RSUs Explained Simply: Taxes, Capital Gains & Stock Concentration
RSUs can be an incredible wealth-building tool for employees… but many people don’t fully understand what happens once they vest. When your Restricted Stock Units (RSUs) vest, the Fair Market Value (FMV) at vesting is generally taxed as ordinary income and reported on your W-2. But after that point, any future growth is typically taxed […]
Homeowners Over 65: Don’t Miss This Property Tax Rule
Most people don’t realize this about Arkansas property taxes… Once you turn 65 (or qualify as disabled), you may be able to freeze the assessed value of your home for property tax purposes. And here’s the key insight: Only ONE spouse has to be 65+ to qualify, not both. With property values rising across Arkansas, […]
A Will By Itself Doesn’t Avoid Probate – Here’s What Actually Does
I see this mistake all the time… Someone passes away, the family says: “Don’t worry, they had a will.” And then everything still goes through probate. 6–9 months (or longer), court filings, public records…the whole process. A will by itself doesn’t skip probate. It just tells the court what to do during it. What actually […]
Interest Rates Aren’t Coming Down Yet – Here’s Why
Everyone keeps asking the same question: “When are rates finally coming down?” The Federal Reserve Board just gave us the answer… Not yet. Inflation is improving, but still sticky enough. The economy is still resilient. And that combination keeps us firmly in a higher for longer rate cycle. The spotlight until the next Fed meeting […]
Selling a Rental Property? Here’s What You Actually Keep After Taxes
The sale price isn’t the number that matters. It’s what you keep. Between capital gains, depreciation recapture, 1245 vs. 1250 treatment, and state taxes… the gap can be bigger than most expect. A few things to keep in mind: • Depreciation isn’t free…it gets recaptured • Not all assets are taxed the same • Sale […]
The Hidden Cost of Paying Off Debt Too Fast
Most people think being debt-free = being financially optimized. Not always. We recently sat down with a client who did everything “right” according to the traditional playbook…paid off all debt as fast as possible. The problem? It left them with very little liquidity. Here’s the tradeoff not everyone talks about: ▪️ Not all debt is […]
Wash Sale Rule Explained: Avoid Losing Tax Deductions When Selling Investments
Most investors think they’re locking in a loss for tax purposes… until they realize they didn’t. The wash sale rule is one of the most overlooked (and misunderstood) parts of investing—and it can quietly impact your tax strategy if you’re not paying attention. In this video, I break down: What a wash sale actually is […]
Episode 31: Skill Trades Boom: Plumbing, Blue Collar Success, & Building a Business – AMG Plumbing
Most people are told the same story: go to college, get a degree, and everything will work out. But what if that’s not the only path or where there is massive labor demand? I sat down with Seth Grandbois, owner and founder of AMG Plumbing, to talk about his journey to becoming a master plumber […]
Securities Backed Line of Credit How Sophisticated Investors Access Liquidity Without Selling Assets
Liquidity needs don’t always align with market conditions. Yet many investors still default to selling assets, often creating unnecessary tax consequences and disrupting a well-constructed portfolio. In this video, I explain how a securities-backed line of credit can provide liquidity while allowing your investments to remain fully intact. It’s a tool that, when used appropriately, […]
Episode 30: How Accurate Financials Drive Profit, Lower Taxes & Bigger Exits | Supporting Strategies
In Episode 30, I sit down with Brad Strickland, Managing Director of Supporting Strategies, to break down one of the most overlooked drivers of business success: your financials. https://www.supportingstrategies.com/locations/coastal-south-carolina/ Most business owners think bookkeeping is just about staying organized, but the reality is far more important. Accurate, professional financials can: • Increase your profitability • […]
Mutual Funds vs ETFs: Stop Paying Hidden Taxes
Most investors don’t realize this… you can get hit with capital gains taxes in a mutual fund even if you didn’t sell anything! In this Financial Fitness Short, I break down: • The key structural differences between mutual funds and ETFs • Why ETFs are generally more tax-efficient in your brokerage accounts • How fund […]
Episode 29: Buffered ETFs Explained – Downside Protection, Market Participation & Outcomes, Pacer
Buffered ETFs have quickly become one of the most talked-about strategies in investing, especially for those looking to manage downside risk without completely stepping out of the market. https://www.paceretfs.com/products/structured-outcome-strategies We sat down with President and Director, Sean O’Hara from Pacer ETFs to break down exactly how Buffered ETFs (also known as defined outcome or structured […]
