Building wealth is important—but how and when that wealth is taxed can significantly affect what you ultimately keep. In this episode of the Victory Private Wealth Podcast, Brandon “Aggie” Agamennone breaks down the three primary tax buckets and explains how high-net-worth families, business owners, and professional athletes can create greater flexibility through intentional tax diversification.

In this episode, we discuss:

• The differences between taxable, tax-deferred, and tax-free financial accounts
• Why having too much wealth concentrated in one tax bucket can limit future planning options
• How brokerage accounts, retirement plans, Roth accounts, and properly structured life insurance may fit into an overall strategy
• The importance of balancing current tax deductions with future tax-free income opportunities
• How athletes and high-income families can prepare for fluctuating income, retirement, business transitions, and changing tax laws
• Why coordinated planning among your financial advisor, CPA, and estate-planning attorney is essential

The goal is not simply to avoid taxes—it is to build a coordinated strategy that gives you more control over when, how, and at what rate your wealth may be taxed.

Victory Private Wealth — Relational | Strategic | Dynamic

This material is intended for general informational purposes only and should not be considered individualized investment, legal, or tax advice. Consult the appropriate professionals regarding your specific circumstances.

Time To Win!

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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!

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https://www.victoryprivatewealth.com

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!

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https://www.victoryprivatewealth.com