Victory Private Wealth Podcast: Where Smart Money Wins!

Victory Private Wealth LLC
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Welcome to Victory Private Wealth Podcast, where winning financially is the only goal. This podcast is hosted by current financial professionals who are also former college and professional athletes and business owners. They tap into their years in strategic planning, sports and business ownership to create content for high-net-worth and ultra-high-net-worth individuals business owners and professional athletes.  We deliver professional insights on wealth optimization, elite investment strategies, and legacy building. Gain access to top financial minds, exclusive strategies, and proven tactics to stay ahead. Whether you're growing, protecting, or passing on generational wealth, this podcast is part of your playbook for financial victory. Welcome to winning!

  1. 3d ago

    New Advisor Perspective: Personal Financial Framework

    In this episode of the Victory Private Wealth Podcast, Brandon “Aggie” Agamennone sits down with Victory Private Wealth advisor Ben Stevenson to discuss one of the most important concepts in personal finance: creating a personal financial framework.  Ben is very new in the industry and I wanted to get his perspective on the front end of his career to hear his take on what he has seen thus far.  Many people spend years earning income without ever developing a clear system for managing, protecting, growing, and transferring their wealth. Ben and Aggie break down what a financial framework is, why every individual and family needs one, and how a disciplined approach can help create confidence and clarity regardless of market conditions. In This Episode: • Why having a financial framework is more important than chasing investment returns  • The key pillars of a successful financial plan: cash flow, protection, growth, tax efficiency, and legacy planning  • Common financial mistakes people make when they operate without a plan  • How business owners, professionals, and families can build a framework that aligns with their goals and values Whether you're just starting your financial journey or managing significant wealth, this conversation provides a blueprint for creating a more intentional and coordinated approach to your finances. Victory Private Wealth believes that successful financial planning isn't about finding the perfect investment—it's about building a framework that helps you make better decisions over time. RELATIONAL | STRATEGIC | DYNAMIC For informational purposes only. This podcast is not intended as investment, tax, or legal advice. Please consult your financial, tax, and legal professionals regarding your individual circumstances. Time To Win!  Like, Share, & Subscribe  and keep playing to win financially!                       https://www.victoryprivatewealth.com

    19 min

  2. Jun 9

    Buy - Borrow -Die: The Ultra-High Net Worth Success Code

    Buy, Borrow, Die: How Many Wealthy Families Preserve Wealth Across Generations In this episode of the Victory Private Wealth Podcast, Brandon "Aggie" Agamennone explores one of the most talked-about wealth preservation concepts used by affluent families: Buy, Borrow, Die. Key takeaways include: • Buy: Why many high-net-worth families focus on acquiring appreciating assets such as businesses, real estate, and investment portfolios rather than selling them. • Borrow: How strategically borrowing against assets can potentially provide liquidity without triggering capital gains taxes from asset sales. • Die: Understanding the potential impact of the step-up in basis and how inherited assets may receive favorable tax treatment under current law. • Liquidity & Legacy: How life insurance and advanced estate planning strategies can complement a long-term wealth preservation plan. • Risks & Realities: The limitations, interest-rate considerations, and planning complexities that make professional guidance essential. Join us as we discuss how successful families think about preserving wealth, creating liquidity, and building a legacy that can extend beyond a single generation. Time To Win!  Like, Share, & Subscribe  and keep playing to win financially!                       https://www.victoryprivatewealth.com

    14 min

  3. May 8

    The Real Cost of Holding Too Much Cash

    In this episode of the Victory Private Wealth Podcast, we break down why holding excess cash may feel safe, but can quietly create long-term financial drag for high-net-worth families, business owners, and professional athletes. Inflation silently erodes purchasing power when cash is sitting idle for too long. Opportunity cost matters because every dollar held in cash is a dollar not working toward growth, income, or tax efficiency. Excess liquidity can create false security while delaying better long-term planning decisions. Cash should have a purpose—emergency reserves, upcoming purchases, taxes, or strategic opportunities. The goal is balance, not being fully invested or fully liquid, but building a thoughtful strategy that protects today while positioning wealth for tomorrow.Time To Win!  Like, Share, & Subscribe  and keep playing to win financially!                       https://www.victoryprivatewealth.com

    16 min

  4. Apr 17

    Investors Behaving Badly: The Cost Of Emotional Financial Decisions

    As wealth grows, so does the cost of poor decision-making. In this episode, Brandon Agamennone breaks down the role behavioral finance plays in preserving and compounding wealth for high-net-worth individuals, business owners, and professional athletes. This conversation explores how emotional decision traps, overconfidence after success, and timing mistakes during volatility can quietly erode long-term wealth. Brandon also explains why discipline during extreme markets is often more valuable than chasing returns, and how the right planning framework can help investors stay grounded when emotions run high. This episode is about more than investing. It is about decision-making under pressure, protecting what you have built, and creating a process that helps you act wisely when the stakes are highest. Episode Highlights  Why financial mistakes become more expensive at higher net worth levels  The emotional decision traps that can derail strong long-term planning  How overconfidence after success can lead to poor investment judgment  The real cost of trying to time markets during volatility  Why discipline is one of the most powerful wealth-preservation tools  How high-net-worth families can build guardrails around decision-making  The importance of process, patience, and clarity during extreme marketsTime To Win!  Like, Share, & Subscribe  and keep playing to win financially!                       https://www.victoryprivatewealth.com

    17 min

  5. Mar 16

    It's Not What You Make, It's What You Keep!

