Reinvent Rich with Irvin Schorsch Thu, 07 May 2026 10:20:47 -0400 http://pcmadvisors.com en © 2026 Reinvent Rich with Irvin Schorsch yes 0d984b74-1861-5241-83c7-858c0dc5f222 Irvin Schorsch episodic false Reinvent Rich with longtime personal wealth adviser, Irvin Schorsch gives you the inside scoop on how to live a happy, satisfied AND lucrative life. On the podcast he takes a holistic approach to finances by explaining the relationship between money, life satisfaction, and having the financial freedom to follow your passions. We all yearn to be rich - in our bank accounts, in our personal lives, and in our pursuits of happiness. The Reinvent Rich podcast and book will show you the way!

]]> Buzzsprout (https://www.buzzsprout.com) Irvin Schorsch https://storage.buzzsprout.com/t9mzaflir9q8rrfnmew9dv0iwvss?.jpg Reinvent Rich with Irvin Schorsch http://pcmadvisors.com Common Tax Pitfalls to Avoid This Filing Season Common Tax Pitfalls to Avoid This Filing Season As tax season approaches, even small mistakes can lead to costly consequences.

In this episode, we walk through some of the most common tax pitfalls individuals face when filing their returns—from simple calculation errors to more complex issues like missing investment income, poor record keeping, and selling investments too soon.

We also cover strategies to help you minimize taxes, including tax loss harvesting, understanding capital gains timing, and making the most of available tax credits and deductions.

Whether you file your own taxes or work with a professional, this episode will help you avoid common mistakes and make more informed decisions this tax season.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> As tax season approaches, even small mistakes can lead to costly consequences.

In this episode, we walk through some of the most common tax pitfalls individuals face when filing their returns—from simple calculation errors to more complex issues like missing investment income, poor record keeping, and selling investments too soon.

We also cover strategies to help you minimize taxes, including tax loss harvesting, understanding capital gains timing, and making the most of available tax credits and deductions.

Whether you file your own taxes or work with a professional, this episode will help you avoid common mistakes and make more informed decisions this tax season.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> Irvin Schorsch Buzzsprout-18988756 Thu, 23 Apr 2026 11:00:00 -0400 931 full false The 4 Types of Insurance Everyone Should Understand The 4 Types of Insurance Everyone Should Understand When it comes to financial planning, insurance is one of the most overlooked, but most critical, pieces of the puzzle.

In this episode, financial planners Andrew and Christopher from Pennsylvania Capital Management break down the four key types of insurance everyone should understand: life insurance, long-term care, disability, and umbrella coverage.

They explain how each type works, who actually needs it, and how the right coverage can protect your income, your family, and your long-term wealth. From replacing lost income and planning for future care, to safeguarding your assets from unexpected lawsuits, this conversation highlights the real risks that can derail even the strongest financial plan.

Whether you're just starting a family, building wealth, or thinking about long-term security, this episode will help you make smarter, more informed decisions about protecting what matters most.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> When it comes to financial planning, insurance is one of the most overlooked, but most critical, pieces of the puzzle.

In this episode, financial planners Andrew and Christopher from Pennsylvania Capital Management break down the four key types of insurance everyone should understand: life insurance, long-term care, disability, and umbrella coverage.

They explain how each type works, who actually needs it, and how the right coverage can protect your income, your family, and your long-term wealth. From replacing lost income and planning for future care, to safeguarding your assets from unexpected lawsuits, this conversation highlights the real risks that can derail even the strongest financial plan.

Whether you're just starting a family, building wealth, or thinking about long-term security, this episode will help you make smarter, more informed decisions about protecting what matters most.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> Irvin Schorsch Buzzsprout-18988751 Thu, 16 Apr 2026 11:00:00 -0400 1139 full false Maximizing Your IRA Contributions Before April 15 Maximizing Your IRA Contributions Before April 15 As the April 15th tax deadline approaches, there’s still time to make IRA contributions—and potentially reduce your tax bill.

In this episode, we break down everything you need to know about IRA contributions, including current contribution limits, key deadlines, and how to take advantage of both Traditional and Roth IRAs.

We also cover important strategies like the backdoor Roth IRA, how income limits impact your options, and common mistakes to avoid when making contributions.

Whether you’re catching up on last year’s contributions or planning ahead, this episode will help you make informed decisions and maximize your retirement savings.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> As the April 15th tax deadline approaches, there’s still time to make IRA contributions—and potentially reduce your tax bill.

In this episode, we break down everything you need to know about IRA contributions, including current contribution limits, key deadlines, and how to take advantage of both Traditional and Roth IRAs.

We also cover important strategies like the backdoor Roth IRA, how income limits impact your options, and common mistakes to avoid when making contributions.

Whether you’re catching up on last year’s contributions or planning ahead, this episode will help you make informed decisions and maximize your retirement savings.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> Irvin Schorsch Buzzsprout-18988717 Thu, 09 Apr 2026 10:00:00 -0400 570 full false Year-End Charitable Giving: How to Maximize Deductions Under the New Tax Rules Year-End Charitable Giving: How to Maximize Deductions Under the New Tax Rules In this episode, PCM financial advisors Andrew Randisi and Christopher Mallon discuss smart charitable giving strategies in light of the upcoming 2026 tax law changes. Learn how to make the most of new deduction limits, navigate the 0.5% AGI floor, and decide whether to give now or wait until next year. From cash gifts to appreciated stock donations, they share practical ways to maximize your impact while reducing your tax burden.

🎧 Perfect for anyone looking to give more intentionally—and more efficiently—this year.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> In this episode, PCM financial advisors Andrew Randisi and Christopher Mallon discuss smart charitable giving strategies in light of the upcoming 2026 tax law changes. Learn how to make the most of new deduction limits, navigate the 0.5% AGI floor, and decide whether to give now or wait until next year. From cash gifts to appreciated stock donations, they share practical ways to maximize your impact while reducing your tax burden.

🎧 Perfect for anyone looking to give more intentionally—and more efficiently—this year.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> Irvin Schorsch Buzzsprout-18130891 Tue, 04 Nov 2025 08:00:00 -0500 638 full false Smart Tax Strategies for 2025: Tips from PCM Financial Experts Smart Tax Strategies for 2025: Tips from PCM Financial Experts In this episode, PCM’s Andrew Randisi, CFP®, shares practical tax strategies to help you reduce your 2025 tax burden and keep more of what you earn. From maximizing retirement contributions and making tax-smart charitable gifts to portfolio management and 529 college savings plans, you’ll learn simple, actionable tips to align your tax planning with your financial goals.


Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> In this episode, PCM’s Andrew Randisi, CFP®, shares practical tax strategies to help you reduce your 2025 tax burden and keep more of what you earn. From maximizing retirement contributions and making tax-smart charitable gifts to portfolio management and 529 college savings plans, you’ll learn simple, actionable tips to align your tax planning with your financial goals.


Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> Irvin Schorsch Buzzsprout-18040657 Mon, 20 Oct 2025 04:00:00 -0400 1006 full false Mastering College Savings: 529 Plans and Financial Planning Insights Mastering College Savings: 529 Plans and Financial Planning Insights
Saving for college is one of the biggest financial decisions families face—but with the right tools and guidance, it doesn’t have to be overwhelming. In this episode, PCM’s Andrew Randisi and Christopher Mallon join Lesley Buck to break down the key strategies for education planning, including the advantages of 529 plans, the pros and cons of UGMA/UTMA accounts, and how financial aid factors into the equation.

They also discuss new legislation that allows unused 529 funds to be rolled into a Roth IRA, the FAFSA process, work-study considerations, and how to approach private loans thoughtfully.

If you’re a parent just starting to save, a grandparent looking to help, or someone facing the college payment years now, this episode offers practical insights to help you plan with clarity and confidence.

🎧 Listen in to learn how to make the most of your college savings plan—and set your family up for success.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]>
Saving for college is one of the biggest financial decisions families face—but with the right tools and guidance, it doesn’t have to be overwhelming. In this episode, PCM’s Andrew Randisi and Christopher Mallon join Lesley Buck to break down the key strategies for education planning, including the advantages of 529 plans, the pros and cons of UGMA/UTMA accounts, and how financial aid factors into the equation.

They also discuss new legislation that allows unused 529 funds to be rolled into a Roth IRA, the FAFSA process, work-study considerations, and how to approach private loans thoughtfully.

If you’re a parent just starting to save, a grandparent looking to help, or someone facing the college payment years now, this episode offers practical insights to help you plan with clarity and confidence.

🎧 Listen in to learn how to make the most of your college savings plan—and set your family up for success.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> Irvin Schorsch Buzzsprout-17444799 Thu, 03 Jul 2025 12:00:00 -0400 1273 full false Planning for the Unexpected: Building Financial Confidence for Every Family Member Planning for the Unexpected: Building Financial Confidence for Every Family Member Life is unpredictable—but the right guidance can provide clarity, comfort, and confidence when it matters most. In this episode, PCM’s Irvin Schorsch and Donna Zanetti share how Pennsylvania Capital Management helps clients prepare for the unexpected, especially when one spouse is less involved in the financial picture.

They discuss real-world scenarios—such as the sudden loss of a partner, estate planning challenges, and helping a surviving spouse navigate complex decisions. With a focus on empathy, education, and empowerment, this conversation explores how advisors can go beyond the numbers to serve entire families with care and foresight.

In this episode, you’ll learn:

  • How PCM supports both financially active and less-involved spouses
  • The importance of building financial confidence before a crisis occurs
  • What happens when estate planning is incomplete—and how to fix it
  • How advisors can help families transition with grace after loss
  • Why financial literacy is a lifelong, multi-generational goal

🎧 Tune in for a meaningful conversation on how true financial planning is about people first—and numbers second.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> Life is unpredictable—but the right guidance can provide clarity, comfort, and confidence when it matters most. In this episode, PCM’s Irvin Schorsch and Donna Zanetti share how Pennsylvania Capital Management helps clients prepare for the unexpected, especially when one spouse is less involved in the financial picture.

They discuss real-world scenarios—such as the sudden loss of a partner, estate planning challenges, and helping a surviving spouse navigate complex decisions. With a focus on empathy, education, and empowerment, this conversation explores how advisors can go beyond the numbers to serve entire families with care and foresight.

In this episode, you’ll learn:

  • How PCM supports both financially active and less-involved spouses
  • The importance of building financial confidence before a crisis occurs
  • What happens when estate planning is incomplete—and how to fix it
  • How advisors can help families transition with grace after loss
  • Why financial literacy is a lifelong, multi-generational goal

🎧 Tune in for a meaningful conversation on how true financial planning is about people first—and numbers second.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> Irvin Schorsch Buzzsprout-17311759 Tue, 10 Jun 2025 08:00:00 -0400 631 full false The Smart Way to Buy a Car in Today’s Market The Smart Way to Buy a Car in Today’s Market Buying a car today isn’t what it used to be—and in this episode, PCM’s Irvin Schorsch and Andrew Randisi break down what’s changed and how to make smarter decisions. From interest rate trends and lease incentives to the rise of EVs and the risks of negative equity, they offer practical, real-world guidance on navigating a complex car market.

Whether you're eyeing a luxury vehicle, an everyday economy car, or exploring hybrid and electric options, this conversation covers the key questions every buyer should ask. Irvin and Andrew also dive into the financial planning side of car buying—when to lease, when to finance, and how to avoid costly mistakes.

What you’ll learn:

  • How to negotiate smarter using online tools
  • When leasing may be better than buying
  • Why EVs aren't holding value like expected
  • What manufacturers are doing to move inventory—and how to benefit
  • How to align car buying decisions with your financial plan

🎧 Tune in to get expert insights and avoid common pitfalls when buying your next car.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> Buying a car today isn’t what it used to be—and in this episode, PCM’s Irvin Schorsch and Andrew Randisi break down what’s changed and how to make smarter decisions. From interest rate trends and lease incentives to the rise of EVs and the risks of negative equity, they offer practical, real-world guidance on navigating a complex car market.

Whether you're eyeing a luxury vehicle, an everyday economy car, or exploring hybrid and electric options, this conversation covers the key questions every buyer should ask. Irvin and Andrew also dive into the financial planning side of car buying—when to lease, when to finance, and how to avoid costly mistakes.

What you’ll learn:

  • How to negotiate smarter using online tools
  • When leasing may be better than buying
  • Why EVs aren't holding value like expected
  • What manufacturers are doing to move inventory—and how to benefit
  • How to align car buying decisions with your financial plan

🎧 Tune in to get expert insights and avoid common pitfalls when buying your next car.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> Irvin Schorsch Buzzsprout-17209908 Thu, 22 May 2025 11:00:00 -0400 846 full false More Than Money: Supporting Clients Through Life’s Hardest Moments More Than Money: Supporting Clients Through Life’s Hardest Moments When a loved one begins to experience cognitive or physical decline, families are often left facing difficult emotional and practical decisions. In this heartfelt episode, PCM’s Irvin Schorsch and Steve Palmer join Lesley Buck to discuss the critical role financial advisors can play during one of life’s most challenging transitions.

