The halfway point of the year is a great opportunity to take a closer look at your retirement plan. This week, Peter Bombara discusses why regular financial checkups matter, especially when markets are near record highs, and how rebalancing, diversification, and managing risk can help keep your strategy aligned with your goals.

Catch the Modern Money show each week at 7-8 a.m. Sundays on WCTC-AM 1450.

Disclosure: Investment Advisory Services offered through PCB Capital, LLC. Insurance Products offered through PCB Financial Advisory Group, LLC.

Retirement planning comes with plenty of questions, and getting the right answers can make all the difference. In this episode, Peter Bombara tackles five of the most common retirement questions, covering topics like 401(k) rollovers, Social Security, Roth conversions, retirement income, estate planning, and building a financial strategy designed to support your long-term goals.

Catch the Modern Money show each week at 7-8 a.m. Sundays on WCTC-AM 1450.

Disclosure: Investment Advisory Services offered through PCB Capital, LLC. Insurance Products offered through PCB Financial Advisory Group, LLC.

Retirement isn't defined by how much you've saved—it's about whether your money can support the lifestyle you envision. Peter Bombara discusses how to build a retirement income plan that accounts for everyday expenses, healthcare, taxes, inflation, and the unexpected so you can retire with greater confidence.

Catch the Modern Money show each week at 7-8 a.m. Sundays on WCTC-AM 1450.

Disclosure: Investment Advisory Services offered through PCB Capital, LLC. Insurance Products offered through PCB Financial Advisory Group, LLC.

Financial independence is about more than reaching a certain dollar amount—it's about having the confidence that your money can support the life you want to live. In this episode, Peter Bombara shares why a thoughtful retirement plan can help you navigate uncertainty, protect what you've built, and enjoy the freedom that comes from knowing your future is on solid financial footing. 

Catch the Modern Money show each week at 7-8 a.m. Sundays on WCTC-AM 1450.

Disclosure: Investment Advisory Services offered through PCB Capital, LLC. Insurance Products offered through PCB Financial Advisory Group, LLC.

Is there a magic number for retirement? Peter Bombara explains why true retirement confidence is about more than the size of your nest egg. In this episode, he discusses how personalized income planning, preparing for longevity, managing investment risk, and building tax-efficient strategies can help you create a retirement plan that's designed around your goals—not someone else's number.

Catch the Modern Money show each week at 7-8 a.m. Sundays on WCTC-AM 1450.

Disclosure: Investment Advisory Services offered through PCB Capital, LLC. Insurance Products offered through PCB Financial Advisory Group, LLC.

A successful retirement plan requires more than setting it and forgetting it. Peter Bombara explains why mid-year financial checkups matter, how retirement spending changes over time, and what retirees can do to prepare for market risk, healthcare expenses, Social Security uncertainty, and long-term financial security.

Catch the Modern Money show each week at 7-8 a.m. Sundays on WCTC-AM 1450.

Disclosure: Investment Advisory Services offered through PCB Capital, LLC. Insurance Products offered through PCB Financial Advisory Group, LLC.

Inflation can quietly erode even the strongest retirement plan if you're not prepared. In this episode, Peter Bombara explains how rising costs affect spending, taxes, investment growth, and retirement income. He also answers listener questions on Social Security timing, protecting a spouse's financial future, leaving a legacy for grandchildren, managing market risk near retirement, and whether part-time work can help strengthen a retirement plan.

Catch the Modern Money show each week at 7-8 a.m. Sundays on WCTC-AM 1450.

Disclosure: Investment Advisory Services offered through PCB Capital, LLC. Insurance Products offered through PCB Financial Advisory Group, LLC.

Retirement planning is about more than chasing investment trends or reacting to headlines. In this episode, Peter Bombara discusses the risks of financial “FOMO,” the importance of building a written retirement income plan, and why women face unique challenges when it comes to Social Security, healthcare costs, and long-term care planning.

Catch the Modern Money show each week at 7-8 a.m. Sundays on WCTC-AM 1450.

Disclosure: Investment Advisory Services offered through PCB Capital, LLC. Insurance Products offered through PCB Financial Advisory Group, LLC.

Women often face unique challenges in retirement, from longer life expectancy and caregiving responsibilities to rising healthcare and long-term care costs. In this episode, Peter Bombara discusses the importance of retirement income planning, Social Security strategies, estate planning, and building a financial plan designed to help women prepare for the future with greater confidence.

Catch the Modern Money show each week at 7-8 a.m. Sundays on WCTC-AM 1450.

Disclosure: Investment Advisory Services offered through PCB Capital, LLC. Insurance Products offered through PCB Financial Advisory Group, LLC.

Retirement today comes with more uncertainty than ever. This episode explores how inflation, healthcare costs, taxes, market volatility, and Social Security concerns can impact your future—and why building a written income plan with the right withdrawal and investment strategies may help create more confidence in retirement.

Catch the Modern Money show each week at 7-8 a.m. Sundays on WCTC-AM 1450.

Disclosure: Investment Advisory Services offered through PCB Capital, LLC. Insurance Products offered through PCB Financial Advisory Group, LLC.