Showing results by author "Jamie Hopkins and Kate Duffy" in All Categories
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The Planning Perspectives Podcast
- By: Jamie Hopkins and Kate Duffy
- Original Recording
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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 ...
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