Episodios

  • 7 Most Frequently Asked Questions #5 | The Dale Buckner Podcast Special Episode #5
    Jul 12 2024

    This is Part 5 of the 7 part series "7 Most Frequently Asked Questions." In this episode of The Dale Buckner Podcast, Dale and Brett discuss the reasons and benefits behind spending the extra money in retirement to work with a financial planner. Tune in for insightful discussions about retirement planning and the ways that financial planners can help you succeed in retirement.

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    39 m
  • 7 Most Frequently Asked Questions #4 | The Dale Buckner Podcast Special Episode #4
    Jul 5 2024

    In this 4th part of the "7 Most Frequently Asked Questions" series, Dale and Brett discuss the risks that can be expected in retirement, and how to plan for them. Tune in to learn more about avoiding risk in retirement, and how to address the risks involved if you do encounter them.

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    39 m
  • 7 Most Frequently Asked Questions #3 | The Dale Buckner Podcast Special Episode #3
    Jun 28 2024

    This week on the Dale Buckner Podcast is part 3 of the 7 part series "7 Most Frequently Asked Questions." Once again, Dale and Brett are back discussing the biggest questions that clients have concerning retirement. Part 3 answers the question that many retirees and those close to retirement have regarding their finances: "How can I know that the resources I have accumulated can help me meet my needs for the rest of my life?" Tune in to this insightful series to hear the answer to this question and more!

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    38 m
  • 7 Most Frequently Asked Questions #2 | The Dale Buckner Podcast Special Episode #2
    Jun 24 2024

    This week on the Dale Buckner Podcast, we are re-broadcasting part 2 of our 7 part "Most Frequently Asked Questions" series. Join Dale and Brett as they discussed the most common questions that clients ask them about retirement planning, and what to expect after they retire.

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    39 m
  • 7 Most Frequently Asked Questions #1 | The Dale Buckner Podcast Special Episode #1
    Jun 14 2024

    This week on The Dale Buckner Podcast, we are bringing back one of our most popular and helpful series: The 7 Most Frequently Asked Questions About Retirement. Join Dale and Brett as they discuss the first of seven important questions that clients ask about retirement. Also tune in to the remainder of this series over the coming weeks!

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    36 m
  • Fiduciary Responsibility and the 7 Step Planning Process | The Dale Buckner Podcast Ep. 189
    Jun 7 2024

    Join Dale Buckner and Brett Hansen as they discuss the importance and responsibilities of fiduciary investment advisors. With over 50 years of collective financial experience, Dale and Brett give expert insights into the world of fiduciary responsibilities and the benefits of fiduciary financial advisors. Additionally, Dale and Brett discuss the all-important 7 step process of financial planning, from the initial meeting to actively implementing and monitoring the financial plan. Tune in to learn more about the intricacies of fiduciary responsible financial planning and the process that financial planners conduct with clients.

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    37 m
  • Why You Need a Certified Financial Planner® Professional with Brett Hansen | The Dale Buckner Podcast Ep. 188
    Jun 3 2024

    Join Dale Buckner and Brett Hansen on the latest episode of the Dale Buckner Podcast, where they delve into the crucial topic of why you need a Certified Financial Planner® (CFP®) professional. As seasoned experts in the financial realm, Dale and Brett explore the myriad benefits of seeking professional financial guidance. From setting achievable goals to navigating complex investment landscapes, they uncover the invaluable role a CFP® professional plays in securing your financial future. Tune in for insightful discussions and actionable insights that can empower you to make informed financial decisions. Whether you're planning for retirement, investing in your future, or simply seeking financial clarity, this episode offers indispensable guidance for anyone looking to achieve financial success.

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    36 m
  • Why Women Are Better (Investors) Than Men with Brett Hansen | The Dale Buckner Podcast Episode 187
    May 31 2024

    Tune in to the latest episode of the Dale Buckner Podcast, where Dale Buckner and Brett Hansen engage in a thought-provoking discussion inspired by Tim Maurer's Forbes article on why women may be better investors than men. Delving into the research and insights presented, Dale and Brett explore the nuanced factors behind gender disparities in investment success. From risk management to emotional intelligence, they unpack the qualities that may contribute to women's aptitude in navigating financial markets. Don't miss out on this insightful conversation that challenges conventional wisdom and offers fresh perspectives on investment strategies.

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    36 m