Episodios

  • How To Practice for Retirement (Ep. 4)

    How To Practice for Retirement (Ep. 4)
    Nov 5 2025
    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 Hopkins and Kate Duffy explore …

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    32 m
  • Leading With Values and Vision with Rodger Levenson (Ep. 3)

    Leading With Values and Vision with Rodger Levenson (Ep. 3)
    Oct 27 2025
    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 Duffy welcome Rodger Levenson, Chairman, …

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

    Hospitality, Family, and Vision: Inside BPG with Chris Buccini (Ep. 2)
    Oct 8 2025
    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, …

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    28 m
  • Redefining Retirement with Christine Benz (Ep. 1)

    Redefining Retirement with Christine Benz (Ep. 1)
    Sep 24 2025
    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 …

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

    Welcome to The Planning Perspectives Podcast: The Human Side of Planning with Jamie Hopkins & Kate Duffy
    Sep 24 2025
    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 …

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    24 m
  • The Planning Perspectives Podcast Coming Soon

    The Planning Perspectives Podcast Coming Soon
    Sep 10 2025
    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 …

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    1 m