Bill visits with Greg at Hickory Glen Senior Living with tax-time tips and a story of why he provides a benefit by handling tax returns as well as financial planning. 

Bill visits with Greg at Hickory Glen Senior Living with tax-time tips and a story of why he provides a benefit by handling tax returns as well as financial planning.&nbsp;

Money – managing it can be overwhelming.
Each Monday Bill Peterman, Founder and CEO of Peterman Financial Group, helps cut through the confusion to get to common sense when it comes to money, taxes, and financial planning.
If you need a little guidance or just want to be better at managing your money, this show is for you.

Money Talk Mondays with Peterman Financial Group

March 23, 2026

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

Bill discusses retirement planning with the first of questions to ask in the final working years.&nbsp;

May 4, 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. 

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.&nbsp;

April 27, 2026

Nathan continues the discussion on this month's theme of Social Security. 

Nathan continues the discussion on this month's theme of Social Security.&nbsp;

March 23, 2026

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Money Talk Mondays with Peterman Financial Group

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