Your past experiences, emotions, beliefs, and mindset can have a powerful influence on how you spend, save, invest, and make financial decisions, even when the numbers seem straightforward.

In this episode, Jamie Hopkins and Kate Duffy explore the growing field of financial psychology, examining how emotions, behavioral patterns, and money beliefs shape financial decision-making. They discuss the lasting impact of childhood experiences, scarcity mindset, spending habits, and unconscious money scripts on financial behavior. The conversation also explores why financial education alone often isn’t enough to change behavior, how intentional spending can align money with personal values and goals, and why self-awareness is critical for making better financial choices before emotions take over.

Key points:

• How financial psychology connects thoughts, emotions, beliefs, and past experiences with everyday money decisions
• Why knowing the financially appropriate choice doesn’t necessarily mean you’ll feel ready to follow through with it
• How childhood money experiences can continue shaping spending, saving, debt, and feelings of scarcity later in life

Resources:

• The Psychology of Money by Morgan Housel
• The Art of Spending Money by Morgan Housel
• The Soul of Wealth by Doctor Daniel Crosby

Connect with Bryn Mawr Trust:

• 833-973-7633
• LinkedIn: Bryn Mawr Trust
• Website: Bryn Mawr Trust

Connect with Kate Duffy:

• LinkedIn: Kate Duffy

Connect with Jamie Hopkins:

• LinkedIn: Jamie Hopkins

What happens when a successful career no longer aligns with your values, strengths, and sense of purpose? Many professionals reach a point where they rethink how they want to make an impact and what meaningful work looks like.

In this episode, Jamie Hopkins and Kate Duffy sit down with Kenny Holdsman, co-founder, president, and CEO of Philadelphia Youth Basketball (PYB), to discuss career transitions, purpose-driven leadership, and youth development. Kenny shares his journey from practicing law to leading a community-focused organization, and how Philadelphia Youth Basketball uses sports as a gateway to mentorship, education, and opportunity.

• How a career transition helped align his skills, values, and purpose
• Why youth development requires mentorship, education, wellness, and career readiness
• How Philadelphia Youth Basketball built a community-centered model for impact
• The importance of trust and strong community partnerships
• How long-term planning can expand opportunities for future generations

Connect with Bryn Mawr Trust:

• 833-973-7633
• LinkedIn: Bryn Mawr Trust
• Website: Bryn Mawr Trust

Connect with Kate Duffy:

• LinkedIn: Kate Duffy

Connect with Jamie Hopkins:

• LinkedIn: Jamie Hopkins

Connect with Kenny Holdsman:

• LinkedIn: Kenny Holdsman
• Website: Philadelphia Youth Basketball

About our Guest:

Kenny Holdsman is the co-founder, president, and CEO of Philadelphia Youth Basketball, where he helps young people build brighter futures through mentorship, education, wellness, and career preparation. A former attorney at Ballard Spahr, Kenny shifted from law to youth development to pursue more purpose-driven work. His focus is on expanding opportunities for young people, strengthening community partnerships, and creating lasting impact across Philadelphia.

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:

• 833-973-7633
• LinkedIn: Bryn Mawr Trust
• Website: Bryn Mawr Trust

Connect with Kate Duffy:

• LinkedIn: Kate Duffy

Connect with Jamie Hopkins:

• LinkedIn: Jamie Hopkins

Estate planning is often seen as something for the wealthy or something to tackle later—but the reality is far more immediate. The decisions you make today can shape how your loved ones navigate difficult moments in the future.

In this episode of The Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy are joined by Garrett Spangler, JD, LLM, Senior Wealth Strategist at Bryn Mawr Trust Advisors, to discuss why estate planning goes well beyond transferring assets. They explore the importance of family conversations, the roles of powers of attorney and living wills, and how tools like beneficiary designations, legacy letters, and digital asset planning help ensure your wishes are clearly understood.

The conversation also highlights common missteps, the need to revisit plans after major life events, and how thoughtful preparation can ease stress for loved ones when guidance matters most.

Key takeaways:

• Estate planning should address life events, incapacity, and family decision-making—not just wealth transfer
• Beneficiary designations can override wills, making regular reviews essential
• Legacy letters and family communication help clarify intentions beyond legal documents
• Digital assets and life changes require ongoing updates to keep plans current

Resources:

• Bryn Mawr Trust Digital Assets Research Project

Connect with Bryn Mawr Trust:

• 833-973-7633
• LinkedIn: Bryn Mawr Trust
• Website: Bryn Mawr Trust

Connect with Kate Duffy:

• LinkedIn: Kate Duffy

Connect with Jamie Hopkins:

• LinkedIn: Jamie Hopkins

Connect with Garrett Spangler:

• LinkedIn: Garrett Spangler

About our Guest:

Garrett C. Spangler is a Senior Wealth Strategist with Bryn Mawr Trust Advisors. In his role, Garrett works with clients on a variety of planning areas such as trust and estate planning, business succession planning, retirement planning, income taxes, and liability exposure. Prior to his role in wealth planning, Garrett practiced tax, estate, and corporate law with an emphasis on international planning at law firms in Philadelphia and the surrounding area. Garrett earned his law degree (J.D.) and Master’s in Taxation (LL.M.) from Temple University’s Beasley School of Law and his bachelor’s degree (B.S.) from Penn State University’s Smeal College of Business. He has also received the CEPA (Certified Exit Planning Advisor) designation from the Exit Planning Institute.

In addition to his work with Bryn Mawr Trust Advisors, Garrett spent many years as an adjunct faculty member of Delaware Valley University where he taught Corporate Taxation, Federal Income Taxation, Financial Planning, and Estate Planning. He has also lectured at Temple Law on international tax issues and presented to his peers on tax, business, and estate planning related topics in continuing education courses.

