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Feb 28, 2020

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...


Feb 21, 2020

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...


Feb 21, 2020

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...


Feb 19, 2020

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


Feb 17, 2020

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...