You Can't Take It With You

Zac Larson is a Founding Partner and Wealth Advisor at IntentGen Financial Partners, a financial planning and investment advisory firm that helps clients use their resources intentionally. Zac has spent more than two decades helping clients navigate retirement income, investments, wealth transfer, tax efficiency, and charitable giving. A CFP® professional and the author of Retire Intentionally, he also serves as Chair of SamaraCare's Board of Directors and promotes intentional, generous living through his work and community involvement. In this episode… Generosity doesn't have to wait until every financial goal is checked off. When giving becomes part of intentional financial planning, it can bring greater purpose, contentment, and connection to the way we use our money. How might generosity change the way we think about money, purpose, and the life we want to live? Financial advisor and generosity advocate Zac Larson believes generosity is "for you, not from you," and that thoughtful financial planning can give people the confidence to act on what matters most. Instead of waiting for the perfect strategy, he encourages people to start small, build giving into their cash flow, and consider whether their spending truly reflects their values. Zac also explains that generosity can extend beyond charitable checks to include family experiences, gifts made during your lifetime, and more strategic ways to give from investments or other assets. By pairing contentment with intentional action, people can use their wealth to create greater joy, connection, and impact now rather than simply accumulating more. In this episode of You Can't Take it With You, Jim Dunlop sits down with Zac Larson, Founding Partner and Wealth Advisor at IntentGen Financial Partners, to discuss how generosity can shape a more intentional life. Zac shares why contentment matters, how thoughtful planning can create the confidence to give, and why generosity can include family experiences as well as charitable gifts. He also touches on tax-efficient giving and collective generosity.

Rick Peck is the Founder of The Philanthropy Guy, a resource hub that helps nonprofits, donors, and professional advisors make more effective charitable decisions. With more than 20 years in philanthropic planning, he advises families and organizations on strategic giving, fundraising, and charitable tools. Rick's previous leadership roles include positions at Dartmouth College and the New Hampshire Charitable Foundation. He also shares practical guidance through a podcast, newsletter, and webinars and holds CFP, CAP, and ChFC credentials. In this episode… Generosity often begins with a good intention, but meaningful impact depends on what happens next. Donors need clarity, nonprofits need strong foundations, and advisors need the confidence to guide the conversation. How can every part of the philanthropic ecosystem move from good intentions to effective action? Rick Peck, a philanthropy advisor with deep experience in charitable planning, believes the answer is to act sooner and plan more deliberately. Donors can begin by clarifying their values and priorities, while nonprofits should strengthen their fundraising infrastructure, communicate a clear case for support, and expand beyond cash gifts. Rick also encourages professional advisors to deepen their charitable knowledge so clients can give confidently without compromising financial security. Together, these practices turn generosity into a purposeful and timely discipline. In this episode of You Can't Take it With You, Jim Dunlop sits down with Rick Peck, Founder of The Philanthropy Guy, to discuss how generosity can become more intentional and impactful. Rick explains why donors should act now, how nonprofits can strengthen fundraising, and where advisors add value. He also touches on donor-advised funds and the five T's of generosity.

Chris VanHart is a Wealth Advisor at Advent Partners Wealth Management & Financial Planning, a firm dedicated to helping clients make informed financial decisions and create greater community impact through generosity and planning. Chris holds the CFP®, CKA®, and CLTC® certifications, and Advent Partners has set a bold 10-year vision to help clients donate $100 million to transform lives through generosity and planning. He is actively involved in his church and enjoys activities like biking, cooking with his family, and Civil War reenactments. In this episode… Generosity is usually learned through repeated small actions before it becomes a deeply held value. It shows up in shared time, steady service, and the willingness to build community with the people closest to us. How can families make generosity something they live together, not just something they admire from a distance? For wealth advisor Chris VanHart, the answer begins with modeling generosity in everyday life and inviting family into the process. His own generosity was shaped by parents who served consistently in church, and that pattern continued through worship ministry, Trail Life, client conversations, and Civil War reenacting with his son. Chris encourages families to give time and talents together, whether through a church, local ministry, or community organizations, because generosity becomes more lasting when children experience it firsthand. Financial confidence can also free people to give more intentionally, helping them support the causes, churches, schools, and organizations that matter most while building a legacy that extends beyond their own lifetime. In this episode of You Can't Take it With You, Jim Dunlop sits down with Chris VanHart, Wealth Advisor at Advent Partners Wealth Management & Financial Planning, to discuss generosity as a family rhythm. Chris shares how service shaped his childhood, why giving together matters, and how planning can unlock purposeful generosity. He also touches on Trail Life, client legacy conversations, and community-building.

