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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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" could hit you harder than you think.
• Lifestyle Inflation: With big checks come big temptations—cars, houses, entourages—but smart money moves early make the difference later.

Tax Efficiency Plays

1. The Jock Tax – Play in Multiple States? Plan for It.

• Some states have no income tax (e.g., Florida, Texas, Nevada). Consider residency planning if it aligns with your career.
• Work with a tax pro who understands multi-state filings—it’s not just about where you live, but where you earn.

2. Maximizing Retirement Contributions (Even If You Don’t Play Forever)

• 401(k) & SEP IRAs: Teams may offer retirement plans, but you can also contribute to a SEP IRA or Solo 401(k)—saving on taxes now while growing wealth for later.
• Deferred Compensation Plans: Some teams allow you to defer earnings—reducing taxable income today and giving you more flexibility later.

3. Smart Business Structures – LLCs & S-Corps for Endorsements

• If you’re earning endorsement deals, setting up an LLC or S-Corp could reduce self-employment taxes and help structure income more efficiently.
• This also allows you to deduct business-related expenses (training, marketing, travel).

Segment 3: Wealth Protection & Growth Strategies

1. The Right Team – CPA, Financial Advisor, Attorney

• You wouldn’t go into a game without a coach—so don’t try to manage millions alone.
• Work with fiduciary advisors who prioritize your interests (not just selling you products).

2. Alternative Investments – Beyond Stocks & Bonds

• Real estate, private equity, and business ownership can create long-term wealth beyond the game.
• Investing in cash-flowing assets (like rental properties) can provide passive income long after the playing days are over.

3. Estate Planning – Protect Your Family & Legacy

• Wills, trusts, and life insurance ensure that your wealth is protected for future generations.
• Without planning, your assets could be hit with unnecessary taxes or legal battles.

The biggest mistake athletes make? Not planning early.

• Start thinking beyond the paycheck and make your money work for you—build, protect, and Optimize your wealth.

Conclusion

At Victory Private Wealth, we believe financial success isn’t just about numbers—it’s about strategy, discipline, and the right mindset. Whether you're building wealth, protecting assets, or planning for the future, every decision moves you closer to financial victory. The question is… Are you ready to win?”

Subscribe, share, and start making smart money moves!

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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.

Personal Internal Inflation
• Definition: The rate at which your personal expenses increase based on your unique
lifestyle and financial choices.
• How personal inflation differs from CPI (e.g., luxury goods, private education, high-end
services).
• Why high-net-worth individuals and pro athletes often experience inflation higher than CPI.

Managing Personal Inflation
• Awareness: Forward looking about what’s coming in on a month to month basis and then having a longer term approach over 1-2 years or even longer as far as your expenses go and be sure to track your personal spending trends.
• Smart budgeting: Align spending with wealth-building goals.
• Inflation hedges: Could you invest in assets that outpace your personal inflation?
• Tax-efficient strategies: Reducing unnecessary financial drag.
• Adapting: How to stay ahead of inflation without sacrificing lifestyle. Preparing to win vs. reacting to the situation

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