Tag: Business Owners
Rethinking Retirement Plans: Easier, Smarter, More Valuable with Jacqueline Reeves (Ep. 20)

Rethinking Retirement Plans: Easier, Smarter, More Valuable with Jacqueline Reeves (Ep. 20)

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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 at your current plan could deliver meaningful value for both your business and your employees.

Key Takeaways:

  • Why no business is “too small” to offer a retirement plan—and how accessibility has improved
  • How modern plans have become more affordable, streamlined, and easier to manage
  • Why retirement benefits are now a powerful differentiator for attracting and retaining talent
  • How features like automatic enrollment—and a simple plan review—can significantly improve outcomes
  • And more.

This conversation makes a compelling case for revisiting your approach—because today’s retirement plans aren’t just easier, they’re a strategic advantage. 

Connect with Bryn Mawr Trust: 

Connect with Kate Duffy: 

Connect with Jamie Hopkins: 

Connect with Jacqueline Reeves:

About our Guest: 

Jacqueline (Jackie) Reeves leads Retirement Plan Services at Bryn Mawr Trust, a WSFS company. She works with business owners to design, evaluate, and optimize retirement plans that align with company goals, employee needs, and evolving regulatory requirements. Jackie specializes in helping organizations navigate plan design, fiduciary oversight, retirement plan benchmarking, participant engagement, and long-term retirement readiness strategies. Throughout this conversation, she shares practical insights on how business owners can simplify retirement plan decisions while creating meaningful benefits for their employees.

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

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

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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 of exit planning for business owners. They discuss why understanding enterprise value matters more than cash flow, the importance of assembling the right advisory team, and the stark differences between internal and external transitions. The conversation also covers common pitfalls, emotional challenges of letting go, and what happens when business wealth suddenly converts to liquid assets.

Key takeaways:

  • Why 70-80% of small businesses put up for sale fail to sell, and how proper planning changes outcomes
  • The difference between building a job versus building transferable enterprise value in your business
  • How internal family transitions require different strategies than selling to private equity or third parties
  • Why the personal side of exit planning often creates more challenges than the financial aspects
  • What to do before the sale to maximize value and avoid costly mistakes during due diligence

Connect with Bryn Mawr Trust: 

Connect with Kate Duffy: 

Connect with Jamie Hopkins: 

Connect with Mark Bradford: 

About our Guest: 

Mark Bradford is the Director of Wealth Planning, where he leads the wealth planning team. He collaborates closely with advisors to develop and implement the company’s long-term vision for wealth planning, which focuses on enhancing client relationships by providing an exceptional client experience through comprehensive and personalized planning.

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