Drawing from decades of experience, Irvin and Steve share how they help clients navigate the financial, logistical, and emotional complexities that come with long-term illness—whether it’s dementia, Parkinson’s, or age-related physical decline. From initiating sensitive conversations to coordinating care, managing assets, and supporting multiple generations of family members, this episode highlights the human side of wealth management.

Key themes include:

·       How to recognize and approach early signs of decline

·       Supporting the healthy spouse and family members

·       The importance of early planning and open communication

·       Tools and services that can ease the burden during transitions

·       Real stories of clients and families navigating change together

This episode is a must-listen for anyone caring for an aging loved one—or planning for the possibility.

🎧 Listen now to hear how empathy and planning go hand in hand.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> When a loved one begins to experience cognitive or physical decline, families are often left facing difficult emotional and practical decisions. In this heartfelt episode, PCM’s Irvin Schorsch and Steve Palmer join Lesley Buck to discuss the critical role financial advisors can play during one of life’s most challenging transitions.

Drawing from decades of experience, Irvin and Steve share how they help clients navigate the financial, logistical, and emotional complexities that come with long-term illness—whether it’s dementia, Parkinson’s, or age-related physical decline. From initiating sensitive conversations to coordinating care, managing assets, and supporting multiple generations of family members, this episode highlights the human side of wealth management.

Key themes include:

·       How to recognize and approach early signs of decline

·       Supporting the healthy spouse and family members

·       The importance of early planning and open communication

·       Tools and services that can ease the burden during transitions

·       Real stories of clients and families navigating change together

This episode is a must-listen for anyone caring for an aging loved one—or planning for the possibility.

🎧 Listen now to hear how empathy and planning go hand in hand.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> Irvin Schorsch Buzzsprout-17209894 Thu, 22 May 2025 11:00:00 -0400 944 full false Smart Tax Moves: Planning Ahead with Marty Abo Smart Tax Moves: Planning Ahead with Marty Abo In this episode, Andrew Randisi of Pennsylvania Capital Management sits down with seasoned CPA Marty Abo of Abo and Company to unpack the most common tax planning mistakes—and the strategies that can help avoid them. From estimated tax payments to the benefits (and pitfalls) of S Corporations, home office deductions, Medicare premiums, and the Pass-Through Entity Tax (PTET), Marty shares decades of wisdom with clarity, candor, and a touch of humor.

Whether you’re a business owner, a self-employed professional, or just trying to make sense of your tax return, this episode is full of practical insights that could save you money—and stress—come tax time.

Key topics include:

  • The importance of estimated tax payments and how to avoid penalties
  •  Common oversights with 1099s, ACA credits, and self-employment deductions
  • Retirement planning through SEP and Solo 401(k) contributions
  • Understanding the Pass-Through Entity Tax (PTET) as a workaround to the SALT cap
  • Why “it depends” is a powerful (and honest) answer in financial planning

Don’t miss this engaging conversation full of real-world tax tips and planning advice.

🎧 Listen now and take control of your tax strategy.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> In this episode, Andrew Randisi of Pennsylvania Capital Management sits down with seasoned CPA Marty Abo of Abo and Company to unpack the most common tax planning mistakes—and the strategies that can help avoid them. From estimated tax payments to the benefits (and pitfalls) of S Corporations, home office deductions, Medicare premiums, and the Pass-Through Entity Tax (PTET), Marty shares decades of wisdom with clarity, candor, and a touch of humor.

Whether you’re a business owner, a self-employed professional, or just trying to make sense of your tax return, this episode is full of practical insights that could save you money—and stress—come tax time.

Key topics include:

  • The importance of estimated tax payments and how to avoid penalties
  •  Common oversights with 1099s, ACA credits, and self-employment deductions
  • Retirement planning through SEP and Solo 401(k) contributions
  • Understanding the Pass-Through Entity Tax (PTET) as a workaround to the SALT cap
  • Why “it depends” is a powerful (and honest) answer in financial planning

Don’t miss this engaging conversation full of real-world tax tips and planning advice.

🎧 Listen now and take control of your tax strategy.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> Irvin Schorsch Buzzsprout-16963082 Mon, 14 Apr 2025 06:00:00 -0400 3198 full false Give the Gift of Wealth: Alternative Holiday Gifting Options Give the Gift of Wealth: Alternative Holiday Gifting Options On this episode of the Reinvent Rich Podcast, Irvin is joined by Christopher Mallon, Certified Financial Planner and Senior Financial Advisor at Pennsylvania Capital Management, for a discussion about alternative gifting options that can help your loved ones build wealth.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> On this episode of the Reinvent Rich Podcast, Irvin is joined by Christopher Mallon, Certified Financial Planner and Senior Financial Advisor at Pennsylvania Capital Management, for a discussion about alternative gifting options that can help your loved ones build wealth.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> https://pcmadvisors.com/give-the-gift-of-wealth-alternative-holiday-gifting-options/ Irvin Schorsch Buzzsprout-16655221 Sun, 08 Dec 2024 12:00:00 -0500 741 full false Practical Ways to Build Wealth: Health Savings Accounts Practical Ways to Build Wealth: Health Savings Accounts On this episode of the Reinvent Rich Podcast, Irvin welcomes David Geistwite, Director of Education at Express Education, to talk about how to use Health Savings Accounts to build wealth.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> On this episode of the Reinvent Rich Podcast, Irvin welcomes David Geistwite, Director of Education at Express Education, to talk about how to use Health Savings Accounts to build wealth.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> https://pcmadvisors.com/practical-ways-to-build-wealth-health-savings-accounts/ Irvin Schorsch Buzzsprout-16655176 Wed, 06 Mar 2024 12:00:00 -0500 1531 full false The Impact of Family Dynamics on Long-Term Financial Health The Impact of Family Dynamics on Long-Term Financial Health On this episode of the Reinvent Rich Podcast, Irvin welcomes Moss Jackson, Ph.D. and author of Anxiety Sucks: Ten Ways Human Beings Make Themselves Miserable, to talk about the impact of family dynamics on long-term financial health.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> On this episode of the Reinvent Rich Podcast, Irvin welcomes Moss Jackson, Ph.D. and author of Anxiety Sucks: Ten Ways Human Beings Make Themselves Miserable, to talk about the impact of family dynamics on long-term financial health.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> https://pcmadvisors.com/the-impact-of-family-dynamics-on-long-term-financial-health/ Irvin Schorsch Buzzsprout-16655170 Wed, 28 Feb 2024 12:00:00 -0500 2105 full false What You Need to Know About Pennsylvania's New Grantor Trust Laws What You Need to Know About Pennsylvania's New Grantor Trust Laws On this episode of the Reinvent Rich Podcast, Irvin welcomes Steve Poulathas, Co-Managing Shareholder at Flaster Greenberg, to talk about Pennsylvania’s new laws regarding Grantor Trusts.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> On this episode of the Reinvent Rich Podcast, Irvin welcomes Steve Poulathas, Co-Managing Shareholder at Flaster Greenberg, to talk about Pennsylvania’s new laws regarding Grantor Trusts.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> https://pcmadvisors.com/reinvent-rich-podcast-steve-poulathas/ Irvin Schorsch Buzzsprout-16653146 Wed, 21 Feb 2024 10:00:00 -0500 1462 full false Protecting Yourself & Your Business from Being Sued Protecting Yourself & Your Business from Being Sued On this episode of the Reinvent Rich Podcast, Irvin welcomes Alex Gertsburg, managing partner at Gertsburg Licata, to discuss how entrepreneurs can protect themselves and their businesses from litigation.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> On this episode of the Reinvent Rich Podcast, Irvin welcomes Alex Gertsburg, managing partner at Gertsburg Licata, to discuss how entrepreneurs can protect themselves and their businesses from litigation.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> https://pcmadvisors.com/protecting-yourself-your-business-from-getting-sued/ Irvin Schorsch Buzzsprout-16655151 Fri, 16 Feb 2024 12:00:00 -0500 1969 full false Mastering Mindset & Leveraging Connections to Attract Opportunities Mastering Mindset & Leveraging Connections to Attract Opportunities On this episode of the Reinvent Rich Podcast, Irvin welcomes Justin Breen, Co-Founder of the Epic F.I.T. Network and author of Epic Business and Epic Life, to discuss how entrepreneurs can use the right mindset to attract the right network and the right opportunities.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> On this episode of the Reinvent Rich Podcast, Irvin welcomes Justin Breen, Co-Founder of the Epic F.I.T. Network and author of Epic Business and Epic Life, to discuss how entrepreneurs can use the right mindset to attract the right network and the right opportunities.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> https://pcmadvisors.com/mastering-mindset-and-leveraging-connections-to-attract-opportunities/ Irvin Schorsch Buzzsprout-16655131 Thu, 08 Feb 2024 12:00:00 -0500 1846 full false How Minimizing Friction Maximizes Growth for Small Businesses How Minimizing Friction Maximizes Growth for Small Businesses On this episode of the Reinvent Rich Podcast, Irvin welcomes Chad Jenkins, CEO and President of SeedSpark, to talk about how minimizing friction helps small to medium businesses maximize growth.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> On this episode of the Reinvent Rich Podcast, Irvin welcomes Chad Jenkins, CEO and President of SeedSpark, to talk about how minimizing friction helps small to medium businesses maximize growth.

Thank you for listening. For more information about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

]]> https://pcmadvisors.com/how-minimizing-friction-maximizes-growth-for-small-businesses/ Irvin Schorsch Buzzsprout-16655059 Wed, 31 Jan 2024 12:00:00 -0500 1634 full false The World Health Crisis and the Principles Needed to Resolve It The World Health Crisis and the Principles Needed to Resolve It In today's COVID-19 world health crisis, how do Pennsylvania Capital Management's 8 key principles help their clients succeed? Irvin and Mark Steinke dive into each principle addressing the steps PCM takes to partner with clients during life-changing events.


Highlights:

  • Today’s coronavirus world health crisis - 0:25
  • Eight key principles for financial success - 1:19
  • Creating solutions for families - 2:15
  • The fear of coronavirus - 2:28
  • Recommendations to stop the spread of coronavirus - 3:09
  • Clients’ concerns - 3:50
  • PCM takes the clients’ concerns personally - 4:48
  • Working from home - 5:43
  • Is the media excessive presenting the number of cases? - 6:20


Reinvent Rich Community:

Subscribe with Apple Podcasts

Follow on Spotify

Listen on Stitcher

Listen on iHeartRadio

]]> In today's COVID-19 world health crisis, how do Pennsylvania Capital Management's 8 key principles help their clients succeed? Irvin and Mark Steinke dive into each principle addressing the steps PCM takes to partner with clients during life-changing events.


Highlights:

  • Today’s coronavirus world health crisis - 0:25
  • Eight key principles for financial success - 1:19
  • Creating solutions for families - 2:15
  • The fear of coronavirus - 2:28
  • Recommendations to stop the spread of coronavirus - 3:09
  • Clients’ concerns - 3:50
  • PCM takes the clients’ concerns personally - 4:48
  • Working from home - 5:43
  • Is the media excessive presenting the number of cases? - 6:20


Reinvent Rich Community:

Subscribe with Apple Podcasts

Follow on Spotify

Listen on Stitcher

Listen on iHeartRadio

]]> Irvin Schorsch b56a1652-1137-4ab9-b0f1-1d0640294aa3 Fri, 20 Mar 2020 05:00:00 -0400 475 47 false The PCM Professional Network The PCM Professional Network The wealth management industry has evolved over the past 25 years. Handling a client's financial affairs is no longer just enough. Client's struggle on how to get the right advice to overcome the hurdles that they don't know how to face. Mark Steinke sits down with Irvin to discuss the robust professional network of corporate partners PCM has designed to bring value and solutions to their clients' lives. Stay tuned!


Highlights:

  • What’s changed over the last 25 years - 0:36
  • PCM's partners - 2:12
  • Letting the clients define what they need - 2:43
  • Helping clients to buy and sell business - 3:38
  • Addressing the client's needs  - 4:02
  • Trying the services first - 6:10
  • Ensuring quality for the clients - 8:00


Reinvent Rich Community:

Subscribe with Apple Podcasts

Follow on Spotify

Listen on Stitcher

Listen on iHeartRadio

]]> The wealth management industry has evolved over the past 25 years. Handling a client's financial affairs is no longer just enough. Client's struggle on how to get the right advice to overcome the hurdles that they don't know how to face. Mark Steinke sits down with Irvin to discuss the robust professional network of corporate partners PCM has designed to bring value and solutions to their clients' lives. Stay tuned!


