Tag: Wealth Management
How Much Is Enough? The Real Retirement Question (Ep. 24)

How Much Is Enough? The Real Retirement Question (Ep. 24)

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How much is enough for retirement, and what does a successful retirement really look like? While many people focus on reaching a specific savings number, the bigger challenge is building a plan that supports the life they want to live and gives them confidence to actually enjoy it.

In this episode, Jamie Hopkins and Kate Duffy explore why retirement is about more than money. They discuss how values, purpose, flexibility, and a written income plan can help transform retirement from a financial milestone into a fulfilling next chapter. From defining what “enough” means for you to learning how to spend with confidence, this conversation offers a fresh perspective on retirement planning.

Key Takeaways

  • Why there is no universal retirement number and how to determine what “enough” means for your lifestyle
  • How a written retirement income plan can help you spend with greater confidence
  • The role of personal values, purpose, and community in creating retirement satisfaction
  • Why flexibility in spending, saving, and retirement timing can strengthen long-term outcomes

Connect with Bryn Mawr Trust: 

Connect with Kate Duffy: 

Connect with Jamie Hopkins: 

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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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