the wealth-building strategies you’re already using
In this conversation with Eli Wilkerson, you will learn:
- How senior citizens may fall for scams
- Some of the common scams happening now and how to identify them
- Ways you can prevent this type of online fraud
In this conversation with Eli Wilkerson we talk about:
- Why fraud happens, even to people who are careful
- How fraud has grown and changed now that we do more things online
- Some things that can help you avoid theft area
In this conversation with Adair Buckner, you can learn:
- If having a trust is a good idea
- The difference between wills and living trusts
- The significance of revocable and irrevocable trusts
- How a family can impact estate planning
In this conversation with Adair Buckner, you can learn:
- Why it is important to have a will
- What happens when you don’t have a will
- How to set up a will and the best age to do it
In this conversation with Bob Bell, you can learn:
- Why younger generations are the most underserved by the insurance industry
- What you should know about life insurance
- The importance of making sure you chose the insurance that you actually need
In this conversation with Bob Bell, you’ll learn:
- Why should you have health insurance
- The basics about the Affordable Care Act/Obamacare
- How the different generations approach insurance culture
In this conversation with Bob Bell, you can learn:
- The basics of Medicare, explained
- The differences between Medicare Part A,B,C, and D
- Who could benefit from Medicare plans F and G
- The consequences of the Medicare doughnut hole
In this conversation with Bob Bell, you can learn:
- How Medicare works
- Parts A,B,C, and D of Medicare
- When is Medicare Advantage the best option
- Medicare policies and advantages
In this conversation with Dale Buckner, you can learn:
- The benefits of getting a tax-free Social Security check
- How to get tax-free Social Security income for your family
- Why getting tax-free Social Security income means you're not getting income from any other source and how can this affect you
- How can you have a more balanced portfolio
In this conversation with Tom Clark, you will learn:
- Why your Social Security is being taxed
- The best time to take withdrawal from your Social Security
- How maintaining a rising income can help you grow your funds (even during retirement)
In this conversation with Dale Buckner, you can learn:
- How you can get the maximum amount of money from Social Security as a couple
- Social Security benefits for divorced people or survivors
- Pros and cons of waiting to take your Social Security until retirement (70 years old)
In this conversation with Tom Clark, you will learn:
- If the U.S. Social Security Administration could actually go bankrupt
- Why all major Social Security changes have always been bipartisan
- The importance of Medicare and how to get started
In this conversation with Dale Buckner you can learn:
- When is the right time for you to start taking Social Security
- The original intent of Social Security in the original law
- How to get the maximum amount of money out of Social Security
- Why consulting with a professional can help you make a better decision
In this conversation with Tom Clark, you will learn:
- What you need to know about Social Security
- Why you need to be on your toes when it comes to your retirement funds
- The benefits of Social Security
- The right time to start taking Social Security
In this conversation with Brett Hansen, you will learn:
- The various types of IRAs
- What a Roth IRA is
- How Roth IRAs can help you expand your finances
- Tips to maintain a tax-free income during retirement
- How your personal situation influences the type of IRA you should invest in
In this conversation with Brett Hansen, you will learn:
- What you need to know about Individual Retirement Accounts (IRA)
- Types of IRAs
- How to maintain a tax-free income during retirement
- The penalties for withdrawing from your IRA early. "Withdrawals of Roth IRA contributions are tax-free upon reaching age 59.5 and holding the account for at least 5 years. Income limitations apply."
In this conversation with Brett Hansen, you will learn:
- How to take advantage of tax-free bonds
- When municipal bonds are the most appropriate
- How bonds can help build your portfolio
- What you should know about bonds. Investing in tax-free bonds may not be appropriate for investors in all tax brackets. Municipal bonds may be subject to alternative minimum tax, and state and local taxes.
