Modern Money

By Peter Bombara

Peter Bombara of PCB Financial Advisory Group, is looking to save families, one at a time. A financial commentator and author, Peter has been in the financial services field for over a decade, appeari... more

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FAQs about Modern Money:

How many episodes does Modern Money have?

The podcast currently has 9 episodes available.

Modern Money episodes:

February 02, 2020 How To Choose The Right Financial Advisor
In this episode, Peter Bombara of PCB Financial runs through the questions that you should ask when choosing a financial advisor. This applies to your first financial advisor as well as if you're looking to make a change.
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22min
November 06, 2019 A Retirement Bucket Plan to Go with Your Bucket List
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 buckets! Time buckets will help you plan for the different stages of your financial future.
Finally, we cover the importance of monitoring and re-balancing to insure each of these buckets will help you knock out your bucket list.
Podcast listeners can contact Peter Bombara at PCB Financial for an evaluation of their portfolio.
Call Peter at PCB: 732-634-3620
Or visit online at www.PCBFinancial.com
...more
21min
September 25, 2019 Timeless Principles of Investing

-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
Podcast listeners can contact Peter Bombara at PCB Financial for an evaluation of their portfolio.
Call Peter at PCB: 732-634-3620
Or visit online at www.PCBFinancial.com
...more
18min
September 05, 2019 Important IRA Rules You Never Thought Possible
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
Taking money out before 59 ½ even when there is no income
IRA contributions for IRA owners who have passed away
Taking out RMD’s or required minimum distributions
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19min
July 24, 2019 Understanding Asset Allocation
PCB Financial's Peter Bombara covers all things asset allocation, from risk tolerance, diversification, emotion, and pie. Yes, delicious pie.
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25min
July 09, 2019 All About Social Security
Peter and Jon tackle all things social security, including when to collect, eligibility for additional benefits, and options for stay at home parents, divorcees, and widows/widowers. Finally, will the system be around forever?
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17min
May 28, 2019 Retirement Questions to Answer Now
There are many questions you'll want to answer well before you are ready to retire. In this episode, Peter explains how to maximize social security benefits and how to pay fewer taxes in retirement. We also discuss your RISK number - what it is and what to do about it.
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19min
May 08, 2019 The Three Phases of Your Financial Life
Peter explains the three stages of your financial life: Accumulation, Preservation, and Distribution. We also explain Diversification, and how it's like building your dream home. Finally, we discuss how to choose a financial advisor, and what to ask before you make a decision.
...more
23min
April 15, 2019 Modern Money Podcast Trailer
Meet Peter Bombara of PCB Financial Advisory Group, who explains how his company helps people prepare for retirement. Peter also previews what we will cover in the Modern Money Podcast.
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2min

FAQs about Modern Money:

How many episodes does Modern Money have?

The podcast currently has 9 episodes available.