The Planning Perspectives Podcast

What does it take to think differently—and still win? In this episode, Jamie Hopkins and Kate Duffy sit down with Jay Sugarman, Principal Owner of the Philadelphia Union and Chairman and CEO of Safehold, to explore how unconventional thinking has defined his career. Jay reflects on how frequent change early in life built resilience, sharpened pattern recognition, and shaped a disciplined, principles‑driven approach to decision‑making. From real estate to professional sports, Jay shares how challenging consensus thinking can reveal opportunity. He explains how applying corporate finance logic to outdated real estate structures unlocked value, and how a development‑first, long‑term mindset transformed a professional soccer organization—proving that thoughtful innovation often outperforms convention. Key takeaways include: How early life transitions fostered adaptability and strategic pattern recognition Why contrarian thinking can surface opportunities during periods of market or industry change How rethinking legacy structures in real estate led to meaningful innovation Why investing in talent development and systems can drive sustainable success Connect with Bryn Mawr Trust:  833-973-7633 LinkedIn: Bryn Mawr Trust Website: Bryn Mawr Trust Connect with Kate Duffy:  LinkedIn: Kate Duffy Connect with Jamie Hopkins:  LinkedIn: Jamie Hopkins Connect with Jay Sugarman:  Website: Philadelphia Union Website: Safehold About our Guest:  Jay Sugarman is Chairman and Majority Owner of the Philadelphia Union and Union Sports & Entertainment. Mr. Sugarman is also Chairman and Chief Executive Officer of iStar (NYSE:STAR), a leading commercial real estate company in the United States. iStar’s current $6 billion portfolio of real estate interests is located in most major markets throughout the United States and includes interests in office, industrial, multifamily, hotel, land and entertainment properties. Mr. Sugarman is also Founder, Chairman and CEO of Safehold (NYSE: SAFE), one of the fastest-growing REITs since its IPO in 2017. Safehold is revolutionizing commercial real estate ownership by reinventing and modernizing the ground lease industry, with an enterprise value approaching $5 billion. Mr. Sugarman graduated summa cum laude from Princeton University, where he was nominated for valedictorian and received the Paul Volcker Award in Economics. He received his M.B.A. with high distinction from Harvard Business School, graduating as a Baker Scholar and recipient of the school’s academic prizes for both finance and marketing.

Strong businesses are not just built on strategy; they are shaped by relationships, trust, and shared experiences. What happens when leadership, family, and growth all intersect? And how do you balance speed, alignment, and long-term vision without losing what matters most? In this episode, Jamie Hopkins and Kate Duffy interview Eric Faggioli, President of Delaware Valley Paving, about scaling a family-run business while maintaining strong personal relationships. He shares how alignment and trust drive decision-making, why early exposure to hard work shapes leadership, and how he navigated stepping into leadership after personal loss.  The conversation also explores building teams from within, improving service to stand out, and expanding operations nationwide through partnerships and systems. Key takeaways: How prioritizing alignment and trust over top talent can reduce friction and improve long-term execution Why maintaining friendships within family businesses helps prevent conflict and strengthens collaboration How early exposure to physically demanding work builds resilience and long-term perspective The role of service differentiation and small improvements in creating meaningful client experiences How scaling nationally requires strong subcontractor networks, systems, and consistent execution Connect with Bryn Mawr Trust:  833-973-7633 LinkedIn: Bryn Mawr Trust Website: Bryn Mawr Trust Connect with Kate Duffy:  LinkedIn: Kate Duffy Connect with Jamie Hopkins:  LinkedIn: Jamie Hopkins Connect with Eric Faggioli:  LinkedIn: Eric Faggioli Website: Delaware Valley Companies Instagram: @delawarevalleypaving YouTube: Delaware Valley Paving About our Guest:  Eric Faggioli is the CEO of Delaware Valley Companies, the parent organization of Delaware Valley Paving and its expanding family of businesses. This includes the company’s core Paving division, its National Construction operations, its Excavation business, and its growing real estate Development company. As a leader of a third-generation organization headquartered in Philadelphia, PA, Eric brings a unique blend of hands-on experience and long-term vision to every facet of the enterprise. Having grown up in the paving business, Eric developed an early appreciation for strong relationships, dependable service, and uncompromising craftsmanship. From childhood through adulthood, he worked in every area of the company, gaining practical insight that now shapes his leadership approach. Over the past decade, Eric has played a pivotal role in expanding Delaware Valley Companies’ capabilities and strengthening its reputation nationwide. Under his guidance, the organization has opened new locations, broadened its service offerings, and advanced a comprehensive 10-year strategic plan designed to elevate performance, scalability, and client experience across all business units. What drives Eric most is developing exceptional leaders and building systems and processes that will stand the test of time. With that mindset, Eric leads Delaware Valley Companies and its expanding divisions with a focus on sustainable growth, strong leadership development, and long-term success. **Note: The guest featured in this episode is a current client of our organization and did not receive any compensation for their participation in the program.**

