Reinvent Rich with Irvin Schorsch

Irvin Schorsch
  • 5.0 (13)
  • Investing
  • Updated Monthly

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!

  1. Jun 12

    A Financial Second Opinion: Is Your Plan Really on Track?

    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 simply wondering if you're overlooking opportunities, a second opinion can provide clarity and confidence. The team explains what a comprehensive review includes, the documents that help paint the full financial picture, and how they evaluate areas such as investments, taxes, debt, insurance, retirement planning, and overall financial strategy. You'll learn: Why a second opinion isn't just for people changing advisors What financial strengths, weaknesses, and opportunities advisors look for How taxes, debt, investments, and insurance fit together What information helps create a meaningful review How a second opinion can help confirm you're already on the right path If you've ever wondered whether your financial plan could be improved—or simply want reassurance that you're making smart decisions—this episode offers valuable insights into the review process. 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.

    6 min

  2. Jun 5

    Beyond Investment Management: What a Financial Advisor Really Does

    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 help individuals and families make more informed financial decisions and build a strategy that supports their long-term goals. Whether you're preparing for retirement, navigating major life changes, evaluating insurance needs, or thinking about how to pass wealth to future generations, this conversation provides a behind-the-scenes look at what financial planning really involves—and why a coordinated approach can make all the difference. Tune in to learn how thoughtful planning can help connect every piece of your financial life. 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.

    6 min

  3. Apr 23

    Common Tax Pitfalls to Avoid This Filing Season

    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 capital gains timing, and making the most of available tax credits and deductions. Whether you file your own taxes or work with a professional, this episode will help you avoid common mistakes and make more informed decisions this tax season. 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.

    16 min

  4. Apr 16

    The 4 Types of Insurance Everyone Should Understand

    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 can protect your income, your family, and your long-term wealth. From replacing lost income and planning for future care, to safeguarding your assets from unexpected lawsuits, this conversation highlights the real risks that can derail even the strongest financial plan. Whether you're just starting a family, building wealth, or thinking about long-term security, this episode will help you make smarter, more informed decisions about protecting what matters most. 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.

    19 min

  5. Apr 9

    Maximizing Your IRA Contributions Before April 15

    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, and common mistakes to avoid when making contributions. Whether you’re catching up on last year’s contributions or planning ahead, this episode will help you make informed decisions and maximize your retirement savings. 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.

    10 min

  6. 11/04/2025

    Year-End Charitable Giving: How to Maximize Deductions Under the New Tax Rules

    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. 🎧 Perfect for anyone looking to give more intentionally—and more efficiently—this year. 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.

    11 min

  7. 10/20/2025

    Smart Tax Strategies for 2025: Tips from PCM Financial Experts

    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 about how we can help you achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

    17 min

  8. 07/03/2025

    Mastering 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 thoughtfully. If you’re a parent just starting to save, a grandparent looking to help, or someone facing the college payment years now, this episode offers practical insights to help you plan with clarity and confidence. 🎧 Listen in to learn how to make the most of your college savings plan—and set your family up for success. 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.

    21 min
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5
out of 5
13 Ratings

About

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!

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