Shows
Vital Wealth Strategies122 | The Content Strategy That Can 10X Your Reach with Nathan GwilliamCan a podcast become one of the most valuable marketing assets your business ever builds? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with entrepreneur and digital platform builder Nathan Gwilliam, founder of Pod Up, to discuss how podcasting has evolved into a powerful growth strategy for entrepreneurs and CEOs. Patrick explores why podcasting has become such an effective way to build authority, develop relationships with influential people, and expand a company’s reach. Nathan shares insights from building large digital platforms that have reached hundreds of millions of users and explains why po...
2026-03-1051 min
Vital Wealth Strategies121 | Stop Gambling on Startups: The Smarter Path to Business Ownership with Greg MohrWhat if the fastest path to business ownership wasn’t starting from scratch, but stepping into a system that’s already proven to work? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with franchise consultant and Wall Street Journal bestselling author Greg Mohr to unpack what franchising really looks like behind the scenes. Together, they explore how entrepreneurs can replace W2 income, diversify risk, and build scalable cash flow without reinventing the wheel. For high earners who feel stuck in income concentration or hesitant to gamble six figures on an unproven startup, this conv...
2026-03-0345 min
Vital Wealth Strategies120 | The Tax Strategies The High Net Worth Use That CPAs Won’t Talk About with Michael MoffaThe wealth you’ve worked so hard to build could be eroded far more by taxes and lawsuits than by market volatility. In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Michael Moffa, Founder and President of Prosperity Tax Advisors and Prosperity Wealth Advisors, to discuss how entrepreneurs can shift from reactive tax filing to proactive tax strategy. Patrick, founder of Vital Wealth, leads a compelling conversation about why many business owners outgrow their CPA, how fragmented financial advice creates unnecessary risk, and why true wealth building requires coordination between tax planning, investment st...
2026-02-241h 01
Vital Wealth Strategies119 | Designed to Last: The Shift from Operator to Architect That Scales Your BusinessWhat if the very systems that helped build a successful business are now the reason it can’t scale? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Michael O'Keefe to explore the critical shift entrepreneurs must make to grow beyond their current ceiling. Together, they unpack why hustle alone won’t scale a business, how leadership evolution impacts enterprise value, and why structural design matters more than effort at higher levels of growth. This conversation challenges founders and CEOs to rethink their role, their financial architecture, and their strategy for long-term durability.
2026-02-1758 min
Vital Wealth Strategies118 | Stop Doing This With Your LLCs (It Could Cost You Millions) with Bobby CaseyWhat if the real reason your business feels exposed isn’t your income, but your structure? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan breaks down why so many successful entrepreneurs remain vulnerable to lawsuits, tax inefficiencies, and unnecessary risk due to poor entity planning and lack of privacy. Patrick is joined by Bobby Casey, founder of Business Anywhere, who shares hard-earned insights from decades of entrepreneurial experience helping business owners protect assets, reduce exposure, and build resilient structures that support long-term freedom.
Together, Patrick and Bobby dive into the real-world mechanics of as...
2026-02-101h 04
Vital Wealth Strategies117 | How High-Net-Worth Investors Build Passive Income at Scale with Bronson HillWhat if building Passive Income didn’t require becoming a landlord or adding another job to your life?
In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan, founder of Vital Wealth, sits down with Bronson Hill to unpack how investors and high net worth entrepreneurs can create truly scalable wealth without sacrificing time, freedom, or focus. Patrick brings his perspective as a tax-focused wealth strategist, while Bronson shares his journey from medical device sales to replacing earned income with passive cash flow in under three years through private real estate and alternative investments....
2026-02-0346 min
Vital Wealth Strategies116 | Designed to Last A Strong Financial FoundationWhat if hitting seven figures doesn’t make money easier… it actually makes every decision harder? In this kickoff episode of the “Designed to Last” series on the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Michael Loki, a Vital Wealth advisor, for a conversation that challenges a common belief entrepreneurs have as they grow: that more income automatically brings more clarity. Instead, Patrick explains why success often creates more moving parts, more decisions, and more pressure and why financial confidence must be built intentionally, not hoped for.
Throughout the episode, Patrick breaks down the real rea...
2026-01-2743 min
Vital Wealth Strategies115 | The Dollar Is Dying… Here’s What Comes Next with David MorganWhat happens to your wealth and your freedom, when money is no longer backed by anything and every transaction can be tracked, restricted, or shut off? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with financial researcher and author David Morgan to unpack the real risks of fiat currency, inflation, and centralized monetary control. David shares decades of insight into how modern money is created, why inflation quietly erodes purchasing power, and how financial “stability” can mask a system built on increasing debt, manipulation, and surveillance.
Throughout the conversation, Patrick and Davi...
2026-01-2058 min
Vital Wealth Strategies114 | How Founders Can Unlock Liquidity Without Triggering Massive Taxes with Greg BroggerWhat happens when your net worth grows faster than your liquidity and your tax bill keeps climbing along the way? Many founders and executives with equity in private companies find themselves asset-rich on paper but limited in flexibility, diversification, and tax efficiency. In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan explores one of the most overlooked challenges facing high-earning entrepreneurs: concentrated, illiquid private equity and the hidden risks that come with waiting on a future liquidity event.
Patrick is joined by Brogger, Founder and CEO of Collective Liquidity and a pioneer in private...
2026-01-1341 min
Vital Wealth Strategies113 | AI is a Force Multiplier but Only if You Know How to Leverage it with Steven SaehrigIs AI really ready to run parts of your business, or is it just another overhyped tool that creates more confusion than clarity? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan, founder of Vital Wealth, sits down with Steven Saehrig, founder of Descent IT, to cut through the noise and explain what AI actually looks like when implemented correctly inside a real business. Rather than focusing on shiny tools or viral prompts, this conversation gets practical, strategic, and grounded in how entrepreneurs can use AI to increase efficiency, protect their data, and future-proof their organizations.
2026-01-061h 00
Vital Wealth Strategies112 | Throw Your Goals Away: Build the Operating System That Wins the YearWhat if the reason you keep falling short of your goals has nothing to do with motivation or discipline? In this episode of the Vital Wealth Strategies Podcast, Patrick Lonergan challenges the way most high performers plan their year and explains why traditional goal setting is often the very thing holding them back. Patrick, founder of Vital Wealth, works with high-earning entrepreneurs to help them optimize cash flow, reduce taxes, and build intentional wealth. In this episode, he makes the case that most people do not have a goal problem at all. They have a systems problem.
Rathe...
