Know Your Client with Eli Wilkerson | The Dale Buckner Podcast

Know Your Client with Eli Wilkerson | The Dale Buckner Podcast

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.

Probate and Estate Planning with Adair Buckner | The Dale Buckner Inc. Podcast Ep. 284

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!

Best Practices for Business Owners with John Kletchka | Dale Buckner Podcast Ep. 283

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.

Individual Taxes and 2025 Tax Benefits with John Kletchka | Dale Buckner Podcast Ep. 282

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.

Investing Opportunities in a Down Market with Teresa Roop | The Dale Buckner Podcast Ep. 280

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.