This week, Dale sits down with Eli Wilkerson of Praxis Detection SVCS, LLC to discuss why it’s important to know your client. Understanding who you’re doing business with can help protect you from scams, fraudsters, and other deceptive schemes. Tune in as they share insights on recognizing warning signs, reducing risk, and building stronger client relationships. 

Dale sits down with attorney Adair Buckner to break down some of the most important (and often misunderstood) aspects of estate planning and probate. Learn when a Transfer on Death deed might not be the right choice—and how it could create unintended complications. Get clarity on the difference between an independent administrator and a dependent administrator, and why it matters for your estate. Plus, understand how the Power of Attorney works, when it’s effective, and the critical moment it becomes void. Whether you’re planning ahead or helping a loved one navigate the process, this conversation is packed with practical insights you can actually use. Don’t miss it! 

This week, Dale and John Kletchka break down the best practices every business owner should follow when it comes to filing taxes. From staying organized to streamlining your documents, they explain how preparation can actually save you money when working with a CPA. Do you have the right processes in place? Tune in to this episode to learn how a little organization now can make a big difference later.

Dale continues his conversation with John Kletchka, diving into what business owners need to know about taxes in 2025—and how working with a CPA can help you avoid costly penalties. Want to make the most of available tax breaks? Tune in and learn why partnering with an experienced CPA like John Kletchka can give you the clarity and confidence you need for the year ahead.

Dale and co-host Teresa Roop discuss how a down market—when prices are falling—can actually create valuable opportunities for investors. Rather than seeing market lows as purely negative, they highlight that these periods can allow investors to buy assets at lower prices. By understanding and taking advantage of these downturns, investors may position themselves for stronger long-term gains when the market recovers. 

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.