Reinvent Rich with Irvin Schorsch
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!
Episodes
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 ...
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 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 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 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 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 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 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.
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 ...
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 th...
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:
- 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 market...
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
- 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
- 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" f...
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
- 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-de...
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
- 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 financia...
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
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