Estate planning is often seen as something for the wealthy or something to tackle later—but the reality is far more immediate. The decisions you make today can shape how your loved ones navigate difficult moments in the future. In this episode of The Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy are joined by Garrett …
Is the economy slowing down, or is it simply returning to a more normal pace? With headlines pulling attention in different directions, it can be difficult to separate short-term noise from the longer-term trends that may shape financial decisions and investment outcomes. In this episode of the Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy …
This special live episode of the Planning Perspectives Podcast, recorded at the Philadelphia Business Journal’s Healthcare Awards, features a series of short, high-energy conversations with six leading healthcare executives and innovators. Each guest offers a concise perspective on the most pressing challenges and opportunities shaping healthcare today, creating a dynamic snapshot of an industry undergoing …
Retirement plans have long been seen as expensive, complex, and difficult to manage—especially for small businesses. But that perception is changing. In this episode of the Planning Perspectives Podcast, Jackie Reeves joins Jamie Hopkins and Kate Duffy to explore what’s different today, the opportunities many employers may be overlooking, and why taking a fresh look …
Roth accounts can shape how and when taxes are paid, but the right choice depends on timing, income, and long-term goals. How can savers use Roth planning to create more flexibility before and during retirement? In this episode, Jamie Hopkins and Kate Duffy explain how Roth IRAs, Roth 401(k)s, conversions, and backdoor Roth contributions fit …
Growth can look exciting from the outside—but behind every new location, partnership, or expansion are tough calls, people challenges, and the constant pressure to get it right. So how do you scale a business without losing the culture that made it successful in the first place? And what does it really take to build a …
Banking is personal—money touches nearly every major life moment, from big milestones to unexpected challenges. When clients have a trusted advisor, financial planning, problem-solving, and growth feel more human and more connected. In this episode of the Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy speak with Shari Kruzinski, Executive Vice President and Chief Consumer …
What does it take to think differently—and still win? In this episode, Jamie Hopkins and Kate Duffy sit down with Jay Sugarman, Principal Owner of the Philadelphia Union and Chairman and CEO of Safehold, to explore how unconventional thinking has defined his career. Jay reflects on how frequent change early in life built resilience, sharpened …
Strong businesses are not just built on strategy; they are shaped by relationships, trust, and shared experiences. What happens when leadership, family, and growth all intersect? And how do you balance speed, alignment, and long-term vision without losing what matters most? In this episode, Jamie Hopkins and Kate Duffy interview Eric Faggioli, President of Delaware …
Giving is often seen as something reserved for the wealthy, but the truth is far more personal and accessible. How do you decide where your money, time, and energy can truly make a difference? And how can you feel confident that your contributions are creating real impact? In this episode, Jamie Hopkins and Kate Duffy …