Navigating Individual Taxes: Expert Insight With John Kletchka | The Dale Buckner Podcast Ep. 182 The Dale Buckner podcast

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Mind The Business: Small Business Success Stories

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Understanding Taxes as a Newly Formed Small Business - Part 2 of the Small Business Starter Kit 28:24

for 14 dager siden28:24

28:24

In our second installment of the Small Business Starter Kit series - we’re tackling a topic that’s sometimes tricky, sometimes confusing, but ever-present: taxes. Hosts Austin and Jannese have an insightful conversation with entrepreneur Isabella Rosal who started 7th Sky Ventures , an exporter and distributor of craft spirits, beer, and wine. Having lived and worked in two different countries and started a company in a heavily-regulated field, Isabella is no stranger to navigating the paperwork-laden and jargon-infused maze of properly understanding taxes for a newly formed small business. Join us as she shares her story and provides valuable insight into how to tackle your business’ taxes - so they don’t tackle you. Learn more about how QuickBooks can help you grow your business: QuickBooks.com See omnystudio.com/listener for privacy information.…

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Navigating Individual Taxes: Expert Insight with John Kletchka | The Dale Buckner Podcast Ep. 182

for ca. et år siden 36:32

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Innhold levert av Dale Buckner. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Dale Buckner eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Join Dale Buckner and tax specialist John Kletchka for a deep dive into the world of individual taxes. In this episode, they discuss essential topics such as tax deductions, credits, and strategies for maximizing returns. Whether you're filing as a single taxpayer or navigating complex financial situations, this conversation offers valuable insights to help you make informed decisions and optimize your tax outcome. Tune in to gain expert advice and take control of your individual tax responsibilities.

… continue reading

229 episoder

#Business #Dale Buckner

The Dale Buckner Podcast

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Navigating Individual Taxes: Expert Insight with John Kletchka | The Dale Buckner Podcast Ep. 182

The Dale Buckner Podcast

published for ca. et år siden

Del

MP3•Episoder hjem

Innhold levert av Dale Buckner. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Dale Buckner eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Join Dale Buckner and tax specialist John Kletchka for a deep dive into the world of individual taxes. In this episode, they discuss essential topics such as tax deductions, credits, and strategies for maximizing returns. Whether you're filing as a single taxpayer or navigating complex financial situations, this conversation offers valuable insights to help you make informed decisions and optimize your tax outcome. Tune in to gain expert advice and take control of your individual tax responsibilities.

… continue reading

229 episoder

#Business #Dale Buckner

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The Dale Buckner Podcast

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The Great Wealth Transfer w/ Teresa Roop | The Dale Buckner Podcast Ep. 229 38:01

for 3 dager siden38:01

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This week on the Dale Buckner Podcast, Teresa Roop joins Dale once again to discuss the upcoming wealth transfer that will occur in the next 5-10 years. As the older generations begin to transfer their wealth to their heirs, women are expected to receive a massive sum of money transferred to them. Teresa and Dale discuss recent surveys regarding this transfer, and how many of the men and women that are inheriting money feel less than prepared for the sudden increase of their wealth. Tune in this week to hear the tips and information that Dale and Teresa share that can help you and your family prepare to receive an inheritance, or prepare to build your own wealth instead.…

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The Dale Buckner Podcast

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The 6 Steps to Retiring Early w/ Teresa Roop | The Dale Buckner Podcast Ep. 228 38:43

for 10 dager siden38:43

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This week on The Dale Buckner Podcast, Teresa Roop joins Dale again to discuss the 6 steps that you should take if you want to have an early retirement. From becoming debt free to making sure you will have health care coverage during your retirement, Teresa and Dale go over the essential elements of early retirement. Tune in this week to learn more about what you can do to help yourself plan for an early retirement, how to know if you are able to retire early, and what a Certified Financial Planner® can do to help you build your plan.…