RMDs Explained: When They Start, How They’re Taxed, and How to Avoid Costly Mistakes
Most people spend decades building their retirement accounts… but very few understand how those accounts get taxed when it’s time to take the money out. Required Minimum Distributions (RMDs) are the IRS’s way of forcing distributions from pre-tax retirement accounts—and if you’re not prepared, they can create unnecessary tax headaches. In this video, we break […]
The Most Important Financial Number Most People Don’t Know
Here’s where a lot of financial stress and missed opportunity comes from… Most people focus on what they make. But, very few know what they actually spend. Over time, expenses creep up. Not all at once… just gradually. And without realizing it, your margin starts to disappear. The goal isn’t to cut everything back. It’s […]
How to Turn Market Losses Into Tax Savings – Tax Loss Harvesting Explained
Volatility in the market isn’t just something to ride out… it can be an opportunity. In this video, we break down tax loss harvesting—a powerful strategy investors can use to turn market losses into tax savings, especially during periods of market volatility. At a high level, tax loss harvesting is simple: If an investment is […]
Fed Holds Interest Rates Steady: What It Means for Inflation, Markets & Your Money
The Federal Reserve held interest rates steady, but what does that actually mean for inflation, the stock market, and your financial plan? In this video, we break down the Fed’s latest decision and what it signals about the path forward for interest rates. You’ll learn: Why the Fed chose not to cut rates What “sticky […]
Why I Started Olympus Wealth Strategies | My Story & Mission
Olympus Wealth Strategies didn’t start as a business idea… it started with the way I was raised. https://www.investolympus.com/ I grew up in a small town in Indiana, where my hero was my Pappy Jack. He taught me how to play golf, but more importantly he taught me about honesty, integrity, and doing the right thing […]
Surprise Tax Refund or Tax Bill? Your W-4 Might Be Wrong
Most people think getting a big tax refund is a win. In reality, it usually means you gave the government an interest-free loan for the past 12 months. Right now millions of people are filing their 2025 tax returns and finding one of two things: • They owe money • They’re getting a big refund […]
Episode 28: The 351 Exchange Explained – Turning Concentrated Stock into a Diversified ETF, Cambria
Many investors build significant wealth in a single stock over time. The challenge comes later: selling the position could trigger a large capital gains tax, but continuing to hold it can leave a portfolio dangerously concentrated. https://www.cambriafunds.com/351 So how do investors reduce concentration risk without immediately creating a large tax bill? We sit down with […]
Private video
This video is private.
Iran Conflict & Your Investments: What You Need to Know
Volatility doesn’t destroy wealth. Poor positioning does. With the U.S. and Israel now having launched attacks against Iran, the immediate question isn’t, “Is this bad?”. Clients are asking us, “What changes?” Right now, the variable the market is looking at the most is energy. About 20% of global oil flows through the Strait of Hormuz. […]
Asset Location vs Asset Allocation: The Easy Tax Strategy Investors Miss
Two investors can own the exact same portfolio… And have very different after-tax results. Why? Asset allocation vs. asset location. Allocation answers: ▪️ What percentage is in stocks, bonds, alternatives, cash? Location answers: ▪️ Which assets belong in taxable accounts vs. IRAs vs. Roth accounts? Get this wrong and you could be quietly bleeding after-tax […]
Episode 27: Cybersecurity, AI Threats & The Future of Technology in Arkansas – Dr. Philip Huff, UALR
Cybersecurity isn’t a niche field anymore. It’s critical infrastructure. I sit down with Dr. Philip Huff, Director of Research and Professor at the University of Arkansas at Little Rock, to discuss cybersecurity, AI threats, and the future of technology in Arkansas. https://ualr.edu/computerscience/cybersecurity/ Before entering academia, Dr. Huff managed cybersecurity operations in the electric sector — […]
Estate Planning 101: The First Step
No estate plan? Your state already has one. And it probably doesn’t reflect your wishes. At Olympus Wealth Strategies, we consider estate planning essential. Even a simple will or revocable trust ensures: • Your assets go where you intend • Family avoids unnecessary stress • Control over your wealth and potential for privacy You worked […]
What are Trump Accounts? Investing for Kids Explained
Here’s a new account that lets kids invest from day one. Meet 530A accounts aka “Trump Accounts”. Here’s what to know: • All children under 18 are eligible to open this account • Effectively a child’s IRA, without earned income required • Parents, grandparents, or even companies can contribute • Designed for long-term growth starting […]