2025-12-3024 min
DecaMillionaire DecodedTax Strategies for DecaMillionaires, with Patrick LonerganIn this episode of the Decamillionaire Decoded Podcast, host Justin Goodbread sits down with tax strategist Patrick Lonergan, founder of Vital Wealth, to discuss high-level tax strategies specifically designed for business owners striving for Decamillionaire status. Their conversation highlights that tax planning is not just about adding another zero to a bank account, but about optimizing life. LinkedIn: Patrick Lonergan WWW: VitalStrategies.com Learn more about Relentless Value Coaching: https://www.justingoodbread.com/coaching/
2025-12-2947 minDecaMillionaire DecodedTax Strategies for DecaMillionaires, with Patrick LonerganIn this episode of the Decamillionaire Decoded Podcast, host Justin Goodbread sits down with tax strategist Patrick Lonergan, founder of Vital Wealth, to discuss high-level tax strategies specifically designed for business owners striving for Decamillionaire status. Their conversation highlights that tax planning is not just about adding another zero to a bank account, but about optimizing life. LinkedIn: Patrick Lonergan WWW: VitalStrategies.com Learn more about Relentless Value Coaching: https://www.justingoodbread.com/coaching/
2025-12-2947 minDecaMillionaire DecodedTax Strategies for DecaMillionaires, with Patrick LonerganIn this episode of the Decamillionaire Decoded Podcast, host Justin Goodbread sits down with tax strategist Patrick Lonergan, founder of Vital Wealth, to discuss high-level tax strategies specifically designed for business owners striving for Decamillionaire status. Their conversation highlights that tax planning is not just about adding another zero to a bank account, but about optimizing life. LinkedIn: Patrick Lonergan WWW: VitalStrategies.com Learn more about Relentless Value Coaching: https://www.justingoodbread.com/coaching/
2025-12-2947 min
Vital Wealth Strategies111 | Following Jesus: The One Area You Never OptimizedWhat if you believe in Jesus but have never actually followed Him? In this special Christmas-week episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan, founder of Vital Wealth, challenges high-achieving entrepreneurs to examine a quiet but unsettling tension many successful people feel. After building businesses, optimizing finances, and doing “all the right things,” why does life still feel incomplete? Patrick explores whether success, discipline, and even belief can exist without true surrender and why that gap matters both now and eternally.
In a solo, deeply reflective teaching, Patrick unpacks the difference between cultural Christianity and bibl...
2025-12-2345 min
Vital Wealth Strategies110 | The CEO Mistakes Costing You Profit, Time, and Sanity with Stacey BullmanThe biggest threat to your business isn’t external, it’s the blind spots you can’t see. In this episode of The Vital Wealth Podcast, host Patrick Lonergan sits down with Stacey Bullman, founder of I’m Not Mad at You, a consultancy built on 25 years of corporate experience and a decade of transforming small and midsize businesses. Stacey specializes in helping leaders uncover the issues hiding beneath the surface, operational gaps, leadership challenges, misaligned messaging, and missed revenue opportunities and gives them the clarity and confidence they need to move forward.
Patrick and Stacey dig into why...
2025-12-1655 min
Vital Wealth Strategies109 | Create a Multi-Million Dollar Exit using The 5-Pillar System with Justin GoodbreadWhat if the business you’ve spent years building is worth far less than you think and what if fixing that starts long before you ever plan to sell? In this episode of the Vital Wealth Podcast, host Patrick Lonergan sits down with serial entrepreneur and exit expert Justin Goodbread, who has started, scaled, and sold seven companies with 7-, 8-, and 9-figure valuations. Together, they unpack why most business owners unknowingly sabotage their future exit, how to build a company that runs without the owner, and the exact framework that transforms a stressful, owner-dependent business into a scalable, tr...
2025-12-0956 min
Vital Wealth Strategies108 | Why the Financial Industry Wants You Confused: A Conversation with Mike MilliganWhat if your financial plan wasn’t just about money but about building a life of freedom, purpose, and peace of mind? In this episode of The Vital Wealth Podcast, host Patrick Lonergan sits down with Mike Milligan, founder of One Oak Financial and author of The One of a Kind Financial Plan. Together, they unpack how the financial industry often overcomplicates wealth management and how individuals can reclaim control through simplicity, education, and values-based decision-making. Mike shares his personal journey from the banking world to teaching financial literacy at Old Dominion University, offering listeners a refreshing perspective on wh...
2025-12-0251 min
Vital Wealth Strategies107 | From Chaos to Clarity: How to Truly Scale Your Business with Courtney De RondeIs your business growing but somehow getting harder to manage? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Courtney De Ronde, CEO of Forge Financial and Management Consulting, to unpack what it really takes to move from growth to true scale. Together they explore how entrepreneurs can evolve from being the do-it-all founder to a confident leader who builds systems, empowers teams, and creates a business that runs efficiently, without running them into burnout.
Listeners will discover why scaling requires more than just working harder, how to make data-backed decisions, a...
2025-11-2559 min
Vital Wealth Strategies106 | From Invisible to In-Demand: The PR Strategy Every Entrepreneur Needs with Mickie KennedyWhat if your business could land in The Wall Street Journal or Good Morning, without spending a fortune on traditional PR? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Mickie Kennedy, founder of eReleases, to uncover how entrepreneurs can use strategic press releases to build lasting credibility and attract national media attention. They dive deep into the storytelling techniques that capture journalists’ interest, the evolving world of PR in the age of AI, and how earned media can amplify trust far beyond what ads and social media can deliver.
Patrick and...
2025-11-1853 min
Vital Wealth Strategies105 | Building Profitable Businesses on Biblical Principles with David ReeceCan you build a thriving business without compromising your faith or values? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with David Reece, CEO and founder of The Reece Fund, to explore how faith-based principles can fuel both profitability and purpose. David shares his journey from manufacturing and real estate to building a private equity firm focused on acquiring and growing Christian-led businesses. Together, Patrick and David unpack how Biblical wisdom, operational excellence, and stewardship intersect to create companies that not only perform financially but also leave a lasting impact.
Listeners w...
2025-11-111h 01
Vital Wealth Strategies104 | The Entrepreneur’s Guide to Hiring, Leadership, and Compliance with Vicky BrownWhat if the biggest threat to your business growth isn’t your competition but your HR strategy? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Vicky Brown, founder and CEO of Idomeneo HR Resources, to unpack how entrepreneurs can build thriving teams, avoid costly HR mistakes, and create scalable structures that support long-term success.
Patrick and Vicky dive deep into the systems behind effective hiring, leadership development, and compliance and how the right HR foundation can free business owners to focus on what truly drives growth. From understanding the difference bet...
2025-11-041h 02
Vital Wealth Strategies103 | The Secret to Keeping Your Crypto Millions Safe and Tax-Efficient with Jake ClaverWhat happens when crypto wealth skyrockets overnight but there’s no plan to protect it, grow it, or pass it on? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Jake Claver, Managing Director, CEO, and Founder of Digital Ascension Group, to explore how today’s high-net-worth crypto investors are turning digital volatility into lasting wealth. Together, they break down how to build a family office framework that safeguards assets, reduces taxes, and creates generational stability, even if your fortune began with a single successful trade.
Patrick and Jake dive deep into...
2025-10-2847 min
Vital Wealth Strategies102 | How to Capture More Revenue Without Spending More on Marketing with Jason KramerAre you unknowingly leaving money on the table in your business? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Jason Kramer, founder of Cultivize, to uncover how entrepreneurs can stop losing track of leads, strengthen client relationships, and scale their revenue through smarter CRM systems. Together, they dive deep into why most CRMs fail, how to design one that fits your business, and the proven automation tactics that can help you capture more opportunities without spending another dollar on marketing.
Listeners will walk away with actionable strategies to streamline lead m...
2025-10-2150 min
Vital Wealth Strategies101 | Philosophy for Life – The Framework for Living a Rich LifeWhy are you really building your business? In this solo episode of The Vital Wealth Podcast, host Patrick Lonergan takes listeners beyond profit and productivity to explore what it truly means to live an optimized life. Drawing from years of helping entrepreneurs minimize taxes, master wealth, and pursue freedom through the Entrepreneur Private Office financial structure, Patrick introduces a powerful framework for the most valuable things in life called R.E.A.C.H.: Relationships, Experiences, Advancement, Contribution, and Health. With practical examples, timeless wisdom, and personal stories, he reveals how aligning your business and life with biblical truth...
2025-10-141h 16
Vital Wealth Strategies100 | How to Maximize Value, Maintain Influence and Preserve Your Culture: ESOP Power Play with Gary GrayWhat if you could sell your business for full market value, keep your culture intact, and still reward the employees who helped you build it? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Gary Gray, from Tenor ESOP Partners, to unpack how entrepreneurs can maximize value and create lasting wealth through an Employee Stock Ownership Plan (ESOP). Gary shares his personal story of selling his own business through an ESOP, growing it threefold afterward, and now guiding other owners through the same life-changing process.
