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The Planning Perspectives Podcast

The Planning Perspectives Podcast

著者： 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 経済学
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  • Leading With Values and Vision with Rodger Levenson (Ep. 3)

    Leading With Values and Vision with Rodger Levenson (Ep. 3)
    2025/10/27
    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, …

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

    Hospitality, Family, and Vision: Inside BPG with Chris Buccini (Ep. 2)
    2025/10/08
    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, …

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    28 分
  • Redefining Retirement with Christine Benz (Ep. 1)

    Redefining Retirement with Christine Benz (Ep. 1)
    2025/09/24
    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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    28 分
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