This week on The Dale Buckner Podcast, Brett returns to discuss with Dale ways that individuals can earn tax free income during their retirement. From Roth IRAs to Roth conversions and more, Brett and Dale discuss some helpful tips on how to enjoy your retirement income without worrying about paying income tax. Tune in this week to learn more about how you can utilize Roth IRAs, or convert your current IRA to a Roth, to take advantage of the tax-friendly Roth IRA retirement account.

This week on The Dale Buckner Podcast, Dale and Teresa continue their discussions on behavioral finance principles for the second part of the 12 Reasons Not to Be Your Own Advisor. This week, Dale explains the principles of mental accounting, anchoring, time bias, and more. Tune in this week to learn more about how our human instincts and behaviors can be detrimental to investments, and how you can work to avoid falling back on these behaviors when planning your own investments.

This week on The Dale Buckner Podcast, Dale and Teresa begin a multi-part series about the 12 Reasons Not to Be Your Own Advisor. These 12 reasons are based on some of the stand-out behavioral finance principles that are discussed in Make Money, Think Rich. Tune in this week to learn about some of the key points about why emotional investing can be harmful for your investment income, the difference between bulls and bears, and a few of the reasons that being your own advisor might not be in your best interest.

This week on The Dale Buckner Podcast, Dale is joined by Teresa Roop, a Registered Representative with Dale Buckner, Inc., to discuss the possibility of Social Security trust funds being depleted. Teresa and Dale discuss some concerns that come along with this, such as potential reductions in Social Security income, how future retirees can be affected, and potential solutions to keep Social Security trust funds from being completed emptied. Tune in this week to learn more about the potential future of Social Security, and what can be done to help you minimize the effects on your own retirement.

This week on The Dale Buckner Podcast, Dale is joined by Teresa Roop. Teresa, a Registered Representative with Dale Buckner, Inc., makes her first appearance on the podcast to discuss with Dale why women are better investors. Teresa and Dale go over behavioral finance principles, a study by Fidelity from 2021, and more. Tune in this week to learn more about the different aspects of finance behaviors that contribute to the success that many women, and men, see in their investments.

This week on The Dale Buckner Podcast, Eli Wilkerson, Certified Fraud Expert and Certified Ethical Hacker, returns to the show to discuss charity fraud during the giving season with Dale. Eli explains the different tactics that fraudsters use to trick people during the most charitable time of the year and goes over some strategies that individuals can use to help avoid these false charities. Tune in this week to learn more about how you can protect yourself from being a victim of charity fraud during this giving season.

This week on The Dale Buckner Podcast, Dale invites Eli Wilkerson, Certified Fraud Expert and Certified Ethical Hacker, back to discuss traditional types of fraud schemes. From classic check fraud to spam calls, Eli discusses the numerous ways fraud artists attempt to gain access to personal information and funds through less high-tech means. Tune in this week to learn more about the different types of schemes that these fraudsters use, and some steps you can take to avoid and work to prevent these schemes from affecting you.

This week on The Dale Buckner Podcast, Dale is joined by Eli Wilkerson, fraud expert and a Certified Ethical Hacker, to discuss fraud and how it affects individuals and businesses. Eli discusses the “Fraud Triangle” and the different types of fraud schemes. Tune in this week to learn more about what fraudsters do to try and steal your information, the tactics they use to attack your devices, and what you can do to reduce the likelihood of falling victim to their schemes.