



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.

April 20, 2026
Nathan continues the discussion on this month's theme of Social Security.

April 13, 2026
As the tax filing deadline approaches, Nathan has tips and advice about options as well as a Social Security analysis.

March 30, 2026
Bill discusses tax time and some upcoming complimentary offers, but not before some basketball talk.

March 23, 2026
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.

March 16, 2026
Nathan discusses a busy tax season and tips to prepare for this time of year.

March 9, 2026
Bill checks in from the Southern Command with tax time information.

March 2, 2026
Nathan discusses retirement planning tips at this busy financial time of year.

February 23, 2026
Nathan discusses having records available for loved ones to handle estate issues.