Giving is often seen as something reserved for the wealthy, but the truth is far more personal and accessible. How do you decide where your money, time, and energy can truly make a difference? And how can you feel confident that your contributions are creating real impact? In this episode, Jamie Hopkins and Kate Duffy are joined by Elizabeth Wagner, Senior Vice President and Director of Endowments, Foundations, and Charitable Giving at Bryn Mawr Trust, to explore how individuals at any income level can approach philanthropy with intention. They break down how to evaluate charities, align giving with personal values, and use practical strategies like QCDs and tracking donations.  The conversation also highlights the role of volunteering, family influence, and simple habits that help donors stay organized and effective. Key takeaways: How donors can assess if a charity is effective by reviewing leadership, impact reporting, and firsthand experience Why volunteering provides insight into how organizations operate and how funds are actually used A simple notes app strategy to track donations, receipts, and giving habits throughout the year How QCDs and tax strategies can help increase charitable giving without increasing out-of-pocket costs Why aligning giving with personal values and early family influences shapes long term philanthropic habits Connect with Bryn Mawr Trust:  833-973-7633 LinkedIn: Bryn Mawr Trust Website: Bryn Mawr Trust Connect with Kate Duffy:  LinkedIn: Kate Duffy Connect with Jamie Hopkins:  LinkedIn: Jamie Hopkins Connect with Elizabeth Wagner:  LinkedIn: Elizabeth Wagner About our Guest:  As a connector and advisor to nonprofits and philanthropists, Elizabeth Wagner helps organizations build the long-term financial sustainability their missions deserve while guiding donors toward meaningful impact. She leads the endowment, foundation, and charitable practice at Bryn Mawr Trust, supporting organizations with solutions that strengthen their work today and prepare them for future growth and challenges. Elizabeth believes every organization should clearly define the role of each asset and use it intentionally to support its mission. She works closely with boards and leadership teams, sharing best practices around investment policy statements, institutional asset allocation, planned giving, and more. She is especially passionate about donor-advised funds, complex gifts, multigenerational giving, and engaging the next generation of philanthropic leaders early.