Patrick and Gary dive deep into w...
2025-10-0749 min
Vital Wealth Strategies099 | Why Marketing Feels Broken and How to Fix It Fast with Bryan PhelpsWhat if the way entrepreneurs think about marketing is the very thing holding them back from sustainable growth? On this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Bryan Phelps, founder of Big Leap Digital Marketing Agency, to uncover what’s really working in today’s ever-changing landscape. From the rise of AI reshaping how customers search and discover brands, to the timeless importance of clear messaging and brand trust, this conversation is packed with insights every entrepreneur needs to hear.
Patrick and Bryan explore the pitfalls of chasing shiny new marketing tacti...
2025-09-3037 min
Vital Wealth Strategies098 | The New Gold Rush: IP, AI, and Blockchain Opportunities with Nirav MurthyWhat happens when artificial intelligence reshapes the way intellectual property is created, shared, and monetized? On this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Nirav Murthy, co-founder and co-CEO of Camp Network, to tackle one of the most pressing questions facing entrepreneurs and creators today: how to protect your work in an AI-driven world. From blockchain verification to smart contracts, Nirav reveals how Camp Network is building tools that allow creators to not only safeguard their content but also turn it into revenue-generating assets.
Listeners will hear real-world examples ranging from B...
2025-09-2337 min
Vital Wealth Strategies097 | Forecasting, Cash Flow, and Clean Books: The Entrepreneurs Financial Playbook with Natalia ZacharinAre you running your business by looking at your bank balance and hoping for the best? On this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Natalia Zacharin, founder of Zacharian Consulting and a financial strategist who transformed her side hustle into a multimillion-dollar firm recognized on the Inc. 5000 list. Together, they break down why financial clarity is the foundation of every successful business and how entrepreneurs can avoid the pitfalls of cash flow stress, tax surprises, and costly mistakes.
Listeners will discover the step-by-step journey of building a financial team, from b...
2025-09-1644 min
Vital Wealth Strategies096 | Unlock Hidden Capital: How to Scale Your Business with Smart Leverage with Jimmy RiosWhat if the key to scaling your business faster wasn’t working harder but learning how to leverage capital the right way? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Jimmy Rios, CEO and founder of Rios Business Advisors and Next Level Credit. Together, they dive deep into the world of business credit, strategic leverage, and building the financial foundation every entrepreneur needs to thrive. From creative financing strategies to building systems that generate additional income streams, this episode is packed with actionable insights to help entrepreneurs grow smarter and faster.
W...
2025-09-0950 min
Vital Wealth Strategies095 | Unlock Exponential Growth: The AI and Marketing Playbook for Entrepreneurs with David AsarnowWhat if scaling your business revenue didn’t mean working harder but working smarter? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with David Asarnow, founder of Business Nitrogen and a leading expert in revenue growth and AI-driven marketing strategies. Together, they unpack how entrepreneurs can create exponential growth by identifying their “best buyers,” leveraging intentional marketing campaigns, and harnessing the power of AI to streamline outreach and conversion.
Whether you’re a seasoned entrepreneur or just starting to scale, this conversation offers actionable insights you can implement today. From building multi-tou...
2025-09-0245 min
Vital Wealth Strategies094 | Fraud Happens Fast: What Every Business Owner Needs to Know with Megan KinneyAre you unintentionally leaving your business vulnerable to fraud or cyberattacks? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with trusted expert Megan Kinney for a powerful conversation about financial protection and operational safeguards every entrepreneur should know. From sophisticated fraud to internal embezzlement, this episode pulls back the curtain on the real risks business owners face, and offers clear, practical strategies to help prevent costly mistakes before they happen.
Patrick and Megan explore how adding the right amount of friction to your financial systems can actually protect your profits, and w...
2025-08-2640 min
Vital Wealth Strategies093 | Faster Funding, Lower Risk: A New Approach to Real Estate Finance with Dave KotterWhat if you could secure funding for a real estate deal in weeks instead of months, without the slow, bureaucratic process of traditional banks and still protect your downside like a seasoned investor? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Dave Kotter, founder of Hybrid Debt Fund and Integrity Capital, to explore a game-changing approach to real estate financing and private credit investing. Whether you’re a developer looking to close deals faster or an accredited investor seeking secure, high-yield opportunities, this conversation reveals how Hybrid Debt Fund is bridging the ga...
2025-08-1936 min
Vital Wealth Strategies092 | Avoid Buyer’s Remorse: The Smartest Real Estate Move Before Making an Offer with Bob FradyAre you buying real estate without a clear picture of the risks involved? In this eye-opening episode of the Vital Wealth Podcast, host Patrick Lonergan sits down with data entrepreneur Bob Frady, co-founder of PropertyLens.com, to uncover how homebuyers and investors can dramatically reduce risk and negotiate smarter using big data. Patrick, a seasoned financial strategist and real estate investor, introduces Property Lens as the “Carfax for houses,” and together they unpack how this innovative tool empowers buyers with insights previously buried in obscure databases, aging PDFs, or not disclosed at all. Whether you’re eyeing a second home...
2025-08-1238 min
Vital Wealth Strategies091 | Don’t Let the IRS Win: The Real Cost of Late Tax PlanningAre you an entrepreneur tired of watching massive chunks of your hard-earned money disappear into taxes every year? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Ryan Johns. Ryan is one of the lead financial advisors at Vital Wealth and an attorney. They uncover the truth about why most tax planning fails and how high-earning business owners can finally get ahead of the IRS. With Ryan’s unique background bridging law, financial advising, and wealth strategy, this conversation reveals practical steps every entrepreneur can take to save big, improve cash flow, and bui...
2025-08-0552 min
Vital Wealth Strategies090 | The 3 Business Phases Every Entrepreneur Must Master to Avoid Burnout with Leslie HasslerIs your business growing but so is your stress, chaos, and burnout? In this episode of The Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Leslie Hassler, founder of Your Biz Rules and author of First This, Then That, to challenge the traditional narrative of business success. With nearly two decades of experience guiding entrepreneurs, Leslie brings a fresh philosophy: Scaling Rich, a model of intentional, profitable growth that enhances your life rather than consumes it. Together, they unpack the difference between growth and true scalability, why recovery is a critical phase most founders skip, and how...
2025-07-2946 min
Vital Wealth Strategies089 | The Psychology Tools Missing From Your Marketing with Rai CornellAre you pouring money into marketing but not seeing the results you hoped for? What if the real problem isn’t your strategy, but your psychology? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Rai Cornell, founder of Cornell Content Marketing and former correctional psychologist, to uncover how applying behavioral science can transform the way entrepreneurs attract, convert, and retain clients. With nearly two decades of marketing experience and a deep understanding of human behavior, Rai breaks down her signature ELITE Method, showing business owners how to move from scattered tactics to a...
2025-07-2259 min
GET UNSTUCKGU262 Pay Less Tax, Build More Wealth: How Entrepreneurs Win the Finance Game with Patrick LonerganMost entrepreneurs treat taxes like a once-a-year chore.
But in Episode GU 262, Patrick Lonergan shares why tax strategy is a daily business decision.
From dropping out of law school to running multiple seven-figure businesses, Patrick has mastered the art of building wealth while legally slashing tax bills. This episode is packed with surprising, actionable insights—like why bookkeeping is the best investment you’re not making, and how moving money from your “right pocket to left pocket” can save you thousands.