A Common Life Insurance Mistake to Avoid
Most people think about life insurance the wrong way. They think, “What’s my mortgage balance?” But the better question is: “If I didn’t come home tomorrow, what income would my family lose?” Ideally term life insurance isn’t meant to just pay off debts. It’s meant to replace income, protect your family’s lifestyle, and give them […]
Episode 26: Mortgages, Rates, & What Today’s Homebuyers Need to Know with Stefanie Lyles
Buying a home today can feel overwhelming, especially with changing rates and so many loan options to choose from. For most people, buying a home is the largest financial decision they’ll ever make, which makes understanding your mortgage options more important than ever. In this episode, we sit down with Stefanie Lyles, Branch Manager and […]
Before You Change Anything This Year, Take Inventory
Not everything needs to change in the new year. But everything should be understood. Most people don’t have bad investments – but typically disconnected strategies. Old 401(k)s, IRAs, brokerage accounts… all doing something, but not necessarily working together. Financial discipline starts with inventory. If you (or your advisor) can’t explain what role each account plays, […]
Episode 25: Is Bitcoin Ready for Portfolios? A Crypto ETF Built on the S&P 500 with Mike Willis
We sat down with Mike Willis, founder of Cyber Hornet ETFs, to explore how Bitcoin is being paired with the S&P 500 inside a disciplined ETF structure and what that means for everyday investors. Mike brings decades of expertise on investing in traditional finance and has extensive knowledge in decentralized finance and the cryptocurrency markets […]
Got a Raise? Should You Increase Your 401(k) in 2026?
Got a raise? Here’s one simple move: Before lifestyle creep kicks in, consider this: Bump your 401(k) contribution by just 1%. For 2026 here’s the limits: • Max: $24,500 • Catch-up (50+): $8,000 • Catch-up ages 60–63: $11,250 One rule change to know: If you made $150k+ last year, catch-ups are generally Roth only. Small […]
Episode 24: Powering the Future – Energy, AI, and the Infrastructure Boom w/ Tortoise’s Rob Thummel
Rob Thummel is a Senior Portfolio Manager at Tortoise Capital with decades of experience, where he focuses on energy, infrastructure, and the real-asset investments powering the modern economy. In this episode, we explore how electricity, AI, and infrastructure are converging — and why energy is becoming one of the most critical investment themes of the […]
Emergency Fund Basics: How Much Savings You Really Need
Life doesn’t wait until you’re financially ready. In this week’s Financial Fitness episode, we focus on the importance of building an emergency fund — one of the most foundational (and often overlooked) parts of a healthy financial plan. We discuss realistic savings goals, why credit lines aren’t the same as true liquidity, and how having […]
Financial Fitness – Designate Beneficiaries
💪 Introducing Financial Fitness with Olympus Wealth Strategies! We’re kicking off 2026 with our Financial Fitness video series, designed to help you build smarter, stronger financial habits all year long. Each week, we’ll share practical, easy-to-follow steps to help you feel confident about your finances. First tip? Check your beneficiaries. Making sure they’re named correctly […]
Episode 23: Investing for Income, Real Assets, & Key Market Insights w/ Infracap’s CEO Jay Hatfield
Jay brings decades of experience across investment banking, hedge funds, and real-asset portfolio management. In this conversation, we break down the strategies, risks, and opportunities that matter most to investors. https://www.infracapfunds.com/ In this episode, we cover: Jay’s origin story and the founding of InfraCap Why income-focused investors should consider real assets How InfraCap manages risk […]
Episode 22: Football, NIL & Revenue Sharing – The Future of College Athletics w/ Chasse Conque UTRGV
In this episode, we sit down with Chasse Conque, Senior Vice President and Athletic Director at The University of Texas Rio Grande Valley (UTRGV) — one of the most forward-thinking leaders in college athletics. https://goutrgv.com/ UTRGV made national headlines by launching a brand-new Division I football program in 2025, selling out every home game in […]
Episode 21: Beyond Indexing – Thematic Investing, Income, and Market Supercycles™ w/ VistaShares CEO
Passive investing has dominated for years — but what happens beyond indexing? In this episode, I sit down with Adam Patti, CEO of VistaShares, to unpack how his firm is reshaping the ETF landscape through thematic investing, options-based income strategies, and identifying Market Supercycles™ — structural trends that drive long-term opportunity. https://www.vistashares.com/ We cover: ✅ […]
Open Enrollment Tips
