Dale sits down with CPA John Kletchka of Conder Kletchka & Associates to break down individual taxes and highlight key tax benefits for 2025. Find out if you're taking advantage of every deduction available this tax season—and learn how to maximize your return.

Dale Buckner sits down with Wealth Advisor and Co-host Teresa Roop to discuss how investors can build an optimum portfolio using principles from Modern Portfolio Theory (MPT), originally developed by economist Harry Markowitz. During the discussion, Buckner explains that an optimum portfolio is designed to achieve the most efficient balance between risk and return. Dale also highlights the importance of following Dale’s 8 Rules of Investing, a framework intended to help investors stay disciplined and make informed, rational decisions rather than emotional ones.

Join Dale and Teresa Roop, as she is back to dive into market volatility and what it really means for your retirement savings. While downturns can feel unsettling, Dale and Teresa share a different perspective—highlighting how these moments can actually create opportunities to strengthen your long-term financial strategy. Learn how you might be able to position yourself now to benefit when the market rebounds. You don't want to miss this insightful conversation on turning market uncertainty into potential future wins.

Ready to take control of your financial future? Join Dale Buckner and Teresa Roop as they break down the 11 essential components of financial planning. From setting meaningful goals to building a budget and preparing for retirement, this conversation is loaded with practical insights to help you get started. Don’t wait—discover how to put a solid financial plan in place for your future.

In this episode, Dale Buckner and Teresa Roop walk through practical investing guidelines, including: Keeping fees low, making sure you can access your funds when you need money, evaluating costs to open and close accounts and exit penalties.

Join Dale as he sits down with John Kletchka, CPA of Condor, Kletchka & Associates, to explore smart tax strategies for business owners. They discuss how companies can take advantage of depreciation on equipment and property improvements to reduce taxable income. Self-employed individuals may be able to cut or defer taxes by contributing to a SEP IRA, while other businesses can benefit from establishing a 401(k) plan. Strategic IRA and retirement plan contributions can play a key role in minimizing your overall tax burden.

You won’t want to miss this show as Dale sits down with John Kletchka, CPA of Condor, Kletchka, & Associates to discuss how IRA contributions can help you minimize your taxes. They’ll break down the different contribution options and explain when pre-tax or after-tax contributions may make the most sense for you. Understanding which strategy fits your situation could save you money in the long run.

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 security is likely to not go bankrupt.