Gretchen Duda is a Financial Advisor and Certified Financial Planner practitioner at Advent Partners, a financial planning team that helps clients simplify their financial journeys and plan for meaningful generosity. Gretchen focuses on building financial plans and helping clients explore giving strategies that align with their goals. She also contributes to Advent's client education efforts through market and economic updates that help investors stay informed and ready for what's ahead. In this episode… Generosity that lasts for generations is usually built through more than a single gift. It grows through conversations, repeated choices, and the values people model for those around them. How can families turn generosity into something that continues long after one moment of giving? Building lasting generosity begins when giving becomes a practice people share, not just a transaction they complete. As a financial advisor and planner, Gretchen Duda helps clients think through how their resources can support the causes, people, and values they care about now and in the future. Tools like donor-advised funds can invite children and grandchildren into giving decisions, while everyday acts of time, presence, and kindness keep generosity from becoming only about money. Gretchen's insight shows that generational generosity is strongest when it is planned with intention and lived out in ordinary moments. In this episode of You Can't Take it With You, Jim Dunlop is joined by Gretchen Duda, Financial Advisor at Advent Partners, to discuss building generosity that lasts generations. Gretchen talks about generosity of spirit, donor-advised funds, and spontaneous giving. She also shares how qualified charitable distributions and everyday kindness can help people give with purpose.

Jim Dunlop is the Founder and Managing Partner at Advent Partners, a financial planning organization focused on helping clients make informed decisions for their futures. The firm is committed to simplifying the financial planning process and providing tools that enhance knowledge and understanding, enabling clients to make sound financial decisions. Jim started his career as a financial advisor in 2003 and acquired his Certified Financial Planning credentials in 2009. Under his leadership, Advent Partners has become a trusted partner for many, navigating the complexities of financial planning from funding college to debt management, investments, and family protection. In this episode… Faith-based financial planning can offer a meaningful framework for managing wealth with purpose. As more people accumulate resources, many are asking deeper questions about legacy, generosity, and what happens to their money when they're gone. How can financial advisors guide clients toward intentional giving and legacy planning? According to Jim Dunlop, a seasoned wealth advisor, legacy planning starts with aligning finances to core values. After years of helping clients navigate wealth decisions, Jim emphasizes the power of generosity — whether it's supporting family, donating to community causes, or creating lasting impact through charitable giving. Through his firm and podcast, he encourages clients to plan wisely and give meaningfully, even before the end of life. On this episode of You Can't Take it With You, Jim Dunlop joins John Corcoran of Rise25 for a conversation about scaling a financial practice during a crisis, building a faith-aligned client base, and why generous clients often experience the most joy. Jim also shares insights on merging firms, planning with purpose, and the story behind this podcast.

Jamie French is a Wealth Advisor and the Managing Partner at Advent Partners, a financial planning firm focused on helping clients make informed financial decisions to meet their goals. With 18 years of experience in the field, Jamie began his career as a CPA and financial controller before transitioning to financial advising in 2006. He has helped grow the firm by delivering tailored guidance and exceptional service, with a strong dedication to helping clients navigate financial complexity with confidence.  In this episode… Generosity is often treated as something to add once everything else is settled, but it can play a central role from the very beginning. When giving becomes a habit rather than an afterthought, how does it change the way we think about security, purpose, and financial planning? Jamie French believes that generosity is not just something financially secure people do later in life; it's a habit that helps create peace and confidence along the way. Drawing from his experience as a financial planner and from watching his parents give freely with their money, time, and home, Jamie explains that generosity works like a muscle — the more you practice it, the more natural it becomes. His perspective reminds us that a strong financial plan is not only about accumulation, but about aligning resources with values that can bless families, churches, and communities.  In this episode of You Can't Take it With You, Jim Dunlop is joined by Jamie French, Wealth Advisor and the Managing Partner at Advent Partners, to explore making generosity a foundational part of financial planning. Jamie talks about his generosity origin story, giving as a leap of faith, and helping clients align money with values. He also offers advice on tax-efficient charitable giving.

Lowell Starling is a retired IT executive with more than 40 years of experience, including leadership roles in infrastructure management. He has also served for many years on the client advisory board at Advent Partners, where he's known for his wisdom and valuable perspective. A lifelong learner shaped by strong financial discipline and faith, Lowell lives out generosity through everyday actions, partnerships, and a commitment to giving back. In this episode… It's easy to think generosity is about how much you give. But does the real measure really have anything at all to do with the amount? For Lowell Starling, the key lies in the heart behind the gift. Drawing from decades of lived experience, he explains that generosity begins not with money, but with intention and willingness to act when opportunities arise. What started as disciplined financial giving grew into a broader lifestyle of offering time, hospitality, and encouragement. His perspective reframes generosity as something anyone can practice, regardless of resources. In this episode of You Can't Take it With You, host Jim Dunlop is joined by Lowell Starling to discuss building a legacy of generosity through everyday actions. Lowell shares how financial discipline can support giving, why generosity extends beyond money, and real-life examples of generosity in action. He also shares advice on creating a ripple effect by paying generosity forward.

