Shows
Reinvent Rich with Irvin SchorschPlanning for the Unexpected: Building Financial Confidence for Every Family MemberLife 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 foresi...2025-06-1010 minReinvent Rich with Irvin SchorschMore Than Money: Supporting Clients Through Life’s Hardest MomentsWhen 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...2025-05-2215 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 minReinvent Rich with Irvin SchorschGive the Gift of Wealth: Alternative Holiday Gifting OptionsOn 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.2024-12-0812 min
The Intellectual Capitalist® ShowEpisode 29: Irvin G. Schorsch III, Founder of Pennsylvania Capital ManagementIn this interview, Intellectual Capitalist founder Tony D'Angelo interviews Irvin G. Schorsch, III, founder of Pennsylvania Capital Management and author of Who’s On Your Dream Team. Irvin shares how to find a fiduciary and how this strategic partnership will help you make more money and create your ideal life. To learn more about Irvin G. Schorsch, III please visit: www.PCMadvisors.com To schedule a complimentary IP Conversation with Tony D'Angelo, please visit: www.TheIPconversation.com 2024-07-2947 minReinvent Rich with Irvin SchorschPractical Ways to Build Wealth: Health Savings AccountsOn 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.2024-03-0625 minReinvent Rich with Irvin SchorschThe Impact of Family Dynamics on Long-Term Financial HealthOn 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.2024-02-2835 minReinvent Rich with Irvin SchorschWhat You Need to Know About Pennsylvania's New Grantor Trust LawsOn 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.2024-02-2124 minReinvent Rich with Irvin SchorschProtecting Yourself & Your Business from Being SuedOn 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.2024-02-1632 minReinvent Rich with Irvin SchorschMastering Mindset & Leveraging Connections to Attract OpportunitiesOn 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.2024-02-0830 minReinvent Rich with Irvin SchorschHow Minimizing Friction Maximizes Growth for Small BusinessesOn 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.2024-01-3127 min
Reinvent Rich with Irvin SchorschThe World Health Crisis and the Principles Needed to Resolve ItIn 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 R...2020-03-2007 min
Reinvent Rich with Irvin SchorschThe PCM Professional NetworkThe 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 bu...2020-03-1611 min
Reinvent Rich with Irvin SchorschWhat 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...2020-03-1308 min
Reinvent Rich with Irvin SchorschMarket 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...2020-03-1021 min
Reinvent Rich with Irvin SchorschEffects of the Coronavirus on Your FinancesToday 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 Reinvent Rich Community:2020-03-1010 min
Reinvent Rich with Irvin SchorschWhy 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 Reinvent Rich Community:2020-03-0909 min
Reinvent Rich with Irvin SchorschHow 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...2020-03-0605 min
Reinvent Rich with Irvin SchorschReasons to "Refi” Your MortgageWith 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 Reinvent Rich C...2020-03-0314 min
Reinvent Rich with Irvin SchorschWho 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 401...2020-02-2817 min
Reinvent Rich with Irvin SchorschNavigating the Secure ActThe 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...2020-02-2128 min
Reinvent Rich with Irvin SchorschListening Between the LinesIrvin 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 2020-02-2106 min
Reinvent Rich with Irvin SchorschLife 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 i...2020-02-1917 min
Reinvent Rich with Irvin SchorschDoctors... an Inch Wide and a Mile DeepWelcome 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 Reinvent Rich Community: Subscribe with Apple Podcasts Follow o...2020-02-1705 min
Reinvent Rich with Irvin SchorschWhat Comes Next Instead of Retirement? With David SchlossThis 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...2020-02-1433 min
Reinvent Rich with Irvin SchorschLife Changing Events - Car NegotiationLearn 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 Reinvent Rich Community:2020-02-1405 min
Reinvent Rich with Irvin SchorschDoctors… How to Manage Risk and RetirementOver 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 t...2020-02-1310 min
Reinvent Rich with Irvin SchorschAnticipating the Pitfalls of Buying a HomeAnticipating 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...2020-02-0706 min
Reinvent Rich with Irvin SchorschPCM’s 2020 Financial OutlookWe 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...2020-01-3104 min
Reinvent Rich with Irvin SchorschHow PCM’s Helpfulness Brings Value to Client FamiliesOne 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 Reinvent Rich Community: Subscribe with Apple Podcasts Follow on Spotify2019-12-2705 min
Reinvent Rich with Irvin SchorschPCM’s Founding and Life Changing EventsIrvin 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:2019-12-0610 min
Reinvent Rich with Irvin SchorschThe Boeing CalamityIrvin 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: Subscribe with Apple Podcasts Follow on Spotify Listen on Stitcher Listen on iHeartRadio2019-11-1503 min
Reinvent Rich with Irvin Schorsch8 Principles for Financial Success in LifeIrvin 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...2019-10-2514 min
Reinvent Rich with Irvin SchorschBad 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 fu...2019-09-2712 min
Reinvent Rich with Irvin SchorschHow to Minimize the Pain of Facing Uncle Sam With Frank CassidyBest-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: https://www.fxcassidy.com/about-us https://www.facebook.com/FXCassidy/ Highlights: Frank's challenges when it comes to working w...2019-08-2612 min
Reinvent Rich with Irvin SchorschPiercing the IT Conundrum with Erik EisenToday’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: https://www.linkedin.com/in/erik-eisen-0420511b/ https://ctiworkplace.com/ Highlights: The challenges clients face - 1:11 What business is doing in a technology perspective - 2:26 Potential risks that clients face -2:48 Prote...2019-07-2913 min
Reinvent Rich with Irvin SchorschHow To Facilitate Not Enable Boomerang ChildrenEveryone 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 bo...2019-07-1208 min