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 and Kate Duffy sit down with Chris Gheysens, CEO and Chairman of Wawa Inc., to explore the leadership mindset, ownership structure, and long‑term strategy behind one of the nation’s most recognizable retail brands. Chris shares how servant leadership, employee ownership through Wawa’s ESOP, and a disciplined focus on customer experience fuel the company’s performance. He also discusses Wawa’s pragmatic approach to technology and AI, the realities of national expansion, and why protecting human connection remains central to the brand’s competitive edge. Chris discusses: His 33‑year Wawa journey—from Deloitte accountant to longtime CEO and Chairman How Wawa’s ESOP makes over half of its 51,000 associates true employee‑owners The impact of servant leadership and a people‑first culture on loyalty and retention Wawa’s pragmatic approach to AI and its national expansion toward 1,700 stores Connect with Bryn Mawr Trust:  833-973-7633 LinkedIn: Bryn Mawr Trust Website: Bryn Mawr Trust Connect with Kate Duffy:  LinkedIn: Kate Duffy Connect with Jamie Hopkins:  LinkedIn: Jamie Hopkins Connect with Chris Gheysens:  LinkedIn: Chris Gheysens Website: Wawa About our Guest:  Chris Gheysens is the CEO and Chairman of Wawa, one of the country’s most recognized and beloved convenience retail brands. With over 33 years at the company, Chris began his career at Deloitte, where Wawa became one of his clients, before joining the organization in 1997. He has held roles across accounting, operations, IT, and human resources, and served as CFO before stepping into the CEO role 14 years ago. Under his leadership, Wawa has grown to more than 1,200 stores and 51,000 associates across 14 states, with plans to reach nearly 1,700 locations by the end of the decade. Chris is a strong advocate for servant leadership and employee ownership, overseeing one of the largest Employee Stock Ownership Plans in the country, where associates share the same stock rights as the founding family. A Villanova University graduate, Chris is deeply committed to building a culture that is both highly caring and results-driven, and believes that putting people first, both employees and customers, is the foundation of long-term business strength. **note: This guest is a non‑paid member of the WSFS Financial Corporation Board of Directors**

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 long-term goals? In this episode, Jamie Hopkins and Kate Duffy break down smarter, more flexible ways to fund education while navigating the emotions, expectations, and values that shape these decisions. They unpack practical strategies around tax‑free growth, frontloading contributions, new Roth rollover rules, and talking with kids about money. Whether you’re a parent, planner, or just thinking ahead, this conversation delivers insights most families overlook. Key takeaways: Advantages of flexible education funding strategies How frontloading and tax‑free growth can boost long‑term outcomes New opportunities to roll unused education funds into a Roth IRA How to Open family discussions about paying for college Connect with Bryn Mawr Trust:  833-973-7633 LinkedIn: Bryn Mawr Trust Website: Bryn Mawr Trust Connect with Kate Duffy:  LinkedIn: Kate Duffy Connect with Jamie Hopkins:  LinkedIn: Jamie Hopkins

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 decisions you’ll ever make? In this episode, Jamie Hopkins and Kate Duffy are joined by Mark Bradford, Director of Wealth Planning at Bryn Mawr Trust Advisors, to explore the critical process of exit planning for business owners. They discuss why understanding enterprise value matters more than cash flow, the importance of assembling the right advisory team, and the stark differences between internal and external transitions. The conversation also covers common pitfalls, emotional challenges of letting go, and what happens when business wealth suddenly converts to liquid assets. Key takeaways: Why 70-80% of small businesses put up for sale fail to sell, and how proper planning changes outcomes The difference between building a job versus building transferable enterprise value in your business How internal family transitions require different strategies than selling to private equity or third parties Why the personal side of exit planning often creates more challenges than the financial aspects What to do before the sale to maximize value and avoid costly mistakes during due diligence Connect with Bryn Mawr Trust:  833-973-7633 LinkedIn: Bryn Mawr Trust Website: Bryn Mawr Trust Connect with Kate Duffy:  LinkedIn: Kate Duffy Connect with Jamie Hopkins:  LinkedIn: Jamie Hopkins Connect with Mark Bradford:  LinkedIn: Mark Bradford [email protected]  About our Guest:  Mark Bradford is the Director of Wealth Planning, where he leads the wealth planning team. He collaborates closely with advisors to develop and implement the company’s long-term vision for wealth planning, which focuses on enhancing client relationships by providing an exceptional client experience through comprehensive and personalized planning.

