Apr 16, 2026
Dale sits down with attorney Adair Buckner to break down some of the most important (and often misunderstood) aspects of estate planning and probate. Learn when a Transfer on Death deed might not be the right choice—and how it could create unintended complications. Get clarity on the difference between an independent administrator and a dependent administrator, and why it matters for your estate. Plus, understand how the Power of Attorney works, when it’s effective, and the critical moment it becomes void. Whether you’re planning ahead or helping a loved one navigate the process, this conversation is packed with practical insights you can actually use. Don’t miss it!
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Best Practices for Business Owners with John Kletchka | Dale Buckner Podcast Ep. 283
Apr 9, 2026
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Business Owners and 2025 Tax Benefits with John Kletchka | Dale Buckner Podcast Ep. 282
Apr 8, 2026
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Individual Taxes and 2025 Tax Benefits with John Kletchka | The Dale Buckner Podcast Ep. 281
Mar 28, 2026
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Investing Opportunities in a Down Market with Teresa Roop | The Dale Buckner Podcast Ep. 280
Mar 27, 2026
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Modern Portfolio Theory and Efficient Market with Teresa Roop | The Dale Buckner Podcast Ep. 279
Mar 27, 2026
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11 Components of Financial Planning w/ Teresa Roop | The Dale Buckner Podcast Ep. 277
Mar 26, 2026
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Dale Buckner's 8 Rules of Investing with Teresa Roop Podcast 276
Mar 26, 2026
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Business Taxes and Retirement Contributions with John Kletchka | The Dale Buckner Podcast Ep. 275
Feb 12, 2026
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Minimize Your Taxes with IRA Contributions with John Kletchka | The Dale Buckner Podcast Ep. 274
Feb 4, 2026
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Will Social Security Go Bankrupt? | The Dale Buckner Podcast Ep. 273
Jan 28, 2026
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Jan 14, 2026
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The History of Social Security with Tom Clark | The Dale Buckner Podcast Ep. 270
Jan 5, 2026
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Fraudsters and Knowing Your Customer with Eli Wilkerson | The Dale Buckner Podcast Ep. 269
Dec 29, 2025
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Avoiding Charity Fraud with Eli Wilkerson | The Dale Buckner Podcast Ep. 268
Dec 23, 2025
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Contributions to a 401k or IRA with John Kletchka | The Dale Buckner Podcast Ep. 267
Dec 16, 2025
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Social Security Income and Taxes with John Kletchka | The Dale Buckner Podcast Ep. 266
Dec 8, 2025
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Home Health Care with Becky Burton | The Dale Buckner Podcast Ep. 265
Dec 1, 2025
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Medicare and Medigap Insurance Coverage with Jennifer Huntington | The Dale Buckner Podcast Ep. 264
Nov 24, 2025
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Amarillo Area Foundation with Broc Carter | The Dale Buckner Podcast Ep. 263
Nov 17, 2025
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The Amarillo Symphony with George Jackson | The Dale Buckner Podcast Ep. 262
Nov 10, 2025
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Basic Understand of Medicare and Medigap Coverage Ep 261
Nov 6, 2025
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Basic Estate Planning with Adair Buckner | The Dale Buckner Podcast Ep. 260
Oct 22, 2025
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Choosing the Right CPA with John Kletchka | The Dale Buckner Podcast Ep. 259
Oct 22, 2025
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Individual Taxes and Penalties with John Kletchka | The Dale Buckner Podcast Ep. 258
Oct 6, 2025
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Tax-Advantaged Investing and Social Security Income with Phil Bervig | The Dale Buckner Podcast Ep. 257
Sep 29, 2025
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Fiduciary Financial Planning with Phil Bervig | The Dale Buckner Podcast Ep. 256
Sep 18, 2025
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One Big Beautiful Bill Act with Teresa Roop | The Dale Buckner Podcast Ep. 255
Sep 15, 2025
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Social Security Income and Inflation with Josh Allen | The Dale Buckner Podcast Ep. 254
Sep 8, 2025
