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 powerin
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Recent Episodes
How to Reduce Tax Season Stress (Ep. 10)
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,...
Shark Tank, Sustainability, and Scaling Up: The Frozen Farmer Story with Katey Evans (Ep. 9)
Periods of rapid growth can be both exhilarating and overwhelming—especially when new opportunities arrive faster than the plans to support them....
How to Maximize Your Bonus (Ep. 8)
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...
Beyond the Headlines: Unpacking 2025’s Economy & 2026 Outlook (Ep. 7)
Periods of economic uncertainty often lead people to question their financial choices, yet most long-term outcomes are shaped by steady decisions rather...
The Art of Building Bridges in Business with Sal Patti (Ep. 6)
Many people talk about relationships in business, but few live it the way Sal Patti does.
His story shows how community, authenticity, and servant...
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