We also explore legacy, family, and freedom—because as Patrick says,
“The whole go...
2025-07-2038 min
Vital Wealth Strategies088 | The Cybersecurity Wake-Up Call Every Entrepreneur Needs - A Conversation with Steven SaehrigWhat would happen if your business got hacked tomorrow, would you be ready? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan, a high-level tax strategist and entrepreneur, sits down with Steven Saehrig, founder of Descent IT and a cybersecurity veteran with over 20 years of experience protecting small businesses. Together, they dive into the hidden risks entrepreneurs face in today’s digital world, from phishing emails and ransomware to employee access and outdated hardware. This is a must-listen for any business owner who wants to safeguard their operations, protect sensitive data, and avoid the massive financial an...
2025-07-1544 min
Vital Wealth Strategies087 | From Main Street to Blockchain: Advanced Capital Gains Tax Moves for Big ExitsIs the IRS your silent business partner, taking 30% or more of your hard-earned gains? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan, founder of Vital Wealth, unpacks critical updates from the newly passed One Big Beautiful Bill Act and breaks down powerful, legal tax strategies entrepreneurs can use to reduce or eliminate their capital gains tax. Whether you're selling a business, offloading real estate, or managing a growing estate, this episode provides real-world insights that could save you millions.
Patrick walks listeners through smart ways to leverage deferral techniques, reduction tools, and philanthropic g...
2025-07-0839 min
Vital Wealth Strategies086 | The IRS Is Getting Smarter. Are You Ready? Tax Survival Tips from Stephen WeisbergAre you prepared if the IRS comes knocking or worse, if you owe more than you can pay? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan, a seasoned advisor to high-performing entrepreneurs, sits down with Stephen Weisberg, founder and lead attorney at the W Tax Group. With over a decade of experience navigating IRS disputes, audits, and tax debt resolution, Stephen shares real-world strategies to help business owners avoid costly mistakes and resolve tax issues with confidence.
This episode is packed with practical insights every entrepreneur should hear, from what to do if y...
2025-07-0145 min
Vital Wealth Strategies085 | Passive Income, Tax Strategy and Crypto: What You Need to Know About Bitcoin Mining with Beau TurnerIs it really possible to generate passive income, reduce your tax burden, and build long-term wealth, all through Bitcoin mining? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Beau Turner, founder of Abundant Mines, to unpack one of the most misunderstood and potentially lucrative opportunities in today’s financial landscape. Patrick and Beau go beyond the surface of crypto hype and dig into the real strategies, tax advantages, and business models behind profitable Bitcoin mining.
Listeners will gain insight into how crypto mining can function as a cash-flowing business, what kin...
2025-06-2454 min
Vital Wealth Strategies084 | How to Beat Wall Street Using Your IRA and 401(k) – Insider Tactics from Adam BergmanWhat if your retirement account could do more than just survive Wall Street, what if it could help you build real, tax-free wealth? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Adam Bergman, tax attorney, founder of IRA Financial, and author of nine books on self-directed retirement strategies. Together, they dive into the powerful, yet often misunderstood world of self-directed IRAs and 401(k)s and how entrepreneurs can use these tools to invest in real estate, private companies, crypto, and other high-growth opportunities completely outside of traditional stock and bond portfolios.
2025-06-2149 min
Vital Wealth Strategies084 | How to Beat Wall Street Using Your IRA and 401(k) – Insider Tactics from Adam BergmanWhat if your retirement account could do more than just survive Wall Street, what if it could help you build real, tax-free wealth? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Adam Bergman, tax attorney, founder of IRA Financial, and author of nine books on self-directed retirement strategies. Together, they dive into the powerful, yet often misunderstood world of self-directed IRAs and 401(k)s and how entrepreneurs can use these tools to invest in real estate, private companies, crypto, and other high-growth opportunities completely outside of traditional stock and bond portfolios.
2025-06-1749 min
Vital Wealth Strategies083 | The Hidden Traps in Selling Your Business and How to Avoid Them with John MartinkaWhat if selling your business could be simple, profitable, and even… graceful?
In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with John Martinka, seasoned exit planning advisor and author of “Exit with Style and Grace and More Money.” Together, they break down what it really takes to prepare your business for a sale that leaves you in control and with more cash in your pocket. Whether your years away from exiting or just starting to consider the possibility, this episode will change the way you think about the value hidden inside your bu...
2025-06-1043 min
Vital Wealth Strategies082 | Former Goldman Sachs Insider Reveals the Smart Way to Use Insurance with Wallis Wilkinson TsaiIs your insurance policy building wealth or just a cost? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan, founder of Vital Wealth, sits down with Wallis Wilkinson Tsai, a former Goldman Sachs investment banker, hedge fund investor, and co-founder of AboveBoard Financial. Together, they explore how insurance can become a powerful tool in your financial strategy, if it’s used correctly. Whether you're a high-level entrepreneur, CEO, or business owner, this conversation will show you how to turn insurance from a sunk cost into a high-leverage asset.
Wallis shares her expertise on everything fro...
2025-06-031h 02
Vital Wealth Strategies081 | The AI Playbook Every Entrepreneur Needs (Before They Get Left Behind) with Jonathan MastCould AI your biggest untapped business partner? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan is joined by Jonathan Mast, an AI prompting pioneer and seasoned digital innovator who’s been leveraging emerging tech since the earliest days of the internet. Together, they unpack how AI is transforming the way entrepreneurs operate, making it easier to save time, increase profits, and deliver more value without burning out or hiring more people.
From marketing strategies and SOP creation to customer service automation and building your own virtual board of advisors, Jonathan breaks down real-world use...
2025-05-2745 min
Vital Wealth Strategies080 | Real Estate Cash Flow, Depreciation & Passive Income: Strategies for High-Income Earners with Lane KawaokaIs your wealth strategy stuck on the ground floor? Learn how Lane Kawaoka went from a civil engineer to managing over $2.1 billion in real estate—and how you can use the same framework to create your own wealth elevator.
In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Lane Kawaoka, former civil engineer turned real estate powerhouse, bestselling author, and host of a top 50 investing podcast. Lane shares his journey from buying his first rental in Seattle to building a portfolio of over 10,000 units and founding The Wealth Elevator. If you're a h...
2025-05-2053 min
Vital Wealth Strategies079 | Protect Your Legacy from Taxes, Lawsuits, and Family Feuds with Antony JoffeAre you building a legacy that lasts or leaving your wealth exposed to taxes, lawsuits, and family conflict?
In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Anthony Joffe, Chairman of Sterling Trustees, one of the nation’s top independent corporate trustees based in South Dakota. With nearly two decades of experience helping ultra-high-net-worth families structure their trusts, Anthony shares powerful insights into why trusts are more than estate tools, they're strategic wealth planning vehicles. Patrick and Anthony explore what makes South Dakota the gold standard for trust law, the dangers of...
2025-05-1349 min
Vital Wealth Strategies078 | How to have the Perfect Sales Call — The One Key Ari Galper Says You Must HaveHave you ever walked away from a sales conversation thinking it went perfectly, only to lose the deal anyway? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Ari Galper, the world’s leading authority on trust-based selling and the author of seven bestselling books. Patrick and Ari dive deep into why traditional sales methods fail even when conversations seem to go well and how entrepreneurs can shift to a trust-first approach that builds genuine relationships and dramatically increases close rates. Ari shares the pivotal story that changed his entire philosophy on sales, re...