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 Hopkins and Kate Duffy are joined by Michael W. Valenti, CPA, CFP®, CEPA®, MAcc, Tax Director at Bryn Mawr Trust Advisors, to break down why taxes feel emotional and how proactive planning can ease that burden. They explore common causes of under-withholding, challenges for high earners, small business owners, and retirees, and how simple adjustments can reduce surprises.  The conversation also covers bonus income, equity compensation, crypto reporting, and when it makes sense to work with a CPA. Key takeaways: Why tax-season stress usually stems from uncertainty rather than the final bill How estimated payments and smarter withholding can help households and business owners avoid surprises Key tax pitfalls for high earners navigating bonuses, equity compensation, and multiple income streams When DIY tax filing makes sense and when bringing in a pro can save time, money, or headaches Tax planning strategies to make April more predictable and manageable Connect with Bryn Mawr Trust:  833-973-7633 LinkedIn: Bryn Mawr Trust Website: Bryn Mawr Trust Connect with Kate Duffy:  LinkedIn: Kate Duffy Connect with Jamie Hopkins:  LinkedIn: Jamie Hopkins Connect with Michael Valenti:  LinkedIn: Michael Valenti About Our Guest:  Michael Valenti serves as the Director of Personal Tax Services, where he leads a team of tax professionals specializing in individual tax compliance and planning.  Additionally, Mike serves as a financial advisor. He joined the company in 2025. Specializing in planning for high-net-worth individuals, Mike provides a unique tax perspective to the wealth management and financial planning arena. Mike holds the CPA, CFP®, and CEPA designations and approaches financial planning through a holistic lens. 

Periods of rapid growth can be both exhilarating and overwhelming—especially when new opportunities arrive faster than the plans to support them. So how do family‑run businesses scale without losing their values, identity, or sanity? In this episode, Jamie Hopkins and Kate Duffy talk with Katey Evans, Founder of The Frozen Farmer, about how she transformed upcycled fruit into a beloved national brand. Katey shares how intentional planning, family collaboration, and building the right advisory team helped her navigate retail expansion, direct‑to‑consumer pivots, and a high‑visibility moment on Shark Tank. Key points: How fast growth revealed the need for strong financial, legal, and strategic advisors Turning food waste into a scalable business model Lessons learned from launching and adapting during the pandemic The impact of Shark Tank on brand visibility and long‑term planning Why confidence, clarity, and family alignment guided major leadership decisions Resources: Kenna, the Produce Princess by Katey Evans Connect with Bryn Mawr Trust:  833-973-7633 LinkedIn: Bryn Mawr Trust Website: Bryn Mawr Trust Connect with Kate Duffy:  LinkedIn: Kate Duffy Connect with Jamie Hopkins:  LinkedIn: Jamie Hopkins Connect with Katey Evans:  LinkedIn: Katey Evans Facebook: The Frozen Farmer Instagram: @thefrozenfarmer Website: The Frozen Farmer About Our Guest:  An entrepreneur, innovator, and Founder of The Frozen Farmer, Katey Evans appeared on the ABC’s critically acclaimed, Emmy-nominated television show “Shark Tank,” landing a $125,000 investment deal from Lori Greiner for her farm creamery business. Katey is passionate about her platform of reducing food waste by sustainably sourcing “upcycled fruit” in The Frozen Farmer’s line of frozen confections. Evans has taken The Frozen Farmer from a small business started at her Sunday supper table to a national brand that is on the shelf in more than 8,000 stores across the U.S. During the pandemic shutdown, Katey launched d2c sales online, shipping into nearly every state in the U.S. in the first week of sales launch. Named Inc. Magazine’s 2023 Most Dynamic Woman in Business, Katey was recently honored on the magazine’s prestigious Female Founders 200 list for starting one of the fastest-growing private companies, as The Frozen Farmer ranked No. 6 on the Inc. 5000 list. Katey is a recipient of the Kroger Innovative Item placement, a Delaware Business Times 40 Under 40 Awards, has earned a $50,000 USDA Value Added Producer Grant for creating a value-added line of sorbet, ice cream and Frobert, and was a panelist for the Global Food Forum with USDA Secretary of Agriculture Sonny Perdue, where she was the only female farmer representing the food production industry. Katey is a member of the Delaware Women’s Workforce Council, aimed to achieve gender equality in the workplace in the First State, and has obtained national certification by the Women’s Business Enterprise National Council (WBENC) for The Frozen Farmer. Katey’s most important role of all is being a mom to her four daughters and teaching them that women can do anything.

