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From 10 epsHosts
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Recent episodes
A Financial Second Opinion: Is Your Plan Really on Track?
Jun 12, 2026
6m 23s
Beyond Investment Management: What a Financial Advisor Really Does
Jun 5, 2026
5m 32s
Common Tax Pitfalls to Avoid This Filing Season
Apr 23, 2026
15m 31s
The 4 Types of Insurance Everyone Should Understand
Apr 16, 2026
18m 59s
Maximizing Your IRA Contributions Before April 15
Apr 9, 2026
9m 30s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/12/26 | A Financial Second Opinion: Is Your Plan Really on Track?✨ | financial planninginvestment management+3 | Chris MallonAndrew Randisi | Pennsylvania Capital Management | — | financial second opinionretirement planning+3 | — | 6m 23s | |
| 6/5/26 | Beyond Investment Management: What a Financial Advisor Really Does✨ | financial planninginvestment management+4 | Andrew RandisiChristopher Mallon | Certified Financial Planners | — | financial advisorcomprehensive financial planning+5 | — | 5m 32s | |
| 4/23/26 | Common Tax Pitfalls to Avoid This Filing Season✨ | tax seasontax pitfalls+4 | — | — | — | tax mistakescalculation errors+5 | — | 15m 31s | |
| 4/16/26 | The 4 Types of Insurance Everyone Should Understand✨ | insurancefinancial planning+4 | AndrewChristopher | Pennsylvania Capital Management | — | insurancefinancial planning+4 | — | 18m 59s | |
| 4/9/26 | Maximizing Your IRA Contributions Before April 15✨ | IRA contributionstax deadline+4 | — | — | — | IRAtax contributions+5 | — | 9m 30s | |
| 11/4/25 | Year-End Charitable Giving: How to Maximize Deductions Under the New Tax Rules✨ | charitable givingtax deductions+5 | Andrew RandisiChristopher Mallon | PCM | — | charitable givingtax deductions+6 | — | 10m 38s | |
| 10/20/25 | Smart Tax Strategies for 2025: Tips from PCM Financial Experts✨ | tax strategiesfinancial planning+4 | Andrew Randisi | PCMCFP® | — | tax burdenretirement contributions+3 | — | 16m 46s | |
| 7/3/25 | Mastering College Savings: 529 Plans and Financial Planning Insights✨ | college savings529 plans+4 | Andrew RandisiChristopher Mallon | PCM | — | college savings529 plans+5 | — | 21m 13s | |
| 6/10/25 | Planning for the Unexpected: Building Financial Confidence for Every Family Member✨ | financial planningunexpected events+3 | Donna Zanetti | Pennsylvania Capital Management | — | financial confidenceestate planning+3 | — | 10m 31s | |
| 5/22/25 | The Smart Way to Buy a Car in Today’s Market✨ | car buyingmarket trends+4 | Andrew Randisi | PCM | — | buying a carcar market+4 | — | 14m 06s | |
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| 5/22/25 | 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... | 15m 44s | ||||||
| 4/14/25 | 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-empl... | 53m 18s | ||||||
| 12/8/24 | 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. | 12m 21s | ||||||
| 3/6/24 | Practical Ways to Build Wealth: Health Savings Accounts | 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. | 25m 31s | ||||||
| 2/28/24 | The Impact of Family Dynamics on Long-Term Financial Health | 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 you love, please visit PCMAdvisors.com. | 35m 05s | ||||||
| 2/21/24 | What You Need to Know About Pennsylvania's New Grantor Trust Laws | 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. | 24m 22s | ||||||
| 2/16/24 | Protecting Yourself & Your Business from Being Sued | 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 PCMAdvisors.com. | 32m 49s | ||||||
| 2/8/24 | Mastering Mindset & Leveraging Connections to Attract Opportunities | 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 your financial goals and live a life you love, please visit PCMAdvisors.com. | 30m 46s | ||||||
| 1/31/24 | How Minimizing Friction Maximizes Growth for Small Businesses | 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. | 27m 14s | ||||||
| 3/20/20 |  The World Health Crisis and the Principles Needed to Resolve It | 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 financial success - 1:19 Creating solutions for families - 2:15 The fear of coronavirus - 2:28 Recommendations to stop the spread of coronavirus - 3:0... | 7m 55s | ||||||
| 3/16/20 |  The PCM Professional Network | 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 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 -... | 11m 39s | ||||||
| 3/13/20 |  What 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 Cor... | 8m 55s | ||||||
| 3/10/20 |  Market 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 ... | 21m 48s | ||||||
| 3/10/20 |  Effects of the Coronavirus on Your Finances | 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 succeed with the spread of the coronavirus - 6:38 Saudi Arabia and Russia oil war - 7:05 How PCM can help families with this unpredictabl... | 10m 46s | ||||||
| 3/9/20 |  Why 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... | 9m 31s | ||||||
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