Tax season can be stressful—but many of the most costly mistakes are also the most avoidable. In this episode, we highlight common tax pitfalls to avoid, from missing investment income and poor record keeping to costly timing mistakes with investments. […]
Common Tax Pitfalls to Avoid This Filing Season Read More »
Insurance is one of the most important—but often overlooked—components of a strong financial plan. In this episode, we break down the four key types of insurance everyone should understand: life, long-term care, disability, and umbrella coverage. Whether you’re protecting your
The 4 Types of Insurance Everyone Should Understand Read More »
With the April 15th deadline approaching, there’s still time to make IRA contributions that could impact both your retirement savings and your current tax bill. In this episode, we walk through contribution limits, key deadlines, and strategies like the backdoor
IRA Contributions Explained: Deadlines, Limits & Strategies Read More »
How to Maximize Deductions Under the New Tax Rules As 2025 comes to a close, it’s the perfect time to review your charitable giving strategy—especially with new tax law changes taking effect in 2026. In this short video, PCM financial
Year-End Charitable Giving Read More »
How thoughtful tax planning can transform your retirement income Christopher Mallon November 4th, 2025 When most people think about planning for retirement, they focus on saving for it. But once you stop working, a new challenge emerges: how to spend
The Power of Strategic Roth Conversions Before RMD Age Read More »
True cash flow planning goes beyond spreadsheets and budgets. It’s about creating a system where every dollar has a purpose, and where your family understands and supports that plan. Financial peace of mind isn’t only about knowing the numbers; it’s
Family Cash Flow Planning: Align Finances & Build Legacy Read More »
Smart Budgeting and Planning for Financial Freedom When it comes to financial success, cash flow is the foundation. It’s not just about tracking every dollar—it’s about making intentional choices with your income, expenses, and savings so you can live comfortably
Mastering Cash Flow Read More »
When it comes to building long-term financial security, most advice focuses on restraint: cut back, say no, avoid indulgences. But what if the key to lasting wealth isn’t just about what you save… but also about how and when you
The Strategic Splurge: Turning Your Bucket List into a Financial Plan Read More »
Saving for college can feel overwhelming, but with the right approach—and the right tools—it’s completely achievable. In this post, we explore how families can take advantage of 529 plans and financial planning insights to fund education while staying aligned with broader
Mastering College Savings: 529 Plans and Financial Planning Insights Read More »
When it comes to assessing market uncertainty, few tools are more revealing than the VIX and credit spreads. Chris: Hey everyone, Chris Mallon here with Pennsylvania Capital Management, wanted to give an update on two of the important indicators
What the VIX and Credit Spreads Tell Us About Market Risk Read More »
Life is unpredictable—but the right guidance can provide clarity, comfort, and confidence when it matters most to help you to plan for the unexpected. Lesley Buck: Welcome everyone to our podcast today. We’re joined by Irvin Schorsch and Donna Zanetti
Plan for the Unexpected: Building Financial Confidence for Every Family Member Read More »
“What Should We Be Doing to Save for College?” Christopher Mallon June 3, 2025 A few weeks ago, a longtime client named Josh called us with news — his wife had just given birth to their first child, a daughter
What Should We Be Doing to Save for College? Read More »
