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 difference in people's lives and finances - 3:36
• Creating eight principles to help people with their finances - 4:14

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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-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:

• Helping clients with their life-changing events - 0:36
• How Irvin helps his clients - 1:04
• What kind of life-changing events he experiences with clients - 1:41
• Paying Uncle Sam's taxes? - 3:41
• A client's story - 4:28
• Using income to fix the family issues - 5:00
• An example of one life-changing event - 7:07
• The type of activity that Irvin does for his clients - 8:46

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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

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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 - 2:38
• 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 eight principles of financial success can bring value to families - 13:07

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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 future with debt - 5:05
• Borrowing as good debt - 6:25
• Credit cards can provide a feeling of power for families - 6:29
• Your credit record and score - 8:17
• Building your credit experience - 8:34
• Make your life simple! - 8:55
• Balancing debt that fits in a healthy life - 9:31
• Success for your family - 11:03

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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 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 with clients - 1:15
• Tax changes - 1:33
• Lower rates - 2:25
• The 1031 exchanges and real estate - 3:10
• Frank's superpower - 4:22
• Service, attendance, and team members - 5:28
• Pieces of advice that Frank did not take - 8:07
• Having the same clients - 9:33
• Looking forward to growing his business - 9:57
• An open-minded firm - 11:01
• Frank's biggest challenge - 11:20

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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 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
• Protecting a business-data - 3:40
• Being a technology-advisor - 4:20
• Erik's superpower - 5:18 
• Figuring out how to solve problems - 5:50
• The importance of wanting to grow - 7:18
• Being outside the box thinker - 7:57
• Knowing a little bit more about Erik - 8:24
• The future of CTI - 9:30
• Providing technology services and helping clients grow their business - 9:47
• In whatever business, get a professional to help you - 10.48
• Some company's challenges - 11:20
• Wanting to grow and expand their business - 12:28

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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 - 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 boomerang children - 6:20
• Teaching your children to be independent - 6:45
• Spend time with your kids - 7:16

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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 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 takeaways when the numbers get big in financial fraud - 03:12
• The most onerous experience advising clients when it comes to financial fraud - 4:22
• A few steps for our listeners to take if financial fraud hits you - 05:47

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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
• 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 that you can do when it comes to your finances  - 5:40
• How to reallocate your assets - 6:50
• An example of financial desperation - 7:02
• A piece of advice from Irvin to have a better financial situation - 8:14
• Talking about bankruptcy - 9:29
• Focus on a problem at the time - 10:18
   
  
  

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