Many people talk about relationships in business, but few live it the way Sal Patti does. His story shows how community, authenticity, and servant leadership can shape a career and the people around y

Conversations about money, family, and purpose can be the hardest ones to have, yet theyre often the most important. In this episode of The Planning Perspectives Podcast, hosts Jamie Hopkins and Kate

Retirement isnt just about reaching a number or a specific age. Its a significant life transition that requires preparation beyond financial planning. How do you shift from a lifetime of saving to s

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 co

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

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

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,

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