Olympus Wealth Strategies Podcast

Episode 28: The 351 Exchange Explained - Turning Concentrated Stock into a Diversified ETF, Cambria

44 min · 10 de mar de 2026
Portada del episodio Episode 28: The 351 Exchange Explained - Turning Concentrated Stock into a Diversified ETF, Cambria

Descripción

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 [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbEtLT1pjOEVLQXZKXzF3NElrNTFBLTZMTnhHZ3xBQ3Jtc0tuRkFhdGFlTXJJa3o3endNN01uZm0yYUJRUUI1NUdISVp2UTJNRDZCRWFUUmpjbVZLLTcyX05wLWl5eEJGMS1hSE81dnZLRkN3cklVM2tVcEg4aWlUX3BlakRwRG91dC1FWFRBVkIyZFBMVjRkSTRDMA&q=https%3A%2F%2Fwww.cambriafunds.com%2F351&v=U-iJPYu9ZV8] So how do investors reduce concentration risk without immediately creating a large tax bill? We sit down with John Keetz, VP of Portfolio Operations at Cambria Investments, to explain the 351 Exchange, a structure that may allow investors to contribute highly appreciated stock into an ETF and receive diversified ETF shares in return, potentially deferring capital gains taxes. This conversation breaks down how a 351 Exchange ETF works and why the strategy is gaining attention among investors dealing with large concentrated stock positions. In this episode, we discuss: • What a 351 Exchange is and how it works • How a 351 Exchange ETF differs from traditional exchange funds • How investors may diversify concentrated stock positions • Potential tax deferral benefits and important considerations • Which investors may benefit most from this strategy If you have built significant wealth in a single stock position, this episode explains one potential approach to diversifying concentrated stock while managing capital gains taxes. Subscribe to stay up-to-date on future episodes. We’ll be bringing in more experts to talk markets, strategy, and building wealth in a rapidly changing world. #businessownerservices #financialplanning #retirementplanning #taxplanning #wealthmanagement #351Exchange Visit Our Website: https://investolympus.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbloxWktiZHlNeFVMQ3dBdzBhS3JBRmgwaXAxZ3xBQ3Jtc0trcW9zZk1pRXJuSVZleGhKZ1ZmV3ExVnpxUUFCbDlyUTdjaU9ZNlRKakczaW02WmJZbTJvSl9kWURZeXVZckQxb0FHbDRMTVJqTndUd1NJckpQdkRlRmxZdk1BdXctNXo3R1NUbkJOc2UwNTR1eTREZw&q=https%3A%2F%2Finvestolympus.com%2F&v=U-iJPYu9ZV8] Legal Disclosures: https://investolympus.com/disclosures/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa05PTUlwNG84MWdSMDBRd2dBY25fZFNpUzdjUXxBQ3Jtc0tueGJQaGRsOG9TNUhTS24za0ZFLXpTcDBOQ3k0dHBYSXlfTnB4alM1ZXRSU1lHZmZrQkVtc3RpLUpkbzlyQngtWkx0YUZvU0Vfa3N0Q0stYjVjRVVfMVhBdEYyQzBYZWZaRGFLUjJmRHRZMFRpQTctcw&q=https%3A%2F%2Finvestolympus.com%2Fdisclosures%2F&v=U-iJPYu9ZV8]

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34 episodios

Portada del episodio Episode 33: Why Founder-Led Companies Win: Innovation, Grit, & Long-Term Execution, Michael Monaghan

Episode 33: Why Founder-Led Companies Win: Innovation, Grit, & Long-Term Execution, Michael Monaghan