Highlights:

  • What’s changed over the last 25 years - 0:36
  • PCM's partners - 2:12
  • Letting the clients define what they need - 2:43
  • Helping clients to buy and sell business - 3:38
  • Addressing the client's needs  - 4:02
  • Trying the services first - 6:10
  • Ensuring quality for the clients - 8:00


Reinvent Rich Community:

Subscribe with Apple Podcasts

Follow on Spotify

Listen on Stitcher

Listen on iHeartRadio

]]> Irvin Schorsch 1550fc1f-fcbb-4124-b8df-96daa9db44b6 Mon, 16 Mar 2020 08:00:00 -0400 699 43 false What are the Financial Positives of the Spread of the Coronavirus? What are the Financial Positives of the Spread of the Coronavirus? Given all the turbulence the Coronavirus has caused to the stock market, there is a "light at the end of your financial tunnel." Irvin and Mark Steinke discuss the positive outcomes of this global event and how investors can use this opportunity to improve their financial well being. Stay tuned and enjoy!


Highlights:

  • The Coronavirus situation - 0:27
  • Coronavirus world impact - 1:22
  • Lower rates - 2:41
  • The impact of Coronavirus in your finances - 3:52
  • Financial positives of the spread of Coronavirus - 5:11
  • The mortgage rates are low today - 5:56
  • Take advantage of the mortgage rates - 6:47
  • Overcoming the fear - 7:17
  • Buy when the opportunity arises - 7:52


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]]> Given all the turbulence the Coronavirus has caused to the stock market, there is a "light at the end of your financial tunnel." Irvin and Mark Steinke discuss the positive outcomes of this global event and how investors can use this opportunity to improve their financial well being. Stay tuned and enjoy!


Highlights:

  • The Coronavirus situation - 0:27
  • Coronavirus world impact - 1:22
  • Lower rates - 2:41
  • The impact of Coronavirus in your finances - 3:52
  • Financial positives of the spread of Coronavirus - 5:11
  • The mortgage rates are low today - 5:56
  • Take advantage of the mortgage rates - 6:47
  • Overcoming the fear - 7:17
  • Buy when the opportunity arises - 7:52


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]]> Irvin Schorsch 6ffa8d39-08c1-4ac4-8f7c-a0d645b1afb4 Fri, 13 Mar 2020 08:00:00 -0400 535 45 false Market Volatility... Riding the Wave! Market Volatility... Riding the Wave! Given the recent volatility in the stock market, Chris and Andrew discuss why it's best to have a game plan and play the "long game" when it comes to investing. In addition, they cover some smart money techniques for investing in turbulent markets. Enjoy!


Highlights:

  • What is happening in the markets? - 0:27
  • The recovery market process - 2:19
  • Selling and buying stocks - 5:33
  • The volatility of the markets in the past weeks - 6:37
  • Investing in the markets - 9:55
  • Pieces of advices for people that buy and sell stocks in the market - 13:15
  • Revisiting your asset allocation - 14:42
  • Talking about mutual funds - 15:52
  • A global pandemic happening - 17:43
  • What to do when there are volatility moments - 18:39
  • Individual stocks to fall in love with - 19:23


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]]> Given the recent volatility in the stock market, Chris and Andrew discuss why it's best to have a game plan and play the "long game" when it comes to investing. In addition, they cover some smart money techniques for investing in turbulent markets. Enjoy!


Highlights:

  • What is happening in the markets? - 0:27
  • The recovery market process - 2:19
  • Selling and buying stocks - 5:33
  • The volatility of the markets in the past weeks - 6:37
  • Investing in the markets - 9:55
  • Pieces of advices for people that buy and sell stocks in the market - 13:15
  • Revisiting your asset allocation - 14:42
  • Talking about mutual funds - 15:52
  • A global pandemic happening - 17:43
  • What to do when there are volatility moments - 18:39
  • Individual stocks to fall in love with - 19:23


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]]> Irvin Schorsch, Andrew Randisi 03186039-b5ce-4dc4-9fbd-d46c677ecdbf Tue, 10 Mar 2020 08:00:00 -0400 1308 44 false Effects of the Coronavirus on Your Finances Effects of the Coronavirus on Your Finances Today is March 10th, 2020. What's going on in the markets? Irvin sits down with Mark Steinke to discuss how the coronavirus pandemic is affecting the markets and most importantly, the world around you.

 

Highlights:

  • What is happening in the world? - 0:37
  • The fear about coronavirus - 1:16
  • How the coronavirus is impacting the market - 2:08
  • How can you succeed with the spread of the coronavirus - 6:38
  • Saudi Arabia and Russia oil war - 7:05
  • How PCM can help families with this unpredictable situation - 8:08
  • An opportunity to buy for less - 9:10


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]]> Today is March 10th, 2020. What's going on in the markets? Irvin sits down with Mark Steinke to discuss how the coronavirus pandemic is affecting the markets and most importantly, the world around you.

 

Highlights:

  • What is happening in the world? - 0:37
  • The fear about coronavirus - 1:16
  • How the coronavirus is impacting the market - 2:08
  • How can you succeed with the spread of the coronavirus - 6:38
  • Saudi Arabia and Russia oil war - 7:05
  • How PCM can help families with this unpredictable situation - 8:08
  • An opportunity to buy for less - 9:10


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]]> Irvin Schorsch 78a85c8c-5347-4014-9d6b-37921e62c560 Tue, 10 Mar 2020 05:00:00 -0400 646 46 false Why Partner with PCM? Why Partner with PCM? Why would a company want to partner with Pennsylvania Capital Management? Mark Steinke and Irvin discuss the vast professional network of corporate partners that PCM has to offer their clients to create context and provide value. Enjoy!


Highlights:

  • Services that PCM offers - 0:33
  • Partnering with PCM - 0:51
  • Developing a professional network - 2:07
  • Why sign up with PCM - 2:31
  • Listening between the lines to know what the clients need - 2:51
  • Creating a context for clients - 3:24
  • Categories of partners that fit with PCM - 4:39
  • Potential partners for PCM - 7:05


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]]> Why would a company want to partner with Pennsylvania Capital Management? Mark Steinke and Irvin discuss the vast professional network of corporate partners that PCM has to offer their clients to create context and provide value. Enjoy!


Highlights:

  • Services that PCM offers - 0:33
  • Partnering with PCM - 0:51
  • Developing a professional network - 2:07
  • Why sign up with PCM - 2:31
  • Listening between the lines to know what the clients need - 2:51
  • Creating a context for clients - 3:24
  • Categories of partners that fit with PCM - 4:39
  • Potential partners for PCM - 7:05


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]]> Irvin Schorsch, Mark Steinke 6f1fa5c9-969d-4867-b3ac-cd6d3af9837e Mon, 09 Mar 2020 08:00:00 -0400 571 42 false How Can Business Owners Take Back Their Time? How Can Business Owners Take Back Their Time? Business owners want more control over their lives and the ability to take back precious time to spend with their families. Mark Steinke sits down with Irvin to study how business owners can take this first step starting with investment management. Investing money has become a commodity. The true game-changer is the investment advice business owners are receiving to plan a "bigger future" for their families. Stay tuned and enjoy this episode!


Highlights:

  • A question about business owners - 0:25
  • PCM as a unique tool for clients - 1:18
  • Providing satisfying results - 1:36
  • What can business owners do? - 2:41
  • Challenging business owners - 3:15
  • Anticipating pitfalls in a company - 3:32
  • Developing successful habits - 3:45
  • At PCM, teaching business owners for financial success - 4:09


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]]> Business owners want more control over their lives and the ability to take back precious time to spend with their families. Mark Steinke sits down with Irvin to study how business owners can take this first step starting with investment management. Investing money has become a commodity. The true game-changer is the investment advice business owners are receiving to plan a "bigger future" for their families. Stay tuned and enjoy this episode!


Highlights:

  • A question about business owners - 0:25
  • PCM as a unique tool for clients - 1:18
  • Providing satisfying results - 1:36
  • What can business owners do? - 2:41
  • Challenging business owners - 3:15
  • Anticipating pitfalls in a company - 3:32
  • Developing successful habits - 3:45
  • At PCM, teaching business owners for financial success - 4:09


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]]> Irvin Schorsch ae142480-1a05-4791-80eb-1c831e6bb445 Fri, 06 Mar 2020 08:00:00 -0500 317 41 false Reasons to "Refi” Your Mortgage Reasons to "Refi” Your Mortgage With interest rates at historic all-time lows, Chris and Andrew delve into the reasons why refinancing your mortgage may be ideal given your personal financial situation. Be sure to stay tuned and enjoy this episode!


Highlights:

  • Interests rates falling - 0:26
  • Refinancing your mortgage - 0:36
  • Happy Super Tuesday! - 1:05
  • Why to refinance your mortgage - 3:39
  • Playing with your mortgage payment - 5:05
  • Justify why do you want to refinance your mortgage? -  8:13
  • Low rates and refinancing - 10:15
  • Reach out to your tax advisor - 10:47
  • Be aware of your emergency fund - 12:53


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]]> With interest rates at historic all-time lows, Chris and Andrew delve into the reasons why refinancing your mortgage may be ideal given your personal financial situation. Be sure to stay tuned and enjoy this episode!


Highlights:

  • Interests rates falling - 0:26
  • Refinancing your mortgage - 0:36
  • Happy Super Tuesday! - 1:05
  • Why to refinance your mortgage - 3:39
  • Playing with your mortgage payment - 5:05
  • Justify why do you want to refinance your mortgage? -  8:13
  • Low rates and refinancing - 10:15
  • Reach out to your tax advisor - 10:47
  • Be aware of your emergency fund - 12:53


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]]> Irvin Schorsch e75f09a4-dc76-4835-9bec-5eb38a86833e Tue, 03 Mar 2020 08:00:00 -0500 890 40 false Who Wants to be a 401K Millionaire? Who Wants to be a 401K Millionaire? Chris and Andrew discuss the record number of 401K millionaires observed in Fidelity's 2019 retirement plan study as well as uncover the startling facts about the baby boomer generation being underfunded for retirement. They further talk about the steps needed to reverse this perilous situation that can help investors bolster their savings from retirement. Finally, Chris and Andrew take an in-depth look on "buying the dip" vs dollar-cost averaging into the stock market. Stay tuned and enjoy!


Highlights:

  • An article about 401K millionaires - 0:33
  • Retirement accounts with a million dollars in each one - 1:16
  • Using the 401K plans - 3:33
  • Good news - 4:36
  • Working with clients to provide them comfort and confidence - 6:13
  • The importance of saving more - 9:12
  • It's a good opportunity to buy stocks - 11:42
  • The value of anticipating your pitfalls - 16:15

 

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]]> Chris and Andrew discuss the record number of 401K millionaires observed in Fidelity's 2019 retirement plan study as well as uncover the startling facts about the baby boomer generation being underfunded for retirement. They further talk about the steps needed to reverse this perilous situation that can help investors bolster their savings from retirement. Finally, Chris and Andrew take an in-depth look on "buying the dip" vs dollar-cost averaging into the stock market. Stay tuned and enjoy!


Highlights:

  • An article about 401K millionaires - 0:33
  • Retirement accounts with a million dollars in each one - 1:16
  • Using the 401K plans - 3:33
  • Good news - 4:36
  • Working with clients to provide them comfort and confidence - 6:13
  • The importance of saving more - 9:12
  • It's a good opportunity to buy stocks - 11:42
  • The value of anticipating your pitfalls - 16:15

 

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]]> Irvin Schorsch 8cd884a0-9619-4e1f-b644-fbbb25c278d5 Fri, 28 Feb 2020 08:00:00 -0500 1066 39 false Listening Between the Lines Listening Between the Lines Irvin will talk about one of the eight principles for financial success. He created these eight principles to help his clients, and today he will explain one of those principles in particular: listening between the lines. Stay tuned and learn all about this principle.


Highlights:

  • The eight principles for financial success - 0:44
  • What is listening between the lines? -1:05
  • The idea of looking forward - 1:34
  • A client example to explain the principle for financial success - 2:43
  • Dealing with life-changing events - 4:18
  • PCM gives you solutions when you are struggling with your finances - 5:13


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]]> Irvin will talk about one of the eight principles for financial success. He created these eight principles to help his clients, and today he will explain one of those principles in particular: listening between the lines. Stay tuned and learn all about this principle.


