Welcome to Speaking of Quality: Wealth Management Insights with Hank Smith, a podcast by The Haverford Trust Company. In this episode, Hank Smith, Director and Head of Investment Strategy at Haverford Trust, kicks off Season 5 of the podcast and unveils this season’s theme “Navigating Change: Key Decisions Driving the Future of the Economy.” Hank also introduces a new segment of the podcast called “Planning in Practice” that will take listeners deeper into the wealth planning lessons shared during discussions with guests.

Throughout the season, Hank will chat with a tremendous lineup of guests including Philadelphia icons, nonprofit leaders, and entrepreneurs who will share their own stories of navigating change. Tune in to Speaking of Quality wherever you listen to podcasts and subscribe to hear from our exciting line-up of guests.

On this episode of Speaking of Quality, Hank Smith is joined by Maxine Cuffe, Vice President & Director of Global Strategies at The Haverford Trust Company. Together, Hank and Maxine take a look back at the episodes and guests from Season 4 of Speaking of Quality and share some of their favorite moments. They review the economic outlook for the year and share valuable lessons learned throughout the season about key economic drivers.

On this episode of Speaking of Quality, Hank Smith is joined by Diane Duda, as a PA MEDI Medicare counselor with 40 years of experience in the insurance industry. In their conversation, Diane tells Hank about PA MEDI’s mission and its work to educate consumers about Medicare and the options available on the market. Diane also discusses how Medicare is funded, the premium structures for Part A and Part B, the differences of Medicare Advantage, and the benefits of Medicare Supplement Insurance. 

On this episode of Speaking of Quality, Hank Smith is joined by Joan Roebuck-Carter, Senior Vice President of Institutional Advancement at the Mann Center for Performing Arts. In their conversation, Joan shares how she landed in Philadelphia’s arts & culture scene, the importance of fundraising, and the impact arts institutions have in the community and the economy. Hank and Joan also touch on how the Mann Center for Performing Arts overcame challenges during the pandemic and its community engagement and education initiatives.

On this episode of Speaking of Quality, Hank Smith is joined by Brent Celek, former Philadelphia Eagles tight end and Super Bowl LII Champion, and owner and operator of Brent Celek Real Estate. In this engaging conversation, Hank and Brent explore the changing real estate market in Philadelphia and the pros and cons of investing in real estate. They also dive into Brent’s football career and the lessons he learned during his time in the locker room. 

On this episode of Speaking of Quality, Hank Smith welcomes Bryan Tracy, Vice President and Director of Wealth Planning at Haverford Trust, and Gina Parissi, Senior Wealth Planner at Haverford Trust. Bryan and Gina lead an insightful conversation around the importance of wealth planning, what it entails, and the role of advisors in helping individuals and families establish a wealth plan. They also share Haverford Trust’s approach to wealth planning and the benefits that proactive wealth planning can provide now and into the future. 

On this episode of Speaking of Quality, Hank Smith is joined by Kim Wright, owner of five franchise locations of Nothing Bundt Cakes and co-founder of Wright Commissioning. Hank and Kim discuss the role of small businesses and franchises in the U.S. economy, the challenges faced by entrepreneurs during and after the pandemic, and Kim’s experience as a female business owner and operator. 

In this episode of Speaking of Quality, Hank Smith welcomes Joe McLaughlin, Chairman and CEO of the Haverford Trust Company, to share his State of the Union message. Joe reflects on successes at Haverford Trust in 2024, including growth in wealth planning, investment in nonprofit services, and adoption of new technologies. He also provides a look ahead at what’s to come in 2025. 

In this episode of Speaking of Quality, Hank Smith and a panel of experts from The Haverford Trust Company dig into Haverford Trust’s 2025 Outlook, unpacking economic and market trends from 2024 and looking ahead to what listeners can expect in 2025. Hank is joined by Haverford Trust’s President Keith Aleardi, Vice President & Director of Global Strategies Maxine Cuffe, Chief Investment Officer Tim Hoyle, and Vice President & Director of Fixed Income John Donaldson for a dynamic conversation that touches on the impacts of the AI revolution, anticipated changes in government regulation, and trends in consumer spending. 

In this episode of Speaking of Quality, Hank Smith is joined by Maxine Cuffe, Vice President and Director of Global Strategies at The Haverford Trust Company, to close out Season 3 by looking back at the insightful conversations with guests who have made their mark in the fabric of Philadelphia. The two talk about inspiring stories and key lessons learned, how Philadelphia has evolved over the years, and the importance of continued learning and growth.

Episode Summary
[01:33] Larry Kane’s Conversations with World Leaders
[03:31] Nisiar Smith and Philly Phinancial Literacy Week
[05:30] Maureen Tomoschuk and CVIM
[07:11] Brian Tierney and the Future of Philadelphia 
[08:44] Jeff McFadden and the Union Leage
[13:29] Farah Jimenez and the Philadelphia Education Fund
[15:41] Being a Part of Philadelphia’s Business Community