This week, Dale concludes his three-part podcast series with Eli Wilkerson of Praxis Detection SVCS, LLC. In this episode, they discuss how fraudsters target victims and the tactics they use to scam people out of their hard-earned money. Understanding the types of scams that are out there can help you recognize warning signs and be better prepared if you ever become a target.

This week, Dale and Eli Wilkerson dive into the growing threat of money-laundering scams and share practical strategies for staying one step ahead of fraudsters. Tune in to learn how a proactive approach can help protect your finances, safeguard your personal information, and reduce your risk of becoming a victim of financial crime.

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.