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 financial goal??  In this episode, Jamie Hopkins and Kate Duffy dive into the psychology behind bonuses and why timing, taxes, and emotions matter more than you think. They share practical strategies to turn windfalls into long-term wins, covering everything from tax withholding and automation to emergency funds, Roth accounts, and 401(k) contributions. Plus, they break down how to approach bonuses at different career stages so you can make the most of every dollar. Key takeaways: Why we view bonus money differently, and how to avoid emotional spending traps The truth about bonus tax withholding  Smart strategies for using bonuses: retirement accounts, 529 plans, charitable giving, and emergency funds Career-stage tips from early professionals to executives with equity compensation Why planning ahead with an advisor beats making spur-of-the-moment decisions Connect with Bryn Mawr Trust:  833-973-7633 LinkedIn: Bryn Mawr Trust Website: Bryn Mawr Trust Connect with Kate Duffy:  LinkedIn: Kate Duffy Connect with Jamie Hopkins:  LinkedIn: Jamie Hopkins

Periods of economic uncertainty often lead people to question their financial choices, yet most long-term outcomes are shaped by steady decisions rather than day-to-day noise. Why do we feel worried even when the data looks stable? How do rising prices, interest rates, and shifting job conditions influence real-life planning? In this episode, Jamie Hopkins and Kate Duffy talk with Andrew Davis, CFA, Head of Macroeconomic Research at Bryn Mawr Trust, about inflation trends, labor market shifts, and what the past year reveals about consumer behavior.  They walk through the Fed’s direction, the impact of housing constraints, and how portfolios may evolve as rate cuts move closer. In addition, Andrew explains what investors should watch in 2026 and why staying focused on long-term planning matters more than reacting to news cycles. Key points: How inflation shapes consumer frustration even when headline figures ease Why the labor market shows cooling but still signals underlying strength How today’s rate environment influences housing decisions and affordability What market performance says about earnings growth and diversification Why sticking to a clear financial plan helps reduce emotional reactions Connect with Bryn Mawr Trust:  833-973-7633 LinkedIn: Bryn Mawr Trust Website: Bryn Mawr Trust Connect with Kate Duffy:  LinkedIn: Kate Duffy Connect with Jamie Hopkins:  LinkedIn: Jamie Hopkins Connect with Andrew Davis: LinkedIn: Andrew Davis  About our Guest:  Andrew Davis is an investment strategist with more than a decade of experience applying macro insights and portfolio construction principles to help clients make informed decisions in changing conditions. He blends real-time market perspective with a long-term approach, offering guidance that is both thoughtful and actionable. In his role as Head of Macro Research, he shapes asset allocation views, contributes to the firm’s wide investment strategy, and supports advisor teams with clear, data-focused commentary. His weekly video series, Two the Point, highlights key economic themes for an audience of investors looking for clarity amid constant noise. He has appeared as a guest commentator on CNBC’s Fast Money and has been recognized by the American Bankers Association’s 40 Under 40 in Wealth Management and WealthManagement.com’s Rising Star Award for leadership and innovation. Andrew earned his MBA with honors from The Wharton School and holds a Master’s in Applied Economics from Johns Hopkins University, along with the CFA designation. His work is grounded in data, shaped by purpose, and focused on insights that build confidence and long-term value.

