The Planning Perspectives Podcast cover art

The Planning Perspectives Podcast

The Planning Perspectives Podcast

By: Jamie Hopkins and Kate Duffy
Listen for free

About this listen

 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 Economics
Episodes
  • The Power of Open Dialogue: Money, Trust, and Legacy Planning with Dr. George James (Ep. 5)

    The Power of Open Dialogue: Money, Trust, and Legacy Planning with Dr. George James (Ep. 5)
    Nov 19 2025
    Conversations about money, family, and purpose can be the hardest ones to have, yet they’re often the most important. In this episode of The Planning Perspectives Podcast, hosts Jamie Hopkins and Kate Duffy sit down with Dr. George James, LMFT, MBA, licensed therapist, executive coach, and CEO of George Talks, to explore how communication, family …

    Read More Read More
    Show More Show Less
    31 mins
  • How To Practice for Retirement (Ep. 4)

    How To Practice for Retirement (Ep. 4)
    Nov 5 2025
    Retirement isn’t just about reaching a number or a specific age. It’s a significant life transition that requires preparation beyond financial planning. How do you shift from a lifetime of saving to spending? How do you build new communities and find purpose when work becomes optional? In this episode, Jamie Hopkins and Kate Duffy explore …

    Read More Read More
    Show More Show Less
    32 mins
  • Leading With Values and Vision with Rodger Levenson (Ep. 3)

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

    Read More Read More
    Show More Show Less
    25 mins
No reviews yet
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.