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 …
Periods of economic uncertainty often lead people to question their financial choices, yet most long-term outcomes are shaped by steady decisions rather than day-to-day noise. Why do we feel worried even when the data looks stable? How do rising prices, interest rates, and shifting job conditions influence real-life planning? In this episode, Jamie Hopkins and …
Many people talk about relationships in business, but few live it the way Sal Patti does. His story shows how community, authenticity, and servant leadership can shape a career and the people around you. From quiet beginnings to becoming Senior Vice President and Director of Commercial Banking at WSFS Bank, he reflects on the moments …
Conversations about money, family, and purpose can be the hardest ones to have, yet they’re often the most important. In this episode of The Planning Perspectives Podcast, hosts Jamie Hopkins and Kate Duffy sit down with Dr. George James, LMFT, MBA, licensed therapist, executive coach, and CEO of George Talks, to explore how communication, family …
Retirement isn’t just about reaching a number or a specific age. It’s a significant life transition that requires preparation beyond financial planning. How do you shift from a lifetime of saving to spending? How do you build new communities and find purpose when work becomes optional? In this episode, Jamie Hopkins and Kate Duffy explore …
Leadership transitions often bring uncertainty, but with the right mindset, they can create opportunity and growth. How do you step into bigger roles with confidence? How do mentorship, values, and community shape the journey of a leader? In this episode of The Planning Perspectives Podcast, hosts Jamie Hopkins and Kate Duffy welcome Rodger Levenson, Chairman, …
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 grew into a $6 billion enterprise. Chris shares lessons from three decades in real estate, the power of teamwork, and how hospitality drives business success. His story blends family, …
Retirement isn’t just about money; it’s about how you spend your time, maintain relationships, and create a meaningful life. In this episode, Jamie Hopkins and Kate Duffy welcome Christine Benz, Morningstar’s Director of Personal Finance, to explore how retirement planning is shifting from purely financial to a more holistic approach. Christine shares insights from her …