The Planning Perspectives Podcast
Welcome to The Planning Perspectives Podcast with Jamie Hopkins and Kate Duffy from Bryn Mawr Trust, a WSFS company. In this podcast, we bring you 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.
Episodes
Retirement plans have long been seen as expensive, complex, and difficult to manage—especially for small businesses. But that perception is changing.
In this episode of the Planning Perspectives Podcast, Jackie Reeves joins Jamie Hopkins and Kate Duffy to explore what’s different today, the opportunities many em...
Roth accounts can shape how and when taxes are paid, but the right choice depends on timing, income, and long-term goals.
How can savers use Roth planning to create more flexibility before and during retirement?
In this episode, Jamie Hopkins and Kate Duffy explain how Roth IRAs, Roth 401(k)s, conversions, and backdoor Roth...
Growth can look exciting from the outside—but behind every new location, partnership, or expansion are tough calls, people challenges, and the constant pressure to get it right.
So how do you scale a business without losing the culture that made it successful in the first place? And what does it really take to build a company people want to grow with?
Banking is personal—money touches nearly every major life moment, from big milestones to unexpected challenges. When clients have a trusted advisor, financial planning, problem-solving, and growth feel more human and more connected.
In this episode of the Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy speak with Shari Kruzinski, Executive Vice...
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 pattern recog...
Strong businesses are not just built on strategy; they are shaped by relationships, trust, and shared experiences.
What happens when leadership, family, and growth all intersect? And how do you balance speed, alignment, and long-term vision without losing what matters most?
In this episode, Jamie Hopkins and Kate Duffy inte...
Giving is often seen as something reserved for the wealthy, but the truth is far more personal and accessible.
How do you decide where your money, time, and energy can truly make a difference? And how can you feel confident that your contributions are creating real impact?
In this episode, Jamie Hopkins and Kate Duffy are j...
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 recognizable retail brands.
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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, Director of Wealth Planning at Bryn Mawr Trust Advisors, to explore the critical process of exit planning fo...
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 how proactive planning can ease that burden. They e...
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 think. T...
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?
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Many people talk about relationships in business, but few live it the way Sal Patti does.
His story shows how community, authenticity, and servant leadership can shape a career and the people around you.
From quiet beginnings to becoming Senior Vice President and Director of Commercial Banking at WSFS Bank, he reflects on t...
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 roles, an...
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 Hop...
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 Duf...
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, community, and bold deci...
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.
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