Victory Private Wealth Podcast: Where Smart Money Wins!
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!
Victory Private Wealth Podcast: Where Smart Money Wins!
Buy - Borrow -Die: The Ultra-High Net Worth Success Code
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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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