Reinvent Rich with Irvin Schorsch

Starting a relationship with a financial planner shouldn't feel mysterious.

In this episode, the PCM team walks through exactly what happens after you decide to become a client.

From the initial paperwork and account transfers to investment recommendations and ongoing planning meetings, they explain how the first year is designed to build a strong foundation for long-term financial success.

You'll learn:

• what the onboarding process...

Most people wouldn't make a major medical decision without getting a second opinion, why should your financial future be any different?

In this episode, Certified Financial Planners Christopher Mallon and Andrew Randisi explain exactly what happens during Pennsylvania Capital Management's complimentary Second Opinion Meeting.

They discuss:

• What documents are most helpful to bring 
• The hidden financial gaps they commonly uncove...

Many investors spend years building retirement savings, managing investments, and making important financial decisions—but how do you know your plan is working as effectively as it could be?

In this episode, Pennsylvania Capital Management Certified Financial Planners Chris Mallon and Andrew Randisi discuss the value of a financial second opinion. Whether you're managing your own investments, working with another advisor, or s...

When most people think about financial advisors, they think about investments. But comprehensive financial planning goes far beyond building a portfolio.

In this episode, Certified Financial Planners Andrew Randisi and Christopher Mallon discuss the five core pillars of financial planning: cash flow planning, investment management, tax planning, insurance analysis, and estate planning. They explain how these areas work together to h...

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 ...

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 ...

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...

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.

�...

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 abo...

 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 equ...

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 challeng...

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 ...

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 ...

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...