Newsworthy Topics

How Much Is Enough? The Real Retirement Question (Ep. 24)

Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®

Bryn Mawr Trust
Bryn Mawr Trust Advisors

Kate Duffy, FBS^®, MFP

Bryn Mawr Trust Advisors

August 18, 2026

< 1 min read

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In this episode of Planning Perspectives, Jamie Hopkins and Kate Duffy explore why retirement is about more than savings. They discuss how a written income plan, personal values, purpose, and flexibility can help turn retirement from a financial goal into a fulfilling next chapter.

Key Takeaways:

How to define what “enough” means for your retirement
Why a written income plan can help you spend with confidence
The connection between purpose, community, and retirement satisfaction
How flexibility can support stronger long-term outcomes

Tune in for a fresh perspective on building a retirement that’s not just financially secure, but personally rewarding.

Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®

Bryn Mawr Trust
Bryn Mawr Trust Advisors

Jamie Hopkins oversees the private wealth management group’s financial advice strategies and growth initiatives, along with leading the institutional and personal trust businesses. He joined the company in 2023.

Kate Duffy, FBS^®, MFP

Bryn Mawr Trust Advisors

Kate Duffy collaborates with clients to provide wealth management strategies, financial planning, and investment advice. She joined the company in 2024.

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