HeyJaredThe Planning Perspectives Podcast
Welcome to The Planning Perspectives Podcast with Jamie Hopkins and Kate Duffy from Bryn Mawr Trust, a WSFS company.
- Indexed episodes, last 90 days
- 7
- Latest publication
- Sep 30, 2026
- Audience
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- Earliest in this view
- Jul 8, 2026
Latest episodes
Building an Enduring Business: Trust, Relationships, Financial Psychology & Long-Term Growth with Chris Bailey (Ep. 27) (opens the original)
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Building a successful business is one thing. Building one that endures for decades is another. In this episode of the Planning Perspectives Podcast , Jamie Hopkins and Kate Duffy sit down with Chris Bailey, Founder and CEO of Bailey Brand Consulting, to discuss the principles that have helped his firm thrive since 1985. From leadership and mentorship to brand strategy, client trust, and navigating technological change, Chris shares lessons learned from nearly four decades of helping organization
How Psychology Influences Financial Decisions: Understanding the Emotional Side of Money (Ep. 26) (opens the original)
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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 sc
Building Futures Beyond Sports: A Conversation with Kenny Holdsman (Ep. 25) (opens the original)
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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
How Much Is Enough? The Real Retirement Question (Ep. 24) (opens the original)
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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 mi
Beyond the Documents: Estate Planning with Garrett Spangler, JD, LLM (Ep. 23) (opens the original)
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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 importan
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