What separates good companies from great companies? Is it the products they create? The markets they serve? Or is it the vision, leadership, and determination of the people building them? We sat down with Michael Monaghan, Founder and Portfolio Manager of Founder ETFs, to discuss the powerful relationship between entrepreneurship, innovation, and long-term investment success. https://www.founderetfs.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbGVQcmY5VlJFdkJZZlBQZ0RoLTd1eGtXUGlSQXxBQ3Jtc0tuQ0dYVUNhMjJRR183ckdWOXZZbDhXZmxRN3pOX0g2NzVsRGRhTnVaaEhpV25rbS0xMnhDY2RKT3FZZ3BmTVh1a01JMVNhTmJYcEtnRmxfU21QbGlTOXU4dEVwWURvQTMxRm8za015T0YyZHJZeXMtUQ&q=https%3A%2F%2Fwww.founderetfs.com%2F&v=niRZZhgH5Es] Michael shares the philosophy behind investing in founder-led companies and why businesses with founders still actively involved in leadership often demonstrate unique characteristics — including long-term vision, alignment with shareholders, a willingness to innovate, and the ability to execute through challenges. We discuss: • Why founder-led companies have historically created significant shareholder value • The importance of investing alongside entrepreneurs who are building for the future • How founders embody the American spirit of innovation, grit, and execution • What investors should understand about leadership when evaluating companies • The philosophy behind Founder ETFs and their approach to identifying exceptional businesses At Olympus Wealth Strategies, we believe investing is about more than numbers on a spreadsheet. It is about understanding the people, businesses, and ideas that drive economic growth and create lasting value. Whether you are an investor, entrepreneur, business owner, or simply someone interested in understanding what makes great companies succeed, this conversation provides valuable insights into the mindset behind some of the world's most successful organizations. #wealthmanagement [https://www.youtube.com/hashtag/wealthmanagement] #investing [https://www.youtube.com/hashtag/investing] #entrepreneurship [https://www.youtube.com/hashtag/entrepreneurship] #olympuswealthstrategies [https://www.youtube.com/hashtag/olympuswealthstrategies] Visit Our Website: https://investolympus.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbndUY2hSUkVZNTAtS3RYWVdETGVzLV9CZHBWZ3xBQ3Jtc0tsT2xZeXNLTWkxNjJyZGlYb3VWeGhHSlBIaGMzQkc3dFZPMHBBclJya3JIemtSTWhVZHdxbl9DVEN2aHkxSmRVWWZSTlRtSFp2TE1jczlkeGNTTnFfTXdZUnQzQWV2Sm0yQVhPS1lERGtiVFJmZDVjcw&q=https%3A%2F%2Finvestolympus.com%2F&v=niRZZhgH5Es] Legal Disclosures: https://investolympus.com/disclosures/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbmtzcHljdkFPMEdlX3RPbm1yTmJSc0Q1cFdPUXxBQ3Jtc0tsajBocWl4Wi13ajJVM21oa29qWEgwZVdSMVR2ajI5aXJ1bklHbWx1aC1hRTB6aU56TVdoMzk5YUF4WmJDVDZ4cWxldUlvNmliYWd6dWtYZ2lfU3FvREFob3cxaG5Rbmd2QThjeWRJNmU2amJqSUlwWQ&q=https%3A%2F%2Finvestolympus.com%2Fdisclosures%2F&v=niRZZhgH5Es]

30 de jun de 202627 min
Portada del episodio Episode 32: The Future of Hunting, Fishing, and Conservation - Arkansas Game and Fish

Episode 32: The Future of Hunting, Fishing, and Conservation - Arkansas Game and Fish

Arkansas is known as “The Natural State” for a reason, but what does it actually take to protect the wildlife, fisheries, lakes, forests, and outdoor traditions that make Arkansas so unique? In this episode, I sit down with the Chief of Communications for Arkansas Game & Fish, Keith Stephens to discuss the future of hunting, fishing, conservation, public land, and outdoor recreation across Arkansas. Arkansas Game and Fish Commission | The Natural State Awaits [https://www.agfc.com/] We dive into: The mission and impact of Arkansas Game & Fish Hunting and fishing culture in Arkansas Wildlife conservation and habitat management Arkansas lakes, boating, and summer recreation The role hunters and fishermen play in conservation Economic growth vs. protecting natural resources Land ownership, public access, and stewardship How younger generations are engaging with the outdoors The future of Arkansas wildlife and outdoor recreation Whether you’re an outdoorsman, landowner, fisherman, hunter, conservation advocate, or simply someone who loves Arkansas, this conversation provides a deeper look into what makes The Natural State special and the responsibility we all share in protecting it for future generations. #arkansas #ArkansasGameAndFish #fishing #hunting #conservation #arkansasoutdoors #wildlife #bassfishing #duckhunting #TheNaturalState #PublicLand #boating #lakelife #outdoors #wildlifeconservation Visit Our Website: https://investolympus.com/ Legal Disclosures: https://investolympus.com/disclosures/

20 de may de 202639 min
Portada del episodio Episode 31: Skill Trades Boom: Plumbing, Blue Collar Success, & Building a Business - AMG Plumbing

