Podcast

You Can’t Take It With You:

Stories That Inspire and Uplift

Advent Partners is proud to sponsor this inspiring podcast, hosted by our Managing Partner, Jim Dunlop. Each episode shares real stories of giving, leadership, legacy, and purpose—from Central PA and beyond. You’ll hear from nonprofit leaders, entrepreneurs, financial professionals, and everyday people using their resources to make a difference.
Whether you’re passionate about faith-based giving, legacy planning, or simply doing more good with what you’ve been given, this podcast was made for you.

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You can't take it with you podcast

Generosity Is for You, Not From You With Zac Larson

Zac Larson is a Founding Partner and Wealth Advisor at IntentGen Financial Partners, a financial planning and investment advisory firm

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You can't take it with you podcast

Rethinking Generosity and Building a Culture of Impactful Giving With Rick Peck

Rick Peck is the Founder of The Philanthropy Guy, a resource hub that helps nonprofits, donors, and professional advisors make

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You can't take it with you podcast

Waving Generosity Into Family, Work, and Community With Chris VanHart

Chris VanHart is a Wealth Advisor at Advent Partners Wealth Management & Financial Planning, a firm dedicated to helping clients

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You can't take it with you podcast

Building Generosity That Lasts Generations With Gretchen Duda

Gretchen Duda is a Financial Advisor and Certified Financial Planner practitioner at Advent Partners, a financial planning team that helps

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You can't take it with you podcast

How To Scale Up a Financial Services Firm With Jim Dunlop

Jim Dunlop is the Founder and Managing Partner at Advent Partners, a financial planning organization focused on helping clients make

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You can't take it with you podcast

Making Generosity a Foundational Part of Financial Planning With Jamie French

Jamie French is a Wealth Advisor and the Managing Partner at Advent Partners, a financial planning firm focused on helping

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You can't take it with you podcast

A Legacy of Generosity Through Daily Actions and Partnerships with Lowell Starling

Lowell Starling is a retired IT executive with more than 40 years of experience, including leadership roles in infrastructure management.

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You can't take it with you podcast

How Intentional Generosity Can Change Lives with Eric Saunders

Eric Saunders is the Executive Director of New Hope Ministries, a Christian social service agency serving approximately 30,000 people each

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You can't take it with you podcast

Building Wealth, Purpose, and Meaningful Generosity with Rocky Lalvani

Rocky Lalvani is the Founder of Profit Comes First, a company that helps business owners prioritize profitability and build sustainable

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Put Insight Into Action

The strategies and stories you’ll hear on our podcast are just the beginning. If you’re ready to explore how they could apply to your own financial life, we’d love to connect.
Reach out today for a thoughtful conversation about where you are and where you’d like to go. And if you know someone who would be a great guest on our Podcast, please send us a message below.
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