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Planning Your Dream Retirement w/ Teresa Roop | The Dale Buckner Podcast Ep. 227 39:07

for 17 dager siden39:07

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This week on The Dale Buckner Podcast, Teresa Roop returns to the show to discuss tips on how to plan your dream retirement. Dale and Teresa go over the recommended steps that can help you to identify your dream retirement, including your vision for retirement, what assets you have that can help you fund your retirement, and when you are planning to retire. Tune in this week to learn more about the steps you can take to start building the plan for your dream retirement, and how a Certified Financial Planner® can help you.…

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The Dale Buckner Podcast

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Changes to Social Security w/ Brett Hansen | The Dale Buckner Podcast Ep. 226 38:58

for 24 dager siden38:58

38:58

This week on The Dale Buckner Podcast, Brett Hansen joins Dale to discuss the recent changes to Social Security. Brett and Dale, both Certified Financial Planners®, specialize in retirement planning and work with hundreds of clients to plan out their retirement, including how to factor in Social Security income. Tune in this week to learn more about the changes to Social Security that were announced in January 2025, how these changes may affect your family’s income and retirement plans, and how you can incorporate Social Security into your plan for a dream retirement.…

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The Dale Buckner Podcast

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Investing in Real Estate w/ Bobby Tyler | The Dale Buckner Podcast Ep. 225 40:07

for 4 weeks siden40:07

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This week on The Dale Buckner Podcast, Bobby Tyler joins Dale once again to discuss the benefits of investing in real estate. Bobby, who has been a real estate investor for nearly 2 decades, shares some of his tips on the real estate industry, and how individuals can get started. Tune in this week to hear more about Bobby’s and Dale’s experiences with real estate investing, get tips on how to get started with your own real estate investing, and more.…

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The Dale Buckner Podcast

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The Current Real Estate Market w/ Bobby Tyler | The Dale Buckner Podcast Ep. 224 39:53

for 5 weeks siden39:53

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This week on The Dale Buckner Podcast, Bobby Tyler, of the Bobby Tyler Group with Keller Williams, joins Dale to discuss the current state of the real estate market. Bobby and Dale go over current market prices, supply and demand of homes in the Amarillo area, and potential conflicts that cause individuals to be hesitant to buy or sell homes. Tune in this week to learn more about how the current economy is affecting the real estate market, some best practices for beginning your journey as a homeowner, how to know when the time is right to buy or sell, and more.…

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The Dale Buckner Podcast

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Leaving Investments for Your Heirs w/ Teresa Roop | The Dale Buckner Podcast Ep. 223 38:06

for 6 weeks siden38:06

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This week on The Dale Buckner Podcast, Teresa Roop, Registered Representative with United Planners at Dale Buckner, Inc., joins Dale again to discuss the different types of investment accounts that individuals often leave to their heirs. From traditional and Roth IRAs to life insurance policies, Dale and Teresa discuss the benefits and drawbacks of the different types of investment accounts that are most often inherited by beneficiaries, and help explain how you can maximize the benefit to your heirs by identifying tax advantages that each investment may have. Tune in this week to learn more about how to leave the most tax efficient legacy to your heirs.…

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The Dale Buckner Podcast

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The Importance of Legacy Planning w/ Adair Buckner | The Dale Buckner Podcast Ep. 222 38:51

for 7 weeks siden38:51

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This week on The Dale Buckner Podcast, Adair Buckner, Attorney, joins Dale again to discuss the importance of establishing an estate/legacy plan. Adair, who specializes in estate planning and probate, explains various situations where an estate plan can help to avoid many of the issues that can occur after your passing, such as intestate of your assets, unwanted division of your assets to heirs, incorrect beneficiaries, etc. Tune in this week to learn more about how establishing an estate plan can help you to avoid unnecessary hardships for you and your family.…

