Tag: Tax Planning
Using AI to Build a More Efficient Financial Advisory Practice with Greg DuPont (Ep. 119)

Using AI to Build a More Efficient Financial Advisory Practice with Greg DuPont (Ep. 119)

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Financial advisors are under pressure to serve more clients, improve efficiency, and keep up with rapidly changing technology.

How do you use AI without losing the personal relationships that clients value most? And where should advisors begin if they want technology to improve their daily work instead of creating more complexity?

In this episode, Jeremy Houser sits down with Greg DuPont, JD, CFP®, CEO of Advocate Wealth Solutions and host of The March to a Million Podcast, to discuss how AI is reshaping advisory firms from the inside out. Greg shares how he’s built AI into his planning process, why he believes human relationships become even more valuable as technology improves, and how automation is helping him create better experiences for clients while operating a leaner business. They also explore estate planning, advisor productivity, and the growing need for tax education as more families prepare to transfer wealth.

Key takeaways:

  • Building AI systems that support advisors without replacing personal relationships
  • Using estate planning conversations to attract better-qualified prospective clients
  • Creating daily AI workflows that improve accountability and follow-through
  • Helping families understand retirement tax exposure before it becomes a surprise
  • Combining technology with human judgment to improve the client experience
  • And more!

Resources: 

Connect with Greg DuPont:

Connect with Jeremy Houser:

About Our Guest:

Greg DuPont is the CEO of Advocate Wealth Solutions, an attorney, financial advisor, entrepreneur, and host of the March to a Million and Your Financial Advocate podcasts. Through his work, Greg helps attorneys, professionals, and business owners reduce lifetime tax costs, manage risk, and create financial strategies that support the lives they want to live.

Driven by his mission, “The March to a Million,” Greg aims to positively impact one million U.S. families by 2030 by helping them preserve more of their wealth through thoughtful tax planning, estate planning, and comprehensive financial guidance. He believes true financial planning extends beyond today’s tax return and focuses on reducing lifetime tax exposure while improving wealth preservation and transfer.

In addition to leading Advocate Wealth Solutions, Greg has mentored financial professionals across the country, is a contributing author to The Recipe for Success, and is an Expy Award-winning presenter for Business on Broadway. Outside of work, he’s a passionate supporter of The Ohio State Buckeyes and the Columbus Blue Jackets, enjoys cooking, and unwinds with a glass of red wine or a Bombay Sapphire martini.

Disclosure #5717546 – 0826

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Turning Knowledge Into Action: Tax Planning Insights with Steven Jarvis, CPA (Ep. 99)

Turning Knowledge Into Action: Tax Planning Insights with Steven Jarvis, CPA (Ep. 99)

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Most advisors understand that taxes impact every financial decision, yet few make tax planning part of their process. 

Steven Jarvis, CPA, is on a mission to change that by helping advisors build confidence, stay compliant, and add real value through intentional tax conversations.

In this episode, Jeremy Houser talks with Steven Jarvis, Founder of Retirement Tax Services, about how to make tax planning approachable and actionable. Steven shares his journey from CPA to educator, explains how collaboration between advisors and tax professionals enhances client relationships, and highlights the importance of continuous learning and accountability.

Key Takeaways:

  • How Retirement Tax Services partners exclusively with financial advisors to make tax planning an integrated, repeatable part of client service
  • The importance of recognizing that every financial decision has a tax impact and why ignoring it can harm clients
  • How to use the 37-Point Checklist to confidently review client tax returns and identify planning opportunities
  • The purpose behind The Summit, a hands-on event for advisors to learn from peers and turn ideas into action
  • Why growth happens when advisors lean into discomfort, stay accountable, and commit to lifelong learning
  • And more!

Resources:

Connect With Steven Jarvis:

Connect with Jeremy Houser:

About Our Guest:

Steven Jarvis, CPA, is the CEO and Head CPA at Retirement Tax Services, a tax firm focused on working with financial advisors. With more than a decade of experience in the accounting profession and a background in teaching, Steven recognized that most traditional CPA firms focus narrowly on tax return preparation, a model that leaves many clients exposed to unnecessary tax burdens and many advisors without the tools to address them. He offers advisors access to systems, training and partnerships that keep them in the driver’s seat while integrating tax awareness into client conversations.

Disclosure #: 4889675 – 1025

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Numbers into Clarity: How Steve Goldstein Empowers Advisors with Retirement Analyzer (Ep. 93)

Numbers into Clarity: How Steve Goldstein Empowers Advisors with Retirement Analyzer (Ep. 93)

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What began as a clunky Excel-based solution has transformed into a tool used by thousands of advisors to help clients make informed financial decisions with clarity and precision.

In this episode, Jeremy Houser sits down with Steve Goldstein, CFP®, ChFC®, Founder of Thomas Gold Solutions, to explore how Retirement Analyzer has evolved over 15 years into a highly detailed yet accessible financial planning software. 

They discuss how user feedback, thoughtful development, and a focus on simplicity help advisors deliver more confident and customized client experiences.

Steve discusses:

  • How Retirement Analyzer developed from a vague spreadsheet tool into a detailed, client-focused software solution
  • The importance of simplifying financial concepts for clients while giving advisors full control over plan depth
  • How new features like client portals and docu trackers foster stronger advisor-client collaboration
  • The role of community feedback in shaping ongoing updates, features, and training opportunities
  • Why focusing on planning outcomes, not products, creates longer-lasting client relationships
  • And more!

Connect With Steve Goldstein:

Connect with Jeremy Houser:

About Our Guest:

Steve, a graduate of Drexel University in Philadelphia, resides in Western Pennsylvania. He began his career in the financial industry 1983, where he worked on Wall Street for 22 years trading stock and index options in New York, Philadelphia, and Chicago. Steve was a Partner at Liberty Capital Group through the late 1990s and a Senior Vice President of Sales and Marketing of a large FMO from 2008 to 2010. 

In 2010, Steve teamed with partner Brooke Thomas to purchase Cravens & Associates and form Thomas Gold Solutions. His experience as an advisor is an asset when creating software solutions that help advisors and clients understand the value of the financial planning process. Steve and Brooke work continuously to keep the Retirement Analyzer software cutting edge with updates and new functionality. Steve holds his CFP® and ChFC® designations.

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