2025-05-0636 min
Vital Wealth Strategies077 | How to Instantly Build Trust and Close More Deals – Mary Schmid on the Neuroscience of ConversationsHave you ever felt like your conversations aren’t landing the way you want them to? Whether it’s with clients, employees, or even family, communication can be the difference between building trust and creating disconnect. In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Mary Schmid, a communication and leadership expert specializing in the neuroscience of conversations. Mary shares how small shifts in the way we communicate can lead to deeper connections, stronger business relationships, and better outcomes.
Together, Patrick and Mary explore the three levels of conversation and why most...
2025-04-2953 min
Vital Wealth Strategies076 | Financial Clarity = More Profit: How to Fix Your Books and Scale with Matt Tait of DecimalAre your business financials holding you back without you even realizing it? Many entrepreneurs have a great product and strong marketing, but when it comes to bookkeeping, cash flow, and financial strategy, things get messy. In this episode of The Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Matt Tait, CEO of Decimal, to uncover the biggest financial mistakes business owners make and how to fix them. Matt shares his journey from law to entrepreneurship, the role of technology in financial management, and the critical shifts needed to scale a business profitably.
This conversation is p...
2025-04-2253 min
Vital Wealth Strategies075 | The Untold Power of Private Placement Life Insurance: Amazing Tool to Build Wealth Tax Free and Protect Your Legacy with Michael MalloyWhat if there was a legal way to eliminate taxes on millions of dollars in investment gains—permanently? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Michael Malloy, a global authority on Private Placement Life Insurance (PPLI). With over 30 years of experience helping wealthy families protect and grow their assets, Michael shares how this little-known strategy can transform the financial future of entrepreneurs, real estate investors, and crypto holders.
Patrick and Michael dive into the structure and benefits of PPLI, how it fits into a larger wealth-building strategy, and why it’...
2025-04-1554 min
Vital Wealth Strategies074 | The Secret to Leadership That Drives Growth & Retains Top Talent with Haley GraylessWhat makes a business truly successful? It’s not just about having a great product or strong marketing—it’s about building a team that is engaged, motivated, and aligned with your vision. In this episode of The Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Haley Grayless, CEO and Founder of Vaxa Collective, to discuss the critical role of leadership and workplace culture in driving business success. Haley shares her expertise on how to create a thriving, high-performing team by focusing on emotional intelligence, psychological safety, and performance accountability.
Whether you're struggling with disengaged employe...
2025-04-081h 06
Vital Wealth Strategies073 | Stop Going It Alone: How Advisory Boards Help Founders Win Bigger with Evan KrautWhat if the key to unlocking your next level of business growth isn’t another tool or tactic—but a room full of trusted advisors?
In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Evan Kraut, co-founder and managing partner of Board Stream, a company that builds and manages advisory boards as a service. With a rich background in startup growth, private equity, and executive leadership, Evan shares how the right advisory board can help entrepreneurs gain clarity, avoid costly mistakes, and scale more effectively. Whether you’re running a high-growth busines...
2025-04-011h 10
Vital Wealth Strategies072 | Turn Your Expertise into a Revenue-Generating Book – Paul McManus Breaks It DownHave you ever considered writing a book but felt overwhelmed by the time commitment, the process, or even the fear of not being "expert enough"? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with bestselling author Paul McManus, creator of The Short Book Formula, to uncover how writing a concise, high-impact book can establish your authority, attract premium clients, and generate millions in revenue for your business. Whether you're a financial advisor, entrepreneur, or service professional, Paul shares a proven roadmap to writing, publishing, and leveraging a book—without putting your business on ho...
2025-03-2551 min
Vital Wealth Strategies071 | If You’re Not Selling, You’re Not Scaling—Dave Hanley’s Strategies for GrowthAre you struggling to grow your business because sales just aren’t where they need to be? Many entrepreneurs think that having a great product is enough, but without a strong sales strategy, even the best businesses can fail. In this episode of The Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Dave Hanley, a seasoned entrepreneur, sales expert, and three-time founder with over $200 million in successful exits. Dave shares his insights on why having the best product isn’t enough—it’s about having the right sales process in place. He breaks down the COD framework for craf...
2025-03-1852 min
Vital Wealth Strategies070 | This Simple Cash Flow Strategy Can Transform Your Business – Susanne Mariga Breaks It DownIs your business truly profitable, or are you just generating revenue without seeing the financial rewards? In this episode of The Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Susanne Mariga, a Profit First Certified Master, author, and fractional CFO, to break down the powerful Profit First framework. Susanne shares how business owners can intentionally create profit, structure their pricing for maximum value, and make strategic financial decisions that lead to lasting success. She also dives into the importance of surrounding yourself with the right people and how small, incremental changes can turn your business into a...
2025-03-1156 min
Vital Wealth Strategies069 | The Hidden Power of Whole Life Insurance for Business Owners with Mark WillisWhat if You Could Become Your Own Bank and Build Tax-Free Wealth?
In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Mark Willis, #1 best-selling author, owner of Lake Growth Financial Services, and co-host of the Not Your Average Financial Podcast. Together, they uncover a powerful strategy that’s helping entrepreneurs take control of their finances and create long-term financial stability. Mark shares how properly designed whole life insurance can be far more than a death benefit—it can serve as a personal bank, providing liquidity, predictable growth, and tax-free income for busin...
2025-03-0456 min
Vital Wealth Strategies068 | From Startup to 8-Figure Exit: The Wealth Strategies That Work and Pitfalls to Avoid with Jason SchappertWhat separates a thriving business from one that struggles to stay afloat? More often than not, the answer lies in financial management—both personal and professional. In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Jason Schappert, a seasoned entrepreneur who successfully scaled and exited his business with an eight-figure deal. Now, he’s applying his financial expertise to his latest venture, Moola, a cutting-edge financial management tool designed to help business owners gain control of their money, scale smarter, and protect their wealth. Jason shares the hard lessons he learned along the way...
2025-02-2557 min
Vital Wealth Strategies067 | Win or Learn: The Entrepreneur Mindset You Need to Succeed with Pat BrennanWhat does it really take to build a business that not only thrives but runs without you? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Pat Brennan, CEO and founder of Catalyze Growth Partners, to explore the keys to entrepreneurial success. Pat shares his inspiring journey—from getting fired to discovering he was meant to be an entrepreneur—and how he built a business that helps companies grow through a holistic approach to marketing, lead generation, and client acquisition.
Throughout the conversation, Pat reveals how to fail forward and adapt to an...
2025-02-1848 min
Vital Wealth Strategies066 | The Hard Truth About Leadership—And Why Most Entrepreneurs Get It Wrong with Christian MunteanWhat if scaling a business wasn’t about working harder but about leading smarter? In this episode of Vital Wealth Strategies, host Patrick Lonergan sits down with leadership expert and author Christian Muntean, who has helped businesses scale up over $500 million. Christian shares his powerful leadership framework, built from his experience in international disaster relief and personal fitness training, to help entrepreneurs develop healthy habits, intentional leadership, and a mindset for sustainable success.
Together, Patrick and Christian explore the biggest challenges leaders face, including self-doubt, delegation, and the hidden ceilings entrepreneurs place on themselves. They discuss how gre...
2025-02-1148 min
Vital Wealth Strategies065 | The Behavioral Science of Success: How Top Entrepreneurs Think Differently with Hugh MassieWhat if the key to better leadership, stronger teams, and smarter decision-making was hidden in understanding human behavior? In this episode of The Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Hugh Massie, Executive Chairman of DNA Behavior Solutions, to explore how behavioral profiling can transform the way entrepreneurs lead and scale their businesses.
Patrick and Hugh dive into the biggest challenges leaders face when managing people, the number one trait of successful entrepreneurs, and why reframing the way we think about money can have a massive impact on business growth. They also discuss practical st...