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Personal Financial Planning with Josh Allen | The Dale Buckner Podcast Ep. 253
Sep 1, 2025
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The Amarillo Symphony with Larry Lang | The Dale Buckner Podcast Ep. 252
Aug 25, 2025
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Investment Real Estate with Bobby Tyler | The Dale Buckner Podcast Ep. 251
Aug 18, 2025
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Individual Real Estate Ownership with Bobby Tyler | The Dale Buckner Podcast Ep. 250
Aug 15, 2025
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Tax-Advantaged Investments with John Kletchka | The Dale Buckner Podcast
Aug 4, 2025
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Business Taxes with John Kletchka | The Dale Buckner Podcast Ep. 248
Jul 28, 2025
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Tax Basics, Deadlines, and Extensions with John Kletchka | The Dale Buckner Podcast
Jul 21, 2025
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8 Rule for Investing with Teresa Roop | The Dale Buckner Podcast Ep. 246
Jul 15, 2025
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Will Social Security Go Bankrupt? | The Dale Buckner Podcast Ep. 245
Jul 7, 2025
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Tough Social Security Questions w/ Tom Clark | The Dale Buckner Podcast Ep. 244
Jun 30, 2025
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11 Components of financial planning w/ Teresa Roop | The Dale Buckner Podcast Ep. 243
Jun 23, 2025
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Social Security and Medicare w/ Tom Clark | The Dale Buckner Podcast Ep. 242
Jun 17, 2025
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Phishing Schemes and Social Engineering w/ Eli Wilkerson
Jun 3, 2025
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The 5 Phases of Hacking w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 239
May 26, 2025
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Taking Advantage of a Down Market w/ Teresa Roop | The Dale Buckner Podcast Ep. 238
May 19, 2025
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The Insurance Basics: Personal Property Insurance w/ Eric Barry | The Dale Buckner Podcast Ep. 237
May 12, 2025
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The Insurance Basics: Homeowner’s Insurance w/ Eric Barry | The Dale Buckner Podcast Ep. 236
May 5, 2025
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Blended Families and Estate Planning w/ Adair Buckner | The Dale Buckner Podcast Ep. 235
Apr 28, 2025
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Visualizing Your Ideal Retirement w/ Teresa Roop | The Dale Buckner Podcast Ep. 234
Apr 21, 2025
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The Recent Market Volatility w/ Teresa Roop | The Dale Buckner Podcast Ep. 233
Apr 14, 2025
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Dealing with Credit Card Debt w/ Teresa Roop | The Dale Buckner Podcast Ep. 232
Apr 7, 2025
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Tax Advantaged Charitable Intent w/ Teresa Roop | The Dale Buckner Podcast Ep. 231
Mar 31, 2025
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Understanding Probate, Wills, and Inheritance w/ Adair Buckner | The Dale Buckner Podcast Ep. 230
Mar 24, 2025
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The Great Wealth Transfer w/ Teresa Roop | The Dale Buckner Podcast Ep. 229
Mar 17, 2025
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The 6 Steps to Retiring Early w/ Teresa Roop | The Dale Buckner Podcast Ep. 228
Mar 10, 2025
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Planning Your Dream Retirement w/ Teresa Roop | The Dale Buckner Podcast Ep. 227
Mar 3, 2025
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Changes to Social Security w/ Brett Hansen | The Dale Buckner Podcast Ep. 226
Feb 24, 2025
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Investing in Real Estate w/ Bobby Tyler | The Dale Buckner Podcast Ep. 225
Feb 17, 2025
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The Current Real Estate Market w/ Bobby Tyler | The Dale Buckner Podcast Ep. 224
Feb 10, 2025
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Leaving Investments for Your Heirs w/ Teresa Roop | The Dale Buckner Podcast Ep. 223
Feb 3, 2025
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The Importance of Legacy Planning w/ Adair Buckner | The Dale Buckner Podcast Ep. 222
Jan 27, 2025
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Estate Legacy Planning w/ Adair Buckner | The Dale Buckner Podcast Ep. 221
Jan 20, 2025
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Fraud Awareness and Prevention w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 220
Jan 13, 2025