Eric Saunders is the Executive Director of New Hope Ministries, a Christian social service agency serving approximately 30,000 people each year across Adams, Cumberland, and York counties in central Pennsylvania. Under his nearly 20 years of leadership, New Hope Ministries has expanded from three to nine locations and has received accolades such as the Central Penn Business Journal's Nonprofit Innovation Award for Eric's leadership and innovation. Eric holds a master's degree in social work from Indiana University and serves on several state and nonprofit boards. In this episode… Generosity is often thought of as an act of giving, but can it be something even deeper, something that transforms both the giver and the receiver? Does the true power of generosity lie not just in the act, but in the way it shapes lives, communities, and the future? For Eric Saunders, a social services leader, generosity is more than just charity; it's a life-changing force that can shift the trajectory of both the giver and the receiver. "Generosity isn't just about giving what you can spare," he explains, "It's about understanding the need and meeting people where they are, with compassion and humility." Eric believes that when we give with true compassion, we don't just change the lives of others — we change our own, creating a ripple effect that can transform entire communities. In this episode of You Can't Take it With You, host Jim Dunlop is joined by Eric Saunders, Executive Director of New Hope Ministries, to discuss how intentional generosity can create lasting change. They explore the importance of meeting immediate needs while empowering long-term solutions, how churches and businesses can work together to address poverty, and the profound impact small acts of generosity can have.

Rocky Lalvani is the Founder of Profit Comes First, a company that helps business owners prioritize profitability and build sustainable wealth. He works with entrepreneurs to simplify their finances, improve cash flow, and ensure they are rewarded for the hard work they put into their businesses. As the host of the Profit Answer Man and The Richer Soul Podcast, he teaches that money is a tool for creating freedom, purpose, and generosity. An immigrant raised in a family that openly discussed money, Rocky dedicates himself to helping others define "enough" and use wealth to make a meaningful impact. In this episode… Success is often measured in dollars, but fulfillment rarely is. So what does it really take to build wealth in a way that also creates purpose and meaningful generosity? According to Rocky Lalvani, a profit strategist and lifelong student of wealth-building, it starts with seeing money as a tool rather than a trophy. Drawing from his upbringing in an immigrant family where money conversations happened around the dinner table, he believes wealth is built slowly, intentionally, and with clarity about what "enough" truly means. When profit is approached with discipline and purpose, it becomes fuel not just for security but for impact. In this episode of You Can't Take it With You, host Jim Dunlop is joined by Rocky Lalvani, Founder of Profit Comes First, to discuss building wealth with intention and generosity. They explore why profit is essential for business owners, how to avoid the trap of consumerism and "never enough," and why giving should empower rather than create dependency. Rocky also shares practical advice on teaching kids to save, spend, and give wisely.

Matthew Reichart is the Executive Director at Pine Valley Camp, a faith‑based nonprofit offering residential camps and year‑round programs for inner‑city and underprivileged children in the Pittsburgh region. He co-founded and revived the camp in 1995 with his wife, Susan, guiding its mission to rebuild broken lives through the gospel, life skills, and outdoor adventure. Under his leadership, the camp serves hundreds of children annually with activities like hiking, biking, swimming, and discipleship in a nurturing, low‑cost environment. In this episode… Some of the most profound life changes start with a single act of generosity. But how can giving — whether time, money, or love — truly restore hope in the lives of at-risk youth? And what does it look like when that generosity becomes the foundation of a decades-long mission? According to Matthew Reichart, a lifelong mission-driven leader, hope is restored when children encounter the love of Christ in a nurturing, distraction-free environment. He highlights the power of camp to break cycles of brokenness by immersing kids in nature, mentorship, and faith-filled community. The ripple effects are clear; former campers often return as counselors, leaders, even pastors, carrying forward the same hope they once received. In this episode of You Can't Take it With You, host Jim Dunlop sits down with Matthew Reichart, Executive Director at Pine Valley Camp, to talk about restoring hope for at-risk youth through faith and giving. They explore how generosity creates long-term change, why camping ministry is so effective, and the impact of intentional community partnerships. Matthew also shares powerful donor stories and his vision for a legacy of healing.