Reinvent Rich with Irvin Schorsch

Irvin Schorsch
  • 5.0 (13)
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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. 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

  2. 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

  3. 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

  4. 06/10/2025

    Planning for the Unexpected: Building Financial Confidence for Every Family Member

    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 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 foresight. In this episode, you’ll learn: How PCM supports both financially active and less-involved spousesThe importance of building financial confidence before a crisis occursWhat happens when estate planning is incomplete—and how to fix itHow advisors can help families transition with grace after lossWhy financial literacy is a lifelong, multi-generational goal🎧 Tune in for a meaningful conversation on how true financial planning is about people first—and numbers second. 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

  5. 05/22/2025

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

    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 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 multiple generations of family members, this episode highlights the human side of wealth management. Key themes include: ·       How to recognize and approach early signs of decline ·       Supporting the healthy spouse and family members ·       The importance of early planning and open communication ·       Tools and services that can ease the burden during transitions ·       Real stories of clients and families navigating change together This episode is a must-listen for anyone caring for an aging loved one—or planning for the possibility. 🎧 Listen now to hear how empathy and planning go hand in hand. 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

  6. 05/22/2025

    The Smart Way to Buy a Car in Today’s Market

    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 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 car buying—when to lease, when to finance, and how to avoid costly mistakes. What you’ll learn: How to negotiate smarter using online toolsWhen leasing may be better than buyingWhy EVs aren't holding value like expectedWhat manufacturers are doing to move inventory—and how to benefitHow to align car buying decisions with your financial plan🎧 Tune in to get expert insights and avoid common pitfalls when buying your next car. 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.

    14 min

  7. 04/14/2025

    Smart Tax Moves: Planning Ahead with Marty Abo

    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, 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 insights that could save you money—and stress—come tax time. Key topics include: The importance of estimated tax payments and how to avoid penalties Common oversights with 1099s, ACA credits, and self-employment deductionsRetirement planning through SEP and Solo 401(k) contributionsUnderstanding the Pass-Through Entity Tax (PTET) as a workaround to the SALT capWhy “it depends” is a powerful (and honest) answer in financial planningDon’t miss this engaging conversation full of real-world tax tips and planning advice. 🎧 Listen now and take control of your tax strategy. 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.

    53 min

  8. 12/08/2024

    Give the Gift of Wealth: Alternative Holiday Gifting Options

    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 achieve your financial goals and live a life you love, please visit PCMAdvisors.com.

    12 min
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5
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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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