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 from costly mistakes down the road. Whether you're a business owner, freelancer, or just want peace of mind come tax season, this is a conversation you don't want to miss.

Dale’s guest this week is none other than, John Kletchka, CPA at Conder Kletchka & Associates. With the October 15, 2025, tax deadline fast approaching, are you financially prepared to file? Remember, extending your filing deadline doesn’t mean you're off the hook for penalties and interest. Just because you filed for an extension doesn’t mean you’ve avoided the costs. Tune in to this week’s podcast to get the insights you need before time runs out.

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 health insurance costs in retirement. Do you have the right building blocks in place to secure your financial future?
Tune in as Dale and Phil delve into tax-advantaged investing and other essential strategies for a more confident retirement.