The Planning Perspectives Podcast
Real, relatable conversations on being strategic with your money, thriving as a business leader, and powering through life’s transitions – all through the lens of intentional planning. With over a century of experience and insights from industry-leading guests, we go beyond day-to-day finances to explore the decisions that shape your life’s direction. Because when it comes to planning for the future, you don’t know what you don’t know – and that’s where we come in.
Hosted by: Jamie Hopkins and Kate Duffy of Bryn Mawr Trust, a WSFS company.
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latest episodes
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July 27, 2026Beyond the Documents: Estate Planning with Garrett Spangler, JD, LLM (Ep. 23)
In this episode of The Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy are joined by Garrett Spangler, JD, LLM,…
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July 20, 20262026 Mid-Year Economic Outlook: Inflation, AI & Consumer Resilience with Andrew Davis, CFA (Ep. 22)
In this episode of the Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy welcome back Andrew Davis, CFA, Head of…
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July 6, 2026Healthcare Leadership Awards: Conversations with 6 Philadelphia Leaders (Ep. 21)
In the latest episode of The Planning Perspectives Podcast, Jackie Reeves joins Jamie Hopkins and Kate Duffy to explore why…
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June 23, 2026Rethinking Retirement Plans: Easier, Smarter, More Valuable (Ep. 20)
In the latest episode of The Planning Perspectives Podcast, Jackie Reeves joins Jamie Hopkins and Kate Duffy to explore why…
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June 9, 2026Roths Decoded: Timing, Taxes, and the Power of Flexibility (Ep. 19)
Roth accounts can play a powerful role in shaping when and how you pay taxes—but the right strategy depends on…
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May 26, 2026Fearless Growth in Hospitality: Building Without Losing Your Culture with Sydney Grims (Ep. 18)
Growth in hospitality isn’t just about expansion—it’s about making the right decisions on people, processes, and culture. In this episode…
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May 12, 2026The Power of Local Banking: Trust & Community Impact (Ep. 17)
Banking is personal. Money touches nearly every major life moment, from milestones to unexpected challenges, and trusted advisors make financial…
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April 27, 2026Thinking Differently with Philadelphia Union’s Jay Sugarman (Ep. 16)
What does it take to think differently—and still win? In this episode, Jamie Hopkins and Kate Duffy sit down with…
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April 14, 2026Scaling with Purpose (Ep. 15)
Strong businesses aren’t built on strategy alone—they’re shaped by relationships, trust, and shared experiences. In this episode of the Planning…
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March 31, 2026Giving with Purpose (Ep. 14)
Giving is often seen as something reserved for the wealthy, but meaningful philanthropy is more personal and accessible than many…
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March 18, 2026Leading Wawa’s Legacy of Growth with Chris Gheysens (Ep. 13)
What does it take to build a brand that inspires lasting loyalty while navigating decades of growth and rapid change?…
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March 9, 2026Smarter Strategies to Pay for Education (Ep. 12)
College costs keep rising, but the financial side is only part of the story. How do you plan for education…
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February 17, 2026The Business Owner’s Guide to a Successful Exit (Ep. 11)
What does life look like after selling the business you’ve poured decades into building? How do you prepare for one…
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January 28, 2026How to Reduce Tax Season Stress (Ep. 10)
Why does tax time feel so overwhelming, and what can be done throughout the year to avoid those stressful moments…
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January 20, 2026Shark Tank, Sustainability, and Scaling Up: The Frozen Farmer Story with Katey Evans (Ep. 9)
Periods of rapid growth can be both exhilarating and overwhelming—especially when new opportunities arrive faster than the plans to support…
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January 5, 2026How to Maximize Your Bonus (Ep. 8)
For those who receive a year-end bonus, it can be tempting to splurge or treat yourself. But what if that…
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December 15, 2025Beyond the Headlines: Unpacking 2025’s Economy & 2026 Outlook (Ep. 7)
Periods of economic uncertainty often lead people to question their financial choices, yet most long-term outcomes are shaped by steady…
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December 1, 2025The Art of Building Bridges in Business with Sal Patti (Ep. 6)
Many people talk about building relationships in business, but few live it the way Sal Patti does. In our latest…
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November 18, 2025The Power of Open Dialogue: Money, Trust, and Legacy Planning with Dr. George James (Ep. 5)
Conversations about money, family, and purpose can be the hardest ones to have, yet they’re often the most important. In…
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November 3, 2025How To Practice for Retirement (Ep. 4)
Retirement isn’t just about reaching a number or a specific age. It’s a significant life transition that requires preparation beyond…
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October 23, 2025Leading With Values and Vision with Rodger Levenson (Ep. 3)
Leadership transitions often bring uncertainty, but with the right mindset, they can create opportunity and growth. How do you step…
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October 7, 2025Hospitality, Family, and Vision: Inside BPG with Chris Buccini (Ep. 2)
In this episode, Jamie Hopkins and Kate Duffy sit down with Chris Buccini, Co-founder of the Buccini Pollin Group (BPG),…
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September 24, 2025Redefining Retirement with Christine Benz (Ep. 1)
Retirement isn’t just about money; it’s about how you spend your time, maintain relationships, and create a meaningful life. In…
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September 24, 2025Welcome to The Planning Perspectives Podcast (Ep. 0)
Hosts Jamie Hopkins and Kate Duffy share their journeys, first money memories, and the life lessons behind financial planning. From…
latest episodes
our hosts
Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®
CEO Bryn Mawr Trust Advisors
Chief Wealth Officer Bryn Mawr Trust
Kate Duffy, FBS®
Senior Financial Advisor, Bryn Mawr Trust Advisors
