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

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

Posted October 8, 2025 • 00:28:05

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...

Redefining Retirement with Christine Benz (Ep. 1)

Posted September 24, 2025 • 00:27:32

Retirement isn’t just about money; it’s about how you spend your time, maintain relationships, and create a meaningful life.

In this episode,...

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

Posted September 24, 2025 • 00:23:42

Hosts Jamie Hopkins and Kate Duffy share their journeys, first money memories, and the life lessons behind financial planning.

From gravel shovels...