The Planning Perspectives Podcast

Latest Episodes
Hospitality, Family, and Vision: Inside BPG with Chris Buccini (Ep. 2)
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 l
Redefining Retirement with Christine Benz (Ep. 1)
Retirement isnt just about money; its about how you spend your time, maintain relationships, and create a meaningful life. In this episode, Jamie Hopkins and Kate Duffy welcome Christine Benz, Morni
Welcome to The Planning Perspectives Podcast: The Human Side of Planning with Jamie Hopkins & Kate Duffy
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,
The Planning Perspectives Podcast Coming Soon
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