t’s that time of year again… open enrollment season. While it’s easy to just “roll over last year’s elections,” this is one of the most impactful financial decisions you make each year. Your choices here affect everything from your take-home pay to your out-of-pocket costs and even your long-term financial plan. A few reminders before […]
Long term Care
Long-term care is one of the biggest gaps we see in retirement plans. It’s not just about nursing homes or assisted living, it’s about protecting your independence, your choices, and your family’s financial well-being. It’s important to know your choices and we break down your options in this video. At Olympus Wealth Strategies, we believe […]
Episode 20: Medicare Explained — Choosing Advantage or Supplement, Costs & Mistakes w/ Collicott Ins
Medicare can feel like alphabet soup — Parts A, B, C, D… Advantage, Supplement, Medigap — and knowing what’s right for you isn’t always clear. In this episode, I sit down with Allen Collicott, Founder and President of Collicott Insurance to break down what Medicare really is, how each part works, and what you need […]
IRMAA
Most people don’t realize this… Your Medicare premiums aren’t fixed. They’re based on your income — and even one good year can bump you into something called IRMAA (Income-Related Monthly Adjustment Amount). In plain English: if your income goes above certain thresholds, you could pay hundreds more per month for the exact same coverage. The […]
Episode 19: The Truth About Social Security — When to File, What to Expect, and What to Avoid
When it comes to Social Security, the difference between guessing and getting it right can mean tens of thousands of dollars over your lifetime. In Episode 19 of the Olympus Wealth Strategies Podcast episode, we sit down with Marc Kiner and Jim Blair, founders of the National Social Security Advisor program and Premier Social Security […]
Life insurance
If something happened to you tomorrow, would your family be financially okay? Life insurance is one of those things nobody likes to think about until they wish they had more of it. The truth? Most families are underinsured, not because they don’t care, but because they assume what they have is already enough. But protecting […]
Episode 18: Beyond the Magnificent Seven – Mid Cap Strategies w/ Kirk McDonald, CFA, Argent Capital
When most of the market’s attention is glued to the Magnificent Seven, what opportunities are being overlooked in the mid-cap space? In this week’s episode, I sit down with Kirk McDonald, CFA, Portfolio Manager at Argent Capital, to unpack why mid-caps may be the hidden engine of long-term portfolios. https://argentcapital.com/ We explore Argent’s philosophy of […]
LLC vs S-Corp
If you’re a business owner, you know the sting of self-employment taxes, 15.3% right off the top. Most people set up an LLC and think they’re stuck paying it on every dollar of profit. But there’s a strategy many owners overlook: electing S-Corp status. Done right, it can mean keeping thousands more in your pocket […]
Episode 17: From the White House to World Stages – Al & Leslie Rutherford on Leadership and Impact
In this episode of the Olympus Wealth Strategies podcast, we sit down with Al Rutherford, founder of Rutherford & Associates, Inc., to explore his incredible journey from working in the White House communications team to building a high-impact private events and communications firm. We’re also joined by Leslie Rutherford, Managing Partner at Rutherford & Associates, […]
Direct Indexing
You’ve probably heard of index funds. But did you know you don’t have to settle for the “one-size-fits-all” version? That’s where Direct Indexing comes in. Instead of buying an index fund, you own the individual stocks that make up an index (like the S&P 500). Why does this matter? ▪️Tax efficiency – the ability to […]
Episode 16: The Future of Private Markets with StepStone’s CEO – Venture, Growth Equity, and Access
What do the world’s top investors know about private markets that most people don’t? In this episode of Olympus Wealth Strategies Podcast, I’m joined by one of the most influential voices in alternatives — Bob Long, CEO of StepStone Private Wealth. https://www.stepstonegroup.com/members/bob-long/ With more than 30 years of experience leading in the private markets space, […]
DST 1031 Exchange Explained: From Active Landlord to Passive Income
Owning real estate can be rewarding — but dealing with tenants, repairs, and late-night calls? Not so much. One solution we often evaluate is the Delaware Statutory Trust (DST) within a 1031 exchange. DSTs can provide: ▪️ Continued tax deferral under IRC Section 1031 ▪️ Access to diversified, institutional-quality properties ▪️ A passive structure that […]
Prepaid Variable Forward – unlocking liquidity with concentrated stocks