2025-02-041h 02
Vital Wealth Strategies064 | How Speaking Engagements Can Fuel Your Business Growth and Attract Ideal Clients with Laurie-Ann MurabitoIn today’s episode of the Vital Wealth Strategies Podcast, we’re unlocking the secrets to using speaking engagements as a powerful tool to grow your business, attract your ideal clients, and elevate your brand. Whether you’re just starting out or looking to take your speaking career to the next level, this episode is packed with insights you won’t want to miss. Host, Patrick Lonergan, is joined by Laurie-Ann Murabito, a master speaking coach, bestselling author, and podcast host. Together, they dive into how to build a speech that resonates and how speaking can pull in the right cl...
2025-01-2837 min
Vital Wealth Strategies063 | How to Minimize Crisis and Maximize Growth: Van Carlson Explains the 831(b) Solution Every Business NeedsIs your business prepared to weather unexpected risks, safeguard its reputation, and reduce its tax burden all at once?
Welcome to the Vital Wealth Strategies Podcast, where host Patrick Lonergan sits down with industry leaders to help entrepreneurs like you minimize taxes, master wealth, and optimize your life. In this episode, Patrick is joined by Van Carlson, the largest manager of 831(b) Captive Insurance plans in the country and a trusted expert in risk management and tax strategy. Together, they discuss how businesses can use risk financing to build reserves, protect their brand, and ensure long-term stability. ...
2025-01-2152 min
Vital Wealth Strategies062 | The Marketing Playbook: Clear, Concise, and Client-Centered Strategies with Jenny CrossWhat’s the secret to building a cohesive marketing strategy that truly works for your business? On this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan kicks off 2025 with a deep dive into marketing strategies for business owners looking to drive more revenue into their business. Patrick is joined by Jenny Cross, Founder and CEO of TwoTone Creative, a full-service marketing firm built on the principles of servant leadership and client-centered solutions. With a wealth of experience and actionable advice, Jenny shares her journey of growing her business, overcoming challenges, and helping others by answering their customers' qu...
2025-01-1443 min
Vital Wealth Strategies061 | Passive Income Through Franchises: Kenny Rose Explains the Process and Profit PotentialCould a passive investment in a franchise be the most overlooked path to financial freedom and diversification? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Kenny Rose, Founder and CEO of FranShares, to explore how entrepreneurs can passively invest in franchises to create diversified income streams. Kenny shares how FranShares connects investors with franchise opportunities and provides insights on what makes a franchise investment successful, including how to avoid bad deals and vet opportunities for strong returns.
This episode is packed with valuable takeaways on passive franchise investments, ROI, who i...
2025-01-0746 min
Vital Wealth Strategies060 | The CEOs Blueprint - How to Plan Your Best Year YetWhat if the key to unlocking massive growth in a business was stepping away from it? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan dives into the strategies successful entrepreneurs use to work on their business rather than just in it. As 2025 begins, this episode is packed with insights to help entrepreneurs step outside the daily grind, take a strategic look at their businesses, and set the foundation for a year of intentional growth. Whether feeling stuck or simply aiming to level up, this is an episode listeners can't afford to miss.
Listeners w...
2024-12-3123 min
Podcasting for Financial ProfessionalsNiche Down, Rise Up: How Authentic Content Attracts Your Ideal Clients | Patrick Lonergan | Ep 46What if achieving financial freedom required walking away from the promise of a lucrative career path? Entrepreneurship may not offer immediate financial gain, but the rewards of pursuing one's own vision often make the risks worthwhile.
Joining the show today is Patrick Lonergan, founder of financial advisory business Vital Wealth and host of the Vital Strategies podcast. Patrick reveals why he left law school despite a full scholarship and how bold content strategies, strategic outsourcing, and podcasting have driven his business's success.
Unlocking Online Success
(00:14:07) From Law School to Real Estate Entrepreneurship
...
2024-12-261h 13
Vital Wealth Strategies059 | Scripture, Strategy, and Success: A Faith-Driven Path to Your Best LifeAre you aligning your faith with your goals to build the life you truly want? In this special episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan reflects on the intersection of faith, business, and personal growth. Sharing his journey of committing to a life guided by biblical scripture, Patrick introduces a framework centered around three essential steps—follow, believe, and obey—that not only deepen your spiritual life but also empower you to create your best life as an entrepreneur.
This episode challenges listeners to rethink the role of faith in their lives and businesses. Throug...
2024-12-2426 min
Vital Wealth Strategies058 | Retention, Conversion, and Growth: Borja Cuan’s Ultimate Marketing FormulaAre you struggling to see the returns you want from your marketing efforts? What’s the missing piece in your strategy? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Borja Cuan, the founder of Four15 Digital, to discuss how businesses can evolve their marketing strategies to achieve real, measurable outcomes. Borja shares invaluable insights into the digital marketing world, from the importance of building deep client relationships to obsessing over retention and ensuring the customer experience evolves with your business. If you're ready to transform your marketing efforts, this conversation is a mu...
2024-12-1756 min
Vital Wealth Strategies057 | How to Manage Big Capital Gain Tax Bills: Brett Swarts Breaks Down Deferred Sales TrustsWhat if you could sell your assets, avoid capital gains tax, and still unlock financial freedom?
In this episode of The Vital Wealth Strategies Podcast, host Patrick Lonergan dives into the revolutionary strategy of deferred sales trusts with Brett Swarts, a #1 best-selling author of Building a Capital Gains Tax Exit Plan and host of the Built It to Billions Podcast. Brett is an expert in advanced tax-saving strategies that empower entrepreneurs and investors to maximize their wealth, minimize their risk, and maintain flexibility. Patrick and Brett uncover how deferred sales trusts can serve as a powerful alternative t...
2024-12-1055 min
Vital Wealth Strategies056 | The Psychology of Investing: Jonathan Blau on Navigating Market Ups and Downs with Jonathan BlauHave you ever wondered why, even with all the right information, investment decisions can sometimes feel like a rollercoaster ride?
On this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan explores this question with special guest Jonathan Blau, Owner and CEO of Fusion Family Wealth. Jonathan is a renowned expert in behavioral finance, specializing in helping investors and advisors understand the impact of human behavior on financial decision-making.
Listeners will hear Jonathan share invaluable insights into why embracing market volatility can lead to better returns and how cultivating a long-term mindset can outweigh sh...
2024-12-0337 min
Vital Wealth Strategies055 | Why Mental Health Matters for Your Bottom Line with Dr. JoeAre you giving mental health the same attention as other top priorities in your business? In this episode of The Vital Strategies Podcast. Host Patrick Lonergan is joined by Dr. Joe, a mental health advocate and expert working with the National Alliance on Mental Illness (NAOMI). Dr. Joe brings valuable insight into the role that mental health plays in workplace productivity and morale—and why leaders need to be at the forefront of this change. From removing stigma to making real conversations about mental health part of your culture, we cover the actionable steps leaders can take to create a...
2024-11-2654 min
Vital Wealth Strategies053 | Maximize Your Workforce: Shauna Wekherlien’s Guide to Strategic OutsourcingAre you leveraging the full potential of global talent to elevate your business?
In this eye-opening episode of the Vital Strategies Podcast, host Patrick Lonergan welcomes back Shauna Wekherlien, who has a number of successful businesses. She has decades of expertise in tax strategy and leading a global team, Shauna dives into the transformative power of outsourcing talent and working virtually.
This conversation is packed with actionable insights on how entrepreneurs can harness the power of virtual teams to reduce costs and boost productivity. We explore how the landscape of remote work has evolved over th...
