エピソード

  • Taking Advantage of a Down Market w/ Teresa Roop | The Dale Buckner Podcast Ep. 238
    2025/05/19

    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 for the market to bounce back. Tune in this week to learn more about how you can potentially leverage down-turns in the market into big wins as the market recovers.

    続きを読む 一部表示
    39 分
  • The Insurance Basics: Personal Property Insurance w/ Eric Barry | The Dale Buckner Podcast Ep. 237
    2025/05/12

    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 about the many different ways that you can reduce your risk by getting insurance coverage for your different vehicles and personal items, and the importance of having the right type of coverage for different items.

    続きを読む 一部表示
    40 分
  • The Insurance Basics: Homeowner’s Insurance w/ Eric Barry | The Dale Buckner Podcast Ep. 236
    2025/05/05

    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 homeowners insurance and what types of damage, both physically and financially, a homeowners policy can help to protect you from.

    続きを読む 一部表示
    39 分
  • Blended Families and Estate Planning w/ Adair Buckner | The Dale Buckner Podcast Ep. 235
    2025/04/28

    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 intricacies of inheritances, what the rights of different heirs are, and why it’s important to update your will often.

    続きを読む 一部表示
    39 分
  • Visualizing Your Ideal Retirement w/ Teresa Roop | The Dale Buckner Podcast Ep. 234
    2025/04/21

    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 learn more about how to turn this vision into reality, and how a Certified Financial Planner® can help you work toward this goal.

    続きを読む 一部表示
    39 分
  • The Recent Market Volatility w/ Teresa Roop | The Dale Buckner Podcast Ep. 233
    2025/04/14

    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 help your investments make it through such volatile conditions as we are seeing now. Tune in this week to learn more about Dale’s plan to assist you in developing your diversified portfolio, and how this can potentially save you from losing your investments during this market turbulence.

    続きを読む 一部表示
    38 分
  • Dealing with Credit Card Debt w/ Teresa Roop | The Dale Buckner Podcast Ep. 232
    2025/04/07

    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 debt. Tune in this week to learn more about how you can avoid credit card debt, or techniques that can help you to pay off credit card debt.

    続きを読む 一部表示
    40 分
  • Tax Advantaged Charitable Intent w/ Teresa Roop | The Dale Buckner Podcast Ep. 231
    2025/03/31

    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 intent while being tax advantaged, how utilizing Qualified Charitable Donations can help you reduce your tax burden, and how a Certified Financial Planner® can help you!

    続きを読む 一部表示
    39 分