Bill discusses turning 62 and Social Security, and how "annuity" is not necessarily a bad word.

Bill checks in from the Southern Command with statistics on how well Americans have saved for retirement, a financial plan offer and insights on when to begin collecting Social Security. 

On this Tax Day, Bill has tips on filing and contributing to retirement accounts.

With the tax filing deadline one week away, Bill provide tips and reminders on energy credits.

Bill discusses tax time and changes in annuities.

Nathan Boyle stops by the Downtown YMCA to talk about investment risk preferences and a job opening.

Bill Peterman visits the studio with Paul for this week's show. 

Bill has updates on upcoming events, an office renovation and tax filing tips.

Bill provides tips on 2023 contributions to individual retirement accounts and wishes good luck to his alma mater Williamsville Bullets in tonight's boys high school basketball supersectional game. 

Bill previews webinars and has information about individual retirement accounts.

Nathan relates a story of a mistaken retirement account withdrawal and strategies for retirement savings. 

Bill hosts from the Columbia, Missouri office with year-end thoughts and updates on options when a retirement fund is mistakenly cashed out.

Bill visits Wilson Haberdashery to talk about upcoming webinars and rules on converting 529 college funds into Roth IRAs. 

Nathan Boyle presents retirement savings tips to minimize tax liabilities and previews upcoming webinars. 

From the Southern Command, Bill talks about financial planning in the new year. 

On the first show of 2024, Bill reviews items for the new year and from the annual client letter sent earlier today.

Nathan Boyle shares important year-end information on the final program of 2023. 

Bill discusses year-end tips, particularly ones that affect taxes.

Bill visits AM Springfield for an extended segment looking at long-term strategies and an upcoming webinar. 

Bill checks in from the Southern Command with thoughts on diversifying retirement portfolios. 

Bill chats with Paul about important financial topics. 

Nathan Boyle discusses efficiency when managing debts.

Bill discusses Medicare, Social Security, the beginning of the fourth quarter and how emotions can often interfere with sound financial decisions. 

Bill reviews Social Security basics and previews an upcoming webinar.

Bill discusses the transition into the fourth quarter and the office's relationship with an expert in Medicare.

Nathan Boyle talks about the current market volatility, life insurance and options for retirement plans.

Bill discusses life insurance and other financial planning. 

Bill discusses the anniversary of 911 before discussing an upcoming webinar and options for those with changing retirement plans.

Nathan Boyle discusses bonds and certificates of deposit as well as ways high earners can still take advantage of Roth individual retirement accounts. 

Bill Peterman discusses planning for distribution of estates. 

Bill visits the gazebo at the Illinois State Fair to discuss marketing and required minimum distributions from retirement plans.

Bill provides options on saving for college and announces a new arrival to his family. 

Nathan Boyle discusses options for investors who may still feel uneasy despite recent market gains. 

Bill talks about upgrades at the MacArthur Boulevard offices and upcoming coaching to learn how to even better serve clients.

Bill discusses how the firm conducts self-evaluation on how it serves clients. 

Nathan Boyle talks about savings, insurance and other matters. 

Bill discusses regular contact with clients and how staying the course in investing remains the best strategy.

Bill discusses the need to review beneficiaries and previews summer workshops. 

Bill Peterman previews the summer series of educational workshops and discusses the upturn in the markets over the past several months. 

Nathan Boyle discusses how even with some economic stabilization, it can be a tough time for investors to stay disciplined, and adds stories about how bonds can also take hits unless monitored.

Bill discusses saving for education and some new rules that can connect those funds to retirement accounts.

Bill thanks all mothers and discusses a concern brought up by a client about a lack of proper estate planning. 

Bill discusses a new certification for a staff member and provides tips on estate planning and Social Security. 

Nathan Boyle visits with thoughts on the latest bank takeover and IRA conversions.

Bill has tips on the eve of the tax filing deadline and looks ahead to plans for an investment workshop. 

With the tax filing deadline only eight days away, Bill has some last-minute tax tips as well as notes on Roth IRA conversions.

Bill checks in from the Southern Command with tax and investment tips. 

Bill and Greg discuss a little college basketball before Bill outlines some things to know about FDIC insurance and how it relates to retirement accounts.

Nathan Boyle discusses the recent bank failures and two important things to check with your retirement plan. 

Bill discusses the weekend's bank failures in California and talks about his experience in the banking industry, and even throws in his dark horse pick in his NCAA bracket (hint: you might not find that school in your bracket).