2024-11-1255 min
Vital Wealth Strategies052 | How to Pivot Your Business and Thrive During a Crisis with Nancy CutterHow did one travel company not only survive COVID-19 but come out stronger? In this episode of the Vital Strategies Podcast, host, Patrick Lonergan sits down with Nancy Cutter, founder of Court Travel and a leader in the luxury travel industry. Nancy shares her incredible story of resilience and innovation, pivoting her business during the COVID-19 pandemic to not only survive but thrive. As part of the world’s largest luxury travel consortia, Nancy and her team found new ways to protect employees, keep clients well-served, and continue offering bespoke travel experiences. From creating fresh revenue streams to customizing tr...
2024-11-051h 02
Vital Wealth Strategies048 | How to Make Your Business More Valuable – The Blueprint for Maximizing Enterprise ValueWhat’s the secret to building enterprise value that lasts beyond you, the owner? In this episode of the Vital Strategies Podcast, host Patrick Lonergan sits down with Pete Worrell, author of Enterprise Value and a leading figure in the entrepreneurial community. Pete specializes in helping entrepreneurs increase the value of their companies by focusing on the critical elements of strategy, culture, and mindset.
Throughout the episode, Pete discusses the importance of leading your business as if you’ll run it forever—even if a sale is in the future. He also dives into the “four hats” that every e...
2024-10-0855 min
Vital Wealth Strategies047 | How to Crack the Tax Code: The Tax Goddess on Cutting Taxes and Building EmpiresHow to Crack the Tax Code: The Tax Goddess on Cutting Taxes and Building Empires
What if you could cut your tax rate to 6.92%—or even lower? In this episode of the Vital Strategies Podcast, host Patrick Lonergan is joined by tax expert Shauna Wekherlien, founder of Tax Goddess Business Services. With over $1.57 billion in tax savings for her clients and a jaw-dropping 6.92% annual tax rate, Shauna shares her unique strategies for driving down taxes, building wealth, and optimizing cash flow.
Shauna reveals how business owners, investors, and entrepreneurs can utilize advanced financial tools like capt...
2024-10-0151 min
Vital Wealth Strategies046 | The Secrets to Building a Valuable Business with Sal MarinoIs your business set up for long-term success, or are you just chasing short-term wins? In this episode of the Vital Strategies Podcast, host Patrick Lonergan sits down with Sal Marino, who has worn many executive level hats from operations to sales at Charles IT. We explore the fundamental strategies that have fueled the company’s consistent 20-30% year-over-year growth. Sal shares insights on how building a strong foundation and focusing on leadership alignment are key to long-term success.
Together, Patrick and Sal discuss the importance of creating a culture of operational excellence, pushing for growth while for...
2024-09-2444 min
Vital Wealth Strategies045 | How to Crack the Code to Sales Success: What Top Performers Do DifferentlyWhat if the key to sales success lies in mastering just three critical elements? In today’s episode of the Vital Strategies Podcast, host Patrick Lonergan sits down with Mark Cox, founder of In the Funnel Sales Coaching, author and a leading expert in sales strategy. We dive into the key ingredients for sales success, focusing on how to build a strong foundation for your business, develop an elite sales team, and create a winning sales playbook.
Mark shares actionable insights on creating demand, managing the buyer’s journey, and the five traits that separate great salespeople from...
2024-09-171h 00
Vital Wealth Strategies044 | How to Turn Your Marketing and Branding into a Revenue Machine: Eddie Maalouf’s StrategyWhat’s the key to driving revenue in today’s rapidly evolving market? In the latest episode of the Vital Strategies Podcast, host, Patrick Lonergan sits down with one of the most dynamic and forward-thinking business owners. Eddie Maalouf isn't afraid to take bold steps, measure outcomes, and iterate quickly—traits that have propelled business success across multiple sectors, from brick-and-mortar to eCommerce and coaching.
They discussed the distinct strategies needed for different types of products and how marketing must constantly evolve to stay effective. You'll gain insights into how to keep your finger on the pulse of what...
2024-09-1039 min
Vital Wealth Strategies043 | Investing in Oil & Gas: The Untapped Advantages You’re MissingOil and gas investments could unlock powerful cash flow and tax benefits for your portfolio! Patrick Lonergan sits down with Matthew Iak, Executive Vice President of U.S. Energy Development Corporation, to dive into the world of oil and gas investments and the unique opportunities they offer. With over $1.6 billion in capital raised under his leadership, Matthew shares invaluable insights that could significantly impact your investment strategy.
We explore everything from the mechanics of investing in oil and gas to the issues that you can encounter with this asset class. We also look at the risks, like d...
2024-09-0347 min
Vital Wealth Strategies042 | Build and Scale an Empire: Jody Grunden's Blueprint for SuccessHave you ever wondered how digital companies can stay financially strong while adapting to a fully remote environment?
In this episode of the Vital Strategies Podcast, host Patrick Lonergan is joined by Jody Grunden, an expert in financial management. Jody shares insights from his books "Digital Dollars and Cents" and "Building the Virtual CFO Firm in the Cloud." We discuss essential financial strategies that work for any business, emphasizing the importance of forecasting, understanding key performance levers like Utilization and Effective Rate, and managing the revenue pipeline. His practical advice makes complex financial concepts accessible for entrepreneurs...
2024-08-2748 min
Vital Wealth Strategies039 | Business Entities Uncovered: Benefits, Liabilities, and IRS RequirementsCurious about which business entity is right for you? In this episode of the Vital Strategies Podcast, host Patrick Lonergan digs deep into the intricacies of entity selection for entrepreneurs. The episode covers the essential types of business entities, including sole proprietorships, partnerships, LLCs, corporations (both C-corp and S-corp elections), and co-ops. Patrick highlights the flexibility of LLCs, his personal favorite, and explores the benefits and liabilities associated with each entity type. The discussion provides a comprehensive guide on how to set up these entities, emphasizing the importance of choosing a structure that best suits individual business needs.
2024-08-0624 min
Vital Wealth Strategies038 | How to Work Less and Experience Exponential Growth with Steven NeunerIf you are curious how to have 150 days (about 5 months) a year off from work and still see exponential business and personal growth you are in for a treat. Steven shares his perspectives about the secrets behind building a championship team and empowering people to reach their full potential.
In this episode of the Vital Strategies Podcast, host Patrick Lonergan is joined by the multi-talented Steven Neuner. Steven is not only the co-founder of Superpowers, a successful virtual assistant service, but also the co-hosts of “The Next Level Show” podcast.
Steven shared his strategic approach to bui...
2024-07-3041 min
Vital Wealth Strategies036 | From Burnout to Breakthrough: Claire Darr's Secrets to Energized Success in High-Pressure CareersHave you ever felt overwhelmed by the pressures of your business? Today, Patrick sits down with Claire Darr to explore the critical topic of burnout and discover practical ways you can achieve a more harmonious life. Drawing from Claire's experience as a former corporate attorney, the discussion explores the immense stress that comes with high-powered roles and the realization that a better, more well-rounded way of living is possible.
You will learn about simple habits that can help move from overwhelm to feeling energized. Patrick and Claire share practical advice for managing life's pressures, making time for o...
2024-07-1643 min
Vital Wealth Strategies033 | Unlocking Peak Performance with Dr. McCoy: Proactive Healthcare and Precision MedicineHow can understanding and leveraging precision medicine take your personal and professional success to the next level? In this episode of the Vital Strategies Podcast, host Patrick Lonergan sits down with Dr. McCoy, his personal concierge doctor to discuss the importance of proactive healthcare and precision medicine.
