

July 6, 2026
Nathan lists seven important factors that can inhibit financial planning.

June 29, 2026
Bill joins Greg at Sapori Pizzeria and Italian Market to talk pizza and business aspects of financial planning.

June 22, 2026
Bill is in the Team Calhoun's Studio while Greg is at Little Lincoln's Toy Shop as they discuss common questions in estate and retirement planning.

June 15, 2026
Nathan continues the theme of estate and retirement planning and discusses the role of a financial advisor.

June 8, 2026
Bill continues this month's series on estate planning.

June 1, 2026
Nathan talks about retirement planning and other services for small business owners.

May 18, 2026
Bill phones in and provides a list of items to check off as you prepare your financial plans.

May 11, 2026
Nathan reviews individual retirement account rules and advice.

May 4, 2026
Bill discusses retirement planning with the first of questions to ask in the final working years.

April 27, 2026
Nathan Boyle visits with Peterman Financial Group's newest wealth and tax advisor, Maggie Haugh, CPA, about her first tax season and how PFG serves clients.