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.
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…
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…
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…
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…
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…
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…
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…
College costs keep rising, but the financial side is only part of the story. How do you plan for education while balancing emotions, expectations, and long-term goals? In this episode, Jamie Hopkins and Kate Duffy break down smarter, more flexible ways to fund education while navigating the emotions, expectations, and values that shape these decisions….
What does life look like after selling the business you’ve poured decades into building? How do you prepare for one of the biggest financial decisions you’ll ever make? In this episode, Jamie Hopkins and Kate Duffy are joined by Mark Bradford, CFP®, ChFC®, CRPC®, AEP®, AWMA®, CEPA®, Director of Wealth Planning at Bryn Mawr Trust…
Why does tax time feel so overwhelming, and what can be done throughout the year to avoid those stressful moments in April? In this episode, Jamie Hopkins and Kate Duffy are joined by Michael W. Valenti, CPA, CFP®, CEPA®, MAcc, Tax Director at Bryn Mawr Trust Advisors, to break down why taxes feel emotional and…
Periods of rapid growth can be both exhilarating and overwhelming—especially when new opportunities arrive faster than the plans to support them. So how do family‑run businesses scale without losing their values, identity, or sanity? In this episode, Jamie Hopkins and Kate Duffy talk with Katey Evans, Founder of The Frozen Farmer, about how she transformed…
For those who receive a year-end bonus, it can be tempting to splurge or treat yourself. But what if that extra money could help you check off a major financial goal? In this episode, Jamie Hopkins and Kate Duffy dive into the psychology behind bonuses and why timing, taxes, and emotions matter more than you…
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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