Listen Score
LS 25
Global Rank
TOP 10%

ABOUT THIS PODCAST 🔗

Update frequency:
monthly
Average audio length:
15 minutes
Guest interviews
English
United States
70 episodes
since Nov. 19, 2018
episodic

LATEST EPISODE 🔗

More Than Investment Management: Why Clients Choose PCM What makes one financial advisory firm different from another? In this episode, Christopher Mallon, Andrew Randisi and Lesley Buck discuss why so many Pennsylvania Capital Management clients come through referrals—and why their work extends fa…

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PREVIOUS EPISODES

Starting a relationship with a financial planner shouldn't feel mysterious. In this episode, the PCM team walks through exactly what happens after you decide to become a client. From the initial paperwork and account transfers to investment recommendations and ongoing planning meetings, they e…
Most people wouldn't make a major medical decision without getting a second opinion, why should your financial future be any different? In this episode, Certified Financial Planners Christopher Mallon and Andrew Randisi explain exactly what happens during Pennsylvania Capital Management's…
Many investors spend years building retirement savings, managing investments, and making important financial decisions—but how do you know your plan is working as effectively as it could be? In this episode, Pennsylvania Capital Management Certified Financial Planners Chris Mallon and Andrew Randis…
When most people think about financial advisors, they think about investments. But comprehensive financial planning goes far beyond building a portfolio. In this episode, Certified Financial Planners Andrew Randisi and Christopher Mallon discuss the five core pillars of financial planning: cash flo…
As tax season approaches, even small mistakes can lead to costly consequences. In this episode, we walk through some of the most common tax pitfalls individuals face when filing their returns—from simple calculation errors to more complex issues like missing investment income, poor record keeping, …
When it comes to financial planning, insurance is one of the most overlooked, but most critical, pieces of the puzzle. In this episode, financial planners Andrew and Christopher from Pennsylvania Capital Management break down the four key types of insurance everyone should understand: life insuranc…
As the April 15th tax deadline approaches, there’s still time to make IRA contributions—and potentially reduce your tax bill. In this episode, we break down everything you need to know about IRA contributions, including current contribution limits, key deadlines, and how to take advantage of both T…
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 …
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 sim…
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