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Modern Money - Peter Bombara PCB Financial Advisory Group PCB Capital

peter bombara

Peter Bombara of PCB Financial Advisory Group, is looking to serve families, one at a time. A financial commentator and author, Peter has been in the financial services field for over a decade, appearing on local and national media outlets such as Fox Business, ABC, CBS, and more. Guiding you too and through retirement.

PublishesDailyEpisodes9Founded5 years ago
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Latest Episodes

How to Choose The Right Financial Advisor

Are there different types of advisors to choose from?

Should you ask about their experience level?

How can you make it easier to compare advisors and how many should you talk to?

Questions to ask a persp... more

Many of us have heard of a retirement "Bucket List," but did you know that a "bucket" strategy can go a long way toward covering your retirement? Peter Bombara explains both the expense buckets and the income buckets.

But wait, there are even more b... more

-Why should you TUNE OUT THE NOISE

-Lets LOOK AT THE BIG PICTURE

-Why is it important to never time the markets

-Stop FOCUSING ON RETURNS, and manage your RISK

-Who said investing is a smooth ride

-Plan smart and stop AVOIDING PROFESSIONAL ADVICE

Po... more

Visit www.PcbFinancial.com for more! Or Call 732-634-3620

Military death benefits can create tax free income

Traditional IRAs' inherited plans cannot be converted, but inherited

plans funds can!

The truth about once-per-year IRA rollover rules

T... more

Asset allocation and diversification are crucial in planning your financial future. Peter and Jon cover several aspects of this in today's episode.

What does it mean when your asset allocation doesn't match your risk tolerance?

The importance of ... more

Call Peter at PCB: 732-634-3620

Or visit online at www.PCBFinancial.com

Topics from this episode:

When am I eligible to collect social security?

Am I eligible for Additional benefits?

Will the Social Security Administration help me claim my bene... more

Call Peter at PCB: 732-634-3620

Or visit online at www.PCBFinancial.com

00:40 How can you generate income when you retire if your needs exceed your savings?

04:30 Social Security Planning - How do you maximize your benefits?

8:00 Your RISK number ex... more

Call Peter at PCB: 732-634-3620

Or visit online at www.PCBFinancial.com

pisode 1 Show Content:

3 Stages of Your Financial Life:

00:55 Accumulation Stage

03:00 Preservation Stage

05:10 Distribution Stage

Diversification Explained:

07:00 Diversificati... more

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Modern Money launched 5 years ago and published 9 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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