In this discussion, Dr. McCoy emphasizes the need to understand each individual and their goals to optimize one's health journey. He contrasts proactive and reactive healthcare, advocating for an approach that changes people's lives by addressing health needs by degree rather than kind. A key highlight of their conversation is th...
2024-06-2539 min
Vital Wealth Strategies032 | Success Together: Business, Life and MarriageHave you ever considered what valuable lessons entrepreneurs can learn from their journey, and what advice would be beneficial for those looking to succeed in business while maintaining their most valued relationships? Today’s episode explores this through the lenses of married entrepreneurs and so much more.
In this special episode of the Vital Strategies Podcast, host Patrick Lonergan is joined by an extraordinary guest—his wife, Julie Lonergan. They look back at their entrepreneurial journey, sharing how they got started and the history that led them to build successful businesses. They discuss the challenges of expanding their...
2024-06-1957 min
Vital Wealth Strategies029 | Grow Your Business, Grow Your Impact: Eric Crews Shares Business Scaling StrategiesCurious about the critical question that can supercharge your business success? Tune in as entrepreneur Eric Crews shares his insights and expertise.
In this episode of the Vital Strategies Podcast, host Patrick Lonergan, sits down with fellow entrepreneur and scaling expert, Eric Crews, for an enlightening conversation on what it takes to scale your business to new heights.
During the episode, Eric shares his expertise on creating clarity and making sacrifices to achieve your ideal level of success. He emphasizes the importance of caring for people and clients and offers practical tips for measuring success th...
2024-05-281h 05
Vital Wealth Strategies028 | Inside the Entrepreneur's Private Office: The Blueprint for Tax Savings and Wealth BuildingHave you ever wondered how entrepreneurs identify the right financial tools and resources to support their journey, especially with all of the options available?
In this episode of the Vital Strategies Podcast, host Patrick Lonergan sits down with Ryan Johns, one of the Financial Advisors at Vital Wealth. Together, they dive into topics designed to empower entrepreneurs on their financial journey.
Ryan brings a unique perspective, having transitioned from the legal field to the world of finance. The conversation kicks off with a discussion of the ideal setup for what your advisor team should look li...
2024-05-2150 min
Vital Wealth Strategies027 | The Need for Speed: M&A deals done fast and done right with Robyn SiersAre you ready to explore new strategies and approaches to M&A that prioritize speed and efficiency without sacrificing quality?
In the latest episode of the Vital Strategies Podcast, host Patrick Lonergan welcomes a special guest, Robyn Siers, to the show. Robyn is a legal expert specializing in Speed M&A (Mergers and Acquisitions), adding significant value to the process with her diverse background that includes working at a tech start up, being an attorney at a full-service firm to now being a partner in a boutique firm where she specializes in mergers and acquisitions.
Ha...
2024-05-1447 min
Vital Wealth Strategies026 | You Can’t Hustle Your Way to Happiness: Your Mental Health Matters!Culture wants us to buy into the myth that if we just earn another dollar, we will be happy.
What if I told you that taking intentional rest and optimizing your mental health could be the key to unlocking your full potential as an entrepreneur?
In the latest episode of the Vital Strategies Podcast, host Patrick Lonergan dives into the world of mental health with licensed therapist, counselor, and mental health coach, Amanda Asay. Drawing from their personal experiences, Patrick and Amanda offer insights from the viewpoint of entrepreneurs, challenging the common belief that achieving fin...
2024-05-071h 10
Vital Wealth Strategies025 | Tax Credits and Deductions - Opportunities to Pursue and Pitfalls to AvoidCurious about the qualifications for tax credits? We're breaking down the criteria and debunking common myths to help you navigate the tax landscape with confidence.
Host Patrick Lonergan sits down with tax strategy expert Matthew Geltz from KBKG to explore the world of holistic tax planning. With a focus on specialty services and innovative approaches, Geltz sheds light on how businesses and individuals can optimize their tax savings.
Throughout the discussion, Geltz provides invaluable insights into key tax strategies, such as Cost Segregation studies and the significance of creating distinct buckets to ma...
2024-04-301h 13
Vital Wealth Strategies024 | The 4 Cornerstones of Wealth Building: Cash FlowHave you ever wondered why some businesses thrive while others struggle to stay afloat?
Hint: it's not luck or chance. Get ready to explore the framework for building a resilient and prosperous business.
In today’s episode, host Patrick Lonergan guides entrepreneurs on a transformative journey from amateur financial structures to organized, effective systems called the Entrepreneur Private Office. The Entrepreneur Private Office was born from his personal experience as an entrepreneur as well as working with successful entrepreneurs who are making over $1,000,000 a year.
This episode accelerates wealth building and cash flow optimi...
2024-04-2316 min
Vital Wealth Strategies022 | Have You Hit a Plateau in your Business? Unlock the Secrets to Breakthrough GrowthAre you ready to take your business to new heights? In our latest episode of the Vital Strategies Podcast, we had the privilege of hosting strategic business coach David Greer, who shared wisdom he has earned over the last 40 years of being in business. We discuss navigating growth plateaus and unlocking your business's full potential.
David shares the importance of strategic planning and forward-thinking. From crafting a master plan that encompasses both business and personal growth to understanding market dynamics and fostering a culture of high performance, David leaves digs into what it takes to run a su...
2024-04-0958 min
The Note Closers Show PodcastCreate More Wealth & Pay Less Taxes with Patrick LonerganWe all want to create more wealth without having to pay Uncle Sam a lion's share in taxes. That's why Scott Carson brought on Patrick Thomas Lonergan for this episode to share some of his strategies for doing both.Patrick Lonergan owns Vital Strategies, and they work with entrepreneurs who make over $1,000,000 that have a tax problem. Patrick has been an entrepreneur and real estate investor for over 20 years. Currently with ownership in projects worth over $120 Million. He has built Vital Strategies to deliver tremendous value to entrepreneurs by creating tax and financial strategies to help them pay less...
2023-12-0748 min
The Note Closers Show - The #1 Podcast for Note InvestingCreate More Wealth & Pay Less Taxes with Patrick LonerganWe all want to create more wealth without having to pay Uncle Sam a lion's share in taxes. That's why Scott Carson brought on Patrick Thomas Lonergan for this episode to share some of his strategies for doing both.Patrick Lonergan owns Vital Strategies, and they work with entrepreneurs who make over $1,000,000 that have a tax problem. Patrick has been an entrepreneur and real estate investor for over 20 years. Currently with ownership in projects worth over $120 Million. He has built Vital Strategies to deliver tremendous value to entrepreneurs by creating tax and financial strategies...
2023-12-0748 min
Fragout PodcastSE4 #175 Patrick Dunn- OG Guest- Army/Iraq VeteranPatrick Dunn came back on the podcast.. he was the second podcast I ever did at my kitchen table. He saw the studio for the first time and got a sweet bag of swag! Damn good to see you and catch up!
2023-02-192h 12
Rise Productions: Irish Theatre PodcastEpisode 20: Patrick Lonergan
One of the most vital voices in Irish theatre, Patrick Lonergan is an academic with an unique perspective on the industry. Here we chat about discovering his love of theatre at Belvedere, the excitement around Dublin theatre in the early 90s, the importance of the digitised archive at NUIG, and the potential for change presented by Galway 2020. It’s the Rise Productions: Irish Theatre Podcast, Series 2, Episode 20 – Enjoy!
2018-03-2300 min
AbbeyTheatreThe Theatre of Memory Symposium - Prof. Patrick Lonergan on 'Archiving the next Play'Prof. Patrick Lonergan debates 'Archiving the next Play' at The Theatre of Memory Symposium at the Abbey Theatre.
[17 January 2014]
2014-02-0517 min