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.

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.

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.

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.