Reinvent Rich with Irvin SchorschIn a Technology Driven World, How Do We Protect Our Families From Financial FraudThe 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 tak...2019-07-0808 min
Reinvent Rich with Irvin SchorschWhen To Call In The Financial ReinforcementsAndrew 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 th...2019-06-0312 min
Reinvent Rich with Irvin SchorschThe Beginner's Guide To Sudden Wealth SyndromeThe 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 p...2019-05-3012 min
Reinvent Rich with Irvin SchorschWhy 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...2019-05-0123 min
Reinvent Rich with Irvin SchorschThe Faster, Smarter Techniques To Get Ready To Make MillionsGet 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...2019-04-1518 min
Reinvent Rich with Irvin SchorschPlaying Catch-Up Financially For Retirement Is PossibleThe 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 t...2019-04-1113 min
Reinvent Rich with Irvin SchorschRedemptive Wealth With Larz MacfarlaneOn 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 th...2019-04-0123 min
Reinvent Rich with Irvin SchorschCrying Uncle On Your Tax BillStay 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...2019-03-2511 min
Reinvent Rich with Irvin SchorschYou Are Only As Good As The People Around YouIrvin 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...2019-03-1312 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
Reinvent Rich with Irvin SchorschHow 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 - 1:41Finding the right balance - 1:53Having a savings mentality - 3:36How fast money grows - 4:32Extravagant life v.s. wealthy life - 5:27Stress permeates all - 6:06Achieving success - 8:09...2019-02-0615 min
Reinvent Rich with Irvin SchorschSuccessful Financial Independence Depends on a Savings MindsetIs 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 - 2:00Asset growth - 2:08Experiences with retirement - 3:14Being frugal and then retiring - 3:37Controlling spending - 5:04Managing your budget and resources - 6:40Why buy at full price? - 9:20Taking advantage of sales - 9:56Sc...2019-02-0113 min
Reinvent Rich with Irvin SchorschHow To Survive For Decades In Retirement On A Limited BudgetDo 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 - 1:26How to manage your pension monthly - 1:44Charlie’s career - 2:26Making a shopping list every week - 3:21Charlie’s current projects...2019-01-2519 min
Reinvent Rich with Irvin SchorschWhat Makes the World Tick at Age 90: An Interview with the Krantz FamilyManaging 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 - 0:45Alan tells us who he is - 3:50You have to spend less than you make - 4:00How to think about investing - 4:45Saving money before you pay your bills - 6:52When he started guitar l...2019-01-2232 min
Reinvent Rich with Irvin SchorschHow To Encourage Your Kids To Explore Their Unique Abilities with Guest Chad JohnsonProviding 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 - 1:03The challenges of parenthood - 2:07One child takes all your time - 2:50Building leaders - 3:33A great family has great teamwork mentality - 4:07Proper values - 5:07Discovering...2019-01-1735 min
Reinvent Rich with Irvin SchorschDr. Oz and Irvin Schorsch - Lifelong FriendsIrvin 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: Subscribe with Apple PodcastsFollow on Spotify Listen on Stitcher2018-12-2417 min
Reinvent Rich with Irvin SchorschWhy Money Is NOT Your Most Valuable AssetWhen 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 Follow on Spotify Listen on Stitcher2018-12-0408 min
Reinvent Rich with Irvin SchorschA Look Inside The Life Of Irvin With Guest Dan SullivanClients 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 2018-12-0354 min
Entrepreneur WeeklyTrent Shelton & Irvin SchorschTake Back Control Over Your Personal Life, Career, and Finances:
“Once I realized that taking responsibility is the ultimate power, it changed my life forever.” Former NFL wide receiver, Trent Shelton, was living the dream playing professional football, but the sports business took a heavy toll; Trent was depressed and contemplating suicide. The birth of his son and death of a teammate snapped Trent back to reality – He needed to take control over his life. Flash forward nearly a decade: Trent is a top self-worth coach for RehabTime Organization, reaching over 50-million people on social media each week...2018-12-0139 min
Entrepreneur WeeklyTrent Shelton & Irvin SchorschTake Back Control Over Your Personal Life, Career, and Finances: “Once I realized that taking responsibility is the ultimate power, it changed my life forever.” Former NFL wide receiver, Trent Shelton, was living the dream playing professional football, but the sports business took a heavy toll; Trent was depressed and contemplating suicide. The birth of his son and death of a teammate snapped Trent back to reality – He needed to take control over his life. Flash forward nearly a decade: Trent is a top self-worth coach for RehabTime Organization, reaching over 50-million people on social media each week...2018-12-0140 min
Reinvent Rich with Irvin SchorschHow To Negotiate To Get More Bang For Your BuckWhen 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 Follow on Spotify Listen on Stitcher2018-12-0107 min
Reinvent Rich with Irvin SchorschThe Secret To Jumpstart SavingsSavings 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 Follow on Spotify Li...2018-11-3006 min
Reinvent Rich with Irvin SchorschWho Says You Can’t Redefine What Retirement MeansRetirement 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 Follow on Spotify Listen on Stitcher2018-11-2906 min
Reinvent Rich with Irvin SchorschWelcome to Reinvent RichIrvin 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. 2018-11-1902 min
Get ConnectedGuidance on Loaning Money to Adult ChildrenNearly 60% of parents provide financial support to their adult children, up to age 39. Are you one of them? Personal Wealth Advisor Irvin Schorsch discusses how to give your kids a helping hand, without putting yourself in financial jeopardy. More at pcmadvisors.com2018-08-1911 min
Groks Science Radio Show and PodcastSudden Wealth Syndrome -- Groks Science Show 2013-07-24Sudden wealth can be a blessing and a curse, especially if the wealth is mismanaged. On this episode, Mr. Irvin Schorsch discussed dealing with sudden wealth syndrome.2013-07-2418 min