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 …
What does it take to build a brand that inspires lasting loyalty while navigating decades of growth and rapid change? In this episode, Jamie Hopkins and Kate Duffy sit down with Chris Gheysens, CEO and Chairman of Wawa Inc., to explore the leadership mindset, ownership structure, and long‑term strategy behind one of the nation’s most …
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 long-term goals? In this episode, Jamie Hopkins and Kate Duffy break down smarter, more flexible ways to fund education while navigating the emotions, expectations, and values that shape these decisions. …
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 you’ll ever make? In this episode, Jamie Hopkins and Kate Duffy are joined by Mark Bradford, Director of Wealth Planning at Bryn Mawr Trust Advisors, to explore the critical process …
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, Jamie Hopkins and Kate Duffy are joined by Michael W. Valenti, CPA, CFP®, CEPA®, MAcc, Tax Director at Bryn Mawr Trust Advisors, to break down why taxes feel emotional and …
Periods of rapid growth can be both exhilarating and overwhelming—especially when new opportunities arrive faster than the plans to support them. So how do family‑run businesses scale without losing their values, identity, or sanity? In this episode, Jamie Hopkins and Kate Duffy talk with Katey Evans, Founder of The Frozen Farmer, about how she transformed …
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 financial goal?? In this episode, Jamie Hopkins and Kate Duffy dive into the psychology behind bonuses and why timing, taxes, and emotions matter more than you …