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New Types of Fraud w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 219
Jan 6, 2025
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New Year’s Financial Resolutions w/ Brett Hansen | The Dale Buckner Podcast Ep. 218
Dec 30, 2024
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Legacy Tax Planning Tips w/ John Kletchka | The Dale Buckner Podcast Ep. 217
Dec 23, 2024
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CPA Tips for Year End Tax Planning w/ John Kletchka | The Dale Buckner Podcast Ep. 216
Dec 16, 2024
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12 Reasons Not to Be Your Own Advisor Pt. 3 w/ Teresa Roop | The Dale Buckner Podcast Ep. 215
Dec 9, 2024
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Year End and Lifetime Tax Planning Tips w/ Brett Hansen | The Dale Buckner Podcast Ep. 214
Dec 2, 2024
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Tax Free Income in Retirement w/ Brett Hansen | The Dale Buckner Podcast Ep. 213
Nov 25, 2024
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12 Reasons Not to Be Your Own Advisor Pt. 2 w/ Teresa Roop | The Dale Buckner Podcast Ep. 212
Nov 18, 2024
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12 Reasons Not to Be Your Own Advisor Pt. 1 w/ Teresa Roop | The Dale Buckner Podcast Ep. 211
Nov 11, 2024
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Is Social Security In Trouble? w/ Teresa Roop | The Dale Buckner Podcast Ep. 210
Nov 4, 2024
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Why Women Are Better Investors w/ Teresa Roop | The Dale Buckner Podcast Ep. 209
Oct 28, 2024
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Fraud During the Giving Season w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 208
Oct 21, 2024
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Low-Tech and Old Fashioned Fraud w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 207
Oct 14, 2024
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The Fraud Triangle and the Types of Fraud w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 206
Oct 7, 2024
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How to Save on Taxes w/ Brett Hansen | The Dale Buckner Podcast Ep. 205
Sep 30, 2024
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Talking Taxes w/ Brett Hansen | The Dale Buckner Podcast Ep. 204
Sep 23, 2024
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Dale’s Rules of Investing w/ Brett Hansen | The Dale Buckner Podcast Ep. 203
Sep 16, 2024
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Inflation and the Current Market State w/ Brett Hansen | The Dale Buckner Podcast Ep. 202
Sep 9, 2024
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Leveraging Businesses in Retirement Planning w/ John Kletchka | The Dale Buckner Podcast Ep. 201
Sep 2, 2024
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Deductions from Damages and Personal Tax Planning for Retirement w/ John Kletchka | The Dale Buckner Podcast Ep. 200
Aug 26, 2024
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Exploring Estate Planning, Trusts, and Powers of Attorney w/ Adair Buckner | The Dale Buckner Podcast Ep. 199
Aug 19, 2024
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Residential and Commercial Real Estate Investment Part 2 w/ Bobby Tyler | The Dale Buckner Podcast Ep. 198
Aug 12, 2024
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Residential and Commercial Real Estate Investment Part 1 w/ Bobby Tyler | The Dale Buckner Podcast Ep. 197
Aug 5, 2024
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7 Most Frequently Asked Questions #7 | The Dale Buckner Podcast Special Episode #7
Jul 29, 2024
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7 Most Frequently Asked Questions #6 | The Dale Buckner Podcast Special Episode #6
Jul 22, 2024
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7 Most Frequently Asked Questions #5 | The Dale Buckner Podcast Special Episode #5
Jul 15, 2024
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7 Most Frequently Asked Questions #4 | The Dale Buckner Podcast Special Episode #4
Jul 8, 2024
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7 Most Frequently Asked Questions #3 | The Dale Buckner Podcast Special Episode #3
Jul 1, 2024
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7 Most Frequently Asked Questions #2 | The Dale Buckner Podcast Special Episode #2
Jun 24, 2024
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7 Most Frequently Asked Questions #1 | The Dale Buckner Podcast Special Episode #1
Jun 17, 2024
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Fiduciary Responsibility and the 7 Step Planning Process | The Dale Buckner Podcast Ep. 189
Jun 10, 2024
