Tax Planning Moves to Consider Before Year-End
Tax planning starts long before filing season. Discover key year-end tax strategies, retirement contribution opportunities, charitable giving tips, and other financial moves before December 31.
Newsworthy Topics
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Planning Beyond Benefits (Ep. 28)
In this episode, Kate Duffy sits down with Sheila Gibson, Senior Wealth Advisor at Bryn Mawr Trust, to discuss the role of special needs trusts and guardianships in protecting beneficiaries while preserving eligibility for important public benefits.
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How Great Brands Earn Trust with Chris Bailey (Ep. 27)
In this episode of Planning Perspectives, Jamie Hopkins and Kate Duffy sit down with Chris Bailey, Founder, President, and CEO of Bailey Brand Consulting, to discuss the principles behind building a business that endures.
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Financial Planning as Your GPS for Life
Discover how a comprehensive plan with your financial advisor serves as your personal GPS for life, helping you navigate retirement, tax strategies, investment decisions, estate planning, and unexpected life events with confidence and clarity.
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How Psychology Influences Financial Decisions: Understanding the Emotional Side of Money (Ep. 26)
In this episode of the Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy explore how emotions, experiences, and deeply held beliefs influence the way we spend, save, and invest.
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Planning in Focus: Family Limited Partnerships
There are plenty of examples of families who have built spectacular brands over multiple generations and who still control their business today.
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Building Futures Beyond Sports: A Conversation with Kenny Holdsman (Ep. 25)
On this week’s episode of the Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy welcome Kenny Holdsman, co-founder, president, and CEO of Philadelphia Youth Basketball, for a conversation about purpose-driven leadership, career transitions, and creating opportunities for the next generation.
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Family Limited Partnerships: A Practical Strategy for Family Wealth Planning
Bryn Mawr Trust Advisors explain how a Family Limited Partnership (FLP) can help families manage assets, transfer wealth to future generations, and maintain control as part of a comprehensive estate planning strategy.
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Second Home
Thinking about a second home? Before you sign at settlement, make sure you’ve considered two key factors: liquidity and your long-term plan. Watch for insights to help guide this major financial decision.
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How Much Is Enough? The Real Retirement Question (Ep. 24)
In this episode of Planning Perspectives, Jamie Hopkins and Kate Duffy explore why retirement is about more than savings.
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Buying a Second Home: Look Beyond the Purchase Price
Buying a second home involves more than the purchase price. WSFS Private Banking’s John Ventura explores financing, tax considerations, insurance, maintenance costs, and long-term planning strategies for vacation, rental, or retirement
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Mid-Year Financial Planning: A Strategic Guide for Business Owners
In business and life, summer presents an opportunity to review your goals and ensure that you remain on track. As part of a regular discipline, it will help protect against unexpected surprises at year end, when time and flexibility are limited. A meaningful mid-year review goes beyond comparing results to a budget. It should answer three…
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A Summer of Learning, Leadership and Growth: Justin Vasquez’s BMT Internship
Sadie: To start, can you tell me a little about yourself?Justin: I’m Justin Vasquez, a rising senior at Penn State University pursuing dual degrees inFinance and Accounting, with a minor in International Business. Outside of the classroom,I’m involved with the Penn State Wealth Management Association and serve as the AlumniRelations Chair for my fraternity, Sigma…
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Katherine Nguyen Builds Skills and Connections as a Bryn Mawr Trust Intern
For Katherine Nguyen, a rising junior at George Washington University, a summer at BrynMawr Trust (BMT) offered the opportunity to explore a new area of finance while gaininghands-on experience in a collaborative environment. This summer, Nguyen is interning with the Retirement Plan team in the Berwyn office, closeto her hometown. Drawn to WSFS for its…
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Nick Idrovo Builds His Future in Wealth Management as a Bryn Mawr Trust Intern
Internships play a key role in a young professional’s journey, and for Nick Idrovo, interning at Bryn Mawr Trust (BMT) is helping him move closer toward his long-term goals. Entering the summer eager to learn and grow, he will return to Wake Forest University for his junior year with new skills and a deeper understanding…
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Beyond the Documents: Estate Planning with Garrett Spangler, JD, LLM (Ep. 23)
In this episode of The Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy are joined by Garrett Spangler, JD, LLM, Senior Wealth Strategist at Bryn Mawr Trust Advisors, to discuss the importance of family conversations, beneficiary designations, legacy letters, digital asset planning, and keeping estate plans up to date as life changes.
