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

Smarter Strategies to Pay for Education (Ep. 12)

Posted March 4, 2026 • 00:32:41

College costs keep rising, but the financial side is only part of the story. How do you plan for education while balancing emotions, expectations, and...

The Business Owner’s Guide to a Successful Exit (Ep. 11)

Posted February 18, 2026 • 00:29:34

What does life look like after selling the business you’ve poured decades into building? How do you prepare for one of the biggest financial decisions...

How to Reduce Tax Season Stress (Ep. 10)

Posted February 4, 2026 • 00:33:38

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)

Posted January 21, 2026 • 00:32:34

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)

Posted January 7, 2026 • 00:29:27

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...