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Hosted by Jamie Hopkins and Kate Duffy · 🇺🇸 US · EN-US · 24 episodes
Established thought leaders with verified media credentials.
Welcome to The Planning Perspectives Podcast with Jamie Hopkins and Kate Duffy from Bryn Mawr Trust, a WSFS company. In this podcast, we bring you real, relatable conversations on being strategic with your money, thriving as a business leader, and powering through life’s transitions—all through the lens of intentional planning. With over a century of experience and insights from industry-leading guests, we go beyond day-to-day finances to explore the decisions that shape your life’s direction. Because when it comes to planning for the future, you don’t know what you don’t know—and that’s where we come in.
Jamie Hopkins and Kate Duffy hosts The Planning Perspectives Podcast, a business show with 24 episodes published.
Is the economy slowing down, or is it simply returning to a more normal pace? With headlines pulling attention in different directions, it can be difficult to separate short-term noise from the longer-term trends that ma
This special live episode of the Planning Perspectives Podcast , recorded at the Philadelphia Business Journal’s Healthcare Awards, features a series of short, high-energy conversations with six leading healthcare execut
Estate planning is often seen as something for the wealthy or something to tackle later—but the reality is far more immediate. The decisions you make today can shape how your loved ones navigate difficult moments in the
Retirement plans have long been seen as expensive, complex, and difficult to manage—especially for small businesses. But that perception is changing. In this episode of the Planning Perspectives Podcast, Jackie Reeves jo
Roth accounts can shape how and when taxes are paid, but the right choice depends on timing, income, and long-term goals. How can savers use Roth planning to create more flexibility before and during retirement? In this
Growth can look exciting from the outside—but behind every new location, partnership, or expansion are tough calls, people challenges, and the constant pressure to get it right. So how do you scale a business without los
Banking is personal—money touches nearly every major life moment, from big milestones to unexpected challenges. When clients have a trusted advisor, financial planning, problem-solving, and growth feel more human and mor
What does it take to think differently—and still win? In this episode, Jamie Hopkins and Kate Duffy sit down with Jay Sugarman, Principal Owner of the Philadelphia Union and Chairman and CEO of Safehold, to explore how u
Strong businesses are not just built on strategy; they are shaped by relationships, trust, and shared experiences. What happens when leadership, family, and growth all intersect? And how do you balance speed, alignment,
Giving is often seen as something reserved for the wealthy, but the truth is far more personal and accessible. How do you decide where your money, time, and energy can truly make a difference? And how can you feel confid
What does it take to build a brand that inspires lasting loyalty while navigating decades of growth and rapid change? In this episode, Jamie Hopkins and Kate Duffy sit down with Chris Gheysens, CEO and Chairman of Wawa I
College costs keep rising, but the financial side is only part of the story. How do you plan for education while balancing emotions, expectations, and long-term goals? In this episode, Jamie Hopkins and Kate Duffy break
What does life look like after selling the business you’ve poured decades into building? How do you prepare for one of the biggest financial decisions you’ll ever make? In this episode, Jamie Hopkins and Kate
Why does tax time feel so overwhelming, and what can be done throughout the year to avoid those stressful moments in April? In this episode, Jamie Hopkins and Kate Duffy are joined by Michael W. Valenti, CPA, CFP®, CEPA®
Periods of rapid growth can be both exhilarating and overwhelming—especially when new opportunities arrive faster than the plans to support them. So how do family‑run businesses scale without losing their values, identit
For those who receive a year-end bonus, it can be tempting to splurge or treat yourself. But what if that extra money could help you check off a major financial goal? ? In this episode, Jamie Hopkins and Kate Duffy dive
Periods of economic uncertainty often lead people to question their financial choices, yet most long-term outcomes are shaped by steady decisions rather than day-to-day noise. Why do we feel worried even when the data lo
Many people talk about relationships in business, but few live it the way Sal Patti does. His story shows how community, authenticity, and servant leadership can shape a career and the people around you. From quiet begin
Conversations about money, family, and purpose can be the hardest ones to have, yet they’re often the most important. In this episode of The Planning Perspectives Podcast, hosts Jamie Hopkins and Kate Duffy sit down with
Retirement isn’t just about reaching a number or a specific age. It’s a significant life transition that requires preparation beyond financial planning. How do you shift from a lifetime of saving to spending?
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The Planning Perspectives Podcast is hosted by Jamie Hopkins and Kate Duffy. The show is categorised under business and has published 24 episodes.
The Planning Perspectives Podcast has published 24 episodes.
The Planning Perspectives Podcast regularly covers business. It sits in the business category.
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Episodes of The Planning Perspectives Podcast average 30 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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