Short Videos Archives - Olympus Wealth Strategies

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Short Videos

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Turning 65? Medicare Enrollment Deadlines You Need to Know

Your business is growing but is your wealth growing with it?

How to help your child build credit

The Summer Money Trap Most Families Don’t See Coming

Before You Sell: The Tax Strategy Every Business Owner Should Know – Installment Sale

The Biggest 401(k) Mistake Most People Don’t Know They’re Making

Liquidity Planning Explained: Unsecured Line of Credit vs HELOC, Margin Loans & Selling Investments

The Backdoor Roth IRA Explained: How High-Income Earners Can Still Build Tax-Free Wealth

The One Thing Most People Underestimate About Growing Wealth

Tax Gain Harvesting Explained: How Investors Can Potentially Pay 0% Capital Gains Tax

What Most Investors Get Wrong on IPO Day One Trading – preparing for SpaceX

Incentive Stock Options vs Nonqualified Stock Options: The Tax Difference You Need to Understand

Got Restricted Stock? Don’t Miss This 30-Day Deadline

RSUs Explained Simply: Taxes, Capital Gains & Stock Concentration

Homeowners Over 65: Don’t Miss This Property Tax Rule

A Will By Itself Doesn’t Avoid Probate – Here’s What Actually Does

Interest Rates Aren’t Coming Down Yet – Here’s Why

Selling a Rental Property? Here’s What You Actually Keep After Taxes

The Hidden Cost of Paying Off Debt Too Fast

Wash Sale Rule Explained: Avoid Losing Tax Deductions When Selling Investments

Securities Backed Line of Credit How Sophisticated Investors Access Liquidity Without Selling Assets

Mutual Funds vs ETFs: Stop Paying Hidden Taxes

RMDs Explained: When They Start, How They’re Taxed, and How to Avoid Costly Mistakes

The Most Important Financial Number Most People Don’t Know

How to Turn Market Losses Into Tax Savings – Tax Loss Harvesting Explained

Fed Holds Interest Rates Steady: What It Means for Inflation, Markets & Your Money

Surprise Tax Refund or Tax Bill? Your W-4 Might Be Wrong

Iran Conflict & Your Investments: What You Need to Know

Asset Location vs Asset Allocation: The Easy Tax Strategy Investors Miss

Estate Planning 101: The First Step

What are Trump Accounts? Investing for Kids Explained

A Common Life Insurance Mistake to Avoid

Before You Change Anything This Year, Take Inventory

Got a Raise? Should You Increase Your 401(k) in 2026?

Emergency Fund Basics: How Much Savings You Really Need

Financial Fitness – Designate Beneficiaries

Open Enrollment Tips

Long term Care

IRMAA

Life insurance

LLC vs S-Corp

Direct Indexing

DST 1031 Exchange Explained: From Active Landlord to Passive Income

Prepaid Variable Forward – unlocking liquidity with concentrated stocks

Will vs Trust

Charitable Giving

Saving for College

Employer Stock Purchase Plan (ESPP)

Qualified Small Business Stock

Tax Smart Planning

Cash Alternatives

1031 Exchange

Roth IRA

Dealing with Debt

3 Mid-Year Questions to Ask your Advisor

Business Owners – Solo 401(k) or Defined Benefit Plan?

HSAs

Can I Retire

401k Rollover Choices

Financial Spring Cleaning

Market Volatility

Save on Taxes