Shows
Reinvent Rich with Irvin SchorschYear-End Charitable Giving: How to Maximize Deductions Under the New Tax RulesIn 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...
2025-11-0410 minReinvent Rich with Irvin SchorschSmart Tax Strategies for 2025: Tips from PCM Financial ExpertsIn 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.
2025-10-2016 minReinvent Rich with Irvin SchorschMastering 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 though...
2025-07-0321 minReinvent Rich with Irvin SchorschThe Smart Way to Buy a Car in Today’s MarketBuying 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...
2025-05-2214 minReinvent Rich with Irvin SchorschSmart Tax Moves: Planning Ahead with Marty AboIn 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 insi...
2025-04-1453 minReinvent Rich with Irvin SchorschYour Financial To Do List – 2024 Year End EditionOn this episode of the Reinvent Rich Podcast, Andrew Randisi, Certified Financial Planner and Senior Financial Advisor, joins Lesley Buck, Manager of Client Services, to talk about important year-end financial tasks. 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.
2024-12-1518 min
2019-09-2504 min
Reinvent Rich with Irvin SchorschThe Entitlement Mentality of Young Adults TodayIrvin 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”...
2019-03-1110 min