Highlights:

  • The eight principles for financial success - 0:44
  • What is listening between the lines? -1:05
  • The idea of looking forward - 1:34
  • A client example to explain the principle for financial success - 2:43
  • Dealing with life-changing events - 4:18
  • PCM gives you solutions when you are struggling with your finances - 5:13


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]]> Irvin Schorsch 473e34a9-c0dd-4e2e-a5e3-f0c068437f9c Fri, 21 Feb 2020 08:00:00 -0500 388 33 false Navigating the Secure Act Navigating the Secure Act The increasing epidemic of Coronavirus is affecting the world in multiple ways. Chris, who is a new member of the PCM family and a financial planner, talks with Andrew about the financial matters related to the Coronavirus. Stay tuned!


Highlights:

  • A new team member at the PCM family - 0:23
  • Chris: a certified financial planner at PCM - 0:38
  • What happened in the market this week? - 1:08
  • The increasing epidemic in China and some statistics - 1:49
  • The Coronavirus impacting the market - 2:32
  • China is going to be affected economically - 3:27
  • How the market is affected - 5:18
  • Chin's market, imports, and exports - 6:51
  • What's the Secure Act? - 9:30
  • What are multiple employer plans? - 10:40
  • Diving into the IRA - 15:10
  • Looking inside a 401(K) - 20:16
  • Explaining more of the Secure Act - 20:47
  • Strategies that you could take into account for the future - 23:32


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]]> The increasing epidemic of Coronavirus is affecting the world in multiple ways. Chris, who is a new member of the PCM family and a financial planner, talks with Andrew about the financial matters related to the Coronavirus. Stay tuned!


Highlights:

  • A new team member at the PCM family - 0:23
  • Chris: a certified financial planner at PCM - 0:38
  • What happened in the market this week? - 1:08
  • The increasing epidemic in China and some statistics - 1:49
  • The Coronavirus impacting the market - 2:32
  • China is going to be affected economically - 3:27
  • How the market is affected - 5:18
  • Chin's market, imports, and exports - 6:51
  • What's the Secure Act? - 9:30
  • What are multiple employer plans? - 10:40
  • Diving into the IRA - 15:10
  • Looking inside a 401(K) - 20:16
  • Explaining more of the Secure Act - 20:47
  • Strategies that you could take into account for the future - 23:32


Reinvent Rich Community:

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]]> Irvin Schorsch 7f1ba31b-caec-4216-8718-0deb8d89f4ef Fri, 21 Feb 2020 08:00:00 -0500 1708 38 false Life Does Not Stop At 65... It's just the Opening of a New Chapter! Life Does Not Stop At 65... It's just the Opening of a New Chapter! Financial expert Irvin Schorsch talks with the director of ExPress Education, David Geistwite. They talk about life after retirement and how it is the beginning of a new chapter. Listen to this episode and learn about what you can do after retirement. Enjoy!

 

Highlights:

  • Teaching financial professions - 1:51
  • The retirement process - 2:52
  • Having another step in life - 4:17
  • David's example about a client's retirement - 4:49
  • Worrying about after retirement - 5:47
  • Having more time to do things that you always wanted to do - 10:01
  • You do not stop in retirement - 11:50
  • Continuing to be active in life - 13:14
  • Reinvent your own - 15:55

 

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]]> Financial expert Irvin Schorsch talks with the director of ExPress Education, David Geistwite. They talk about life after retirement and how it is the beginning of a new chapter. Listen to this episode and learn about what you can do after retirement. Enjoy!

 

Highlights:

  • Teaching financial professions - 1:51
  • The retirement process - 2:52
  • Having another step in life - 4:17
  • David's example about a client's retirement - 4:49
  • Worrying about after retirement - 5:47
  • Having more time to do things that you always wanted to do - 10:01
  • You do not stop in retirement - 11:50
  • Continuing to be active in life - 13:14
  • Reinvent your own - 15:55

 

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]]> Irvin Schorsch, David Geistwite 02e02797-eb6c-42e0-8678-d2936e4f9708 Wed, 19 Feb 2020 08:00:00 -0500 1049 37 false Doctors... an Inch Wide and a Mile Deep Doctors... an Inch Wide and a Mile Deep Welcome to the Reinvent Rich Podcast! At PCM we have several clients that are doctors, who have deep knowledge in many areas. Today, Irvin will talk about how it is to work with doctors in the financial area and how their expertise adds a new dynamic.


Highlights:

  • Planning for the future - 1:12
  • Maximizing pension plans - 1:31
  • The main principle that Irvin uses at PCM - 2:28
  • Creating the context - 2:48
  • Doctors make a difference - 3:23
  • Doctors and the financial world - 3:47

 

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]]> Welcome to the Reinvent Rich Podcast! At PCM we have several clients that are doctors, who have deep knowledge in many areas. Today, Irvin will talk about how it is to work with doctors in the financial area and how their expertise adds a new dynamic.


Highlights:

  • Planning for the future - 1:12
  • Maximizing pension plans - 1:31
  • The main principle that Irvin uses at PCM - 2:28
  • Creating the context - 2:48
  • Doctors make a difference - 3:23
  • Doctors and the financial world - 3:47

 

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]]> Irvin Schorsch 37cb4d1a-36f2-498f-9b28-880a23132910 Mon, 17 Feb 2020 08:00:00 -0500 339 36 false Life Changing Events - Car Negotiation Life Changing Events - Car Negotiation Learn how Pennsylvania Capital Management is unique in their industry and how Irvin works with his clients in a very unique different way. He provides solutions and guidance to clients' life-changing events. In today's episode, Irvin will explain how he helps all his clients!


Highlights:

  • Uniquely working with clients - 0:42
  • What PCM offers for clients - 1:12
  • Negotiating cars for clients - 1:31
  • Giving guidance to clients during the negotiation - 2:24
  • Good deals for clients - 2:59
  • How PCM helps clients with their car deals - 3:40
  • Reducing the financial stress - 4:13


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]]> Learn how Pennsylvania Capital Management is unique in their industry and how Irvin works with his clients in a very unique different way. He provides solutions and guidance to clients' life-changing events. In today's episode, Irvin will explain how he helps all his clients!


Highlights:

  • Uniquely working with clients - 0:42
  • What PCM offers for clients - 1:12
  • Negotiating cars for clients - 1:31
  • Giving guidance to clients during the negotiation - 2:24
  • Good deals for clients - 2:59
  • How PCM helps clients with their car deals - 3:40
  • Reducing the financial stress - 4:13


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]]> Irvin Schorsch 8c1520b9-5270-4a25-9d73-346a3bd63251 Fri, 14 Feb 2020 08:00:00 -0500 356 33 false What Comes Next Instead of Retirement? With David Schloss What Comes Next Instead of Retirement? With David Schloss This can be a daunting question if you’re not prepared for retirement. Irvin talks with David Schloss, Human Resources Leader and Employment Attorney Principal at DMS HR Consulting, LLC. They discuss retirement and what it really means and how you can enjoy this next phase of life. Enjoy!


Highlights:

  • What retirement means - 0:52
  • Redefining what retirement means - 1:21
  • When you can be ready to retire - 1:51
  • David as a Human Resources Professional - 3:51
  • What are Human Resources? - 5:25
  • Waiting for the right opportunities in your career - 6:37
  • Being an attorney and having different jobs - 7:04
  • Differences between companies - 10:00
  • Great things about being in a small company - 11:51
  • Are you considering retirement? What happens next? - 12:23
  • Reinventing life after retirement - 13:09
  • Is it scary not having a full-time job? - 14:30
  • Having more family time - 17:40
  • It’s not having to give up your career - 19:20
  • Working as an attorney for some companies - 20:24
  • Thinking about retirement in a traditional sense - 22:58
  • Bringing value to clients - 26:41
  • It is not enough to be yourself, it's about selling - 28:16
  • Life is different when you're a consultant - 29:39
  • David's success definition - 30:47


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]]> This can be a daunting question if you’re not prepared for retirement. Irvin talks with David Schloss, Human Resources Leader and Employment Attorney Principal at DMS HR Consulting, LLC. They discuss retirement and what it really means and how you can enjoy this next phase of life. Enjoy!


Highlights:

  • What retirement means - 0:52
  • Redefining what retirement means - 1:21
  • When you can be ready to retire - 1:51
  • David as a Human Resources Professional - 3:51
  • What are Human Resources? - 5:25
  • Waiting for the right opportunities in your career - 6:37
  • Being an attorney and having different jobs - 7:04
  • Differences between companies - 10:00
  • Great things about being in a small company - 11:51
  • Are you considering retirement? What happens next? - 12:23
  • Reinventing life after retirement - 13:09
  • Is it scary not having a full-time job? - 14:30
  • Having more family time - 17:40
  • It’s not having to give up your career - 19:20
  • Working as an attorney for some companies - 20:24
  • Thinking about retirement in a traditional sense - 22:58
  • Bringing value to clients - 26:41
  • It is not enough to be yourself, it's about selling - 28:16
  • Life is different when you're a consultant - 29:39
  • David's success definition - 30:47


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]]> Irvin Schorsch, David Schloss cdcfdf25-7941-4f8c-9ed9-637298afcffc Fri, 14 Feb 2020 08:00:00 -0500 2034 34 false Doctors… How to Manage Risk and Retirement Doctors… How to Manage Risk and Retirement Over the last years, PCM has been working with several doctors. Why are doctors so focused on keeping their money safe? Irvin will dive into the various reasons and solutions, so stay tuned and enjoy this podcast. 


Highlights:

  • Why are doctors so focused on keeping their money safe? - 0:44
  • Keeping money away from Uncle Sam - 1:11
  • Finding aspirations and priorities - 2:19
  • Eight principles for financial success at PCM - 2:38
  • Having money for your pension plan - 3:17
  • What are the seven types of risks? - 3:50
  • Creating wealth and future - 6:40
  • When is it beneficial to start talking to Irvin? - 7:53
  • Time is the most critical issue - 8:58


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]]> Over the last years, PCM has been working with several doctors. Why are doctors so focused on keeping their money safe? Irvin will dive into the various reasons and solutions, so stay tuned and enjoy this podcast. 


Highlights:

  • Why are doctors so focused on keeping their money safe? - 0:44
  • Keeping money away from Uncle Sam - 1:11
  • Finding aspirations and priorities - 2:19
  • Eight principles for financial success at PCM - 2:38
  • Having money for your pension plan - 3:17
  • What are the seven types of risks? - 3:50
  • Creating wealth and future - 6:40
  • When is it beneficial to start talking to Irvin? - 7:53
  • Time is the most critical issue - 8:58


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]]> Irvin Schorsch fc9515a1-3a3a-40de-8a7e-48ec47ce585b Thu, 13 Feb 2020 08:00:00 -0500 625 32 false Anticipating the Pitfalls of Buying a Home Anticipating the Pitfalls of Buying a Home Anticipating pitfalls is critical to a family's success at PCM. This is the sixth principle for financial success in life, and the concept is about protecting your family and your cash flow with the right success habits. If you want to know more, stay tuned for this episode!


Highlights:

  • One of the principles for financial success in life - 0:26
  • The sixth principle for financial success in life - 0:49
  • Anticipating pitfalls in life - 1:10
  • An example of the sixth principle - 1:30
  • Being patient to find the right buyer - 3:09
  • The hardest part of serving clients well - 5:00
  • Providing comfort and confidence to clients - 5:30


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]]> Anticipating pitfalls is critical to a family's success at PCM. This is the sixth principle for financial success in life, and the concept is about protecting your family and your cash flow with the right success habits. If you want to know more, stay tuned for this episode!


Highlights:

  • One of the principles for financial success in life - 0:26
  • The sixth principle for financial success in life - 0:49
  • Anticipating pitfalls in life - 1:10
  • An example of the sixth principle - 1:30
  • Being patient to find the right buyer - 3:09
  • The hardest part of serving clients well - 5:00
  • Providing comfort and confidence to clients - 5:30


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]]> Irvin Schorsch 8f79a222-3736-4970-be06-33671e16df2c Fri, 07 Feb 2020 08:00:00 -0500 406 31 false PCM’s 2020 Financial Outlook PCM’s 2020 Financial Outlook We are in a new decade, and today, Irvin talks about this election year and the happenings of 2020. He gives us an overall picture of what he thinks 2020 in the financial year could be like and what we should be aware of, so stay tuned and enjoy!


Highlights:

  • The election year in EEUU - 0:39
  • 2020 is a very exciting year - 1:00
  • The fear for many investors - 1:18
  • The impeachment going on in EEUU - 1:37
  • The best unemployed rates in the history of America - 2:04
  • What we should be aware of - 2:36
  • The philosophy of Pennsylvania Capital Management - 3:33


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]]> We are in a new decade, and today, Irvin talks about this election year and the happenings of 2020. He gives us an overall picture of what he thinks 2020 in the financial year could be like and what we should be aware of, so stay tuned and enjoy!