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 and building a growing business. https://www.amgplumbingark.com/ We get into: Why the skilled trades are facing a massive shortage How blue collar careers can lead to serious income and long-term opportunity Seth’s path from employee to business owner What it actually takes to build a trades business today Practical plumbing tips every homeowner should know This is a real conversation about work, opportunity, and where things are headed, especially for the next generation trying to figure out their path. If you’ve ever questioned the traditional college route, or you’re curious about where real opportunity exists today, this one is worth your time. #businessownerservices #financialplanning #skilledtrades #bluecollar #plumbing #entrepreneurship #smallbusiness Visit Our Website: https://investolympus.com/ Legal Disclosures: https://investolympus.com/disclosures/

14 de abr de 202639 min
Portada del episodio Episode 30: How Accurate Financials Drive Profit, Lower Taxes & Bigger Exits | Supporting Strategies

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/... [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbjFZNjR2elFxM04zY2ZDU2NUbXBzUWhwaGw5d3xBQ3Jtc0tuYWsyRF9sMURFb2ltd1d6X1NMS19OTENZLVR2c0t5TFY5dHBrOFNEanVFZ0dUeDNuQmxDTUx0SjRnRzJTVGlWWEJSUE4wd2xiVEh4X0hfZXNGRllORjN0djZmdmp1b0ZsYkItMDZBOGp4ZUNNbzNZZw&q=https%3A%2F%2Fwww.supportingstrategies.com%2Flocations%2Fcoastal-south-carolina%2F&v=Z2tOSmJTTIM] Most business owners think bookkeeping is just about staying organized, but the reality is far more important. Accurate, professional financials can: • Increase your profitability • Help reduce unnecessary tax liability • Provide insight into your company, forecasting, and making strategic decisions • Improve your business valuation when it’s time to sell We dive into why messy or outdated books can quietly cost you real money, and how having clean, reliable financial data gives you a real strategic advantage. If you’re a business owner who wants to grow smarter, pay less in taxes, and eventually exit at a higher valuation, this episode is for you. #financialplanning [https://www.youtube.com/hashtag/financialplanning] #taxplanning [https://www.youtube.com/hashtag/taxplanning] #businessownerservices [https://www.youtube.com/hashtag/businessownerservices]#bookkeeping [https://www.youtube.com/hashtag/bookkeeping] #businessowners [https://www.youtube.com/hashtag/businessowners] #financialstrategy [https://www.youtube.com/hashtag/financialstrategy] #entrepreneurship [https://www.youtube.com/hashtag/entrepreneurship] Visit Our Website: https://investolympus.com/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbWo2MFRpM0dRbm9NNjVEc2tLOUVUc0xPS2ItZ3xBQ3Jtc0tuM01tZWRvRFBtbmxtLWlLY29ZdzRnTF9zX0JldURsdUVYejVrRnpfS3hpRldqbERwR2tqbUZ2RlJBNUNRMTZFOFB4bnpUZGVpQjJYSEZ0dS1qUU5wNk5lNTNGaDhpRkZoTkc0R2JfT1huWXI4dVlNMA&q=https%3A%2F%2Finvestolympus.com%2F&v=Z2tOSmJTTIM] Legal Disclosures: https://investolympus.com/disclosures/ [https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbG1DRlVtRVlhZXNhWk5qbERPQi1RbzBGbEw3UXxBQ3Jtc0tsNDM0Y2Rhb2xwQ3VkUTlITFhNYXZrd1gyVnNKNVFBSGtwS1o4djNaUHlmRXktMVhsNEFTTkdQWFk0QzZ6ZlhyVFV2SmJjQUh3UTVTVVZQeXdnTjczTjFiYng1Y3ZPWC15eXdQSGkzRGpUYVQyQUo0cw&q=https%3A%2F%2Finvestolympus.com%2Fdisclosures%2F&v=Z2tOSmJTTIM]

7 de abr de 202633 min
Portada del episodio Episode 29: Buffered ETFs Explained - Downside Protection, Market Participation & Outcomes, Pacer

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 outcome ETFs) work and whether they truly deliver on their promise of protection with participation. We cover: What buffered ETFs are in plain English How downside protection via Buffered ETFs and upside caps are created The role of options and defined outcome periods How these strategies perform in bull, bear, and sideways markets Common misconceptions investors have The tradeoffs most people overlook How advisors are actually using them in portfolios today Whether you're an investor trying to reduce volatility or an advisor looking for more tools to manage client risk, this episode will give you a clear, practical understanding of where buffered ETFs fit and where they don’t. #financialplanning #riskmanagement #wealthmanagement#BufferedETFs #marketvolatility Visit Our Website: https://investolympus.com/ Legal Disclosures: https://investolympus.com/disclosures/

1 de abr de 202623 min