Want to unlock cash without immediately selling your concentrated stock? If a large amount of your wealth is tied up in a single publicly traded stock, you don’t always have to sell right away to access liquidity. A prepaid variable forward (PVF) lets you receive cash today while: Reducing concentration risk Deferring capital gains taxes […]
Episode 15: Beyond Tax Prep- CPA Secrets to Save Money, Avoid Red Flags, and Plan Smarter
Think tax season is only about filing? Think again. In Episode 15, I sit down with my colleague Dani Beavers of Holistic Tax Solutions to pull back the curtain on tax planning vs. tax prep — and why smart planning can save you money, reduce IRS red flags, and tie directly into your long-term financial […]
Will vs Trust
When it comes to estate planning, I often hear the same question: “Do I need a will or a trust?” The truth is, both have their place. A will outlines your wishes and passes through probate. A trust, on the other hand, is often used to help families avoid delays, costs, and unnecessary stress. In […]
Episode 14: Your Guide to Affording College — Tips from UALR Financial Aid Director Jonathan Coleman
Looking for expert advice on how to afford college? In Episode 14, UALR Financial Aid Director Jonathan Coleman breaks down everything you need to know about college costs, scholarships, FAFSA tips, financial aid applications, 529 plans, tuition, and payment options. https://ualr.edu/financialaid/ Learn how to estimate your total college expenses and find both institutional and external […]
Charitable Giving
Giving to charity is good. Giving strategically can make an even bigger impact. Whether you’re passionate about your church, a local nonprofit, or a cause across the globe, there are ways to support what you care about while being tax-savvy. Here are some smart ways to give: ▪️ Gifting appreciated stock – avoid capital gains […]
Episode 13: Catholic High – Upholding Standards, Brotherhood, and Lifelong Faith w/ Steve Straessle
In Episode 13, I sit down with Steve Straessle, Head of Catholic High School for Boys in Little Rock. We dive into how Catholic High’s core values — discipline, faith, brotherhood, and integrity — help shape boys into confident, responsible men. https://www.lrchs.org/ We talk about how the school’s commitment to high standards and faith-based education […]
Saving for College
🎓 Saving for college? Here are the 3 main paths families typically consider: 1. 529 Plan – Tax-advantaged, flexible, and often the go-to option for most families. 2. Coverdell ESA – More limited in contributions but allows for more investment options. 3. Prepaid Tuition Plans – Lock in today’s tuition rates at certain schools, but […]
Episode 12: Industrial Insights—Commercial Real Estate with Brandon Flickinger of Bridge Net Lease
Brandon Flickinger, Co-Chief Investment Officer at Bridge Net Lease (acquisition of Apollo pending), joins us to talk about the industrial net lease market, trends in commercial real estate, and how Bridge approaches investing in this evolving environment. https://www.bridgeig.com/bridge-team/brandon-flickinger We explore: Why industrial is outperforming office and retail How Bridge/Apollo identifies ideal properties and tenants The […]
Employer Stock Purchase Plan (ESPP)
Got company stock? Before you sell, make sure you understand how it’s taxed. In this quick video, we break down: 🔹 What an Employer Stock Purchase Plan (ESPP) is 🔹 The two ways ESPP shares can be taxed 🔹 What to know before you hit “sell” Your company stock can be a powerful benefit, if […]
Qualified Small Business Stock
Are you a founder, early employee, or investor in a startup? Then you should know about Qualified Small Business Stock (QSBS) — one of the most powerful and underutilized tax planning opportunities for early-stage equity holders. QSBS may allow eligible investors to exclude up to 100% of capital gains on the sale of qualified stock […]
Episode 11: Standing Out in a Crowded Market — Marketing Tips for Small Businesses w/ Sara Sidery
Marketing can make or break a small business. In this episode, I sit down with Emmy Award Winning journalist and marketing professional Sara Sidery, founder of Saki Creative Solutions, to talk about how smart marketing helps small businesses stand out in crowded markets. https://www.sakicreativesolutions.com/ We dive into practical branding and marketing tips that deliver real […]
Episode 10: Behind the Listing – Winning in Today’s Real Estate Market with Sotheby’s Chris Marsh
In this episode, I’m joined by Chris Marsh, CEO of Capital Sotheby’s, a leading expert in residential real estate. https://www.sothebysrealty.com/capitalsir/eng/associate/788-a-df201022095710859565/chris-marsh We dive into the current dynamics of the housing market and key trends impacting buyers and sellers right now. Chris shares his outlook for residential real estate and offers actionable advice to help you navigate […]
Tax Smart Planning
Are you making the IRS your favorite charity? 😬 You might be – without even realizing it. The tax code is complicated, but that doesn’t mean it has to cost you. With the right planning, you can keep more of what you earn. In this video, I cover 5 smart, legal strategies to help reduce […]