Highlights:

  • The election year in EEUU - 0:39
  • 2020 is a very exciting year - 1:00
  • The fear for many investors - 1:18
  • The impeachment going on in EEUU - 1:37
  • The best unemployed rates in the history of America - 2:04
  • What we should be aware of - 2:36
  • The philosophy of Pennsylvania Capital Management - 3:33


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]]> Irvin Schorsch 859878df-a9e4-4e28-b96a-e5e0cf57c79a Fri, 31 Jan 2020 08:00:00 -0500 285 30 false How PCM’s Helpfulness Brings Value to Client Families How PCM’s Helpfulness Brings Value to Client Families One of Irvin's passions, when he decided to create his company, was wanting to be helpful in families' life-changing events. Irvin shares how he has helped to make a difference and how he brings value to families. Enjoy!


Highlights:

  • His passion for helping others - 0:34
  • Connecting helpfulness with finances - 1:12
  • Serving each client - 1:42
  • How he defines his helpfulness - 2:24
  • Making a difference in people's lives and finances - 3:36
  • Creating eight principles to help people with their finances - 4:14


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]]> One of Irvin's passions, when he decided to create his company, was wanting to be helpful in families' life-changing events. Irvin shares how he has helped to make a difference and how he brings value to families. Enjoy!


Highlights:

  • His passion for helping others - 0:34
  • Connecting helpfulness with finances - 1:12
  • Serving each client - 1:42
  • How he defines his helpfulness - 2:24
  • Making a difference in people's lives and finances - 3:36
  • Creating eight principles to help people with their finances - 4:14


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]]> Irvin Schorsch cda4f366-2deb-409e-9699-136eefcfcbce Fri, 27 Dec 2019 08:00:00 -0500 320 29 false PCM’s Founding and Life Changing Events PCM’s Founding and Life Changing Events Irvin Schorsch is the founder and CEO of Pennsylvania Capital Management. Today's episode is about why Irvin started this company in 1995. He explains how he helps people fix the parts of their financial lives that weren't working well. Irvin also tells us that he has to get to know those clients and take each one through a series of evaluations and then develop processes so that as life-changing events come into their lives, they know how to deal with them. If you want to know more, stay tuned until the end and enjoy this episode!


Highlights:

  • Helping clients with their life-changing events - 0:36
  • How Irvin helps his clients - 1:04
  • What kind of life-changing events he experiences with clients - 1:41
  • Paying Uncle Sam's taxes? - 3:41
  • A client's story - 4:28
  • Using income to fix the family issues - 5:00
  • An example of one life-changing event - 7:07
  • The type of activity that Irvin does for his clients - 8:46


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]]> Irvin Schorsch is the founder and CEO of Pennsylvania Capital Management. Today's episode is about why Irvin started this company in 1995. He explains how he helps people fix the parts of their financial lives that weren't working well. Irvin also tells us that he has to get to know those clients and take each one through a series of evaluations and then develop processes so that as life-changing events come into their lives, they know how to deal with them. If you want to know more, stay tuned until the end and enjoy this episode!


Highlights:

  • Helping clients with their life-changing events - 0:36
  • How Irvin helps his clients - 1:04
  • What kind of life-changing events he experiences with clients - 1:41
  • Paying Uncle Sam's taxes? - 3:41
  • A client's story - 4:28
  • Using income to fix the family issues - 5:00
  • An example of one life-changing event - 7:07
  • The type of activity that Irvin does for his clients - 8:46


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]]> Irvin Schorsch 9baae9da-4cbf-4274-9eb9-5ce7535c4fea Fri, 06 Dec 2019 08:00:00 -0500 600 28 false The Boeing Calamity The Boeing Calamity Irvin sheds some light regarding the financial situation of Boeing stopping their production of the 737. Irvin gives us his viewpoint about the airline industry and about what happened in this situation. Enjoy!


Highlights:

  • The financial situation of Boeing - 0:29
  • What happened with the Boeing? - 1:17
  • The recent case of Boeing - 1:47
  • The airline industry - 2:17


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]]> Irvin sheds some light regarding the financial situation of Boeing stopping their production of the 737. Irvin gives us his viewpoint about the airline industry and about what happened in this situation. Enjoy!


Highlights:

  • The financial situation of Boeing - 0:29
  • What happened with the Boeing? - 1:17
  • The recent case of Boeing - 1:47
  • The airline industry - 2:17


Reinvent Rich Community:

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]]> Irvin Schorsch 3446e8a2-c90e-4459-b365-3bbccb9d5b3b Fri, 15 Nov 2019 08:00:00 -0500 199 27 false 8 Principles for Financial Success in Life 8 Principles for Financial Success in Life Irvin started his company 24 years ago and created something called The Eight Principles of Financial Success in Life. Today, he shares why he created those principles and the value of learning. Stay tuned and enjoy this episode!


Highlights:

  • Helping families succeed in life - 0:55
  • What are these eight principles? - 1:13
  • Understanding all the principles - 1:39
  • Why Irvin choose those principles - 2:38
  • The importance of analyzing the options in life - 3:48
  • Creating alternative solutions - 5:50
  • Bringing clarity to the child - 8:38
  • Many families do not measure the results - 10:20
  • Creating context: The last principle - 11:41
  • The eight principles of financial success can bring value to families - 13:07


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]]> Irvin started his company 24 years ago and created something called The Eight Principles of Financial Success in Life. Today, he shares why he created those principles and the value of learning. Stay tuned and enjoy this episode!


Highlights:

  • Helping families succeed in life - 0:55
  • What are these eight principles? - 1:13
  • Understanding all the principles - 1:39
  • Why Irvin choose those principles - 2:38
  • The importance of analyzing the options in life - 3:48
  • Creating alternative solutions - 5:50
  • Bringing clarity to the child - 8:38
  • Many families do not measure the results - 10:20
  • Creating context: The last principle - 11:41
  • The eight principles of financial success can bring value to families - 13:07


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]]> Irvin Schorsch e561b3f0-d637-42a7-86b0-e3f7427f576d Fri, 25 Oct 2019 08:00:00 -0400 878 26 false Bad Debt Can Ruin Family Life—Get Out From Under the Stress! Bad Debt Can Ruin Family Life—Get Out From Under the Stress! Are you struggling to know the difference between bad debt and good debt? In today's episode, Irvin will explain the difference between the two, how bad debt can ruin family life and how to avoid overwhelming feelings to ultimately thrive. Stay tuned and enjoy this episode!

 

Highlights:

  • Difference between bad debt and good debt - 0:30
  • Building credit card debt - 1:00
  • Good debt provides a return to your family - 1:13
  • Examples of good debt - 1:40
  • A story about helping a client get out of bad debt - 2:00
  • Paying off the debt -  4:17
  • Invest in your future with debt - 5:05
  • Borrowing as good debt - 6:25
  • Credit cards can provide a feeling of power for families - 6:29
  • Your credit record and score - 8:17
  • Building your credit experience - 8:34
  • Make your life simple! - 8:55
  • Balancing debt that fits in a healthy life - 9:31
  • Success for your family - 11:03

 

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]]> Are you struggling to know the difference between bad debt and good debt? In today's episode, Irvin will explain the difference between the two, how bad debt can ruin family life and how to avoid overwhelming feelings to ultimately thrive. Stay tuned and enjoy this episode!

 

Highlights:

  • Difference between bad debt and good debt - 0:30
  • Building credit card debt - 1:00
  • Good debt provides a return to your family - 1:13
  • Examples of good debt - 1:40
  • A story about helping a client get out of bad debt - 2:00
  • Paying off the debt -  4:17
  • Invest in your future with debt - 5:05
  • Borrowing as good debt - 6:25
  • Credit cards can provide a feeling of power for families - 6:29
  • Your credit record and score - 8:17
  • Building your credit experience - 8:34
  • Make your life simple! - 8:55
  • Balancing debt that fits in a healthy life - 9:31
  • Success for your family - 11:03

 

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]]> Irvin Schorsch 33d877ecc435417083578af54626873e Fri, 27 Sep 2019 08:00:00 -0400 732 25 false How to Minimize the Pain of Facing Uncle Sam With Frank Cassidy How to Minimize the Pain of Facing Uncle Sam With Frank Cassidy Best-selling author and financial expert, Irvin Schorsch is joined by Frank Cassidy, President & CEO of FX Cassidy & Associates. Frank Cassidy founded Frank Cassidy and Associates and has been working in tax accounting, tax planning, individual financial planning, and compliance services for over 27 years. Along with his experience in individual tax and wealth management, Frank has worked extensively with small businesses and their owners including medical practices, information technology companies, and real estate businesses.

Links and Resources:

Highlights:

  • Frank's challenges when it comes to working with clients - 1:15
  • Tax changes - 1:33
  • Lower rates - 2:25
  • The 1031 exchanges and real estate - 3:10
  • Frank's superpower - 4:22
  • Service, attendance, and team members - 5:28
  • Pieces of advice that Frank did not take - 8:07
  • Having the same clients - 9:33
  • Looking forward to growing his business - 9:57
  • An open-minded firm - 11:01
  • Frank's biggest challenge - 11:20

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]]> Best-selling author and financial expert, Irvin Schorsch is joined by Frank Cassidy, President & CEO of FX Cassidy & Associates. Frank Cassidy founded Frank Cassidy and Associates and has been working in tax accounting, tax planning, individual financial planning, and compliance services for over 27 years. Along with his experience in individual tax and wealth management, Frank has worked extensively with small businesses and their owners including medical practices, information technology companies, and real estate businesses.

Links and Resources:

Highlights:

  • Frank's challenges when it comes to working with clients - 1:15
  • Tax changes - 1:33
  • Lower rates - 2:25
  • The 1031 exchanges and real estate - 3:10
  • Frank's superpower - 4:22
  • Service, attendance, and team members - 5:28
  • Pieces of advice that Frank did not take - 8:07
  • Having the same clients - 9:33
  • Looking forward to growing his business - 9:57
  • An open-minded firm - 11:01
  • Frank's biggest challenge - 11:20

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]]> Irvin Schorsch, Frank Cassidy fb37d3bd15f34054b9bddc5f64e0cabb Mon, 26 Aug 2019 08:00:00 -0400 761 24 false Piercing the IT Conundrum with Erik Eisen Piercing the IT Conundrum with Erik Eisen Today’s show is with the first PCM Strategic Partner: Erik Eisen, who is the Founder & President of CTI Technical Services Inc. CTI Technical Services is a computer consulting firm delivering network design, information architecture, and support. Their network engineers have decades of experience designing the best solutions to meet clients' technical needs. Stay tuned and enjoy this episode!


Links:

 

Highlights:

  • The challenges clients face - 1:11
  • What business is doing in a technology perspective - 2:26
  • Potential risks that clients face -2:48
  • Protecting a business-data - 3:40
  • Being a technology-advisor - 4:20
  • Erik's superpower - 5:18 
  • Figuring out how to solve problems - 5:50
  • The importance of wanting to grow - 7:18
  • Being outside the box thinker - 7:57
  • Knowing a little bit more about Erik - 8:24
  • The future of CTI - 9:30
  • Providing technology services and helping clients grow their business - 9:47
  • In whatever business, get a professional to help you - 10.48
  • Some company's challenges - 11:20
  • Wanting to grow and expand their business - 12:28

 

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]]> Today’s show is with the first PCM Strategic Partner: Erik Eisen, who is the Founder & President of CTI Technical Services Inc. CTI Technical Services is a computer consulting firm delivering network design, information architecture, and support. Their network engineers have decades of experience designing the best solutions to meet clients' technical needs. Stay tuned and enjoy this episode!


Links:

 

Highlights:

  • The challenges clients face - 1:11
  • What business is doing in a technology perspective - 2:26
  • Potential risks that clients face -2:48
  • Protecting a business-data - 3:40
  • Being a technology-advisor - 4:20
  • Erik's superpower - 5:18 
  • Figuring out how to solve problems - 5:50
  • The importance of wanting to grow - 7:18
  • Being outside the box thinker - 7:57
  • Knowing a little bit more about Erik - 8:24
  • The future of CTI - 9:30
  • Providing technology services and helping clients grow their business - 9:47
  • In whatever business, get a professional to help you - 10.48
  • Some company's challenges - 11:20
  • Wanting to grow and expand their business - 12:28

 

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]]> Irvin Schorsch, Erik Eisen 3e872f7cc793412085bba3709e17ea6e Mon, 29 Jul 2019 08:00:00 -0400 827 23 false How To Facilitate Not Enable Boomerang Children How To Facilitate Not Enable Boomerang Children Everyone knows it takes a lot of money to raise a child. On today’s episode, you’ll learn how you protect your wealth, take care of your family as well as teach your children about the responsibilities of life.