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The Dale Buckner Podcast

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Estate Legacy Planning w/ Adair Buckner | The Dale Buckner Podcast Ep. 221 39:17

for 8 weeks siden39:17

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This week on The Dale Buckner Podcast, Dale is joined by Adair Buckner, Attorney. Adair specializes in estate planning and probate, and joins Dale to discuss the importance of legacy planning before and during retirement. From transfer on death deeds and assigning beneficiaries on investments, to living trusts and wills, Adair and Dale go over the different methods to transfer your assets to your heirs while avoiding unnecessary probate. Tune in this week to learn more about which methods are best in different situations, and how you can determine the best way to establish your estate plan.…

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Fraud Awareness and Prevention w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 220 38:36

for 9 weeks siden38:36

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This week on The Dale Buckner Podcast, Eli Wilkerson joins Dale once again to continue their discussions about fraud schemes and tactics. Eli, a Certified Fraud Expert, shares his knowledge of fraud schemes and discusses with Dale prevention methods, ways to be more aware of potential fraud, and the groups most likely to be targeted by fraudsters. Tune in this week to learn more about how you can protect yourself, your family, and your business from potential fraud schemes, and how to be more vigilant in looking out for fraud attempts.…

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The Dale Buckner Podcast

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New Types of Fraud w/ Eli Wilkerson | The Dale Buckner Podcast Ep. 219 38:16

for 10 weeks siden38:16

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This week on The Dale Buckner Podcast, Dale is joined by Certified Fraud Expert Eli Wilkerson. Eli, who has been in business since 2019, joins Dale to discuss recent fraud schemes that have begun to rise in notoriety, such as gift card scams. Dale and Eli visit about different types of fraud, fraud prevention methods, and some of the different aspects of the fraud recovery process that are part of a Certified Fraud Expert’s role. Tune in this week to learn more about fraud and some of the ways that a Certified Fraud Expert can assist you or your business.…

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The Dale Buckner Podcast

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New Year’s Financial Resolutions w/ Brett Hansen | The Dale Buckner Podcast Ep. 218 38:53

for 11 weeks siden38:53

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Happy New Year! This week on The Dale Buckner Podcast, Brett Hansen joins Dale to discuss New Year’s resolutions. Brett and Dale list the many different parts to having a successful financial resolution, including having an emergency fund, establishing a budget, and getting out of debt. Tune in this week to learn more about how you can prepare yourself and your family for a financially successful year by using these examples to create your New Year’s resolutions.…

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Legacy Tax Planning Tips w/ John Kletchka | The Dale Buckner Podcast Ep. 217 39:06

for 12 weeks siden39:06

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This week on The Dale Buckner Podcast, John Kletchka, CPA, joins Dale once again to discuss legacy tax planning. John Kletchka gives his insight into the world of tax planning when it comes to developing a legacy plan. Tune in this week to hear John and Dale discuss the different ways that you can lower taxes when planning your legacy, such as Roth conversions, charitable donations, trusts, and more.…

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CPA Tips for Year End Tax Planning w/ John Kletchka | The Dale Buckner Podcast Ep. 216 38:23

for 13 weeks siden38:23

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Blurb: This week on The Dale Buckner Podcast, Dale invites John Kletchka, CPA to discuss tips for individuals and businesses regarding their end of year tax planning. John Kletchka and his firm work closely with businesses and individuals alike in the Amarillo area and Texas Panhandle to reduce their tax implications, figure out their deductions, and give insight on the best time to realize gains and losses. Tune in this week to learn more about how you can reduce your tax burdens as the year ends, and how to get a head start on potentially reducing taxes in 2025.…

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12 Reasons Not to Be Your Own Advisor Pt. 3 w/ Teresa Roop | The Dale Buckner Podcast Ep. 215 37:53

for 14 weeks siden37:53

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This week on The Dale Buckner Podcast, Teresa returns to the show to share the final part of the 12 Reasons Not to Be Your Own Advisor series. In this episode, Dale and Teresa discuss the remaining behavioral finance principles and the biases that govern how people act, and how these biases can affect one’s investing behavior. Tune in this week to learn more about the biases that may be affecting you or someone you know, how to avoid these biases, and the conclusions that Dale and Teresa have drawn from these principles and biases.…

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