September 24, 2025
< 1 min read
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
Begin your journey
Have questions?
Speak with an financial expert.
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