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Why You Need a Certified Financial Planner® Professional with Brett Hansen | The Dale Buckner Podcast Ep. 188
Jun 3, 2024
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Why Women Are Better (Investors) Than Men with Brett Hansen | The Dale Buckner Podcast Ep. 187
May 27, 2024
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Biggest Mistakes in Retirement Planning Part 4 with Brett Hansen | The Dale Buckner Radio Show Ep. 186
May 20, 2024
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Shining a light on the shadowy world of scams with Eli Wilkerson | The Dale Buckner Podcast Ep. 185
May 13, 2024
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Explore the pervasive threat of phishing attacks with Eli Wilkerson | The Dale Buckner Podcast Ep. 184
May 6, 2024
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Deciphering Business Taxes: Insights with John Kletchka | The Dale Buckner Podcast Ep. 183
Apr 29, 2024
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Navigating Individual Taxes: Expert Insight with John Kletchka | The Dale Buckner Podcast Ep.182
Apr 22, 2024
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Mastering Commercial Real Estate with Bobby Tyler | The Dale Buckner Podcast Ep. 181
Apr 15, 2024
Best Practices for Business Owners with John Kletchka | Dale Buckner Podcast Ep. 283
Apr 9, 2026
This week, Dale and John Kletchka break down the best practices every business owner should follow when it comes to filing taxes. From staying organized to streamlining your documents, they explain how preparation can actually save you money when working with a CPA. Do you have the right processes in place? Tune in to this episode to learn how a little organization now can make a big difference later.
Business Owners and 2025 Tax Benefits with John Kletchka | Dale Buckner Podcast Ep. 282
Apr 8, 2026
Dale continues his conversation with John Kletchka, diving into what business owners need to know about taxes in 2025—and how working with a CPA can help you avoid costly penalties. Want to make the most of available tax breaks? Tune in and learn why partnering with an experienced CPA like John Kletchka can give you the clarity and confidence you need for the year ahead.
Individual Taxes and 2025 Tax Benefits with John Kletchka | The Dale Buckner Podcast Ep. 281
Mar 28, 2026
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 maximize your return.
Investing Opportunities in a Down Market with Teresa Roop | The Dale Buckner Podcast Ep. 280
Mar 27, 2026
Dale and co-host Teresa Roop discuss how a down market—when prices are falling—can actually create valuable opportunities for investors. Rather than seeing market lows as purely negative, they highlight that these periods can allow investors to buy assets at lower prices. By understanding and taking advantage of these downturns, investors may position themselves for stronger long-term gains when the market recovers.
Modern Portfolio Theory and Efficient Market with Teresa Roop | The Dale Buckner Podcast Ep. 279
Mar 27, 2026
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 discussion, Buckner explains that an optimum portfolio is designed to achieve the most efficient balance between risk and return. Dale also highlights the importance of following Dale’s 8 Rules of Investing, a framework intended to help investors stay disciplined and make informed, rational decisions rather than emotional ones.
11 Components of Financial Planning w/ Teresa Roop | The Dale Buckner Podcast Ep. 277
Mar 26, 2026
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 conversation is loaded with practical insights to help you get started. Don’t wait—discover how to put a solid financial plan in place for your future.
Dale Buckner's 8 Rules of Investing with Teresa Roop Podcast 276
Mar 26, 2026
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.
Business Taxes and Retirement Contributions with John Kletchka | The Dale Buckner Podcast Ep. 275
Feb 12, 2026
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 reduce taxable income. Self-employed individuals may be able to cut or defer taxes by contributing to a SEP IRA, while other businesses can benefit from establishing a 401(k) plan. Strategic IRA and retirement plan contributions can play a key role in minimizing your overall tax burden.
Minimize Your Taxes with IRA Contributions with John Kletchka | The Dale Buckner Podcast Ep. 274
Feb 4, 2026
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 explain when pre-tax or after-tax contributions may make the most sense for you. Understanding which strategy fits your situation could save you money in the long run.
Will Social Security Go Bankrupt? | The Dale Buckner Podcast Ep. 273
Jan 28, 2026
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.
