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.