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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