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 its inaugural season and having massive success. Chasse shares the strategy, leadership, and financial planning that made it possible — from fundraising and facilities to recruiting and community engagement.

We also covered:

✅ NIL vs Revenue Share models

✅ Athlete retention

✅ Long-Term sustainability of Division 1 programs

✅ Recruiting in today's era and using the transfer portal

✅ Transparency of athlete compensation

✅ How Athletic Departments measure success

✅ Outlook of FCS programs

✅ Leadership lessons learned

Whether you’re a college sports fan, administrator, or business leader, this conversation offers a behind-the-scenes look at how athletic departments are adapting to the new era of name, image & likeness, player mobility, and direct revenue distribution.

#financialplanning #businessownerservices

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We’ll be bringing in more experts to talk markets, strategy, and building wealth in a rapidly changing world.

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https://investolympus.com/

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https://investolympus.com/disclosures/

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:

✅ What a Market Supercycle™ really is and why it matters for long-term investors

✅ How VistaShares combines active oversight with patent-pending rules-based discipline

✅ Why Pure Exposure™ gives investors a truer picture of entire thematic value chains

✅ How options overlays can create consistent income in any market environment

✅ The lessons Adam’s learned building VistaShares and navigating the ETF industry

Whether you’re an advisor, investor, or entrepreneur, this conversation offers a clear look at how innovation, discipline, and conviction can drive real differentiation in the modern ETF space.

Listen now to see how VistaShares is investing beyond indexing and what it means for the future of thematic and income investing.

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.

#financialplanning #retirementplanning #riskmanagement #wealthmanagement

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https://investolympus.com/

Legal Disclosures:

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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 to know before choosing between Medicare Advantage and Medicare Supplement coverage.

https://www.collicottinsurance.com/

We cover:

✅ What Parts A, B, C & D actually cover — in plain English

✅ The biggest gaps in Medicare that catch people off guard

✅ How to compare Advantage vs. Supplement (and who each fits best)

✅ Costs, deductibles, and how to avoid surprise out-of-pocket expenses

✅ Timeframes on enrolling and costly mistakes to avoid

Whether you’re approaching Medicare age, helping a loved one navigate the process, or just want to make smarter health and financial decisions, this episode cuts through the confusion and gives you a clear path forward.

Listen now to make sense of Medicare — without the sales pitch or fine print.

#financialplanning #retirementplanning #riskmanagement

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We’ll be bringing in more experts to talk markets, strategy, and building wealth in a rapidly changing world.

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Legal Disclosures:

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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 Consulting to break down what most people get wrong about benefits — and how to make smarter, more informed decisions before filing.

https://www.nssapros.com/

Marc is a CPA by trade and witnessed many clients not take the time to properly plan for Social Security or not appropriately plan for IRMAA and its impact on their benefit. Jim worked his career at the Social Security Administration office and sheds insights into what he learned and best practices.

They cover:

• The first thing you should understand about your Social Security benefit

• When to file — early, full retirement age, or delay until 70

• How spousal and survivor benefits really work

• Key rules for divorced individuals

• How taxes can reduce your benefit (and how to plan ahead)

• The biggest mistakes retirees make — and how to avoid them

If you’re nearing retirement or even collecting benefits already, this episode will help you approach Social Security with clarity and confidence.

#financialplanning #retirementplanning #taxplanning #estateplanning

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We’ll be bringing in more experts to talk markets, strategy, and building wealth in a rapidly changing world.

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Legal Disclosures:

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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 investing in “Enduring Businesses”—companies with growing cash flows, allocates capital wisely, and has a durable competitive advantage. Kirk shares how his two decades of experience shape his perspective and how blending quantitative tools with fundamental research can uncover compelling opportunities.

Other key takeaways from this conversation include:

Why mid-caps may be one of the most attractive areas of the market right now.

How investors can use them to diversify away from mega-cap concentration.

The sectors where Kirk sees the most promise and where he’s staying cautious.

