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 often leads to poor real-world outcomes
• How emotions, headlines, and recency bias quietly derail otherwise smart investors
• The critical difference between return chasing and goal-based strategic planning
• Why a portfolio with strong returns can still fail without proper structure
• How taxes, timing, cash flow, and risk exposure matter more than raw performance
• What disciplined investors do differently during market volatility
• How strategic planning creates clarity, confidence, and consistency over time

This conversation isn’t about predicting markets or finding the next hot investment. It’s about building a plan that works through all market cycles, aligns with your goals, and keeps you focused when others panic.

If you’re serious about long-term wealth—not short-term wins—this is an episode you don’t want to miss.

🎧 Tune in and learn why strategy beats chasing returns every single time.

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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 pull back the curtain on one of the most debated topics in personal finance: Term insurance vs. Whole Life insurance — not from a sales perspective, but through the lens of wealth accumulation, control, and long-term strategy.

We break down:

• Where Buy Term & Invest the Difference (BTID) CAN work — and where it often falls apart in real life
• How Whole Life insurance, when structured properly, functions as a financial asset, not just an insurance product
• The hidden costs of volatility, taxes, and human behavior that most projections ignore
• Why high-income earners, business owners, and professional athletes often use Whole Life as a foundation, not a replacement, for investing
• How access to liquid, tax-advantaged capital can change the way wealth is built and preserved over decades

This is not an “either/or” debate — it’s a strategy conversation.

If you’ve ever wondered:

• Why some wealthy families quietly use Whole Life while the internet trashes it
• Whether investing the difference actually happens consistently
• Or how to build wealth with certainty alongside growth

…this episode will challenge what you’ve been told and give you a clearer framework to decide what actually fits your financial life.

🎙️ Less theory. More reality. Smarter strategy.

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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, technical analysis gives you a deeper look inside market psychology. It’s not just about charts—it’s about understanding where money is flowing, who’s in control, and what the probabilities say about the next move.

We’ll break down the tools used by top traders, hedge funds, and institutional analysts: trend behavior, momentum indicators, volume dynamics, price patterns, and risk-managed entries. By the end of this episode, you’ll know how technical analysis can help you spot opportunities earlier, avoid traps more effectively, and build a more disciplined investment process.

This is where strategy meets execution. This is where data meets decision-making. And this is how smart money wins.

Let’s get into it.

Episode Highlights

• Trend Analysis: How to identify market direction and avoid fighting momentum.
• Support & Resistance: Key price levels that drive investor behavior—and how to trade around them.
• Volume & Market Psychology: Why volume confirms conviction and reveals hidden strength or weakness.
• Technical Indicators: Key market indicators and what they really mean (not what most investors think).
• Risk Management: Using technical signals to fine-tune entries, exits, and stop-loss discipline.

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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(Price to Earnings), P/B(Price to Book) both definitionally and then what it can mean in the real world of investing.

There are some very easy to understanding analogies in this episode. Discover the impact of economic conditions, industry trends, and management quality on long-term performance.

This episode will help you gain practical insights into how professional investors use fundamental analysis to spot opportunities and avoid risks. It's time to win!

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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 Winning!

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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 Planning tactics from a tax mitigation, strategic planning and passing your assets efficiently.
• The Core Pillars of Estate Planning
• Common mistakes we've seen
• Potential Next Steps

Keep Playing To Win!

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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 financial future. Time to win...

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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 unfair trade, or raise revenue.
• How do they affect your everyday life?
  Imagine paying extra to buy sneakers made overseas—those costs don’t just disappear. They ripple through the economy and hit where it hurts: margins, prices, and ultimately your wallet.

What’s a Trade War?

• A trade war happens when countries retaliate against each other’s tariffs, often escalating tensions.
• Recent examples: U.S.–China trade war, tariffs on steel/aluminum, and supply chain disruptions during COVID.
• Impact across industries: tech, agriculture, manufacturing—especially global brands and luxury goods.

How This Impacts Business Owners and Investors

• Higher Costs: Tariffs can increase production costs and reduce profit margins.
• Market Volatility: Trade wars spook investors. Markets react quickly to uncertainty.
• Global Supply Chains: Disruptions can delay inventory or reduce product availability.
• Currency Risk: Trade tensions often impact currency valuations—affecting international earnings.
• Opportunity or Threat?
  
  • Some domestic businesses may benefit from less foreign competition while others may struggle with increased costs or retaliation from foreign markets.

What about athletes and High Net Worth families?

• For Athletes:
  
  • Endorsements and sponsorship deals tied to international brands may be impacted.
• Investment portfolios with exposure to international or emerging markets are vulnerable to tariff policy changes.
• For HNW Individuals:
  
  • Alternative investments (private equity, real estate, commodities) can help hedge against geopolitical risk.
• Use of international diversification vs. a more U.S.-centric asset strategy during volatile trade periods.

Time to win!

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