In this conversation with Brett Hansen, you will learn:
- Everything you need to know about bonds
- How to choose the right bond for you
- The biggest misconceptions about bonds
- Why certain bonds are not taxable
- What you should know about Treasury Inflation Protection Security (TIPS)
In this conversation with John Kletchka, CPA, you will learn:
- Ways your business can save money with your taxes
- Why are retirement plans are a powerful tool for small companies
- How the law has changed due to COVID-19
- What can you actually write off as expenses for your income
In this conversation with John Kletchka, CPA, you will learn:
- The kinds of credits that might save you on taxes
- How tax payment has changed because of COVID
- The basics of child tax credit and other types of tax credits
- How amended returns work
- How to avoid a penalty tax bill
- The differences between taxes for an employee vs a business owner
- How the IRS can help taxpayers
In this conversation with Brett Hansen, you will learn:
- Why you should work with a CERTIFIED FINANCIAL PLANNER™ professional
- Inflation and what you should be worried about when it comes to your finances
- What you need to know about liquidity, the onboarding process for working with a financial planner, and exit penalties for leaving the firm
- Suitable investments to make when you're starting to build your portfolio
- Misconceptions around CERTIFIED FINANCIAL PLANNER™ professionals
In this conversation with Marla Gales, you will learn:
- All you should know about True Blessings, a personal assistance company licensed by the State of Texas
- Why is having health care at home a great option
- Ways to afford a service like True Blessings
- How can making educated investments decisions help you obtain these types of resources
- Pros and cons of a facility and staying at home
In this conversation with Brett Hansen, you will learn:
- What “Bear Market” means
- Smart strategies to make the most of a Bear Market
- How to build a balanced portfolio
- The best quality investments you can make
- What each component of the modern portfolio theory is
- How social security enters into a Bear Market strategy
In this conversation with Walter Wendler, you will learn:
- The quality education people can get at West Texas A&M
- Some of the West Texas A&M schools and why are they exceptional
- How to use the community college system to be able to get into a top-quality University
- How to reduce your costs by managing your housing arrangements appropriately
- Taking advanced placement courses in high school
In this conversation with Brett Hansen, you will learn:
- The most important considerations regarding your social security
- How to plan for retirement
- Why young people should get more into financial planning
- The earliest age you can claim your Social Security benefits
- How long you can delay your Social Security—and why you might want to
In this conversation with Mark White, you will learn:
- Mark’s backstory and his role in Amarillo College
- Everything you need to know about the Emerald College Athletics Program
- What recent gifts were received by the college and how are they being used
- What changes were made in Amarillo College because of the pandemic
- About the programs designed to get you through college virtually, tuition-free
- Why Amarillo College focuses on getting graduate students a paying job and not only a Degree
In this episode with Ray Ashton, you’ll learn:
- Ray’s experience and back story
- The two things hurting clients most right now: Inflation and Taxes
- How to manage your taxes better
- How your taxes are affected by retirement time
- Why is the W4’s form the hardest to fill out this year and how can an advisor help
- And more!
Among other things, Adair and Dale discussed:
- Adair’s Practice
- What a will is and why people wish to have one
- Testamentary trusts and Living trusts
- Why you should avoid guardianships whenever possible
- The Basic Estate Plan, which includes powers of attorney, directives to physicians, and medical powers of attorney
In this episode with Greg Glenn, you’ll learn:
- Everything you need to know about real estate
- How credits and interest rates come into play
- How to navigate changes in the market
- Why real estate is a big component of the wealth-building strategies you’re already using
- How the total costs in real estate fluctuate and how to ensure you can afford the costs
- What the new requests on homes are due to the pandemic
- And much more
In this conversation with Brett Hansen, you will learn:
- The most important considerations regarding your social security
- Why young people should get more into financial planning
- What fiduciary means and why it is important
- How long you can delay your Social Security
Among other things, Mayor Ginger and Dale discussed:
- The state of city councils’ budget this year
- Whether the revenue for Amarillo been affected dramatically by the problems that we had with the pandemic
- The challenges of expanding Amarillo
- The technology innovation program to create a city wifi network
- The new “Makerspace” studio
- Why you should go get vaccinated
Among other things, Adair and Dale discussed:
- Adair’s Practice
- The Basic Estate Plan, which includes powers of attorney, directives to physicians, and medical powers of attorney
- Why probate should be something you plan and get advice on
- When you need to get a probate attorney
- What you need to know about guardianships
In this conversation with Janna Kiehl you will learn:
- Everything you need to know about The Better Business Bureau of Amarillo
- The new law for roofing companies and the process to file a claim for a new roof
- What you do when you experience hail damage
- How to avoid a phone scam
- What BBB charities you can help out
In this conversation with Zack Wilson you will learn:
- About The High Plains Food Bank
- Why 2020 was the hardest year The High Plains Food Bank has ever had
