Best Dale Buckner Podcasts (2026)

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The History of Social Security with Tom Clark | The Dale Buckner Podcast Ep. 270 41:09

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6h ago41:09

41:09

Dale welcomes special guest Tom Clark, known as “Mr. Social Security.” Dale and Tom discuss the history of Social Security and the many benefits it provides. With over 7,000 presentations delivered on Social Security and extensive experience working with the Social Security Administration, Tom brings a wealth of knowledge to the conversation. Tune …

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Fraudsters and Knowing Your Customer with Eli Wilkerson | The Dale Buckner Podcast Ep. 269 39:51

12h ago39:51

39:51

Scams are evolving, and fraudsters are more sophisticated than ever. In this episode, Dale is joined by Eli Wilkerson of Praxis Detection SVCS, LLC to discuss ransomware, email fraud, AML, and why Knowing Your Customer is critical to protecting your finances. Learn the warning signs, common tactics criminals use, and practical steps that could save…

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Contributions to a 401k or IRA with John Kletchka | The Dale Buckner Podcast Ep. 267 38:25

11d ago38:25

38:25

Dale continues his conversation with John Kletchka, CPA at Condor, Kletchka & Associates, by emphasizing that while Roth accounts can be powerful tools, timing and strategy matter just as much as the decision itself. For employees still in their peak earning years or retirees with large required minimum distributions (RMDs) not yet started, convert…

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Avoiding Charity Fraud with Eli Wilkerson | The Dale Buckner Podcast Ep. 268 39:51

2d ago39:51

39:51

Dale guest episode is with Eli Wilkerson from Praxis Detection SVCS, LLC, and they’re diving into the topic of how charities earn a large portion of their funds during the holidays. With the holiday season of giving comes the opportunity for people to contribute to meaningful causes, but it’s also the time when scammers are most active. The convers…

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Social Security Income and Taxes with John Kletchka | The Dale Buckner Podcast 39:56

28d ago39:56

39:56

Dale sits down with John Kletchka, CPA at Condor, Kletchka & Associates, to discuss why so many retirees claim Social Security without a real plan—and how that can cost them. John explains why you shouldn’t retire just because you hit 65, and how building purpose into your next chapter is essential. Discover strategies to maximize your Social Secur…

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Home Health Care with Becky Burton | The Dale Buckner Podcast Ep. 265 41:23

1M ago41:23

41:23

Dale talks with Becky Burton, owner of Vitality Home Care, LLC, about the challenges of caring for a loved one at home. Providing care can take a real toll on family members. While many seniors wish to care for their spouses—and many adult children want to care for their aging parents—growing older often brings a loss of independence and the need f…

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Medicare and Medigap Insurance Coverage with Jennifer Huntington Ep. 264 40:33

1M ago40:33

40:33

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 …

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Amarillo Area Foundation with Broc Carter | The Dale Buckner Podcast Ep. 263 41:30

2M ago41:30

41:30

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 Panha…

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The Amarillo Symphony with George Jackson | The Dale Buckner Podcast Ep. 262 41:08

2M ago41:08

41:08

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 Unive…

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Basic understanding of Medicare and Medigap Coverage with Jennifer Huntington Ep. 261 40:43

2M ago40:43

40:43

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 …

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Basic Estate Planning with Adair Buckner | The Dale Buckner Podcast 40:35

2M ago40:35

40:35

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 …

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Choosing the Right CPA with John Kletchka | The Dale Buckner Podcast 39:35

3M ago39:35

39:35

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 fr…

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Individual Taxes and Penalties with John Kletchka | The Dale Buckner Podcast Ep. 258 39:24

3M ago39:24

39:24

By Dale Buckner

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Tax-Advantaged Investing and Social Security Income with Phil Bervig | The Dale Buckner Podcast 38:31

3M ago38:31

38:31

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 h…

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Fiduciary Financial Planning with Phil Bervig | The Dale Buckner Podcast Ep. 256 38:31

4M ago38:31

38:31

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…

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One Big Beautiful Bill Act with Teresa Roop | The Dale Buckner Podcast Ep. 255 38:04

4M ago38:04

38:04

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!By Dale Buckner

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Social Security Income and Inflation with Josh Allen | The Dale Buckner Podcast Ep. 254 40:04

4M ago40:04

40:04

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 powe…

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Personal Financial Planning with Josh Allen | The Dale Buckner Podcast Ep. 253 39:22

4M ago39:22

39:22

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 …

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The Amarillo Symphony with Larry Lang | The Dale Buckner Podcast 39:43

4M ago39:43

39:43

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…

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Investment Real Estate with Bobby Tyler | The Dale Buckner Podcast 39:45

