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

Hospitality, Family, and Vision: Inside BPG with Chris Buccini (Ep. 2)

October 8, 2025 • 28 mins

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, …

Redefining Retirement with Christine Benz (Ep. 1)

September 24, 2025 • 27 mins

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 …

Mark as Played

Welcome to The Planning Perspectives Podcast: The Human Side of Planning with Jamie Hopkins & Kate Duffy

September 24, 2025 • 23 mins

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 …

The Planning Perspectives Podcast Coming Soon

September 10, 2025 • 43 secs

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