The Dale Buckner Podcast

Hosted by Dale Buckner

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Episodes

283

Latest episode

Apr 2026

Language

EN-US

About the show

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.

Listen to episodes

60 recent

April 15, 2026Episode 28440 min

Probate and Estate Planning with Adair Buckner | The Dale Buckner Inc. Podcast Ep. 284

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!

April 8, 2026Episode 28341 min

Best Practices for Business Owners with John Kletchka | Dale Buckner Podcast Ep. 283

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.

April 8, 2026Episode 28241 min

Individual Taxes and 2025 Tax Benefits with John Kletchka | Dale Buckner Podcast Ep. 282

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.

April 8, 2026Episode 28040 min

Investing Opportunities in a Down Market with Teresa Roop | The Dale Buckner Podcast Ep. 280

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.

March 26, 2026Episode 28139 min

Individual Taxes and 2025 Tax Benefits with John Kletchka | The Dale Buckner Podcast Ep. 281

Dale sits down with CPA John Kletchka of Conder Kletchka & Associates to break down individual taxes and highlight key tax benefits for 2025. Find out if you're taking advantage of every deduction available this tax season—and learn how to maximize your return.

March 26, 2026Episode 27940 min

Modern Portfolio Theory and Efficient Market with Teresa Roop | The Dale Buckner Podcast Ep. 279

Dale Buckner sits down with Wealth Advisor and Co-host Teresa Roop to discuss how investors can build an optimum portfolio using principles from Modern Portfolio Theory (MPT), originally developed by economist Harry Markowitz. During the 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.

March 26, 2026Episode 27838 min

Market Volatility with Teresa Roop | The Dale Buckner Podcast Ep. 278

Join Dale and Teresa Roop, as she is back to dive into market volatility and what it really means for your retirement savings. While downturns can feel unsettling, Dale and Teresa share a different perspective—highlighting how these moments can actually create opportunities to strengthen your long-term financial strategy. Learn how you might be able to position yourself now to benefit when the market rebounds. You don't want to miss this insightful conversation on turning market uncertainty into potential future wins.

March 26, 2026Episode 27741 min

11 Components of Financial Planning w/ Teresa Roop | The Dale Buckner Podcast Ep. 277

Ready to take control of your financial future? Join Dale Buckner and Teresa Roop as they break down the 11 essential components of financial planning. From setting meaningful goals to building a budget and preparing for retirement, this 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.

March 26, 2026Episode 27641 min

Dale Buckner's 8 Rules of Investing with Teresa Roop Podcast 276

In this episode, Dale Buckner and Teresa Roop walk through practical investing guidelines, including: Keeping fees low, making sure you can access your funds when you need money, evaluating costs to open and close accounts and exit penalties.

February 12, 2026Episode 27541 min

Business Taxes and Retirement Contributions with John Kletchka | The Dale Buckner Podcast Ep. 275

Join Dale as he sits down with John Kletchka, CPA of Condor, Kletchka & Associates, to explore smart tax strategies for business owners. They discuss how companies can take advantage of depreciation on equipment and property improvements to 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.