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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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EPISOD LAIN DALAM PODCAST INI
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, ...
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 i ...
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 opp ...
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 Ho ...
Penafian: Podcast dan karya seni yang dibenamkan pada halaman ini adalah daripada Jamie Hopkins and Kate Duffy, yang merupakan hak milik pemiliknya dan tidak bergabung dengan atau disokong oleh Listen Notes, Inc.
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