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 looks stable? How do rising prices, interest rates, and shifting job conditions influence real-life planning? In this episode, Jamie Hopkins and…
Many people talk about building relationships in business, but few live it the way Sal Patti does. In our latest episode, Jamie Hopkins and Kate Duffy sit down with Sal Patti, Senior Vice President and Director of Commercial Banking at WSFS Bank, to uncover the principles that shaped his rise from humble beginnings to leading…
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 Dr. George James, LMFT, MBA, licensed therapist, executive coach, and CEO of George Talks, to explore how communication, family…
Planning in Focus is your guide to navigating the complexities of wealth management with ease. From rebalancing portfolios after strong market years to updating beneficiary designations and watching for capital gains, Matt Thornton outlines how to make sure your strategy is aligned with your goals.
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? How do you build new communities and find purpose when work becomes optional? In this episode, Jamie Hopkins and Kate Duffy explore…
Planning in Focus is your guide to navigating the complexities of wealth management with ease. This week we discuss the backdoor Roth IRA strategy and how to navigate income limits while building tax-diversified retirement savings.
Leadership transitions often bring uncertainty, but with the right mindset, they can create opportunity and growth. How do you step into bigger roles with confidence? How do mentorship, values, and community shape the journey of a leader? In this episode of The Planning Perspectives Podcast, hosts Jamie Hopkins and Kate Duffy welcome Rodger Levenson, Chairman,…
Planning in Focus is your guide to navigating the complexities of wealth management with ease. This week we discuss social security.
In this episode, Jamie Hopkins and Kate Duffy sit down with Chris Buccini, Co-founder of the Buccini Pollin Group (BPG), to explore how a local dream grew into a $6 billion enterprise. Chris shares lessons from three decades in real estate, the power of teamwork, and how hospitality drives business success. His story blends family,…
Planning in Focus is your guide to navigating the complexities of wealth management with ease. This week we discuss tax-smart retirement planning.
Retirement isn’t just about money; it’s about how you spend your time, maintain relationships, and create a meaningful life. In this episode, Jamie Hopkins and Kate Duffy welcome Christine Benz, Morningstar’s Director of Personal Finance, to explore how retirement planning is shifting from purely financial to a more holistic approach. Christine shares insights from her…
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss the costly blindspot business owners ignore.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss alternative investments.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss college savings accounts.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss how to navigate the new reality of retirement.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss target date funds.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss generational fiscal responsibility.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss estate planning.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss the four key pillars of an estate plan.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss the differences between wills and trusts.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss how to avoid the “shirtsleeves to shirtsleeves” phenomenon.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss how to determine if you need a financial advisor.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss how to navigate market fluctuations.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss how interest rate changes affect your finances.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss what Roger Federer can teach you about winning in the market.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss cyber-security tips to protect your finances.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss tips to align your financial and tax plans.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss how to protect your digital assets.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss three financial resolutions for 2025.
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss how to navigate upcoming changes to the social security system.
This week we discuss how to maximize your HSA.
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