    If you’re making significant income but wondering how much of it you’re actually keeping, this episode will walk through several key strategies used by wealthy families and elite athletes to reduce taxes, structure income efficiently, and protect what they’ve built. Why High Earners Often Overpay in TaxesMany high-income individuals focus heavily on investments but overlook how taxes quietly erode wealth over time. Brandon explains why tax planning should be proactive, not reactive, and why waiting until April to think about taxes is often too late. Structuring Income the Right WayLearn how high earners and professional athletes can use entity structures, strategic compensation planning, and business ownership opportunities to potentially create more tax-efficient income streams. Tax-Advantaged Investment StrategiesExplore how tools such as tax-efficient portfolios and strategic asset location can help reduce the tax drag on long-term investment growth. Charitable Planning and Giving StrategiesDiscover how structured giving strategies—such as donor-advised funds or charitable planning—can help families support causes they care about while potentially reducing taxable income. The Athlete Income WindowProfessional athletes often have short but high-income careers. Brandon explains why tax planning during these peak earning years is critical to turning temporary income into lasting wealth. Time To Win!  Like, Share, & Subscribe  and keep playing to win financially!                       https://www.victoryprivatewealth.com

    19 min

  6. Mar 10

    When Fear Flips: How To Keep What You've Built

    Building wealth is one challenge. Keeping it is another. For high-net-worth families and professional athletes, success often comes with a quiet but powerful fear: What if I lose everything I worked so hard to build? Whether it’s market volatility, lawsuits, taxes, bad investments, or lifestyle creep, the risk of erosion is real—and many wealthy individuals feel the pressure to protect their legacy. In this episode of the Victory Private Wealth Podcast, host Brandon Agamennone (Aggie) dives into the psychology of wealth protection and the strategic frameworks elite families and athletes use to safeguard their financial future. If you’ve ever wondered how to turn financial anxiety into clarity, structure, and control, this episode is for you. Topics we will cover in this episode: Sustaining wealth without fearAccumulation Vs. Legacy Protection MindsetThe 5 biggest threats to wealthy families/individualsHow to build confidence through structure and strategyLegacy Planning: From income to enduring generational wealth Time To Win!  Like, Share, & Subscribe  and keep playing to win financially!                       https://www.victoryprivatewealth.com

    19 min

  7. Feb 10

    Midterms & The Markets

    Election years create noise, headlines, and fear—but history tells a very different story for disciplined investors. In this episode, we break down what actually happens to markets during midterm election cycles and why understanding these patterns can dramatically improve long-term outcomes. In this episode, you’ll learn: Why markets often struggle before midterm elections—and rally after We unpack historical data showing typical volatility leading into midterms and why post-election clarity often sparks powerful market recoveries.The timing trap that costs investors real money Selling during election uncertainty feels safe—but we show how missing just a few key rebound months can permanently damage long-term portfolio growth.How long-term investors use political volatility to their advantage Instead of reacting emotionally, disciplined investors rebalance, deploy cash strategically, and position themselves for the next expansion cycle.Bottom line: Politics change. Market cycles repeat. Investors who understand the difference between short-term fear and long-term opportunity are the ones who stay invested, stay disciplined, and win over time. If you’re focused on outcomes—not headlines—this episode is for you. Time To Win!  Like, Share, & Subscribe  and keep playing to win financially!                       https://www.victoryprivatewealth.com

    11 min

  8. Feb 3

    Financial Psychology: Married To The Idea But Divorced From The Outcome

    In this episode, managing partner of Victory Private Wealth, Brandon Agamennone breaks down the psychology around financial decisions. Too many people fall in love with an investment, a strategy, or a financial philosophy—without paying attention to the results it’s actually producing. In this episode, we explore the danger of being married to an idea but divorced from the outcome, and how that mindset can quietly derail long-term wealth. You’ll learn how to step back, evaluate results objectively, and make smarter decisions rooted in outcomes—not emotions. 🎯 Because in finance, outcomes pay the bills… not opinions. Time To Win!  Like, Share, & Subscribe  and keep playing to win financially!                       https://www.victoryprivatewealth.com

    10 min
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About

Welcome to Victory Private Wealth Podcast, where winning financially is the only goal. This podcast is hosted by current financial professionals who are also former college and professional athletes and business owners. They tap into their years in strategic planning, sports and business ownership to create content for high-net-worth and ultra-high-net-worth individuals business owners and professional athletes.  We deliver professional insights on wealth optimization, elite investment strategies, and legacy building. Gain access to top financial minds, exclusive strategies, and proven tactics to stay ahead. Whether you're growing, protecting, or passing on generational wealth, this podcast is part of your playbook for financial victory. Welcome to winning!

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