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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 …
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Retirement plans have long been seen as expensive, complex, and difficult to manage—especially for small businesses. But that perception is changing.
In this episode of the Planning Perspectives Podcast, Jackie Reeves joins Jamie Hopkins and Kate Duffy to explore what’s different today, the opport…
Banking is personal—money touches nearly every major life moment, from big milestones to unexpected challenges. When clients have a trusted advisor, financial planning, problem-solving, and growth feel more human and more connected. In this episode of the Planning Perspectives Podcast, Jamie Hopkin…
Growth can look exciting from the outside—but behind every new location, partnership, or expansion are tough calls, people challenges, and the constant pressure to get it right. So how do you scale a business without losing the culture that made it successful in the first place? And what does it re…
Estate planning is often seen as something for the wealthy or something to tackle later—but the reality is far more immediate. The decisions you make today can shape how your loved ones navigate difficult moments in the future.
In this episode of The Planning Perspectives Podcast, Jamie Hopkins an…
Roth accounts can shape how and when taxes are paid, but the right choice depends on timing, income, and long-term goals. How can savers use Roth planning to create more flexibility before and during retirement? In this episode, Jamie Hopkins and Kate Duffy explain how Roth IRAs, Roth 401(k)s, conv…
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