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 you. From quiet beginnings to becoming Senior Vice President and Director of Commercial Banking at WSFS Bank, he reflects on the moments and mentors that shaped his success. In this episode, Jamie Hopkins and Kate Duffy talk with Sal Patti about his journey from Philadelphia University to leading commercial banking teams, his connector bridge philosophy, and the role of trust in guiding clients through changing conditions. Key Takeaways: How Sal Patti’s early education and mentor support at Philadelphia University shaped his move from accounting into banking His connector bridge approach and how relationship building is the key to long-term growth Why leadership means listening, serving your team, and helping people flourish How business owners who prepare, pivot, and innovate are finding stability in current market conditions Why the human element still matters in a time of rising AI use and digital communication Connect with Bryn Mawr Trust:  833-973-7633 LinkedIn: Bryn Mawr Trust Website: Bryn Mawr Trust Connect with Kate Duffy:  LinkedIn: Kate Duffy Connect with Jamie Hopkins:  LinkedIn: Jamie Hopkins Connect with Sal Patti:  LinkedIn: Salvatore Patti Website: WSFS Bank About our Guest:  Salvatore Patti is Senior Vice President, Division Director of Commercial Banking in the Philadelphia, Pennsylvania and New Jersey region at WSFS Bank. Sal has more than 30 years’ experience in the Philadelphia market, delivering strong and consistent operating and financial results for the Commercial and Wealth divisions. He is an active member of the community, serving on the Executive Board of the Philadelphia Industrial Development Corporation, where he is Chairman of The Board. He is also a board member for Thomas Jefferson University – The Kanbar College of Design Engineering and Commerce, Rowan University Foundation and The Avenue of The Arts Board. Sal is a resident of Philadelphia and received his B.A. in Accounting and Finance from Philadelphia University.

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 roles, and personal narratives shape the way we live, lead, and love. Dr. James opens up about his own experiences, the lessons behind his new book “I Give Myself Permission,” and how embracing open dialogue can transform relationships and redefine what “enough” really means. Key Takeaways: How early money experiences and family narratives shape financial decision-making Why conversations about money, trust, and values are essential for healthy relationships The importance of understanding family roles in business and legacy planning How scarcity and abundance mindsets influence both finances and fulfillment Why giving yourself permission to rest, take risks, or grow is vital for balance and joy Resources: I Give Myself Permission: Take Risks. Be Imperfect. Live Boldly – by George James Connect with Bryn Mawr Trust:  833-973-7633 LinkedIn: Bryn Mawr Trust Website: Bryn Mawr Trust Connect with Kate Duffy:  LinkedIn: Kate Duffy Connect with Jamie Hopkins:  LinkedIn: Jamie Hopkins Connect with Dr. George James:  LinkedIn: Dr. George James Instagram: @georgetalks Website: George Talks About our Guest:  George James, Psy.D., LMFT, MBA, is the CEO of George Talks, where he blends humor, insight, and years of experience to tackle the big issues we all face, whether it’s work-life balance, navigating relationships, or stepping up as a leader. With 20+ years in the field, George is a familiar face on shows like The TODAY Show, CNBC, and CNN, where he breaks down complex topics with clarity and a touch of wit. As the host of the LEAPCAST podcast, George sits down with leaders, athletes, and entertainers to get real about their personal and professional challenges. And as the co-host of Strike Out the Stigma with the Philadelphia Phillies, he’s bringing mental health to the forefront of the sports world. George works with everyone from professional athletes and entertainers to executives and couples, helping them tackle everything from anxiety and leadership to parenting and communication. His consulting work with companies like Paramount, NBC Universal, and Google focuses on bridging mental health and relationships in the workplace. Known for his approachable style and no-nonsense advice, George helps people and organizations find balance, stay resilient, and thrive in their lives and careers.

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 the concept of “practicing retirement” and how to prepare for this major life transition at every stage of life. They discuss the psychological challenges of spending down savings, the importance of aligning your values with your spending, and practical strategies like bucketing, visualization, and test-driving retirement lifestyle choices.  Key takeaways: The psychological and behavioral challenges of transitioning from saving to spending in retirement The importance of retirement planning beyond finances, including identity shifts, community building, and lifestyle changes How to use bucketing and visualization techniques throughout your life to align spending with your values and goals Practical strategies for test-driving retirement The counterintuitive benefit of stopping retirement savings 2-3 years before retiring to improve quality of life and potentially stay in the workforce longer Resources: Your Retirement Sketchbook by Jamie Hopkins & Bonnie Treichel How to Retire by Christine Benz Episode 1: Redefining Retirement with Christine Benz Connect with Bryn Mawr Trust:  833-973-7633 LinkedIn: Bryn Mawr Trust Website: Bryn Mawr Trust Connect with Kate Duffy:  LinkedIn: Kate Duffy Connect with Jamie Hopkins:  LinkedIn: Jamie Hopkins

