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Business & Economics Podcasts
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, appearing on Fox Business, ABC, CBS, and more.
Location:
United States
Description:
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, appearing on Fox Business, ABC, CBS, and more.
Language:
English
Email:
jag@advisorfuel.com
Episodes
How To Choose The Right Financial Advisor
2/2/2020
How to Choose The Right Financial Advisor
Questions to ask a perspective advisor:
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
Duration:00:21:34
A Retirement Bucket Plan to Go with Your Bucket List
11/6/2019
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...
Duration:00:20:09
Timeless Principles of Investing
9/25/2019
-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
Duration:00:17:21
Important IRA Rules You Never Thought Possible
9/5/2019
Duration:00:18:46
Understanding Asset Allocation
7/24/2019
What does it mean when your asset allocation doesn't match your risk tolerance?
The importance of reviewing your financial plan.
Do you have a diversified portfolio, and how you can end up with unintended overlap.
Emotions and the stock market - how to avoid making emotional decisions about your money. This includes basing decisions on past performance.
Does your portfolio produce enough income, and how can we maximize that income?
How investing is like baking a pie.
Podcast listeners...
Duration:00:24:34
All About Social Security
7/9/2019
Call Peter at PCB: 732-634-3620
Or visit online at www.PCBFinancial.com
Topics from this episode:
Duration:00:16:25
Retirement Questions to Answer Now
5/28/2019
Call Peter at PCB: 732-634-3620
Or visit online at www.PCBFinancial.com
00:40 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 number explained
13:00 A discussion on investment fees and additional costs
15:00 Passing your assets on to those you love.
Duration:00:18:35
The Three Phases of Your Financial Life
5/8/2019
Call Peter at PCB: 732-634-3620
Or visit online at www.PCBFinancial.com
Episode 1 Show Content:
3 Stages of Your Financial Life:
00:55 Accumulation Stage
03:00 Preservation Stage
05:10 Distribution Stage
Diversification Explained:
07:00 Diversification - how building your dream home is the perfect analogy for planning your retirement, down to the foundation, the roof, and the walls.
09:00 The Foundation - safer investments like CDs, annuities, and possibly government bonds
10:00...
Duration:00:22:27
Modern Money Podcast Trailer
4/15/2019
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.
Duration:00:01:25