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The Planning Perspectives Podcast

The Planning Perspectives Podcast

Auteur(s): Jamie Hopkins and Kate Duffy
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 Welcome to The Planning Perspectives Podcast with Jamie Hopkins and Kate Duffy from Bryn Mawr Trust, a WSFS company. In this podcast, we bring you real, relatable conversations on being strategic with your money, thriving as a business leader, and powering through life’s transitions—all through the lens of intentional planning. With over a century of experience and insights from industry-leading guests, we go beyond day-to-day finances to explore the decisions that shape your life’s direction. Because when it comes to planning for the future, you don’t know what you don’t know—and that’s where we come in.Copyright ©️ The Planning Perspectives Podcast 2025
Épisodes
  • Redefining Retirement with Christine Benz (Ep. 1)

    Redefining Retirement with Christine Benz (Ep. 1)
    Sep 24 2025
    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 …

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  • Welcome to The Planning Perspectives Podcast: The Human Side of Planning with Jamie Hopkins & Kate Duffy

    Welcome to The Planning Perspectives Podcast: The Human Side of Planning with Jamie Hopkins & Kate Duffy
    Sep 24 2025
    Hosts Jamie Hopkins and Kate Duffy share their journeys, first money memories, and the life lessons behind financial planning. From gravel shovels to fog machines, ballroom dancing to estate planning, they reveal how personal experiences shape the way we view money and life choices. Their candid reflections highlight the emotional and behavioral aspects of financial …

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    24 min
  • The Planning Perspectives Podcast Coming Soon

    The Planning Perspectives Podcast Coming Soon
    Sep 10 2025
    Welcome to The Planning Perspectives Podcast with Jamie Hopkins and Kate Duffy from Bryn Mawr Trust, a WSFS company. In this podcast, we bring you real, relatable conversations on being strategic with your money, thriving as a business leader, and powering through life’s transitions—all through the lens of intentional planning. With over a century of …

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