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Navigating Summer Relocations: A Tax Planning Guide for High-Income Families
Mid-year relocations create complex tax challenges for high-income families. Learn from Bryn Mawr Trust on how to manage equity compensation, establish domicile, and avoid multi-state tax exposure.
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2026 Mid-Year Economic Outlook: Inflation, AI & Consumer Resilience with Andrew Davis, CFA (Ep. 22)
In this episode of the Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy welcome back Andrew Davis, CFA, Head of Investment Strategy at Bryn Mawr Trust Advisors, to discuss the trends shaping the economy and markets in 2026.
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Healthcare Leadership Awards: Conversations with 6 Philadelphia Leaders (Ep. 21)
In the latest episode of The Planning Perspectives Podcast, Jackie Reeves joins Jamie Hopkins and Kate Duffy to explore why today’s plans are more accessible, easier to manage, and more valuable for businesses of all sizes.
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The Path to Philanthropist: Building a Strategic Giving Plan
Discover how to give strategically by aligning your philanthropy with your key values, setting a budget, and focusing your impact where it matters most.
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Webinar Replay: Perspective in Uncertain Times: Our Mid-Year Economic & Market Outlook
Watch the replay of our webinar, Perspective in Uncertain Times: Our Mid-Year Economic & Market Outlook, where our investment research team discusses navigating heightened uncertainty amid evolving geopolitical tensions. Find out what these developments mean for the economy, financial markets, and your investment strategy.
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Rethinking Retirement Plans: Easier, Smarter, More Valuable (Ep. 20)
In the latest episode of The Planning Perspectives Podcast, Jackie Reeves joins Jamie Hopkins and Kate Duffy to explore why today’s plans are more accessible, easier to manage, and more valuable for businesses of all sizes.
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Hidden Risks of Dying Without a Will
Planning in Focus is your guide to navigating the complexities of wealth management with ease. Without a will, state law decides who inherits your estate. In Pennsylvania, a married person with no children but living parents may leave a surviving spouse only the first $30,000 outright, splitting the remainder with those parents, a scenario known as…
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Roths Decoded: Timing, Taxes, and the Power of Flexibility (Ep. 19)
Roth accounts can play a powerful role in shaping when and how you pay taxes—but the right strategy depends on your income, timing, and long-term goals. With the right approach, they can help create flexibility both before and during retirement. In this episode of the Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy discuss how…
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Timing, Taxes, and 529 Plans
Planning in Focus is your guide to navigating the complexities of wealth management with ease. Saving for college comes with a fixed timeline, which makes early and tax-efficient planning especially important. Strategies such as 529 plans can help support your education savings within your broader financial plan.
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From Kindergarten to College: Building a Tax-Efficient Education Fund
The cost of education continues to outpace general inflation, and with student debt still lingering in the news cycle, families today are taking a closer view of the cost of college.
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Fearless Growth in Hospitality: Building Without Losing Your Culture with Sydney Grims (Ep. 18)
Growth in hospitality isn’t just about expansion—it’s about making the right decisions on people, processes, and culture. In this episode of the Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy talk with Sydney Grims of Fearless Restaurants about how the brand has grown while staying true to its roots, supported by strong leadership and thoughtful…
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Estate Planning Essentials: Crummey Trusts
Planning in Focus is your guide to navigating the complexities of wealth management with ease. Crummey trusts can help families use the annual gift exclusion while supporting longer-term estate planning goals. They offer a thoughtful way to move assets out of an estate without giving beneficiaries immediate unrestricted control. Learn more about whether a Crummey trust…
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The Power of Local Banking: Trust & Community Impact (Ep. 17)
Banking is personal. Money touches nearly every major life moment, from milestones to unexpected challenges, and trusted advisors make financial planning feel more human and connected. In this episode of the Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy speak with Shari Kruzinski, Executive Vice President and Chief Consumer Banking Officer at WSFS Bank, about…
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Your Mortgage Should Do More: Turn Home Financing into a Wealth‑Building Strategy
For many homeowners, a mortgage is viewed as a necessary step in buying or refinancing a home. But when approached thoughtfully, it can also play a meaningful role in your broader financial strategy. At WSFS Private Banking, clients may be *eligible for discounted mortgage interest rates by establishing a new wealth management relationship. This opportunity…
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Securing the Future with Special Needs Trusts
Planning in Focus is your guide to navigating the complexities of wealth management with ease. This video explains the role of Special Needs Trusts in planning for the future while preserving benefits and supporting lifelong care.
