Victory Private Wealth Podcast: Where Smart Money Wins!

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.  M...

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 busines...

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 tow...

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 lon...

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 Taxes Many high-income individuals focus heavily on investments but overlook how taxes quietly erod...

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 legac...

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 unpa...

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 m...

Too many investors fall into the same trap: chasing whatever performed best last year, last quarter, or last headline. While it feels logical, return-chasing is one of the fastest ways to sabotage long-term wealth. In this episode, we break down why strategy—not speculation—is the real driver of sustainable financial success. In this episode, you’ll learn: Why chasing top-performing investments of...

Buy Term & Invest the Difference vs. Whole Life Wealth Accumulation: What Really Builds Long-Term Wealth? For decades, investors have been told a simple story: buy term insurance, invest the difference, and you’ll come out ahead. But what if that advice leaves out critical variables — like taxes, volatility, human behavior and human psychology, access to capital, and risk? In this episode, we...

Welcome back to the Victory Private Wealth podcast where Smart Money Wins! —This is the podcast where high-net-worth investors, business owners, and elite performers come to sharpen their financial edge. Today, we’re diving into one of the most powerful disciplines in the investing world: Technical Stock Analysis . Whether you’re managing serious capital or just building your market playbook, tech...

This episode of the Victory Private Wealth podcast is about Fundamental Analysis of Investing and Aggie breaks down some important factors in how to look at evaluating equities.  Core principles of fundamental analysis:  Revenue, net earnings, assets, liabilities, and free cash flow to help understand financial health while also examining management and intrinsic value. He examines ratios like P/E...

In this episode, Aggie breaks down the history of small cap stocks and their potential benefits inside an equities portfolio. Highlights:  Market Capitalization Historical Returns Outperformance Undiscovered value Growth headroom and nimble in their industries Founders are hungry M & A candidate Potential for diversification Potential Tax Mitigation Strategies Private Equity Parallels Keep Win...

What exactly is Estate Planning? What is the differences between a Will and a Trust? Do I need one of both? These are all questions Brandon dives into with this episode of the Victory Private Wealth Podcast.   Here are some quick highlights from this episode: Legacy Creation Probate Differences in transparency and functionality of a Will and a Trust What kind of flexibility is created using Estate...

In this episode, Aggie breaks down the characteristics and Pros and Cons of IRA's including: Traditional IRA's ROTH IRAS Backdoor ROTH IRA's Mega Backdoor ROTH Contribution Limits depending on income Potential deduction and taxation now and in the future Potential pitfalls to each and so much more... No strategy is complete without understanding how each move can affect your financi...

In this episode of the Victory Private Wealth podcast, Aggie takes you on a dive into the world of Tariffs and Tradewars!  You’ve seen the headlines—tariffs, trade tensions, and supply chain shocks. But what does that mean for your money? Tariffs 101 – What Are They?  Definition: A tariff is a tax imposed by a country on imported goods. Purpose: Protect domestic industries, retaliate against unfai...

As a former pro athlete for over 8 seasons, Aggie dives into what pro athletes need to consider financially and how to optimize wealth and discusses some smart tax strategies.  The Unique Financial Challenges of Pro Athletes  Short Earning Window: Most pro careers last only a few years, making long-term planning critical. High Tax Burden: Playing in multiple states? That means the "jock tax&q...

CPI Vs. Internal Inflation:   By the end of this episode, you’ll know how money really works in the day to day of your real life.  Understanding CPI • What is CPI (Consumer Price Index)? • How it measures the average change in prices for goods and services. • CPI as a general economic indicator—used by policymakers, businesses, and investors. • Why CPI may not reflect your actual cost of living. P...

Whether you are a high net worth individual or family, a pro athlete or a successful business owner, we are all looking at options for more tax efficient strategies. In this episode, Aggie covers some of those options available and discover which opportunities may exist for you! Foundations of Tax Efficiency : Understand the essential tax principles that every high earner should know—whether you&a...

In this Victory Private Wealth podcast episode, Aggie builds on the concept of diversification by diving deep on how to master asset allocation for your portfolio.   Breaking Down the Basics : Discover the core principles of asset allocation and why it’s the foundation of a resilient investment strategy—tailored for both new and seasoned investors. Explore the 11 Economic Sectors : Learn how the m...

What is Diversification and why is it so important when investing?   Diversification helps smooth out volatility by ensuring that no single investment can tank your entire portfolio.  How to Diversify Balance of Stocks & Bonds, Real Estate, Alternative Investments, etc.   Stocks = Growth oriented (but volatile)   Bonds = Stability (but lower returns). Historically just over 5% but with a stand...

Ever wonder how the history of U.S. taxes affects your future at retirment? In this episode, we're diving deep into the tax timeline of America—from wartime levies to modern-day deductions—and how it all plays into your retirement strategy. Spoiler alert: what you don’t know can cost you. In this episode, you’ll learn: 🕰️ A Brief History of U.S. Taxes : From 1913’s income tax inception to tod...

The Victory Private Wealth Podcast is designed to be fun, informative and educational for high net worth individuals, pro athletes and business owners who are serious about creating a winning legacy financially.  In this episode "Aggie" (Brandon Agamennone), managing partner of Victory Private Wealth, LLC. discusses the following topics that are key to winning financially.  Dynamics of l...