Modern Money

Modern Money

By Peter BombaraBusinessInvesting
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Modern Money episodes

  • 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

    21 min
  • 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

    18 min
  • 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
    19 min
  • 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?
    17 min
  • 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.
    19 min
  • 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.
    23 min
  • 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.
    2 min

About Modern Money

From the publisher's feed

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,…