You Can't Take It With You

Hosted by Jim Dunlop

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Jun 2026

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About the show

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.

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38 recent

June 1, 202630 min

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 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.

May 25, 202624 min

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 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.

May 4, 202620 min

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 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.

April 6, 202626 min

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. 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.

March 9, 202638 min

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 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.

February 23, 202637 min

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 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.

July 28, 202538 min

Restoring Hope for At-Risk Youth Through Faith and Giving With Matthew Reichart

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.

June 9, 202530 min

How Philanthropy Creates Lasting Impact in Senior Living With J.D. Shuman

J.D. Shuman is the President and CEO of Asbury Foundation, a charitable organization that supports benevolent care, innovation, and life-enriching programs for residents of Asbury Communities' senior living campuses. He brings over 20 years of experience in senior living philanthropy, including leadership roles at Asbury and Homewood Foundation. Since rejoining Asbury in 2019, he has led major initiatives like the $60 million "Everyday Exceptional" campaign. J.D. is also a Certified Fundraising Executive (CFRE) and is pursuing an MBA at Mount St. Mary's University. In this episode… In a world full of headlines about scarcity, conflict, and division, it's easy to forget how powerful a single act of giving can be, especially when it inspires others to do the same. So can one donor's gift ripple out to change an entire community? According to J.D. Shuman, a seasoned leader in senior services and philanthropy, generosity becomes transformational when it's aligned with a donor's passion and a broader community vision. He highlights how even donating something as unexpected as a rock climbing wall at a senior living community can significantly enhance brain health and resident engagement. The result is more than just new facilities; it's a culture of giving that empowers seniors, uplifts staff, and plants seeds of inspiration for future donors. Through brain health centers, scholarship programs, and a $60 million campaign, J.D. illustrates how generosity sustains meaningful, long-term impact. In this episode of You Can't Take it With You, host Jim Dunlop sits down with J.D. Shuman, President and CEO of Asbury Foundation, to discuss how philanthropy is reshaping the future of senior living. They explore the ripple effect of donor-led innovation, building culture through giving, and creating legacy through endowments. J.D. also shares how everyday generosity can unlock potential in both people and communities.

May 7, 202531 min

Building Championship Teams Through Servant Leadership With Jevon Gondwe

Jevon Gondwe is the Founder of Influential Skills, a leadership development company that equips professionals with the communication tools to connect, inspire, and lead high-performing teams. A three-time NCAA national champion and graduate of Messiah University, Jevon blends his athletic mindset with over 15 years of experience in training more than 30,000 individuals across diverse industries. His signature "Connect to Lead Series" provides leaders with practical strategies to enhance team engagement, productivity, and trust through authentic communication. Based in Mechanicsburg, Pennsylvania, Jevon continues to coach and mentor emerging leaders, helping them unlock their potential through influential communication. In this episode… What does it take to build a team that not only wins but thrives with heart, trust, and purpose? How can leaders shift from simply managing tasks to inspiring people to give their best every day? What's the secret sauce that transforms a group of individuals into a true championship team? According to Jevon Gondwe, a championship-winning athlete and leadership coach, the key lies in servant leadership — putting others first to unlock their potential. He highlights how humility, intentional acts of generosity, and a focus on interpersonal connection create environments where people want to excel. When leaders give more value than they receive, they create ripple effects of trust, engagement, and long-term success. Drawing on personal stories, including mentorship moments and hard-earned lessons, Jevon shows how meaningful leadership practices can multiply impact across organizations and communities. In this episode of You Can't Take it With You, host Jim Dunlop sits down with Jevon Gondwe, Founder of Influential Skills, to discuss building championship teams through servant leadership. They explore how to foster authentic team connection, why adding value beyond expectations matters, and ways leaders can intentionally shape culture. Jevon also shares the personal philosophies that guide his leadership journey.

March 31, 202537 min

From Bitcoin Gifts To Rescuing the Vulnerable: Jason Burtt's Radical Approach to Generosity

Jason Burtt is a Senior Major Gifts Officer at Grove City College, a highly ranked, nationally recognized Christian liberal arts and sciences college committed to developing leaders of the highest proficiency, purpose, and principles ready to advance the common good. In this role, he cultivates and stewards significant philanthropic relationships that result in transformational impact. Jason is also the Founder and CEO of Unaltered Ministries, an organization dedicated to guiding individuals toward a fuller life through God's true design. He previously served as the National Director and Senior Vice President for Silver Ring Thing, a worldwide movement promoting sexual integrity through the Gospel of Jesus Christ. In this episode… Some people give when they have extra. Others give when it makes no sense on paper and somehow still come out ahead. What drives a person to give radically, even when it's uncomfortable? According to Jason Burtt, a lifelong nonprofit leader and passionate advocate for generosity, the key lies in understanding that generosity is not just a financial act; it's a lifestyle that unlocks deeper joy. He highlights how his journey began with reluctant tithing and grew into a decades-long practice of giving first and trusting the outcome. The result, he says, has been both transformational and deeply fulfilling. From facilitating multimillion-dollar crypto gifts to leading anti-trafficking efforts, Jason demonstrates how radical generosity can ripple into lasting impact. In this episode of You Can't Take it With You, Jim Dunlop sits down with Jason Burtt, Senior Major Gifts Officer at Grove City College, to talk about unlocking joy through intentional giving. Jason shares the story behind a $4 million Bitcoin donation, the birth of The One Coalition, and the power of going first when asking others to give. He also talks about his personal stake in rescuing trafficking victims through the Asservo Project.