5M ago39:45

39:45

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 m…

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Individual Real Estate Ownership with Bobby Tyler | The Dale Buckner Podcast Ep. 250 40:59

5M ago40:59

40:59

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.…

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Tax-Advantaged Investments with John Kletchka | The Dale Buckner Podcast Ep. 249 41:13

5M ago41:13

41:13

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 st…

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Business Taxes with John Kletchka | The Dale Buckner Podcast 41:41

5M ago41:41

41:41

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.…

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Tax Basics, Deadlines, and Extensions with John Kletchka | The Dale Buckner Podcast 42:10

6M ago42:10

42:10

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 surpris…

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8 Rules for Investing with Teresa Roop | The Dale Buckner Podcast Ep. 246 41:13

6M ago41:13

41:13

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?By Dale Buckner

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11 Components of financial planning w/ Teresa Roop | The Dale Buckner Podcast Ep. 243 41:31

6M ago41:31

41:31

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.By Dale Buckner

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Will Social Security Go Bankrupt? | The Dale Buckner Podcast Ep. 245 41:39

6M ago41:39

41:39

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 …

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Tough Social Security Questions w/ Tom Clark | The Dale Buckner Podcast Ep. 244 41:08

6M ago41:08

41:08

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.By Dale Buckner

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Social Security and Medicare 41:32

7M ago41:32

41:32

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.By Dale Buckner

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Phishing Schemes and Social Engineering w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 240 39:48

7M ago39:48

39:48

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…

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The 5 Phases of Hacking w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 239 39:46

7M ago39:46

39:46

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 Acce…

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Taking Advantage of a Down Market w/ Teresa Roop | The Dale Buckner Podcast Ep. 238 38:47

8M ago38:47

38:47

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 …

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The Insurance Basics: Personal Property Insurance w/ Eric Barry | The Dale Buckner Podcast Ep. 237 40:02

8M ago40:02

40:02

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 ab…

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The Insurance Basics: Homeowner’s Insurance w/ Eric Barry | The Dale Buckner Podcast Ep. 236 39:24

8M ago39:24

39:24

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 homeowner…

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Blended Families and Estate Planning w/ Adair Buckner | The Dale Buckner Podcast Ep. 235 38:32

8M ago38:32

38:32

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 intricacie…

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Visualizing Your Ideal Retirement w/ Teresa Roop | The Dale Buckner Podcast Ep. 234 38:42

9M ago38:42

38:42

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 le…

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The Recent Market Volatility w/ Teresa Roop | The Dale Buckner Podcast Ep. 233 38:21

9M ago38:21

38:21

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…

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Dealing with Credit Card Debt w/ Teresa Roop | The Dale Buckner Podcast Ep. 232 39:44

9M ago39:44

39:44

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 de…

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Tax Advantaged Charitable Intent w/ Teresa Roop | The Dale Buckner Podcast Ep. 231 38:46

9M ago38:46

38:46

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 int…

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Understanding Probate, Wills, and Inheritance w/ Adair Buckner | The Dale Buckner Podcast Ep. 230 38:58

10M ago38:58

38:58

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 mo…

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The Great Wealth Transfer w/ Teresa Roop | The Dale Buckner Podcast Ep. 229 38:01

10M ago38:01

38:01

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 th…

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The 6 Steps to Retiring Early w/ Teresa Roop | The Dale Buckner Podcast Ep. 228 38:43

10M ago38:43

38:43

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…

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Planning Your Dream Retirement w/ Teresa Roop | The Dale Buckner Podcast Ep. 227 39:07

10M ago39:07

39:07

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 t…

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Changes to Social Security w/ Brett Hansen | The Dale Buckner Podcast Ep. 226 38:58

11M ago38:58

38:58

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 abou…

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Investing in Real Estate w/ Bobby Tyler | The Dale Buckner Podcast Ep. 225 40:07

11M ago40:07

40:07

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 w…

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The Current Real Estate Market w/ Bobby Tyler | The Dale Buckner Podcast Ep. 224 39:53

11M ago39:53

39:53

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 …

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Leaving Investments for Your Heirs w/ Teresa Roop | The Dale Buckner Podcast Ep. 223 38:06

11M ago38:06

38:06

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…

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The Importance of Legacy Planning w/ Adair Buckner | The Dale Buckner Podcast Ep. 222 38:51

11M ago38:51

38:51

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 as…

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Estate Legacy Planning w/ Adair Buckner | The Dale Buckner Podcast Ep. 221 39:17

12M ago39:17

39:17

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 …

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Fraud Awareness and Prevention w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 220 38:36

12M ago38:36

38:36

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. …