Best Irvin Schorsch Podcasts (2025)

1
More Than Money: Supporting Clients Through Life’s Hardest Moments 15:44

8d ago15:44

15:44

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 de…

1
The Smart Way to Buy a Car in Today’s Market 14:06

8d ago14:06

14:06

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. Whethe…

1
Smart Tax Moves: Planning Ahead with Marty Abo 53:18

2M ago53:18

53:18

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…

1
Give the Gift of Wealth: Alternative Holiday Gifting Options 12:21

6M ago12:21

12:21

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 achie…

1
Practical Ways to Build Wealth: Health Savings Accounts 25:31

1y ago25:31

25:31

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.…

1
The Impact of Family Dynamics on Long-Term Financial Health 35:05

1y ago35:05

35:05

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…

1
What You Need to Know About Pennsylvania's New Grantor Trust Laws 24:22

1+ y ago24:22

24:22

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.…

1
Protecting Yourself & Your Business from Being Sued 32:49

1+ y ago32:49

32:49

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 PCMAd…

1
Mastering Mindset & Leveraging Connections to Attract Opportunities 30:46

1+ y ago30:46

30:46

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 y…

1
How Minimizing Friction Maximizes Growth for Small Businesses 27:14

1+ y ago27:14

27:14

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…

1
The World Health Crisis and the Principles Needed to Resolve It 7:55

5y ago7:55

7:55

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 financi…

1
The PCM Professional Network 11:39

5y ago11:39

11:39

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 desig…

1
What are the Financial Positives of the Spread of the Coronavirus? 8:55

5y ago8:55

8:55

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 - 0:2…

1
Market Volatility... Riding the Wave! 21:48

5y ago21:48

21:48

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 Sellin…

1
Effects of the Coronavirus on Your Finances 10:46

5y ago10:46

10:46

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 …

1
Why Partner with PCM? 9:31

5y ago9:31

9:31

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 W…

1
How Can Business Owners Take Back Their Time? 5:17

5y ago5:17

5:17

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 owner…

1
Reasons to "Refi” Your Mortgage 14:50

5y ago14:50

14:50

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 mortgag…

1
Who Wants to be a 401K Millionaire? 17:46

5y ago17:46

17:46

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 ret…

1
Navigating the Secure Act 28:28

5+ y ago28:28

28:28

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 hap…

1
Listening Between the Lines 6:28

5+ y ago6:28

6:28

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 b…

1
Life Does Not Stop At 65... It's just the Opening of a New Chapter! 17:29

5+ y ago17:29

17:29

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 anot…

1
Doctors... an Inch Wide and a Mile Deep 5:39

5+ y ago5:39

5:39

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…

1
What Comes Next Instead of Retirement? With David Schloss 33:54

5+ y ago33:54

33:54

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 ret…

1
Life Changing Events - Car Negotiation 5:56

5+ y ago5:56

5:56

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 clie…

1
Doctors… How to Manage Risk and Retirement 10:25

5+ y ago10:25

10:25

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 …

1
Anticipating the Pitfalls of Buying a Home 6:46

5+ y ago6:46

6:46

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…

1
PCM’s 2020 Financial Outlook 4:45

5+ y ago4:45

4:45

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 inve…

1
How PCM’s Helpfulness Brings Value to Client Families 5:20

5+ y ago5:20

5:20

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 d…

1
PCM’s Founding and Life Changing Events 10:00

5+ y ago10:00

10:00

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 an…

1
The Boeing Calamity 3:19

5+ y ago3:19

3:19

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 ind…

1
8 Principles for Financial Success in Life 14:38

5+ y ago14:38

14:38

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 princi…

1
Bad Debt Can Ruin Family Life—Get Out From Under the Stress! 12:12

5+ y ago12:12

12:12

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 credi…

1
How to Minimize the Pain of Facing Uncle Sam With Frank Cassidy 12:41

6y ago12:41

12:41

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 ta…

1
Piercing the IT Conundrum with Erik Eisen 13:47

6y ago13:47

13:47

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' techni…

1
How To Facilitate Not Enable Boomerang Children 8:55

6y ago8:55

8:55

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…

1
In a Technology Driven World, How Do We Protect Our Families From Financial Fraud 8:51

6y ago8:51

8:51

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 lookou…

1
When To Call In The Financial Reinforcements 12:00

6y ago12:00

12:00

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:…

1
The Beginner's Guide To Sudden Wealth Syndrome 12:29

6y ago12:29

12:29

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 mone…

1
Why is Creating Wealth So Difficult? 23:37

6y ago23:37

23:37

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 recommendat…

1
The Faster, Smarter Techniques To Get Ready To Make Millions 18:35

6y ago18:35

18:35

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 you…

1
Playing Catch-Up Financially For Retirement Is Possible 13:59

6y ago13:59

13:59

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 e…

1
Redemptive Wealth With Larz Macfarlane 23:14

6y ago23:14

23:14

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 sc…

1
Crying Uncle On Your Tax Bill 11:14

6y ago11:14

11:14

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 …

1
You Are Only As Good As The People Around You 12:34

6y ago12:34

12:34

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 - 2:3…

1
The Entitlement Mentality of Young Adults Today 10:55

6y ago10:55

10:55

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. …

1
How Life Changes with a “Negotiating Mentality” 15:01

6+ y ago15:01

15:01

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 b…

1
Successful Financial Independence Depends on a Savings Mindset 13:50

6+ y ago13:50

13:50

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 r…

1
How To Survive For Decades In Retirement On A Limited Budget 19:08

6+ y ago19:08

19:08

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 a…

1
What Makes the World Tick at Age 90: An Interview with the Krantz Family 32:22

6+ y ago32:22

32:22

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 -…

Podcasts Worth a Listen

Irvin Schorsch Podcasts

Podcasts Worth a Listen