Dale Buckner
291 episodes listed below
Retirement planning, translated into real-life consequences.
The Dale Buckner Podcast is a practical personal-finance series centered on retirement questions, tax changes, Social Security, and estate planning. Its conversations are careful but conversational, with professional caveats up front and plain examples once the discussion gets moving.
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The Dale Buckner Podcast sits in the practical end of personal finance, where retirement planning meets tax forms, benefit rules, estate documents, and family decisions. It is less about market chatter than about the administrative realities that shape later-life money. Episodes often begin with formal caveats about education, investment risk, and the limits of tax or legal advice. Then the conversation gets much more human. A question about estate planning can become a back-and-forth with Adair Buckner about competency, guardianship, probate, and why a power of attorney cannot be used after someone has died. A tax episode with John Kletchkin can turn into a “Dale Buckner rant” about tax benefits for retired people and people over 65. Social Security is a major recurring lane. With Tom Clark, the show moves from benefit checks and full retirement age to the history of the program, the trust fund, political fears, and claims that the system is going bankrupt. The show repeatedly tries to replace panic with context. It does not treat Social Security as simple, but it also pushes back against misinformation when the excerpts support a more nuanced view. Other conversations widen the frame to inflation, wealthy clients, professional credentials, and what planners are seeing in their practices. The pacing is conversational and sometimes repetitive, in the way office conversations can be when an important point needs to land. That repetition is part of the utility. Terms such as statutory durable power of attorney, medical power of attorney, guardianship, trust fund, tax code, and Social Security check are not left floating as abstractions. They are tied to banks, hospitals, nursing homes, retirement checks, family members, and the moment someone discovers a document no longer works. The result is a grounded finance show for people who want to understand decisions before they become emergencies. It favors plain talk over polish. It also keeps reminding the audience that personal circumstances matter, which is exactly the point for a show built around retirement and planning questions.
Made for: The show suits retirees, near-retirees, adult children helping parents, and households trying to understand Social Security, tax changes, estate documents, and professional planning conversations before decisions become urgent.
What sets it apart: Its strength is the clinic format: formal caution at the door, then direct conversations with named professionals about the paperwork and benefit rules that actually trip people up.
You know it’s important to manage your finances, but who has time to learn everything there is to know about financial planning? Join author and radio show personality Dale Buckner as he interviews experts throughout the industry about everything from protecting your principal to managing your investments. If you’re struggling to keep track of all aspects of your finances, need to prepare for retirement, or don’t know where to start, you need Dale on your side.
Social Security gets the kitchen-table treatment, so you can finally ask the question behind the question.
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Short reviews from the PlayNext desk, based on the episodes we processed.
A clear map of the documents that keep a family from scrambling.
The discussion treats estate planning as a practical family responsibility rather than an abstract legal exercise. Dale Buckner and Adair Buckner cover the core pieces most people actually need: the documents that move assets to heirs, the powers that handle banking and other…
Real-estate freedom, taught in plain numbers.
Dale Buckner and Adair Buckner focus on probate, estate planning, and the documents that can keep a Texas estate out of court.
Dale Buckner and registered representative Teresa Rupp present eight investing rules focused on liquidity, low fees, secure custodians, active management, diversification, and tax advantages.
Dale Buckner interviews CPA John Kletchkin about recent changes to the tax code and their impact on retirees.
The Dale Buckner Podcast episode on Social Security features Dale Buckner and Tom Clark, identified as “Mr.
Dale Buckner interviews Tom Clark, a former Social Security employee with about 47 years of experience, about the program's history, funding, and future.
Dale Buckner interviews Tom Clark, who has delivered more than 7,000 presentations about Social Security, Medicare, survivor benefits, and disability coverage.
Dale Buckner interviews Tom Clark about the Social Security Trust Fund, its history, benefits, and common misconceptions.
Dale Buckner interviews certified financial planner Josh Allen about financial planning and investment strategies.