What risks could challenge mid-caps in the next 12–18 months.

How to think about equity allocations as we move through 2025 and into 2026.

If you’re looking to move beyond headline names and gain fresh perspective on where enduring value may lie in today’s market, this episode is packed with insights you won’t want to miss.

#financialplanning #retirementplanning #riskmanagement #wealthmanagement

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We’ll be bringing in more experts to talk markets, strategy, and building wealth in a rapidly changing world.

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Legal Disclosures:

https://investolympus.com/disclosures/

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, who played a key role in igniting the firm’s growth. Leslie not only managed logistics for some of the largest corporate events in the world, but also shares her insights on building and leading a winning team.

We dive into:

Lessons from political PR at the highest level

How storytelling and logistics drive world-class events

Leadership insights for CEOs and business owners

Crisis management strategies for large-scale events

Key principles for building a thriving business from scratch

Finding, retaining, and maximizing top talent

Whether you’re an entrepreneur, executive, or aspiring leader, this episode is packed with practical takeaways on communication, presence, and leadership that you can apply to your own business or career.

#businessownerservices

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We’ll be bringing in more experts to talk markets, strategy, and building wealth in a rapidly changing world.

Visit Our Website:

https://investolympus.com/

Legal Disclosures:

https://investolympus.com/disclosures/

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, Bob offers a rare, inside look at:

Why private markets matter more than ever for investors today

How venture capital and growth equity fit into modern portfolios

The evolution of markets over the past three decades — and where the biggest opportunities lie ahead

Practical ways individual investors can finally access these strategies

Bob’s take on the best investment insight from his career

This is a conversation you won’t find anywhere else — a front-row seat to the thinking of one of the most respected leaders in private wealth.

https://www.stepstonegroup.com/what-we-do/solutions-services/private-wealth-solutions/

#retirementplanning #financialplanning #wealthmanagement

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We’ll be bringing in more experts to talk markets, strategy, and building wealth in a rapidly changing world.

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Legal Disclosures:

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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 goals.

We cover why tax planning is more valuable than tax preparation, common misconceptions that hold people back, and the deductions and credits most often missed. For business owners, we dive into compensation strategies (salary vs. distributions), year-round tactics to protect cash flow, and how to structure decisions to minimize taxes without sacrificing growth.

You’ll also hear practical tips on audit red flags, when to bring a CPA onto your team — and what you should expect from that relationship (including why working with HTS makes the experience different) — plus the frequent mistakes high-income earners make that can cost thousands.

Tune in if you want tangible, real-world next steps — from recordkeeping habits to compensation tweaks — that pay off today and compound into smarter long-term outcomes. Whether you’re an individual looking for missed opportunities or a business owner optimizing taxes, this episode is packed with CPA insights you can actually use.

#financialplanning #wealthmanagement #taxplanning #businessownerservices

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We’ll be bringing in more experts to talk markets, strategy, and building wealth in a rapidly changing world.

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Legal Disclosures:

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Looking for expert advice on how to afford college? In Episode 12, 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 scholarships that can reduce your financial burden. Jonathan also shares practical tips for completing the FAFSA accurately and on time to maximize your aid.

We dive into how 529 plans work in practice, the pros and cons of private loans and payment plans, and how to manage your student account throughout the year. Whether you’re a prospective student, parent, or counselor, this guide to affording college will help you make informed decisions and reduce financial stress.

#financialplanning

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We’ll be bringing in more experts to talk markets, strategy, and building wealth in a rapidly changing world.

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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 goes beyond academics. It’s about building leaders with strong character who carry those lessons for life.

Steve also shares how Catholic High keeps its tradition alive by helping young men excel in school, live with strong morals, and form a lifelong brotherhoods.

If you’re a parent, educator, or just interested in faith-driven leadership and education, this episode is for you.

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.

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https://investolympus.com/

Legal Disclosures:

https://investolympus.com/disclosures/