Modern Money - Peter Bombara PCB Financial Advisory Group PCB Capital cover art

Modern Money - Peter Bombara PCB Financial Advisory Group PCB Capital

Modern Money - Peter Bombara PCB Financial Advisory Group PCB Capital

Written by: peter bombara
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About this listen

 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.Copyright peter bombara Economics Personal Finance
Episodes
  • Modern Money - How To Choose The Right Financial Advisor

    Modern Money - How To Choose The Right Financial Advisor
    Nov 16 2020
    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 perspective advisor:

    How would you describe your typical client?
    How long have you worked in financial services and what brought you to the industry?
    How do you get paid?
    How often and through which channels can I expect to hear from you?
    Have you ever been cited or contributed to the financial media?
    Are you an author on this subject?
    Are you a fiduciary?

    Podcast listeners can contact Peter Bombara at PCB Financial for an evaluation of their portfolio.

    Call: 732-634-3620
    Or visit online at www.PCBFinancial.com
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    22 mins
  • Modern Money - A Retirement Bucket Plan to Go with Your Bucket List

    Modern Money - A Retirement Bucket Plan to Go with Your Bucket List
    Nov 16 2020
    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: 732-634-3620
    Or visit online at www.PCBFinancial.com
    Show More Show Less
    20 mins
  • Modern Money 6 - The Timeless Principles of Investing

    Modern Money 6 - The Timeless Principles of Investing
    Nov 16 2020
    -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: 732-634-3620
    Or visit online at www.PCBFinancial.com
    Show More Show Less
    17 mins
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