• The Dale Buckner Podcast

  • 著者: Dale Buckner
  • ポッドキャスト

The Dale Buckner Podcast

著者: Dale Buckner
  • サマリー

  • 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.
    © 2024 The Dale Buckner Podcast
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あらすじ・解説

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.
© 2024 The Dale Buckner Podcast
エピソード
  • Legacy Tax Planning Tips w/ John Kletchka | The Dale Buckner Podcast Ep. 217
    2024/12/23

    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.

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    39 分
  • CPA Tips for Year End Tax Planning w/ John Kletchka | The Dale Buckner Podcast Ep. 216
    2024/12/16

    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.

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    38 分
  • 12 Reasons Not to Be Your Own Advisor Pt. 3 w/ Teresa Roop | The Dale Buckner Podcast Ep. 215
    2024/12/09

    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.

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    38 分

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