 

Highlights:

  • It takes a lot of money to raise a child - 0:34
  • Spending hours to raise a child - 0:55
  • Teach your kid about responsibilities in life - 1:14
  • Strategies about boomerang children - 2:08
  • How parents should rethink their role when their kids are growing - 4:27
  • Talking about Reinvent Rich Book - 5:13
  • Navigating life for themselves at boomerang children - 6:20
  • Teaching your children to be independent - 6:45
  • Spend time with your kids - 7:16

 

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]]> Everyone knows it takes a lot of money to raise a child. On today’s episode, you’ll learn how you protect your wealth, take care of your family as well as teach your children about the responsibilities of life.

 

Highlights:

  • It takes a lot of money to raise a child - 0:34
  • Spending hours to raise a child - 0:55
  • Teach your kid about responsibilities in life - 1:14
  • Strategies about boomerang children - 2:08
  • How parents should rethink their role when their kids are growing - 4:27
  • Talking about Reinvent Rich Book - 5:13
  • Navigating life for themselves at boomerang children - 6:20
  • Teaching your children to be independent - 6:45
  • Spend time with your kids - 7:16

 

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]]> Irvin Schorsch 808c717a993e44429c9c5f7932df290f Fri, 12 Jul 2019 08:00:00 -0400 535 22 false In a Technology Driven World, How Do We Protect Our Families From Financial Fraud In a Technology Driven World, How Do We Protect Our Families From Financial Fraud The reality is that there are many ways that scammers and thieves will try to get what's not theirs. In the old days, it was pirates, pickpockets, thieves, and thugs. Today, these villains work behind the scenes, behind the screens to figure out a way to scan their victims out of money. When it comes to our finances, what should we be on the lookout to prevent financial fraud?

Highlights:

  • The steps one can do to prevent financial fraud  - 0:56
  • Irvin’s experience in serving clients when it comes to financial frauds - 2:01
  • Irvin’s takeaways when the numbers get big in financial fraud - 03:12
  • The most onerous experience advising clients when it comes to financial fraud - 4:22
  • A few steps for our listeners to take if financial fraud hits you - 05:47

 

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]]> The reality is that there are many ways that scammers and thieves will try to get what's not theirs. In the old days, it was pirates, pickpockets, thieves, and thugs. Today, these villains work behind the scenes, behind the screens to figure out a way to scan their victims out of money. When it comes to our finances, what should we be on the lookout to prevent financial fraud?

Highlights:

  • The steps one can do to prevent financial fraud  - 0:56
  • Irvin’s experience in serving clients when it comes to financial frauds - 2:01
  • Irvin’s takeaways when the numbers get big in financial fraud - 03:12
  • The most onerous experience advising clients when it comes to financial fraud - 4:22
  • A few steps for our listeners to take if financial fraud hits you - 05:47

 

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]]> Irvin Schorsch 59b7bc583fbe48f49fecc91a45574adc Mon, 08 Jul 2019 08:00:00 -0400 531 21 false When To Call In The Financial Reinforcements When To Call In The Financial Reinforcements Andrew and Irvin talk about how to act when facing financial desperation and when it’s a good idea to call for help. Also, they give us a piece of advice to have a better financial situation, stay tuned and learn more!

Highlights:

  • Talking about desperation - 0:29
  • Dealing with clients - 1:07
  • Talking about financial stress and financial disaster - 2:07
  • The Reinvent Rich book by Irvin Schorsch - 2:43
  • Reducing your spendings - 3:45
  • Alternative strategies that you can use - 4:19
  • Be smart and look for ways to have a better financial situation - 4:47
  • The worst thing that you can do when it comes to your finances  - 5:40
  • How to reallocate your assets - 6:50
  • An example of financial desperation - 7:02
  • A piece of advice from Irvin to have a better financial situation - 8:14
  • Talking about bankruptcy - 9:29
  • Focus on a problem at the time - 10:18

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]]> Andrew and Irvin talk about how to act when facing financial desperation and when it’s a good idea to call for help. Also, they give us a piece of advice to have a better financial situation, stay tuned and learn more!

Highlights:

  • Talking about desperation - 0:29
  • Dealing with clients - 1:07
  • Talking about financial stress and financial disaster - 2:07
  • The Reinvent Rich book by Irvin Schorsch - 2:43
  • Reducing your spendings - 3:45
  • Alternative strategies that you can use - 4:19
  • Be smart and look for ways to have a better financial situation - 4:47
  • The worst thing that you can do when it comes to your finances  - 5:40
  • How to reallocate your assets - 6:50
  • An example of financial desperation - 7:02
  • A piece of advice from Irvin to have a better financial situation - 8:14
  • Talking about bankruptcy - 9:29
  • Focus on a problem at the time - 10:18

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]]> Irvin Schorsch , Andrew Randisi a5809bd80d3c483ab5a15d9529ee6c80 Mon, 03 Jun 2019 08:00:00 -0400 720 20 false The Beginner's Guide To Sudden Wealth Syndrome The Beginner's Guide To Sudden Wealth Syndrome The bestselling author and financial expert, Irvin Schorsch, joins us on this new episode to talk about the beginner's guide to sudden wealth syndrome.

Highlights:

  • How the clients view the American dream - 0:27
  • Discussing the sudden wealth syndrome - 1:08
  • Buying lottery tickets - 2:16
  • A financial windfall - 2:52
  • Emotions and lottery - 3:22
  • How money can significantly change your mind - 5:38
  • Quitting your job if you win the lottery - 6:20
  • Rethinking where your assets are - 7:13
  • Consulting a professional  - 8:00
  • Everyone wants to enjoy their windfall - 9:31
  • Convince yourself that you have to manage your finances - 10:00
  • The percentage of your windfall - 10:52
  • Always protect yourself - 11:10

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]]> The bestselling author and financial expert, Irvin Schorsch, joins us on this new episode to talk about the beginner's guide to sudden wealth syndrome.

Highlights:

  • How the clients view the American dream - 0:27
  • Discussing the sudden wealth syndrome - 1:08
  • Buying lottery tickets - 2:16
  • A financial windfall - 2:52
  • Emotions and lottery - 3:22
  • How money can significantly change your mind - 5:38
  • Quitting your job if you win the lottery - 6:20
  • Rethinking where your assets are - 7:13
  • Consulting a professional  - 8:00
  • Everyone wants to enjoy their windfall - 9:31
  • Convince yourself that you have to manage your finances - 10:00
  • The percentage of your windfall - 10:52
  • Always protect yourself - 11:10

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]]> Irvin Schorsch 469824c1a99747f5b03d52c92e8399da Thu, 30 May 2019 08:00:00 -0400 749 19 false Why is Creating Wealth So Difficult? Why is Creating Wealth So Difficult? Having wealth throughout our life brings in so many benefits to our everyday living. Today, Irvin and Andrew dig into why it is so hard for some people to create a financial plan that builds wealth and what are some of the perks we face when trying to accomplish this. Also, stay tuned until the very end to get to listen to Irvin’s TOP 8 recommendations to overcome this difficulty.

 

Highlights:

  • People don't know the basics of creating wealth - 00:33
  • The flexibility and safety that wealth gives us - 00:54
  • Why putting all your money in the bank is NOT the smartest decision - 1:20
  • The first step you should take to create wealth - 3:32
  • Maxing out retirement accounts - 6:10
  • An appropriate emergency fund to have - 7:30
  • What to do after you have set up an emergency fund - 9:10
  • The best time to change our asset allocation - 11:20
  • Inflation's role when planning for retirement - 14:50
  • When is a good time to get a pro to manage your investments - 16:35
  • Irvin’s TOP 8 tips to building wealth - 19:10

 

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]]> Having wealth throughout our life brings in so many benefits to our everyday living. Today, Irvin and Andrew dig into why it is so hard for some people to create a financial plan that builds wealth and what are some of the perks we face when trying to accomplish this. Also, stay tuned until the very end to get to listen to Irvin’s TOP 8 recommendations to overcome this difficulty.

 

Highlights:

  • People don't know the basics of creating wealth - 00:33
  • The flexibility and safety that wealth gives us - 00:54
  • Why putting all your money in the bank is NOT the smartest decision - 1:20
  • The first step you should take to create wealth - 3:32
  • Maxing out retirement accounts - 6:10
  • An appropriate emergency fund to have - 7:30
  • What to do after you have set up an emergency fund - 9:10
  • The best time to change our asset allocation - 11:20
  • Inflation's role when planning for retirement - 14:50
  • When is a good time to get a pro to manage your investments - 16:35
  • Irvin’s TOP 8 tips to building wealth - 19:10

 

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]]> Irvin Schorsch, Andrew Randisi 381844e1428b4efdad4ff39588a662ab Wed, 01 May 2019 08:00:00 -0400 1417 18 false The Faster, Smarter Techniques To Get Ready To Make Millions The Faster, Smarter Techniques To Get Ready To Make Millions Get the tools you need to unlock the secrets of wealth by joining us on this podcast, on which we'll teach you how to get ready to make millions.


Highlights:

  • Real life is not a dream - 0:54
  • Differences between the dream world and the real world - 1:16
  • Steps to achieve wealth - 1:59
  • The foundation for money and finance - 2:20
  • How do you approach your investments strategy? - 2:34
  • You have to ask yourself if you take risks in your life - 3:00
  • What levels of risks do you accept? - 3:41
  • Four-types of risks - 4:01
  • The inflation risk - 5:37
  • The volatility risk - 6:54
  • Revisit your values - 9:44
  • Keep extra money for your family and save - 10:14
  • Tools to be wealthier - 10:40
  • Budgeting is a challenge for every family - 13:17
  • Focus on your finances and teach your children about savings - 16:50


Reinvent Rich Community:

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]]> Get the tools you need to unlock the secrets of wealth by joining us on this podcast, on which we'll teach you how to get ready to make millions.


Highlights:

  • Real life is not a dream - 0:54
  • Differences between the dream world and the real world - 1:16
  • Steps to achieve wealth - 1:59
  • The foundation for money and finance - 2:20
  • How do you approach your investments strategy? - 2:34
  • You have to ask yourself if you take risks in your life - 3:00
  • What levels of risks do you accept? - 3:41
  • Four-types of risks - 4:01
  • The inflation risk - 5:37
  • The volatility risk - 6:54
  • Revisit your values - 9:44
  • Keep extra money for your family and save - 10:14
  • Tools to be wealthier - 10:40
  • Budgeting is a challenge for every family - 13:17
  • Focus on your finances and teach your children about savings - 16:50


Reinvent Rich Community:

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]]> Irvin Schorsch 27f7aa6c777e4a0eb69900fc01d741b3 Mon, 15 Apr 2019 08:00:00 -0400 1115 17 false Playing Catch-Up Financially For Retirement Is Possible Playing Catch-Up Financially For Retirement Is Possible The bestselling author and financial expert, Irvin Schorsch, joins us on this new podcast about how you can make up for the time you may have lost when thinking about retirement. Stay tuned to learn more about this fascinating topic.

Highlights:

  • The first step to success in retirement - 0:38
  • Changing your lifestyle - 0:58
  • An example of a couple's expenses and retirement - 1:18
  • Change your mindset about saving - 3:04
  • Understanding the 401 (k) contribution - 3:59
  • Taking risks on investments selections? - 4:37
  • Investing more conservatively - 5:44
  • Looking at what you are spending on your family - 6:46
  • Opportunities to save money - 7:22
  • The best time to sell - 8:10
  • Make sure your investments match your financial goals - 9:03
  • Getting an additional job - 9:45
  • Trying Uber or a part-time job - 10:25
  • Irvin's thoughts on retirement - 10:56
  • Keeping your mind and your body engaged - 11:30
  • Irvin's number one recommendation - 12:20

 

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]]> The bestselling author and financial expert, Irvin Schorsch, joins us on this new podcast about how you can make up for the time you may have lost when thinking about retirement. Stay tuned to learn more about this fascinating topic.