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, President, and CEO of WSFS Financial Corporation. Rodger shares his career journey, the importance of mentorship, the challenges of saying no, and why community connection is central to WSFS’s culture. Key takeaways: How Rodger progressed from credit analyst to CEO, and the leadership lessons learned along the way The importance of mentors and building meaningful peer relationships Why learning to say “no” is essential for effective leadership How business owners display resilience and adaptability in changing environments Why connecting employees’ work to a greater purpose drives lasting impact in the community And more! Connect with Bryn Mawr Trust:  833-973-7633 LinkedIn: Bryn Mawr Trust Website: Bryn Mawr Trust Connect with Kate Duffy:  LinkedIn: Kate Duffy Connect with Jamie Hopkins:  LinkedIn: Jamie Hopkins Connect with Rodger Levenson:  LinkedIn: Rodger Levenson Website: WSFS Bank About Our Guest:  Rodger Levenson is Chairman, President, and Chief Executive Officer of WSFS Financial Corporation and its primary subsidiary, WSFS Bank. Rodger has been a member of the WSFS Executive Management team since joining the Company in 2006. He has held several leadership roles at WSFS, including Executive Vice President (EVP) and Chief Operating Officer from July 2017 to December 2018, EVP and Chief Corporate Development Officer from June 2016 to July 2017, interim EVP and Chief Financial Officer from April 2015 to June 2016, and EVP and Chief Commercial Banking Officer from November 2006 to April 2015. He began his banking career in 1986 in Philadelphia at CoreStates Financial (now part of Wells Fargo), where he led several business units over 17 years. An active member of the Greater Philadelphia and Delaware communities, Rodger lends his experience and expertise to several local not-for-profits while continuing to champion economic growth throughout the region. His community and civic service includes memberships on the U.S. Federal Reserve Board’s Federal Advisory Council (FAC), Delaware Prosperity Partnership Board of Directors, as well as the Board of Directors, Executive Committee, and CEO Council for Growth of The Chamber of Commerce for Greater Philadelphia. He also serves as a member of the Delaware Business Roundtable, Children’s Hospital of Philadelphia (CHOP) Corporate Council, and on the Executive Committee of the Satell Institute for Corporate Social Responsibility. Rodger previously served as Chairman of the Delaware Bankers Association as well as the United Way of Delaware Board of Directors. In 2021, Rodger was the recipient of the American Jewish Committee (AJC) Philadelphia and Southern New Jersey’s Community Leadership Award. In 2022, Rodger was named Drexel University Business Leader of the Year. A native of Broomall, Pa., Rodger earned a Master of Business Administration from Drexel University and a Bachelor of Business Administration in Finance from Temple University. He reinforced his leadership experiences with certifications from The Wharton School at the University of Pennsylvania, the Center for Creative Leadership, and Harvard Business School.

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 lessons from three decades in real estate, the power of teamwork, and how hospitality drives business success. His story blends family, community, and bold decisions that have helped shape the city of Wilmington, Delaware and beyond. Key takeaways: The importance of preparing for downturns and building strong fundamentals in business How hospitality principles influence real estate and client experiences The role of leadership and team culture in scaling BPG to nearly 4,000 employees The challenges and rewards of working with family and building respect in partnerships The origin and impact of BPG Sports and its role in Delaware’s economy And more! Resources: Book: Unreasonable Hospitality by Will Guidara Connect with Bryn Mawr Trust:  833-973-7633 LinkedIn: Bryn Mawr Trust Website: Bryn Mawr Trust Connect with Kate Duffy:  LinkedIn: Kate Duffy Connect with Jamie Hopkins:  LinkedIn: Jamie Hopkins Connect with Chris Buccini:  LinkedIn: Chris Buccini Website: Buccini Pollin Group Facebook: Buccini Pollin Group Instagram: @buccinipollin About Our Guest:  Chris Buccini is Founder of Buccini Pollin Group, Inc. (“BPG”), a privately-held, real estate investment, development, and management company.  BPG develops and acquires hotel, office, residential, retail, and parking properties, and sports and entertainment venues throughout the United States. Chris leads the firm’s investment management platform, Corten Capital, and its commercial management affiliate, BPG Real Estate Services, LLC, and is a director of PM Hotel Group, Inc., a hotel management company with over 3,500 rooms under management. In addition, Chris is co-founder and co-owner of Major League Soccer’s Philadelphia Union. Chris is the Chairman of the YPO Intercontinental Chapter, a member of the Board of Trustees of Wilmington Friends School, a member of the University of Delaware President’s Leadership Council, the Delaware Business Roundtable, and Hagley Museum and Library Council of Advisors.

