The Planning Perspectives Podcast

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...

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...

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...

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...

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...

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...

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...

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...

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...

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®...

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...