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
What does it take to navigate success, setbacks, and career transitions at the highest level? Jamie Hopkins and Kate Duffy sit down with former Phillies General Manager Rubén Amaro Jr. for a conversation about family, leadership, resilience, and the lessons that shape a lasting legacy.
Amaro reflects on his family’s remarkable baseball journey, from his fa...
Planning for a loved one with special needs can raise difficult questions about benefits, inheritance, caregiving, and what happens when family members are no longer able to provide support.
In this episode, Kate Duffy speaks with Sheila Gibson, Senior Wealth Advisor at Bryn Mawr Trust, about special needs trusts and guardianships. They explain how a properly st...
Building a successful business is one thing. Building one that endures for decades is another. In this episode of the Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy sit down with Chris Bailey, Founder and CEO of Bailey Brand Consulting, to discuss the principles that have helped his firm thrive since 1985. From...
Your past experiences, emotions, beliefs, and mindset can have a powerful influence on how you spend, save, invest, and make financial decisions, even when the numbers seem straightforward.
In this episode, Jamie Hopkins and Kate Duffy explore the growing field of financial psychology, examining how emotions, behavioral patterns, and money beliefs shape financia...
What happens when a successful career no longer aligns with your values, strengths, and sense of purpose? Many professionals reach a point where they rethink how they want to make an impact and what meaningful work looks like.
In this episode, Jamie Hopkins and Kate Duffy sit down with Kenny Holdsman, co-founder, president, and CEO of Philadelphia Youth Basketba...
How much is enough for retirement, and what does a successful retirement really look like? While many people focus on reaching a specific savings number, the bigger challenge is building a plan that supports the life they want to live and gives them confidence to actually enjoy it.
In this episode, Jamie Hopkins and Kate Duffy explore why retirement is about mor...
Estate planning is often seen as something for the wealthy or something to tackle later—but the reality is far more immediate. The decisions you make today can shape how your loved ones navigate difficult moments in the future.
In this episode of The Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy are joined by Garrett Spangler, JD, LLM, Senior...
Is the economy slowing down, or is it simply returning to a more normal pace? With headlines pulling attention in different directions, it can be difficult to separate short-term noise from the longer-term trends that may shape financial decisions and investment outcomes.
In this episode of the Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy welcome ...
This special live episode of the Planning Perspectives Podcast, recorded at the Philadelphia Business Journal’s Healthcare Awards, features a series of short, high-energy conversations with six leading healthcare executives and innovators. Each guest offers a concise perspective on the most pressing challenges and opportunities shaping healthcare today, creating a dynamic snapshot of an industry unde...
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...
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