Highlights:

  • The first step to success in retirement - 0:38
  • Changing your lifestyle - 0:58
  • An example of a couple's expenses and retirement - 1:18
  • Change your mindset about saving - 3:04
  • Understanding the 401 (k) contribution - 3:59
  • Taking risks on investments selections? - 4:37
  • Investing more conservatively - 5:44
  • Looking at what you are spending on your family - 6:46
  • Opportunities to save money - 7:22
  • The best time to sell - 8:10
  • Make sure your investments match your financial goals - 9:03
  • Getting an additional job - 9:45
  • Trying Uber or a part-time job - 10:25
  • Irvin's thoughts on retirement - 10:56
  • Keeping your mind and your body engaged - 11:30
  • Irvin's number one recommendation - 12:20

 

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]]> Irvin Schorsch 2db749c3fcc6414c906da54f860d4fd2 Thu, 11 Apr 2019 08:00:00 -0400 839 16 false Redemptive Wealth With Larz Macfarlane Redemptive Wealth With Larz Macfarlane On this new Reinvent Rich podcast, Irvin Schorsch is joined by Larz Macfarlane from Brigham Young University in Idaho, to talk about redemptive wealth. In life, everyone has setbacks, some are large and some are small, but the past should not be a restriction for our future.

 

Highlights:

  • Larz's background - 0:49
  • One curious kid - 1:32
  • Receiving a scholarship - 2:59
  • Enthusiastic about economics  - 3:29
  • The pain and the disease - 4:42
  • There is something wrong - 5:29
  • The brain tumor - 6:08
  • Dealing with cancer at a young age - 6:49
  • Family's help with the disease - 8:27
  • Hope in the face of darkness - 9:00
  • A hospital room - 10:19
  • Having faith - 11:20
  • How he defeated cancer - 12:16
  • Life choices - 12:56
  • An addiction to pornography - 13:38
  • Certified financial planner - 15:33
  • The obstacles that human beings face - 16:43
  • Opportunities and redemption - 17:30
  • Lessons from the fighting cancer - 17:46
  • Redemption from the most devastating moments in life  - 18:33
  • Life is a gradual process - 19:530
  • Discussing Irvin's book - 20:17
  • The past does not define your future - 20:49

 

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]]> On this new Reinvent Rich podcast, Irvin Schorsch is joined by Larz Macfarlane from Brigham Young University in Idaho, to talk about redemptive wealth. In life, everyone has setbacks, some are large and some are small, but the past should not be a restriction for our future.

 

Highlights:

  • Larz's background - 0:49
  • One curious kid - 1:32
  • Receiving a scholarship - 2:59
  • Enthusiastic about economics  - 3:29
  • The pain and the disease - 4:42
  • There is something wrong - 5:29
  • The brain tumor - 6:08
  • Dealing with cancer at a young age - 6:49
  • Family's help with the disease - 8:27
  • Hope in the face of darkness - 9:00
  • A hospital room - 10:19
  • Having faith - 11:20
  • How he defeated cancer - 12:16
  • Life choices - 12:56
  • An addiction to pornography - 13:38
  • Certified financial planner - 15:33
  • The obstacles that human beings face - 16:43
  • Opportunities and redemption - 17:30
  • Lessons from the fighting cancer - 17:46
  • Redemption from the most devastating moments in life  - 18:33
  • Life is a gradual process - 19:530
  • Discussing Irvin's book - 20:17
  • The past does not define your future - 20:49

 

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]]> Irvin Schorsch, Larz Macfarlane ea7d941f77414e0eae6b62c4f7f669dc Mon, 01 Apr 2019 08:00:00 -0400 1394 15 false Crying Uncle On Your Tax Bill Crying Uncle On Your Tax Bill Stay ahead of the curve and learn all about the tax reform and its implications for us as taxpayers on this brand new episode, as we listen to Irvin dive into what helps us and what hurts us.

 

Highlights:

  • Implications of a tax reform  - 1:11
  • Understanding standard deductions - 1:40
  • What changed with the standard deduction? - 2:00
  • What about personal exemptions? - 2:31
  • State-local taxes - 3:19
  • How did the mortgage interest rules change? - 3:56
  • How did the marginal tax brackets change for 2018 - 4:50
  • Putting money on a pre-tax basis - 5:35
  • Expansion of rules for 2018 - 6:58
  • Saving to create wealth - 8:00
  • What are qualified business income deductions? - 8:45
  • Proper planning for the future - 10:09

 

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]]> Stay ahead of the curve and learn all about the tax reform and its implications for us as taxpayers on this brand new episode, as we listen to Irvin dive into what helps us and what hurts us.

 

Highlights:

  • Implications of a tax reform  - 1:11
  • Understanding standard deductions - 1:40
  • What changed with the standard deduction? - 2:00
  • What about personal exemptions? - 2:31
  • State-local taxes - 3:19
  • How did the mortgage interest rules change? - 3:56
  • How did the marginal tax brackets change for 2018 - 4:50
  • Putting money on a pre-tax basis - 5:35
  • Expansion of rules for 2018 - 6:58
  • Saving to create wealth - 8:00
  • What are qualified business income deductions? - 8:45
  • Proper planning for the future - 10:09

 

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]]> Irvin Schorsch 4c3c5be0cd024cef946b424332a38fee Mon, 25 Mar 2019 08:00:00 -0400 674 14 false You Are Only As Good As The People Around You You Are Only As Good As The People Around You Irvin and Andrew share how we are uplifted by the people around us. From your spouse or partner to multi-talented professionals, Irvin recommends the “team players” we should surround ourselves with to achieve success and how to find them.


Highlights:

  • Think about wealth creation as a team sport - 2:10
  • First, think about your spouse or partner - 2:30
  • Couples fight about money more than anything else - 3:00
  • Have a monthly money meeting with your partner - 3:40
  • How do you find a team to help you create wealth? - 4:20
  • Find professionals who are talented in areas you are not - 4:50
  • How do we avoid silly fights about money with our partner? - 5:00
  • Who are these professionals you should be surrounded by? - 6:10
  • How to evaluate the advisor you have found? - 8:15
  • Ask about their skill set, and most importantly, how they can help the family - 9:57
  • Ask the hard questions, they should know how to answer them! - 10:50
  • After listening to this, what should be my next step? - 11:20
  • Bring these pros to your life + start saving! - 12:40


Reinvent Rich Community:

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]]> Irvin and Andrew share how we are uplifted by the people around us. From your spouse or partner to multi-talented professionals, Irvin recommends the “team players” we should surround ourselves with to achieve success and how to find them.


Highlights:

  • Think about wealth creation as a team sport - 2:10
  • First, think about your spouse or partner - 2:30
  • Couples fight about money more than anything else - 3:00
  • Have a monthly money meeting with your partner - 3:40
  • How do you find a team to help you create wealth? - 4:20
  • Find professionals who are talented in areas you are not - 4:50
  • How do we avoid silly fights about money with our partner? - 5:00
  • Who are these professionals you should be surrounded by? - 6:10
  • How to evaluate the advisor you have found? - 8:15
  • Ask about their skill set, and most importantly, how they can help the family - 9:57
  • Ask the hard questions, they should know how to answer them! - 10:50
  • After listening to this, what should be my next step? - 11:20
  • Bring these pros to your life + start saving! - 12:40


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]]> Irvin Schorsch, Andrew Randisi bc56c92ce00b4cfb9e816024290e4931 Wed, 13 Mar 2019 08:00:00 -0400 754 13 false The Entitlement Mentality of Young Adults Today The Entitlement Mentality of Young Adults Today Irvin is joined by Andrew Randisi to discuss a concern many of his clients today have: our kids feel like they are entitled to everything! In today’s episode, Irvin explains why many young adults have a different perspective compared to other generations when it comes to saving, starting their own career and what it means to be successful in life.

 

Highlights:

  • “I don’t need that much stuff, I’ll just enjoy the experience” - 1:20
  • Irvin digs into why many youngsters start an academic career but don't finish it on time - 2:10
  • Why some “kids” seem to have no value for hard work - 3:00
  • Irvin recommends having this conversation with the entire family and demonstrate the hard work in your everyday lives - 4:00
  • How to light a fire in these youngsters so they get out of their comfort zone and start their professional lives - 4:40
  • As a parent, show your kids the benefits of compounding - 6:10
  • Some people only start saving on their 30’s or 40’s! - 6:50
  • Make saving a priority - 7:30
  • At the dinner table, have conversations about the world. Give them that doses of reality - 8:00


Reinvent Rich Community:

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]]> Irvin is joined by Andrew Randisi to discuss a concern many of his clients today have: our kids feel like they are entitled to everything! In today’s episode, Irvin explains why many young adults have a different perspective compared to other generations when it comes to saving, starting their own career and what it means to be successful in life.

 

Highlights:

  • “I don’t need that much stuff, I’ll just enjoy the experience” - 1:20
  • Irvin digs into why many youngsters start an academic career but don't finish it on time - 2:10
  • Why some “kids” seem to have no value for hard work - 3:00
  • Irvin recommends having this conversation with the entire family and demonstrate the hard work in your everyday lives - 4:00
  • How to light a fire in these youngsters so they get out of their comfort zone and start their professional lives - 4:40
  • As a parent, show your kids the benefits of compounding - 6:10
  • Some people only start saving on their 30’s or 40’s! - 6:50
  • Make saving a priority - 7:30
  • At the dinner table, have conversations about the world. Give them that doses of reality - 8:00


Reinvent Rich Community:

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]]> Irvin Schorsch, Andrew Randisi c3f246bae4da4b7797ea68b134be0b10 Mon, 11 Mar 2019 08:00:00 -0400 655 12 false How Life Changes with a “Negotiating Mentality” How Life Changes with a “Negotiating Mentality” Balancing out your expenses, on this episode Irvin converses with his producer, Spencer Shaw, to talk about the “urge to splurge”. Stay tuned as they discuss how you can find the right balance between your booking list, and not blowing your wealth by providing some examples of splurging and basic necessities.

Highlights:

Buying what you shouldn’t buy - 1:41
Finding the right balance - 1:53
Having a savings mentality - 3:36
How fast money grows - 4:32
Extravagant life v.s. wealthy life - 5:27
Stress permeates all - 6:06
Achieving success - 8:09
Income v.s. expenses - 10:49
Is never is too late to change your mindset - 13:30

Resources:

https://www.amazon.com/Reinvent-Rich-Money-Moments-Meaning/dp/1681021056

Reinvent Rich Community:

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]]> Balancing out your expenses, on this episode Irvin converses with his producer, Spencer Shaw, to talk about the “urge to splurge”. Stay tuned as they discuss how you can find the right balance between your booking list, and not blowing your wealth by providing some examples of splurging and basic necessities.

Highlights:

Buying what you shouldn’t buy - 1:41
Finding the right balance - 1:53
Having a savings mentality - 3:36
How fast money grows - 4:32
Extravagant life v.s. wealthy life - 5:27
Stress permeates all - 6:06
Achieving success - 8:09
Income v.s. expenses - 10:49
Is never is too late to change your mindset - 13:30

Resources:

https://www.amazon.com/Reinvent-Rich-Money-Moments-Meaning/dp/1681021056

Reinvent Rich Community:

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]]> Irvin Schorch, Spencer Shaw 87d1210c042042e68be2e333159a6d0e Wed, 06 Feb 2019 08:00:00 -0500 901 10 false Successful Financial Independence Depends on a Savings Mindset Successful Financial Independence Depends on a Savings Mindset Is retirement an uphill battle? Today’s podcast is dedicated to answering this question, so join us as we listen to Irvin talk with his producer, Spencer Shaw. They discuss retirement and the comparison game in order to give us some tips for a successful budgeting strategy.

Highlights:

The biggest asset - 2:00
Asset growth - 2:08
Experiences with retirement - 3:14
Being frugal and then retiring - 3:37
Controlling spending - 5:04
Managing your budget and resources - 6:40
Why buy at full price? - 9:20
Taking advantage of sales - 9:56
Scrutinizing your budget - 10:23
Postponing your retirement - 11:00

Reinvent Rich Community:

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]]> Is retirement an uphill battle? Today’s podcast is dedicated to answering this question, so join us as we listen to Irvin talk with his producer, Spencer Shaw. They discuss retirement and the comparison game in order to give us some tips for a successful budgeting strategy.

Highlights:

The biggest asset - 2:00
Asset growth - 2:08
Experiences with retirement - 3:14
Being frugal and then retiring - 3:37
Controlling spending - 5:04
Managing your budget and resources - 6:40
Why buy at full price? - 9:20
Taking advantage of sales - 9:56
Scrutinizing your budget - 10:23
Postponing your retirement - 11:00

Reinvent Rich Community:

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]]> Irvin Schorsch, Spencer Shaw 1b4d966d0146494fb8c0e3cc6e38052f Fri, 01 Feb 2019 08:00:00 -0500 830 9 false How To Survive For Decades In Retirement On A Limited Budget How To Survive For Decades In Retirement On A Limited Budget Do you know how to manage your finances after retirement? On this new episode of PCM podcast, Irvin talks with his friends Marlene and Charlie to discuss the topic of reinventing rich in your 80’s. Tune in to listen to Marlene and Charlie share their story of retiring over 20 years ago and the techniques they employ today to manage their finances adequately.

