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Welcome to The Planning Perspectives Podcast (Ep. 0)

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

Bryn Mawr Trust
Bryn Mawr Trust Advisors

Kate Duffy, FBS®

Bryn Mawr Trust
Bryn Mawr Trust Advisors

September 24, 2025

< 1 min read

The Human Side of Planning podcast episode

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Hosts Jamie Hopkins and Kate Duffy share their journeys, first money memories, and the life lessons behind financial planning.

From gravel shovels to fog machines, ballroom dancing to estate planning, they reveal how personal experiences shape the way we view money and life choices. Their candid reflections highlight the emotional and behavioral aspects of financial planning, underscoring why conversations about money are always deeply personal.

Key Points:

00:00 – A Fresh Perspective on Retirement
04:19 – Delaying Retirement for Balance
11:06 – Relationships at the Core
15:58 – Staying Active for Longevity
16:25 – Rethinking Spending in Retirement
22:39 – Final Thoughts

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®

Bryn Mawr Trust
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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