Irvin Schorsch
Reinvent Rich with Irvin Schorsch
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!
Where to listen?
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Episodes
How Can Business Owners Take Back Their Time? 06.03.2020 5:17
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"...
Reasons to "Refi” Your Mortgage 03.03.2020 14:50
With 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...
Who Wants to be a 401K Millionaire? 28.02.2020 17:46
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...
Navigating the Secure Act 21.02.2020 28:28
The 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 increasi...
Listening Between the Lines 21.02.2020 6:28
Irvin 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 forwar...
Life Does Not Stop At 65... It's just the Opening of a New Chapter! 19.02.2020 17:29
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 abo...
Doctors... an Inch Wide and a Mile Deep 17.02.2020 5:39
Welcome 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...
What Comes Next Instead of Retirement? With David Schloss 14.02.2020 33:54
This 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 reti...
Life Changing Events - Car Negotiation 14.02.2020 5:56
Learn 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...
Doctors… How to Manage Risk and Retirement 13.02.2020 10:25
Over 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 financ...
Anticipating the Pitfalls of Buying a Home 07.02.2020 6:46
Anticipating 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 lif...
PCM’s 2020 Financial Outlook 31.01.2020 4:45
We 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:...
How PCM’s Helpfulness Brings Value to Client Families 27.12.2019 5:20
One 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 d...
PCM’s Founding and Life Changing Events 06.12.2019 10:00
Irvin 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...
The Boeing Calamity 15.11.2019 3:19
Irvin 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 wi...
8 Principles for Financial Success in Life 25.10.2019 14:38
Irvin 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:...
Bad Debt Can Ruin Family Life—Get Out From Under the Stress! 27.09.2019 12:12
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 ret...
How to Minimize the Pain of Facing Uncle Sam With Frank Cassidy 26.08.2019 12:41
Best-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...
Piercing the IT Conundrum with Erik Eisen 29.07.2019 13:47
Today’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 epis...
How To Facilitate Not Enable Boomerang Children 12.07.2019 8:55
Everyone 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...
In a Technology Driven World, How Do We Protect Our Families From Financial Fraud 08.07.2019 8:51
The 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...
When To Call In The Financial Reinforcements 03.06.2019 12:00
Andrew 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...
The Beginner's Guide To Sudden Wealth Syndrome 30.05.2019 12:29
The 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 Q...
Why is Creating Wealth So Difficult? 01.05.2019 23:37
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: Pe...
The Faster, Smarter Techniques To Get Ready To Make Millions 15.04.2019 18:35
Get 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 as...
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