How to Choose The Right Financial AdvisorAre 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 perspect

A Retirement Bucket Plan to Go with Your Bucket List

Nov 6th, 2019 20m 10s

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 mo

Timeless Principles of Investing

Sep 25th, 2019 17m 22s

-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 ADVICEP

Important IRA Rules You Never Thought Possible

Sep 5th, 2019 18m 47s

Military death benefits can create tax free incomeTraditional IRAs' inherited plans cannot be converted, but inheritedplans funds can!The truth about once-per-year IRA rollover rulesTaking money out before 59 ½ even when there is no income

Understanding Asset Allocation

Jul 24th, 2019 24m 36s

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 import

All About Social Security

Jul 9th, 2019 16m 24s

Call Peter at PCB: 732-634-3620Or visit online at www.PCBFinancial.comTopics 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 be

Retirement Questions to Answer Now

May 28th, 2019 18m 36s

Call Peter at PCB: 732-634-3620Or visit online at www.PCBFinancial.com00:40 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 numb

The Three Phases of Your Financial Life

May 8th, 2019 22m 27s

Call Peter at PCB: 732-634-3620Or visit online at www.PCBFinancial.com Episode 1 Show Content:3 Stages of Your Financial Life:00:55 Accumulation Stage03:00 Preservation Stage05:10 Distribution StageDiversification Explained:07:00 Divers

Trailer

Modern Money Podcast Trailer

Apr 15th, 2019 1m 25s

Meet Peter Bombara of PCB Financial 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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