This is You Can't Take It With You, a podcast for people who want to use their money for good. Each episode will feature stories of generosity designed to inspire, and encourage others to do meaningful things in their communities.
You Can't Take It With You
Claim This Podcastby Jim Dunlop
4.9(7 reviews)
38 episodes
Updated Weekly
Accepts GuestsHas SponsorsLocation 🇺🇸
38
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality51
Social0
YouTube0
Engagement60
Podcast Overview
This is You Can't Take It With You, a podcast for people who want to use their money for good. Each episode will feature stories of generosity designed to inspire, and encourage others to do meaningful things in their communities.
Language
🇺🇲
Publishing Since
2/1/2024
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38
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality51
Social0
YouTube0
Engagement60
6
Excellent Areas
2
Good Performance
11
Growth Opportunities
excellent
Episode Length
34 minutes
Performing excellently!
good
Show Experience
32 episodes over 1.5 years
Recommendations available
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needs improvement
Publishing Consistency
Every 17 days
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Recent Episodes
June 1, 2026
Building Generosity That Lasts Generations With Gretchen Duda
<p>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.</p> <h2>In this episode…</h2> <p>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?</p> <p>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.</p> <p>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.</p>
May 25, 2026
How To Scale Up a Financial Services Firm With Jim Dunlop
<p>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.</p> <h2>In this episode…</h2> <p>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?</p> <p>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.</p> <p>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.</p>
May 4, 2026
Making Generosity a Foundational Part of Financial Planning With Jamie French
<p>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. </p> <h2>In this episode…</h2> <p>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?</p> <p>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. </p> <p>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.</p>
38 total episodes available
Deep-dive analytics for You Can't Take It With You
Frequently asked questions
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- What is You Can't Take It With You?
- How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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