Episode 9: Estate Planning Explained – Wills, Trusts, Probate, & More with Attorney Caleb Hollinger
I had Caleb Hollinger, an estate attorney from Friday Law Firm, on the show to talk about why estate planning matters. We break down the basics — wills, trusts, probate, powers of attorney — and why having a plan is important for protecting your family and your stuff. https://fridayfirm.com/attorneys/attorney/chollinger If you’ve been putting off estate […]
Cash Alternatives
Holding cash feels safe. But is it actually costing you? Here’s the reality: 1️⃣ Inflation erodes value. 3% inflation on $500K = $15K in lost purchasing power…every year. 2️⃣ Missed earnings. Idle cash today could be earning 4% + in Treasuries or money markets. 3️⃣ Hidden risk. Too much in one account? You may be […]
Episode 8: Exit Ready? M&A Tips to Help Entrepreneurs Successfully Close the Deal – Taylor Stockemer
Thinking about buying or selling a business? In this episode, we sit down with Taylor Stockemer, Partner at the Friday Law Firm and M&A attorney, to break down what every entrepreneur should know before entering a deal. Whether you’re preparing to sell your company, exploring an acquisition, or just want to better understand how the […]
1031 Exchange
What if you could sell an investment property… and hit pause on paying capital gains taxes? That’s exactly what a 1031 exchange lets you do. It’s an IRS-approved move that lets you roll the proceeds from one property into another — deferring taxes and keeping more of your money working for you. In this quick […]
Episode 7: Building Little Rock’s Future – Jack Thomas on Economic Development & Business Growth
How does a city grow, attract talent, and stay competitive in a rapidly changing economy? In this episode, we sit down with Jack Thomas, Vice President of Economic Development at the Little Rock Regional Chamber, to explore what’s driving Little Rock’s business momentum — and where it’s headed next. https://www.littlerockchamber.com/ Jack shares how the Chamber […]
Episode 6: Grit, Growth, and Leadership – The UALR Wrestling Story with Coach Neil Erisman
What does it take to build a Division I athletic program from scratch, especially in a state where it’s never been done? In this episode of The Olympus Wealth Strategies Podcast, we sit down with Coach Neil Erisman, head coach of UALR Wrestling, to talk about the incredible rise of Arkansas’ first and only D1 […]
Roth IRA
You work hard. So should your retirement plan. Roth IRAs grow tax-free and come out tax-free. In this short video, we break down some of the Roth IRA’s biggest financial planning benefits. Let’s make your money work for you. https://www.investolympus.com/ #rothira #retirementplanning #olympuswealthstrategies #financialplanning #taxplanning #wealthmanagement
Episode 5: The Truth About Insurance — What Every Policyholder Should Know w/ Matthew Brown, Farmers
Insurance touches almost every part of your life — your home, your car, your family — yet most people don’t fully understand what they’re paying for. In this episode, I sit down with Matthew Brown, Owner of The Brown Agency | Farmers Insurance, for a candid conversation about what every policyholder should know. Matthew and […]
Dealing with Debt
It’s one of the most common money questions we get: “Should I focus on investing—or pay down my debt first?” There’s no one-size-fits-all answer that works for everyone. But there are a few things you need to consider. In this short video, we’ll walk you through three smart questions that can help you make the […]
Episode 4: The Talent Game — Career Moves & Hiring with Jacob Stripling, Owner Future State Careers
The job market is shifting fast—and whether you’re hiring or job hunting, it’s more competitive than ever. In this episode, I sit down with Jacob Stripling, founder of Future State Careers, for a candid, high-impact conversation about what’s really going on in today’s hiring landscape. We dig into what employers need to do to attract […]
3 Mid-Year Questions to Ask your Advisor
If you’re working with a financial advisor, ask yourself this: 🔹 What have they actually done for me this year? 🔹 Have they reached out? 🔹 Have they helped me spot new opportunities—or simply maintained the status quo? You deserve an advisor who proactively evolves your plan, adjusts your strategy, and keeps you informed. In […]
Episode 3: Unpacking Alternative Investments — Insights into Private Markets with Brendan McCurdy
In this episode, I sit down with Brendan McCurdy, Head of Research and Marketing at Ares Wealth Management, to break down the world of alternative investments in a way that actually makes sense. We talk through what private markets are, how they work, and why more investors are paying attention to them — especially now. […]
Business Owners – Solo 401(k) or Defined Benefit Plan?