Retirement isn’t just about money; it’s about how you spend your time, maintain relationships, and create a meaningful life. In this episode, Jamie Hopkins and Kate Duffy welcome Christine Benz, Morningstar’s Director of Personal Finance, to explore how retirement planning is shifting from purely financial to a more holistic approach. Christine shares insights from her book How to Retire, highlighting why delaying retirement can be powerful, why relationships matter most, and how small lifestyle choices shape longevity. Key takeaways: Why phasing into retirement often works better than stopping suddenly The value of enjoying experiences like family trips, even while still working How relationships form the core of happiness in retirement Why men, in particular, should proactively plan for social interactions after work The role of physical activity and everyday interactions in staying well longer  Resources: Book: How to Retire: 20 lessons for a happy, successful, and wealthy retirement by Christine Benz Christine’s articles and videos – Morningstar The Long View Podcast – Morningstar Connect with Bryn Mawr Trust:  833-973-7633 LinkedIn: Bryn Mawr Trust Website: Bryn Mawr Trust Connect with Kate Duffy:  LinkedIn: Kate Duffy Connect with Jamie Hopkins:  LinkedIn: Jamie Hopkins Connect with Christine Benz:  LinkedIn: Christine Benz Website: Morningstar About Our Guest:  Christine Benz is director of personal finance and retirement planning for Morningstar and senior columnist for Morningstar.com. In that role, she focuses on retirement and portfolio planning for individual investors.  Benz is the author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement (Harriman House, September 2024). She also wrote 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances (Wiley, 2010) and Morningstar® Guide to Mutual Funds: 5-Star Strategies for Success, published in 2005.  She also co-hosts a podcast for Morningstar, The Long View, which features in-depth interviews with thought leaders in investing and personal finance. She is a frequent public speaker and is widely quoted in the media, including The New York Times, The Wall Street Journal, Barron’s, CNBC, and PBS. In 2020, Barron’s named her to its inaugural list of the 100 most influential women in finance; she appeared on the 2021 list as well. In 2021, Barron’s named her as one of the 10 most influential women in wealth management.  Before assuming her current role in 2008, she served as Morningstar’s director of mutual fund analysis and was editor of Morningstar Mutual Funds and Morningstar FundInvestor. Benz holds a bachelor’s degree in political science and Russian from the University of Illinois at Urbana-Champaign. She is president of the board for the John C. Bogle Center for Financial Literacy. Benz is also a member of The Alpha Group, a group of thought leaders from the wealth management industry from across the country. In her free time, she works with underprivileged women to improve their understanding of personal finance concepts.

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, they reveal how personal experiences shape the way we view money and life choices. Their candid reflections highlight the emotional and behavioral aspects of financial planning, underscoring why conversations about money are always deeply personal. Key Points: Jamie and Kate’s backstory of meeting and how they came together at Bryn Mawr Trust First money memories and how early experiences shape money attitudes Emotional and psychological factors in financial planning, from independence to fear of loss Their biggest “aha” moments around money and the importance of planning before a crisis Personal recharge activities like ballroom dancing, cooking, movies, and how balance ties into intentional planning Connect with Bryn Mawr Trust:  833-973-7633 LinkedIn: Bryn Mawr Trust Website: Bryn Mawr Trust Connect with Kate Duffy:  LinkedIn: Kate Duffy Connect with Jamie Hopkins:  LinkedIn: Jamie Hopkins

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.