This week on the show, Dale welcomes Broc Carter from the Amarillo Area Foundation.
Broc joined the Foundation in 2015 as the No Limits No Excuses Program Officer and now serves as the Senior Director of Operations & Communications, overseeing communications, facilities, marketing, HR administration, IT, and serving as program manager for The Panhandle Gives. He’s dedicated to sharing the powerful story and impact of the Amarillo Area Foundation across the region. With The Panhandle Gives officially underway, Broc breaks down how the campaign works and how you can make a difference. Learn more at thepanhandlegives.org.
To find out how a Qualified Charitable Distribution can reduce your taxes, call Dale at (806) 358-7977 or 1-(800)-299-PLAN (7526).

This week, Dale welcomes a special guest — George Jackson, Music Director with The Amarillo Symphony. Now in his fourth year leading the orchestra, George brings a wealth of experience and energy to the Amarillo music scene. In addition to his work with the symphony, he shares his expertise with students at Amarillo College and West Texas A&M University.

Originally from London, George is the 18th Music Director of The Amarillo Symphony. His passion for music began early, creating theatrical performances with his sister and learning the violin as a child. Over time, he expanded his musical horizons, performing as a drummer and guitarist in post-punk, rock, and Irish folk bands — influences that continue to shape his broad musical taste today.

George’s formative experiences include participating in the Lucerne Festival Academy and the Aspen Music Festival, where he earned the Aspen Conducting Prize in 2015. Deeply passionate about the art and traditions of conducting, he regularly shares his insights and enthusiasm through podcasts dedicated to the craft. Join Dale and George for an engaging conversation about music, education, and the creative journey behind leading one of Texas’s premier symphonies.

Dale welcomes Jennifer Huntington of JH Insurance Agency! Jennifer specializes in Medicare Supplements, Medicare Advantage Plans, and health insurance benefits for both employers and individuals. If you’re turning 65 or reviewing your coverage options, Jennifer can help you find the plan that’s right for you. She’ll guide you every step of the way — making Medicare simple and stress-free. Give Jennifer Huntington a call today at (806) 316-6306, and see how she can assist you with your Medicare insurance needs!

Dale welcomes Adair Buckner, Attorney at Law, to talk about a topic that affects everyone—estate planning. Adair specializes in Estate Planning and Probate, and she’s here to break down what you really need to have in place to protect your assets and provide peace of mind for your loved ones. Do you know if you have the right documents prepared in case something happens to you? Should you have a will, a living trust, or even an irrevocable trust? Adair explains the basics of each, and why getting the right legal guidance can make all the difference when it comes to ensuring your estate goes where you intend. Don’t miss this essential conversation—because protecting your future starts with planning today.

Ep. 259 – John Kletchka – Choosing the Right CPA

Blurb: Dale sits down with John Kletchka, CPA at Conder Kletchka & Associates, to dive into an important question: Have you interviewed your CPA lately?Choosing the right tax professional isn't just about credentials — it’s about fit. In this episode, you'll learn why vetting your CPA can save you from costly mistakes down the road. Whether you're a business owner, freelancer, or just want peace of mind come tax season, this is a conversation you don't want to miss.

Dale’s guest this week is none other than, John Kletchka, CPA at Conder Kletchka & Associates. With the October 15, 2025, tax deadline fast approaching, are you financially prepared to file? Remember, extending your filing deadline doesn’t mean you're off the hook for penalties and interest. Just because you filed for an extension doesn’t mean you’ve avoided the costs. Tune in to this week’s podcast to get the insights you need before time runs out.

Dale sits down with Phil Bervig, Partner at TCP Asset Management in Phoenix, Arizona, for a thoughtful discussion on how to create a rising income during retirement. They explore why Social Security is often considered the best pension, strategies for married couples when making Social Security decisions, and how Medicare can significantly reduce health insurance costs in retirement. Do you have the right building blocks in place to secure your financial future?
Tune in as Dale and Phil delve into tax-advantaged investing and other essential strategies for a more confident retirement.

Dale sits down with Phil Bervig, Partner at TCP Asset Management in Phoenix, Arizona, to unpack the role of financial planners and the importance of fiduciary responsibility. Together, they explore what you should expect from a meeting with a fiduciary financial advisor — from personalized planning to transparent guidance. Learn why a comprehensive, individualized financial plan may serve you better than a one-size-fits-all financial product.