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Thinking Differently with Philadelphia Union’s Jay Sugarman (Ep. 16)
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 unconventional thinking has defined his career. Jay reflects on how frequent change early in life built resilience, sharpened…
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Plan with Purpose: Rethinking Retirement Planning
Planning in Focus is your guide to navigating the complexities of wealth management with ease. In this episode, we explore why it’s never too late to plant the retirement tree—by clarifying your vision for life after work, aligning your income sources to support it, and preparing for risks so your plan can evolve as life changes.
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Scaling with Purpose (Ep. 15)
Strong businesses aren’t built on strategy alone—they’re shaped by relationships, trust, and shared experiences. In this episode of the Planning Perspectives Podcast, hosts Jamie Hopkins and Kate Duffy explore how leadership, family, and business growth intersect—and how leaders can maintain alignment and long‑term vision without losing what matters most. Jamie and Kate are joined by…
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Plan With Purpose: Build the Financial Independence You Want and the Legacy That Lasts
More than 11,000 Americans reach age 65 every day according to Social Security Administration,1 continuing the “Silver Tsunami.” Amid this shift, financial planning has never felt more urgent or more complex. The number one question for those approaching retirement remains the same: “Will I have enough?” Going into retirement without a financial plan is like…
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Smart Planning for Cohabiting Couples
Planning in Focus is your guide to navigating the complexities of wealth management with ease. In this episode, we discuss why cohabitation plans are becoming essential for couples who choose to live together without marrying.
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Giving with Purpose (Ep. 14)
Giving is often seen as something reserved for the wealthy, but meaningful philanthropy is more personal and accessible than many people realize. In this episode of the Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy talk with Elizabeth Wagner, Senior Vice President and Director of Endowments, Foundations, and Charitable Giving at Bryn Mawr Trust, about…
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How to Prevent Lifestyle Creep
Planning in Focus is your guide to navigating the complexities of wealth management with ease.
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The Rise of the “Gray Divorce” and Financial Moves to Make — and How It Impacts Retirement
Divorces are always financially disruptive, but a divorce late-in-life can create unique financial challenges, especially for those already nearing or in retirement. The term “Gray Divorce” was first coined by the AARP in 2004. It describes the separation of couples typically over 50, frequently after many years of marriage. While divorce rates have fallen in…
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Protecting Your Partnership: Why Unmarried Couples Need a Cohabitation Plan
A cohabitation agreement helps fill these gaps by defining expectations, documenting contributions, and protecting both partners through clarity and enforceability.
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Webinar Replay: 2026 Contribution Changes: How to Maximize Your Savings
Our senior advisors break down the key IRS retirement contribution updates and what they mean for your financial strategy.
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Leading Wawa’s Legacy of Growth with Chris Gheysens (Ep. 13)
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 Inc., to explore the leadership mindset, ownership structure, and long‑term strategy behind one of the nation’s most…
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Navigating Finances Amid Gray Divorce
Planning in Focus is your guide to navigating the complexities of wealth management with ease. Divorce after 50 can complicate retirement plans, asset division, and financial stability. With the right team of professionals, these challenges can be managed effectively. Learn how to navigate Gray Divorce with clarity and preparation in this week’s Planning in Focus with…
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How to Prioritize Your Money When Goals Compete
Planning in Focus is your guide to navigating the complexities of wealth management with ease. Balancing financial goals like paying down debt, saving for retirement and supporting your family can feel overwhelming. Matthew Thornton, CFA, shares a simple framework to help you prioritize your financial goals in this week’s Planning in Focus.
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Webinar Replay: Social Security Simplified: Smart Strategies for Retirement
Watch our webinar replay on how to maximize your Social Security benefits. Designed for both those nearing retirement and those planning ahead, this session emphasizes advanced strategies to help you optimize your benefits and secure your financial future. Speakers:
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Balancing Roth Conversions and Tax Deferral: Crafting a Smarter Retirement Strategy
The Traditional Approach: Deferring Taxes Over the last 50 years, investors have become very familiar with the adage “Defer, defer, defer!” when it comes to tax planning. The most accessible deferral vehicles have long included employer-sponsored 401(k) plans, traditional IRAs, and deferred compensation programs. By pushing income into the future, these tools allow high earners…
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The Power of Purpose Trusts
Planning in Focus is your guide to navigating the complexities of wealth management with ease. In this episode we discuss purpose trusts and how they can be utilized in business planning.
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Purpose Trusts: A Modern Tool for Wealth Planning
Wealth planning strategies are rarely about numbers alone, and traditional structures may not meet the complex long-term goals individuals seek to achieve. One planning concept that has gained increased attention in recent years is the purpose trust, designed to carry-out a defined objective rather than simply distributing assets to beneficiaries. Purpose trusts are not new, but their…
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