The Planning Perspectives Podcast

Durata totale:13 h 21 min
How Psychology Influences Financial Decisions: Understanding the Emotional Side of Money (Ep. 26)
The Planning Perspectives Podcast
28:00
Building Futures Beyond Sports: A Conversation with Kenny Holdsman (Ep. 25)
The Planning Perspectives Podcast
36:28
How Much Is Enough? The Real Retirement Question (Ep. 24)
The Planning Perspectives Podcast
28:21
Beyond the Documents: Estate Planning with Garrett Spangler, JD, LLM (Ep. 23)
The Planning Perspectives Podcast
27:27
2026 Mid-Year Economic Outlook: Inflation, AI & Consumer Resilience with Andrew Davis, CFA (Ep. 22)
The Planning Perspectives Podcast
30:02
Healthcare Leadership Awards: Conversations with 6 Philadelphia Leaders (Ep. 21)
The Planning Perspectives Podcast
29:39
Rethinking Retirement Plans: Easier, Smarter, More Valuable with Jacqueline Reeves (Ep. 20)
The Planning Perspectives Podcast
30:44
Roths Decoded: Timing, Taxes, and the Power of Flexibility (Ep. 19)
The Planning Perspectives Podcast
24:11
Fearless Growth in Hospitality: Building Without Losing Your Culture with Sydney Grims (Ep. 18)
The Planning Perspectives Podcast
31:49
The Power of Local Banking: Trust & Community Impact with Shari Kruzinski (Ep. 17)
The Planning Perspectives Podcast
28:33
Thinking Differently with Philadelphia Union’s Jay Sugarman (Ep. 16)
The Planning Perspectives Podcast
29:12
Building Strong Teams and Scaling a Family Business with Eric Faggioli (Ep. 15)
The Planning Perspectives Podcast
23:14
Charitable Giving Strategies to Align Values and Maximize Impact with Elizabeth Wagner (Ep. 14)
The Planning Perspectives Podcast
32:20
Leading Wawa’s Legacy of Growth with Chris Gheysens (Ep. 13)
The Planning Perspectives Podcast
37:06
Smarter Strategies to Pay for Education (Ep. 12)
The Planning Perspectives Podcast
32:41
The Business Owner’s Guide to a Successful Exit (Ep. 11)
The Planning Perspectives Podcast
29:34
How to Reduce Tax Season Stress (Ep. 10)
The Planning Perspectives Podcast
33:38
Shark Tank, Sustainability, and Scaling Up: The Frozen Farmer Story with Katey Evans (Ep. 9)
The Planning Perspectives Podcast
32:34
How to Maximize Your Bonus (Ep. 8)
The Planning Perspectives Podcast
29:27
Beyond the Headlines: Unpacking 2025’s Economy & 2026 Outlook (Ep. 7)
The Planning Perspectives Podcast
30:40
The Art of Building Bridges in Business with Sal Patti (Ep. 6)
The Planning Perspectives Podcast
27:24
The Power of Open Dialogue: Money, Trust, and Legacy Planning with Dr. George James (Ep. 5)
The Planning Perspectives Podcast
31:29
How To Practice for Retirement (Ep. 4)
The Planning Perspectives Podcast
31:49
Leading With Values and Vision with Rodger Levenson (Ep. 3)
The Planning Perspectives Podcast
25:11
Hospitality, Family, and Vision: Inside BPG with Chris Buccini (Ep. 2)
The Planning Perspectives Podcast
28:05
Redefining Retirement with Christine Benz (Ep. 1)
The Planning Perspectives Podcast
27:32
Welcome to The Planning Perspectives Podcast: The Human Side of Planning with Jamie Hopkins & Kate Duffy
The Planning Perspectives Podcast
23:42
The Planning Perspectives Podcast Coming Soon
The Planning Perspectives Podcast
00:43