You Can’t Take It With You is the podcast for people who want to use their money for good. Each episode, you’ll hear stories of generosity from people just like you—stories designed to inspire, encourage, and help you create meaningful change for the people and causes you care about.
You Can’t Take It With You is the podcast for people who want to use their money for good. Each episode, you’ll hear stories of generosity from people just like you—stories designed to inspire, encourage, and help you create meaningful change for the people and causes you care about.
You Can’t Take it With You is hosted by Jim Dunlop, a Certified Financial Planner® with more than two decades of experience guiding individuals and families to greater financial security and philanthropic impact. He is the co-founder and managing partner of our show’s sponsor, Advent Partners, a Pennsylvania-based wealth management and financial planning firm.
A dedicated volunteer and business leader, Dunlop created You Can’t Take It With You to build an online community for generous-minded savers who are passionate about doing great things for their communities and their families with the resources they’ve so diligently saved.
You Can’t Take it With You is hosted by Jim Dunlop, a Certified Financial Planner® with more than two decades of experience guiding individuals and families to greater financial security and philanthropic impact. He is the co-founder and managing partner of our show’s sponsor, Advent Partners, a Pennsylvania-based wealth management and financial planning firm.
A dedicated volunteer and business leader, Dunlop created You Can’t Take It With You to build an online community for generous-minded savers who are passionate about doing great things for their communities and their families with the resources they’ve so diligently saved.
Interested in being a guest? Want your question answered on an upcoming episode? Just want to talk to Jim? Contact us here or connect with Jim on LinkedIn.
Advent Partners is the financial planning partner that gives you the financial safety and stability you need to make a difference in your world. Learn more and schedule a free introductory meeting at ReadyForGood.com.
Advent Partners is the financial planning partner that gives you the financial safety and stability you need to make a difference in your world. Learn more and schedule a free introductory meeting at ReadyForGood.com.