- How food insecurity was worsened by COVID 19
- How food demand is going back to normal as people go back to their usual activities
- How you can support The High Plains Foods Bank
- All about their new “Fight Hunger, Spark Change” campaign with Walmart
In this conversation with Brett Hansen you will learn:
- Why you should work with a Certified Financial Planner
- Inflation and what you should be worried about when it comes to your finances
- What you need to know about liquidity, the onboarding process for working with a financial planner, and exit penalties for leaving the firm
- The most appropriate investments when you're starting to build a portfolio
- Misconceptions around certified financial planners
Among other things, Beth and Dale discussed:
- The origin of Center City
- Center City’s exciting projects for Downtown Amarillo
- The new emphasis on art in open places and all about the program “Prints of the Great American Quarter Horse”
- How charities changed over the past year due to the pandemic
- The homeless program “Housing First”
In this conversation with John Kletchka you will learn:
- What you need to know about tax return
- How COVID affected and changed the rules for the United States and Texas on tax returns
- John’s recommendations for businesses who want to reduce their taxes
- The differences between a SEP IRA vs. a regular IRA
- How tax rules are constantly changing
- Individual kinds of credits that might save you on taxes
In this conversation with Brett Hansen you will learn:
- What a portfolio is
- What kind of portfolio you need based on your goals and objectives
- The challenges of portfolio management
- The importance of having the right balance on your portfolio
- Assessing your risk tolerance and inflation
- Appropriate asset allocation
In this conversation with Eli Wilkerson you will learn:
- Nine of the biggest scams going on right now including the COVID-19 vaccine card scam
- Rising of the online scams in 2020
- Red flags that will help you identify a fraud
- The best ways to avoid scams and fraud
In this conversation with Paul Matney you will learn:
- Texas Panhandle History
- Amarillo Area History
- The explosive growth that eventually hit the Amarillo area
- Paul’s Career at Amarillo College
In this conversation with Bob Austin you will learn:
- Everything you need to know about Amarillo College
- What scholarship opportunities are available
- How the Dual Credit Program works
- The available programs for students who plan to transfer or move directly into the workforce
- The advantages of the Diplomas and Degrees Program
- Programs with online alternatives
In this conversation with Tom Clark you can learn:
- Everything you need to know about Social Security
- How Social Security has become even more important now than in the past and why you should be on your toes when it comes to your retirement funds
- The benefits of Social Security
- Retirement benefits for every age
- What happens in retirement for with people with disabilities
In this episode with Greg, among other things you’ll learn:
- Everything you need to know about Real Estate
- How real estate—primarily your home—becomes a big component of the wealth-building strategies you’re already using
- What the new requests on homes are due to the pandemic
- How credits and interest rates come into play
- How to navigate changes in the market
- How the total costs in real estate fluctuate and how to make sure you can afford the costs
What you can expect to learn from Brenden and Dale’s discussion:
- Brendens’ back story
- How a long term care policy works
- The importance of long term care insurance
- The biggest innovations in life insurance
- How modern insurance policies are working right now
- The common misconceptions of long term care insurance
- Why people delay getting insurance for so long—and how to make sure you’re prepared
What you can expect to learn from Brenden and Dale’s discussion:
- Brendens’ back story
- The importance of life insurance
- The different types of insurance
- What life insurance you should get based on your lifestyle
- What life insurance policies are and how to navigate them
- The right amount of life insurance and death benefit for you
- The importance of updating your beneficiaries
Among other things, Brett and Dale discussed:
- Minimum distributions to your Roth IRA as a non-spouse
- How to wisely invest inheritances
- Assigning beneficiaries to your inheritance account
- How to make the inheritance of real estate a smooth transition
Among other things, Walter and Dale discussed:
- The quality education people can get at West Texas A&M
- Some of the West Texas A&M schools and why are they exceptional
- How to use the community college system to be able to get into a top-quality University
- How to reduce your costs by managing your housing arrangements appropriately
- Taking advanced placement courses in high school
Among other things, Adair and Dale discussed:
- What nonprobate assets consist of
- Transferring real estate and other assets without probate
- The Two Lady Bird Deed
- How divorce affects beneficiaries
Among other things, Adair and Dale discussed:
- Adair’s Practice
- What a will is and why people wish to have one
- Testamentary trusts and Living trusts
- Why you should avoid guardianships whenever possible
- The Basic Estate Plan, which includes powers of attorney, directives to physicians, and medical powers of attorney
Among other things, Brett and Dale discussed:
- The biggest problems we’re having with Social Security these days
- How Social Security can be way more complex than what we think—and how a financial planner can help you through that
- Why is delaying your Social Security a great idea that can get you substantially more money in the long run
- Survivor Benefits and how to make the most out of it
Among other things, Tom and Dale discussed:
- All you need to know about Social Security
- Retirement benefits
- Pensions
- What happens with people with disabilities