Highlights:

Marlene’s shopping tips - 1:26
How to manage your pension monthly - 1:44
Charlie’s career - 2:26
Making a shopping list every week - 3:21
Charlie’s current projects - 7:00
Money-saving techniques - 10:44
The importance of the credit card score - 11:20
Organizations that offer donations - 14:12
Celebrating 66 years of marriage - 16:22

Reinvent Rich Community:

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]]> Do you know how to manage your finances after retirement? On this new episode of PCM podcast, Irvin talks with his friends Marlene and Charlie to discuss the topic of reinventing rich in your 80’s. Tune in to listen to Marlene and Charlie share their story of retiring over 20 years ago and the techniques they employ today to manage their finances adequately.

Highlights:

Marlene’s shopping tips - 1:26
How to manage your pension monthly - 1:44
Charlie’s career - 2:26
Making a shopping list every week - 3:21
Charlie’s current projects - 7:00
Money-saving techniques - 10:44
The importance of the credit card score - 11:20
Organizations that offer donations - 14:12
Celebrating 66 years of marriage - 16:22

Reinvent Rich Community:

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]]> Irvin Schorsch 7da6ad6cb5964b44aa72fa5668b02793 Fri, 25 Jan 2019 08:00:00 -0500 1148 8 false What Makes the World Tick at Age 90: An Interview with the Krantz Family What Makes the World Tick at Age 90: An Interview with the Krantz Family Managing your finances, as well as your life is for some people a real challenge, in this episode, Irvin talks about how your life evolves as he speaks with Alan Krantz, who is a full-time musician and teacher. He also talks about his investment philosophy and how to reinvest dividends.

 

Highlights:

Alan's background - 0:45
Alan tells us who he is - 3:50
You have to spend less than you make - 4:00
How to think about investing - 4:45
Saving money before you pay your bills - 6:52
When he started guitar lessons - 7:53
No matter what, you have to start saving money - 8:54
Alan tells us what he decided when he retired - 11:30
Why long term investment is the key - 15:19
Alan recommends to not lose money - 15:54
A blessing that he learned from his father - 21:12
You can be what you want to be - 29:05

 

Reinvent Rich Community:

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]]> Managing your finances, as well as your life is for some people a real challenge, in this episode, Irvin talks about how your life evolves as he speaks with Alan Krantz, who is a full-time musician and teacher. He also talks about his investment philosophy and how to reinvest dividends.

 

Highlights:

Alan's background - 0:45
Alan tells us who he is - 3:50
You have to spend less than you make - 4:00
How to think about investing - 4:45
Saving money before you pay your bills - 6:52
When he started guitar lessons - 7:53
No matter what, you have to start saving money - 8:54
Alan tells us what he decided when he retired - 11:30
Why long term investment is the key - 15:19
Alan recommends to not lose money - 15:54
A blessing that he learned from his father - 21:12
You can be what you want to be - 29:05

 

Reinvent Rich Community:

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]]> Irvin Schorsch, Alan Krantz 1107dee13e334782bc0561e30bdeefce Tue, 22 Jan 2019 08:00:00 -0500 1942 8 false How To Encourage Your Kids To Explore Their Unique Abilities with Guest Chad Johnson How To Encourage Your Kids To Explore Their Unique Abilities with Guest Chad Johnson Providing a future for you and your family. On this episode of the Reinvent Rich Podcast, Irvin talks with Chad Johnson who is a strategic coach that works in Chicago and has eleven children. Join us as we listen to Chad's story of how he manages to raise a family and create a future for himself.


Highlights:

Raising eleven kids - 1:03
The challenges of parenthood - 2:07
One child takes all your time - 2:50
Building leaders - 3:33
A great family has great teamwork mentality - 4:07
Proper values - 5:07
Discovering their unique abilities - 6:21
Raising children with a mindset mentality - 10:13
Doing household chores for extra money - 12:48
Dan’s strategic coach concept - 15:13
Chad's five priorities in life - 20:33
Creating a family model -23:28
The joys and the challenges - 25:21
Thinking outside the box - 26:58


Resources:
http://pcmadvisors.com

Reinvent Rich Community:
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]]> Providing a future for you and your family. On this episode of the Reinvent Rich Podcast, Irvin talks with Chad Johnson who is a strategic coach that works in Chicago and has eleven children. Join us as we listen to Chad's story of how he manages to raise a family and create a future for himself.


Highlights:

Raising eleven kids - 1:03
The challenges of parenthood - 2:07
One child takes all your time - 2:50
Building leaders - 3:33
A great family has great teamwork mentality - 4:07
Proper values - 5:07
Discovering their unique abilities - 6:21
Raising children with a mindset mentality - 10:13
Doing household chores for extra money - 12:48
Dan’s strategic coach concept - 15:13
Chad's five priorities in life - 20:33
Creating a family model -23:28
The joys and the challenges - 25:21
Thinking outside the box - 26:58


Resources:
http://pcmadvisors.com

Reinvent Rich Community:
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]]> Irvin Schorsch, Chad Johnson dc8f19ae79fa4f13b733936edd0a74c3 Thu, 17 Jan 2019 10:34:07 -0500 2119 7 false Dr. Oz and Irvin Schorsch - Lifelong Friends Dr. Oz and Irvin Schorsch - Lifelong Friends Irvin sits down his lifelong friend Dr. Mehmet C. Oz to talk about his new book called "Reinvent Rich". It has lots of useful information about how to manage your finances. All the proceeds from sales will go to HealthCorps. Go to https://reinventrich.com to purchase the book.


Resources:

Watch the video interview at https://www.facebook.com/droz/videos/vb.35541499994/918513301686582


Reinvent Rich Community:

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]]> Irvin sits down his lifelong friend Dr. Mehmet C. Oz to talk about his new book called "Reinvent Rich". It has lots of useful information about how to manage your finances. All the proceeds from sales will go to HealthCorps. Go to https://reinventrich.com to purchase the book.


Resources:

Watch the video interview at https://www.facebook.com/droz/videos/vb.35541499994/918513301686582


Reinvent Rich Community:

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]]> Irvin Schorsch, Dr. Oz 614c362616e447a7a838cd68098018cb Mon, 24 Dec 2018 09:45:35 -0500 1056 6 false Why Money Is NOT Your Most Valuable Asset Why Money Is NOT Your Most Valuable Asset When it comes to the psychology of wealth, money is not your most valuable asset. People work so hard to get more and more money, but what they really want is enough time to pursue their passions. Find out what your most valuable asset is in this impactful episode.

 

Resources:

http://pcmadvisors.com

 

Reinvent Rich Community:

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]]> When it comes to the psychology of wealth, money is not your most valuable asset. People work so hard to get more and more money, but what they really want is enough time to pursue their passions. Find out what your most valuable asset is in this impactful episode.

 

Resources:

http://pcmadvisors.com

 

Reinvent Rich Community:

Subscribe with Apple Podcasts

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]]> Irvin Schorsch 4e3f9f0c0699434f968ef2cbb80a538a Tue, 04 Dec 2018 08:00:00 -0500 508 5 false A Look Inside The Life Of Irvin With Guest Dan Sullivan A Look Inside The Life Of Irvin With Guest Dan Sullivan Clients want more than wealth formation, asset allocation and other technical needs. What they really want is someone who will listen and understand where they are coming from. They want someone to help them reposition the changes in life as effectively as possible. Together Irvin Schorsch and Dan Sullivan talk about the coaches perspective to Reinventing Rich.

 

Highlights:

What gave Irvin confidence to go out on his own. - 5:48

How Irvin can be of good use to his clients. - 7:53

What holds people back from taking action. - 16:21

One of the most prominent values his clients possess. - 19:04

Where the idea of Reinvent Rich came from. - 25:02

What Irvin wants to do in Stage 2 of his career. - 30:21

How to handle the retirement conversation. - 37:01

Why Irvin has assembled a network of advisors in his life and for his clients - 49:15

The difference between old rich and new rich. - 51:41

 

Resources:

https://www.amazon.com/Reinvent-Rich-Money-Moments-Meaning/dp/1681021056
http://pcmadvisors.com

 

Reinvent Rich Community:

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]]> Clients want more than wealth formation, asset allocation and other technical needs. What they really want is someone who will listen and understand where they are coming from. They want someone to help them reposition the changes in life as effectively as possible. Together Irvin Schorsch and Dan Sullivan talk about the coaches perspective to Reinventing Rich.

 

Highlights:

What gave Irvin confidence to go out on his own. - 5:48

How Irvin can be of good use to his clients. - 7:53

What holds people back from taking action. - 16:21

One of the most prominent values his clients possess. - 19:04

Where the idea of Reinvent Rich came from. - 25:02

What Irvin wants to do in Stage 2 of his career. - 30:21

How to handle the retirement conversation. - 37:01

Why Irvin has assembled a network of advisors in his life and for his clients - 49:15

The difference between old rich and new rich. - 51:41

 

Resources:

https://www.amazon.com/Reinvent-Rich-Money-Moments-Meaning/dp/1681021056
http://pcmadvisors.com

 

Reinvent Rich Community:

Subscribe with Apple Podcasts

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]]> Dan Sullivan, Irvin Schorsch bc7dd1cfbbc142d2a2984207bdc0577f Mon, 03 Dec 2018 08:00:00 -0500 3298 4 false How To Negotiate To Get More Bang For Your Buck How To Negotiate To Get More Bang For Your Buck When you go to buy something do you just show up at a store and buy whatever you want? If you do you could save big bucks by listening to this episode. In this episode Irvin shares helpful strategies on how you can be a better researcher and negotiator with every major purchase decision.

 

Resources:

http://pcmadvisors.com

 

Reinvent Rich Community:

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]]> When you go to buy something do you just show up at a store and buy whatever you want? If you do you could save big bucks by listening to this episode. In this episode Irvin shares helpful strategies on how you can be a better researcher and negotiator with every major purchase decision.

 

Resources:

http://pcmadvisors.com

 

Reinvent Rich Community:

Subscribe with Apple Podcasts

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]]> Irvin Schorsch 8c12caf0b7e341a3be60699226c17c68 Sat, 01 Dec 2018 08:00:00 -0500 434 3 false The Secret To Jumpstart Savings The Secret To Jumpstart Savings Savings is an integral part of life, whether you are young or old. Irvin shares personal stories about saving silver coins as a young boy which helped him understand that money is merely a tool. It has no emotion with it and you need to use it effectively. He also shares saving for his first car and his first condo and why starting when your young is critically important.

 

Resources:

http://pcmadvisors.com

 

Reinvent Rich Community:

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]]> Savings is an integral part of life, whether you are young or old. Irvin shares personal stories about saving silver coins as a young boy which helped him understand that money is merely a tool. It has no emotion with it and you need to use it effectively. He also shares saving for his first car and his first condo and why starting when your young is critically important.

 

Resources:

http://pcmadvisors.com

 

Reinvent Rich Community:

Subscribe with Apple Podcasts

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Listen on Stitcher

]]> Irvin Schorsch 0ae33d087b2a4e9e91b60ea6013e296e Fri, 30 Nov 2018 08:00:00 -0500 415 2 false Who Says You Can’t Redefine What Retirement Means Who Says You Can’t Redefine What Retirement Means Retirement isn’t an end, it’s a new beginning. Irvin asks the question: “What do you want to do with your days and how do I make them count?” You’ll hear how up and coming retirees have amazing opportunities to redefine their retirement years.

 

Resources:

http://pcmadvisors.com

 

Reinvent Rich Community:

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]]> Retirement isn’t an end, it’s a new beginning. Irvin asks the question: “What do you want to do with your days and how do I make them count?” You’ll hear how up and coming retirees have amazing opportunities to redefine their retirement years.

 

Resources:

http://pcmadvisors.com

 

Reinvent Rich Community:

Subscribe with Apple Podcasts

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]]> Irvin Schorsch d1858480aef4441d921a57651a8a9a10 Thu, 29 Nov 2018 08:00:00 -0500 365 1 false Welcome to Reinvent Rich Welcome to Reinvent Rich Irvin Schorsch breaks down the basic and advanced questions that we all have when it come to our family and finances. This fun-to-listen-to podcast gives you the insights that have worked for him--and his hundreds of clients--in his more than 30 years in the business. 

]]> Irvin Schorsch breaks down the basic and advanced questions that we all have when it come to our family and finances. This fun-to-listen-to podcast gives you the insights that have worked for him--and his hundreds of clients--in his more than 30 years in the business. 

]]> Irvin Schorsch 22a2f38827864b25990a04baf4d72b54 Mon, 19 Nov 2018 16:40:04 -0500 172 1 false