Tag: Family Business

The Power of Open Dialogue: Money, Trust, and Legacy Planning with Dr. George James (Ep. 5)

The Power of Open Dialogue: Money, Trust, and Legacy Planning with Dr. George James (Ep. 5)

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 roles, and personal narratives shape the way we live, lead, and love.

Dr. James opens up about his own experiences, the lessons behind his new book “I Give Myself Permission,” and how embracing open dialogue can transform relationships and redefine what “enough” really means.

Key Takeaways:

  • How early money experiences and family narratives shape financial decision-making
  • Why conversations about money, trust, and values are essential for healthy relationships
  • The importance of understanding family roles in business and legacy planning
  • How scarcity and abundance mindsets influence both finances and fulfillment
  • Why giving yourself permission to rest, take risks, or grow is vital for balance and joy

Resources:

Connect with Bryn Mawr Trust: 

Connect with Kate Duffy: 

Connect with Jamie Hopkins: 

Connect with Dr. George James: 

About our Guest: 

George James, Psy.D., LMFT, MBA, is the CEO of George Talks, where he blends humor, insight, and years of experience to tackle the big issues we all face, whether it’s work-life balance, navigating relationships, or stepping up as a leader. With 20+ years in the field, George is a familiar face on shows like The TODAY Show, CNBC, and CNN, where he breaks down complex topics with clarity and a touch of wit. As the host of the LEAPCAST podcast, George sits down with leaders, athletes, and entertainers to get real about their personal and professional challenges. And as the co-host of Strike Out the Stigma with the Philadelphia Phillies, he’s bringing mental health to the forefront of the sports world.

George works with everyone from professional athletes and entertainers to executives and couples, helping them tackle everything from anxiety and leadership to parenting and communication. His consulting work with companies like Paramount, NBC Universal, and Google focuses on bridging mental health and relationships in the workplace. Known for his approachable style and no-nonsense advice, George helps people and organizations find balance, stay resilient, and thrive in their lives and careers.

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

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

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, community, and bold decisions that have helped shape the city of Wilmington, Delaware and beyond.

Key takeaways:

  • The importance of preparing for downturns and building strong fundamentals in business
  • How hospitality principles influence real estate and client experiences
  • The role of leadership and team culture in scaling BPG to nearly 4,000 employees
  • The challenges and rewards of working with family and building respect in partnerships
  • The origin and impact of BPG Sports and its role in Delaware’s economy
  • And more!

Resources:

Connect with Bryn Mawr Trust: 

Connect with Kate Duffy: 

Connect with Jamie Hopkins: 

Connect with Chris Buccini: 

About Our Guest: 

Chris Buccini is Founder of Buccini Pollin Group, Inc. (“BPG”), a privately-held, real estate investment, development, and management company.  BPG develops and acquires hotel, office, residential, retail, and parking properties, and sports and entertainment venues throughout the United States. Chris leads the firm’s investment management platform, Corten Capital, and its commercial management affiliate, BPG Real Estate Services, LLC, and is a director of PM Hotel Group, Inc., a hotel management company with over 3,500 rooms under management. In addition, Chris is co-founder and co-owner of Major League Soccer’s Philadelphia Union.

Chris is the Chairman of the YPO Intercontinental Chapter, a member of the Board of Trustees of Wilmington Friends School, a member of the University of Delaware President’s Leadership Council, the Delaware Business Roundtable, and Hagley Museum and Library Council of Advisors.