
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!
Jun 14, 2024
35 min

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 l...
Jun 7, 2024
36 min

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. Tun...
Jun 3, 2024
36 min

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 fina...
May 31, 2024
35 min

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 sea...
May 20, 2024
37 min

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...
May 13, 2024
36 min

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 professiona...
May 6, 2024
35 min

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 t...
Apr 29, 2024
36 min

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 responsi...
Apr 15, 2024
36 min

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 seasone...
Apr 15, 2024
36 min
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