All Episodes

Thinking Differently with Philadelphia Union’s Jay Sugarman (Ep. 16)

Building Strong Teams and Scaling a Family Business with Eric Faggioli (Ep. 15)

Charitable Giving Strategies to Align Values and Maximize Impact with Elizabeth Wagner (Ep. 14)

Leading Wawa’s Legacy of Growth with Chris Gheysens (Ep. 13)

Smarter Strategies to Pay for Education (Ep. 12)

The Business Owner’s Guide to a Successful Exit (Ep. 11)

How to Reduce Tax Season Stress (Ep. 10)

Shark Tank, Sustainability, and Scaling Up: The Frozen Farmer Story with Katey Evans (Ep. 9)

How to Maximize Your Bonus (Ep. 8)

Beyond the Headlines: Unpacking 2025’s Economy & 2026 Outlook (Ep. 7)

The Art of Building Bridges in Business with Sal Patti (Ep. 6)

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

How To Practice for Retirement (Ep. 4)

Leading With Values and Vision with Rodger Levenson (Ep. 3)

Hospitality, Family, and Vision: Inside BPG with Chris Buccini (Ep. 2)

Redefining Retirement with Christine Benz (Ep. 1)

Welcome to The Planning Perspectives Podcast: The Human Side of Planning with Jamie Hopkins & Kate Duffy

The Planning Perspectives Podcast Coming Soon