Garrett is a member of the bars of Pennsylvania and New Jersey and is admitted to practice before the United States Tax Court.

Is the economy slowing down, or is it simply returning to a more normal pace? With headlines pulling attention in different directions, it can be difficult to separate short-term noise from the longer-term trends that may shape financial decisions and investment outcomes.

In this episode of the Planning Perspectives Podcast, Jamie Hopkins and Kate Duffy welcome back Andrew Davis, CFA, Head of Investment Strategy at Bryn Mawr Trust, to discuss the 2026 Mid-Year Economic Outlook. Together, they examine why consumers and businesses have remained resilient despite persistent uncertainty, how inflation and interest rates continue to influence markets, what AI-driven productivity gains could mean for future economic growth, and why investors may be better served by focusing on long-term fundamentals rather than reacting to daily market headlines.

Key takeaways:

• Why consumer and business resilience has continued despite inflation, higher interest rates, and economic uncertainty
• How the Federal Reserve is navigating inflation, interest rates, and labor market dynamics
• What artificial intelligence and productivity gains could mean for growth, earnings, and investment opportunities over the coming decade
• Why today’s interest-rate environment may reflect economic normalization—and why long-term investors should stay focused on fundamentals rather than short-term market noise

Connect with Bryn Mawr Trust:

• 833-973-7633
• LinkedIn: Bryn Mawr Trust
• Website: Bryn Mawr Trust

Connect with Kate Duffy:

• LinkedIn: Kate Duffy

Connect with Jamie Hopkins:

• LinkedIn: Jamie Hopkins

Connect with Andrew Davis:

• LinkedIn: Andrew Davis

About our Guest:

Andrew Davis, CFA, is the Head of Investment Strategy at Bryn Mawr Trust Advisors, where he helps shape the firm’s investment outlook, asset allocation decisions, portfolio positioning, and advisor guidance. He specializes in translating complex developments across the economy, financial markets, and public policy into clear, actionable insights for investors.

Throughout his career, Andrew has worked at the intersection of economics, investment strategy, and portfolio management. Before joining Bryn Mawr Trust, he held investment strategy and economist roles at SEI, Moody’s Analytics, and the U.S. Bureau of Labor Statistics.

Today, he leads the firm’s market and economic research efforts, supporting advisors, clients, and investment decision-making across the organization. He regularly shares his perspectives through market commentary, client presentations, media appearances, and his weekly video series, Two the Point, which helps investors navigate an increasingly complex investment landscape.

Andrew is also a frequent media contributor, appearing on outlets including CNBC and SiriusXM to discuss economic trends, market risks, portfolio strategy, and the outlook for investors. His investment philosophy is grounded in disciplined asset allocation, thoughtful risk management, and a long-term perspective, emphasizing the importance of maintaining a consistent investment process through changing market environments.

He holds the Chartered Financial Analyst (CFA) designation, an MBA from The Wharton School, and a Master’s degree in Applied Economics from Johns Hopkins University.

This special live episode of the Planning Perspectives Podcast, recorded at the Philadelphia Business Journal’s Healthcare Awards, features a series of short, high-energy conversations with six leading healthcare executives and innovators. Each guest offers a concise perspective on the most pressing challenges and opportunities shaping healthcare today, creating a dynamic snapshot of an industry undergoing significant transformation.

Across the discussions, common themes emerge around expanding access and advancing health equity, particularly for underserved populations. Leaders highlight the growing importance of integrating behavioral and physical healthcare, while health system executives emphasize balancing patient-centered care with operational and workforce demands. At the same time, innovators point to the critical role of technology, data sharing, and process improvement in driving efficiency and better outcomes.

Overall, the episode underscores a shared commitment to collaboration and innovation across the healthcare ecosystem. From community-based care to cutting-edge research and AI-driven solutions, each conversation reinforces the need for more connected, coordinated, and forward-thinking approaches to building a more effective and equitable system of care.

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:

• 833-973-7633
• LinkedIn: Bryn Mawr Trust
• Website: Bryn Mawr Trust

Connect with Kate Duffy:

• LinkedIn: Kate Duffy

Connect with Jamie Hopkins:

• LinkedIn: Jamie Hopkins

Connect with Jacqueline Reeves:

• LinkedIn: 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.

Roth accounts can shape how and when taxes are paid, but the right choice depends on timing, income, and long-term goals.

How can savers use Roth planning to create more flexibility before and during retirement?

In this episode, Jamie Hopkins and Kate Duffy explain how Roth IRAs, Roth 401(k)s, conversions, and backdoor Roth contributions fit into a broader financial plan. They compare Roth and traditional accounts, explain income limits, cover required distributions, and share why high earners may still benefit from Roth strategies. The conversation also clears up common myths and highlights why tax diversification matters.

Key takeaways:

• How Roth IRAs differ from traditional IRAs when it comes to taxes, timing, and withdrawals
• Why high-income years may not be ideal for Roth contributions, but Roth planning can still fit
• How Roth conversions can help retirees use lower-income years to shift money strategically
• Why Roth 401(k)s may offer higher contribution room without Roth IRA income restrictions
• How backdoor Roth contributions work and why existing IRA balances can create tax issues

Connect with Bryn Mawr Trust:

• 833-973-7633
• LinkedIn: Bryn Mawr Trust
• Website: Bryn Mawr Trust

Connect with Kate Duffy:

• LinkedIn: Kate Duffy

Connect with Jamie Hopkins:

• LinkedIn: Jamie Hopkins