Episodes

  • 7 Most Frequently Asked Questions #7 | The Dale Buckner Podcast Special Episode #7
    Jul 26 2024

    This week on The Dale Buckner Podcast is the final part of the series "7 Most Frequently Asked Questions About Retirement." In this episode, Dale and Brett discuss best practices in choosing a financial planning professional to work with, as well as some common mistakes and pitfalls that retirees can fall victim to in the process. Dale and Brett discuss this decision making process, give tips to making the right decisions, and helping to explain the mistakes that can be made. Tune in this week for this helpful insight into the retirement process, and the conclusion of this 7 part series!

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    40 mins
  • 7 Most Frequently Asked Questions #6 | The Dale Buckner Podcast Special Episode #6
    Jul 19 2024

    This week on The Dale Buckner Podcast is the penultimate episode of the series "7 Most Frequently Asked Questions." In this episode, Dale and Brett discuss the costs associated with utilizing the services of financial advisors. They go over the different ways that financial planners charge for their services, what fees can charged, and how much it can cost to work with a financial advisor. Tune in this week and next for the conclusion of this series on the most common questions clients have about planning for retirement.

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    39 mins
  • 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 mins
  • 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 mins
  • 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 mins
  • 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 mins
  • 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 mins
  • 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 mins