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

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:

• Jamie and Kate’s backstory of meeting and how they came together at Bryn Mawr Trust
• First money memories and how early experiences shape money attitudes
• Emotional and psychological factors in financial planning, from independence to fear of loss
• Their biggest “aha” moments around money and the importance of planning before a crisis
• Personal recharge activities like ballroom dancing, cooking, movies, and how balance ties into intentional planning

Connect with Bryn Mawr Trust:

• 833-973-7633
• LinkedIn: Bryn Mawr Trust
• Website: Bryn Mawr Trust

Connect with Kate Duffy:

• LinkedIn: Kate Duffy

Connect with Jamie Hopkins:

• LinkedIn: Jamie Hopkins