The Planning Perspectives Podcast
Episodes
Leading Wawa’s Legacy of Growth with Chris Gheysens (Ep. 13)
18 Mar 2026
Contributed by Lukas
What does it take to build a brand that inspires lasting loyalty while navigating decades of growth and rapid change? In this episode, Jamie Hopkins a...
Smarter Strategies to Pay for Education (Ep. 12)
04 Mar 2026
Contributed by Lukas
College costs keep rising, but the financial side is only part of the story. How do you plan for education while balancing emotions, expectations, and...
The Business Owner’s Guide to a Successful Exit (Ep. 11)
18 Feb 2026
Contributed by Lukas
What does life look like after selling the business you’ve poured decades into building? How do you prepare for one of the biggest financial dec...
How to Reduce Tax Season Stress (Ep. 10)
04 Feb 2026
Contributed by Lukas
Why does tax time feel so overwhelming, and what can be done throughout the year to avoid those stressful moments in April? In this episode, Jamie Hop...
Shark Tank, Sustainability, and Scaling Up: The Frozen Farmer Story with Katey Evans (Ep. 9)
21 Jan 2026
Contributed by Lukas
Periods of rapid growth can be both exhilarating and overwhelming—especially when new opportunities arrive faster than the plans to support them. So...
Maximizing Your Bonus: Strategic Planning for Every Career Stage (Ep. 8)
07 Jan 2026
Contributed by Lukas
For those who receive a year-end bonus, it can be tempting to splurge or treat yourself. But what if that extra money could help you check off a major...
Beyond the Headlines: Unpacking 2025’s Economy & 2026 Outlook (Ep. 7)
17 Dec 2025
Contributed by Lukas
Periods of economic uncertainty often lead people to question their financial choices, yet most long-term outcomes are shaped by steady decisions rath...
The Art of Building Bridges in Business with Sal Patti (Ep. 6)
03 Dec 2025
Contributed by Lukas
Many people talk about relationships in business, but few live it the way Sal Patti does. His story shows how community, authenticity, and servant lea...
The Power of Open Dialogue: Money, Trust, and Legacy Planning with Dr. George James (Ep. 5)
19 Nov 2025
Contributed by Lukas
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 Plannin...
How To Practice for Retirement (Ep. 4)
05 Nov 2025
Contributed by Lukas
Retirement isn’t just about reaching a number or a specific age. It’s a significant life transition that requires preparation beyond financial pla...
Leading With Values and Vision with Rodger Levenson (Ep. 3)
27 Oct 2025
Contributed by Lukas
Leadership transitions often bring uncertainty, but with the right mindset, they can create opportunity and growth. How do you step into bigger roles ...
Hospitality, Family, and Vision: Inside BPG with Chris Buccini (Ep. 2)
08 Oct 2025
Contributed by Lukas
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 ...
Redefining Retirement with Christine Benz (Ep. 1)
24 Sep 2025
Contributed by Lukas
Retirement isn’t just about money; it’s about how you spend your time, maintain relationships, and create a meaningful life. In this episode, Jami...
Welcome to The Planning Perspectives Podcast: The Human Side of Planning with Jamie Hopkins & Kate Duffy
24 Sep 2025
Contributed by Lukas
Hosts Jamie Hopkins and Kate Duffy share their journeys, first money memories, and the life lessons behind financial planning. From gravel shovels to ...
The Planning Perspectives Podcast Coming Soon
10 Sep 2025
Contributed by Lukas
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 rea...