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.
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.
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.
There are plenty of examples of families who have built spectacular brands over multiple generations and who still control their business today.
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.
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.
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.
In this episode of Planning Perspectives, Jamie Hopkins and Kate Duffy explore why retirement is about more than savings.
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
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…
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…
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…
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…
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.
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.
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.
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.
Discover how to give strategically by aligning your philanthropy with your key values, setting a budget, and focusing your impact where it matters most.
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.
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.
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…
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…
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.
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.
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…
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…
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…
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…
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.
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…
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.
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…
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…
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.
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…
Planning in Focus is your guide to navigating the complexities of wealth management with ease.
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…
A cohabitation agreement helps fill these gaps by defining expectations, documenting contributions, and protecting both partners through clarity and enforceability.
Our senior advisors break down the key IRS retirement contribution updates and what they mean for your financial strategy.
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…
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…
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.
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:
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…
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.
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…
Planning in Focus is your guide to navigating the complexities of wealth management with ease. Secure Act 2.0 is reshaping retirement contributions for high earners. Business owners, are you prepared? Ensure your plan includes Roth options, communicate the changes, and take this opportunity to optimize your retirement offerings. Matthew Thornton, CFA, breaks down how to navigate…
Our winter newsletter offers timely insights to help you plan for the year ahead.
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