Here’s a question that comes up a lot for business owners that don’t have any employees. “Should I go with a Solo 401(k) or a Personal Defined Benefit Plan?” If you’re self-employed and planning for retirement, these two options should be on your radar – and for good reason. They both offer powerful benefits, but […]
Episode 2: Memorial Day – Service, Sacrifice, and Legacy with Major Michael Diaz, U.S. Army (Ret.)
On this Memorial Day episode of the Olympus Wealth Strategies Podcast, we’re honored to welcome Major Michael Diaz, U.S. Army (Retired)—a decorated officer with over two decades of service to our country. In this conversation, Major Diaz reflects on his military journey, leadership under pressure, and the true meaning of Memorial Day. We discuss the […]
HSAs
One of the most powerful retirement tools? You might already have it. This quick video explains why your HSA could rival a Roth IRA in tax efficiency—if you use it the right way. At Olympus Wealth Strategies, we’ll help you invest it, grow it, and use it wisely as part of your customized tax-smart retirement […]
Episode 1: Inside Private Credit & CLOs with Flat Rock Global CFO Ryan Ripp
Welcome to Episode 1 of the Olympus Wealth Strategies Podcast. In this launch episode, I’m joined by Ryan Ripp, CFO of Flat Rock Global, a leading firm in the alternative private credit space. We dive into the world of private credit, CLOs, and what investors should be paying attention to in today’s markets. https://flatrockglobal.com/ What […]
Can I Retire
Approaching retirement? It’s an exciting time! But there are a few strategic moves that could make a big difference in your final working years — especially when it comes to your savings and taxes. Here’s what to keep in mind if you’re preparing for the final stretch. Ready to build a retirement strategy you can […]
401k Rollover Choices
Let’s bust some top myths about 401(k) rollovers! Are you leaving a job? Or maybe you still have old 401(k)s with your former employer. Let’s explore your choices – and help you avoid costly mistakes! Your retirement savings deserve a smart strategy. Have questions about your choices? https://www.investolympus.com/contact-us/ #retirementplanning #wealthmanagement
Financial Spring Cleaning
Spring cleaning is about more than refreshing your home! When life changes, your financial plan should too. But how often do we actually stop to check if our goals, safeguards, and strategies still fit? Outdated financial goals and strategies can quietly hold you back, and financial spring cleaning is really about protecting your future. At […]
Family Level Service
I grew up in a small town, and witnessed my grandparents build a business grounded in trust and relationships. I watched them greet clients like old friends, always remembering names, stories, and milestones. That shaped everything. At Olympus Wealth Strategies, “family-level service” isn’t just a phrase, it’s who we are. Want a relationship that goes […]
Market Volatility
The current market swings we have experienced surrounding tariff uncertainty can test even the most seasoned investors. Here are three things to remember during periods of market volatility. Have questions about how volatility is impacting your portfolio? We’re here to help: https://www.investolympus.com/contact-us/ #financialplanning #riskmanagement #wealthmanagement
Save on Taxes
Tax season is almost over, but there’s still time to save! Check out these last-minute strategies that can keep more money in your pocket and avoid tipping the IRS. Need help? Let’s talk! https://www.investolympus.com/contact-us/ #taxplanning
Olympus Wealth Strategies Podcast Promo
Welcome to the Olympus Wealth Strategies Podcast (@InvestOlympus) where we aim to deliver value to you through sharing best practices, industry insights, and having guests from different backgrounds share their insights for you! Visit Our Website https://www.investolympus.com/ Legal Disclosures [https://uptickpartners.com/disclosures/]