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Pope Lonergan
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Vital Wealth Strategies
103 | The Secret to Keeping Your Crypto Millions Safe and Tax-Efficient with Jake Claver
What 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...
2025-10-28
47 min
Vital Wealth Strategies
102 | How to Capture More Revenue Without Spending More on Marketing with Jason Kramer
Are 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...
2025-10-21
50 min
Vital Wealth Strategies
101 | Philosophy for Life – The Framework for Living a Rich Life
Why 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...
2025-10-14
1h 16
The Oblivion Bar: A Comic Book Podcast
NYCC ‘25 INTERVIEW-A-THON: Jesse Lonergan
Joining us for day two of our NYCC '25 INTERVIEW-A-THON is the Eisner-nominated comic creator behind titles like Ghosts of Science Past, Arca, Man’s Best, and Miss Truesdale and the Rise of Man. He joins us today to discuss his 23rd Street launch title Drome, an ambitious science fiction epic about civilization and the fragile balance between chaos and order.It is our pleasure to welcome Jesse Lonergan onto The Oblivion Bar Podcast!---Thank you Oni Press & Endless Comics, Cards & Gam...
2025-10-09
58 min
Vital Wealth Strategies
100 | How to Maximize Value, Maintain Influence and Preserve Your Culture: ESOP Power Play with Gary Gray
What 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...
2025-10-07
49 min
Vital Wealth Strategies
099 | Why Marketing Feels Broken and How to Fix It Fast with Bryan Phelps
What 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...
2025-09-30
37 min
Vital Wealth Strategies
098 | The New Gold Rush: IP, AI, and Blockchain Opportunities with Nirav Murthy
What 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...
2025-09-23
37 min
Vital Wealth Strategies
097 | Forecasting, Cash Flow, and Clean Books: The Entrepreneurs Financial Playbook with Natalia Zacharin
Are 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...
2025-09-16
44 min
Vital Wealth Strategies
096 | Unlock Hidden Capital: How to Scale Your Business with Smart Leverage with Jimmy Rios
What 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...
2025-09-09
50 min
Vital Wealth Strategies
095 | Unlock Exponential Growth: The AI and Marketing Playbook for Entrepreneurs with David Asarnow
What 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...
2025-09-02
45 min
Vital Wealth Strategies
094 | Fraud Happens Fast: What Every Business Owner Needs to Know with Megan Kinney
Are 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...
2025-08-26
40 min
Vital Wealth Strategies
093 | Faster Funding, Lower Risk: A New Approach to Real Estate Finance with Dave Kotter
What 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...
2025-08-19
36 min
Vital Wealth Strategies
092 | Avoid Buyer’s Remorse: The Smartest Real Estate Move Before Making an Offer with Bob Frady
Are 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...
2025-08-12
38 min
Vital Wealth Strategies
091 | Don’t Let the IRS Win: The Real Cost of Late Tax Planning
Are 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...
2025-08-05
52 min
Vital Wealth Strategies
090 | The 3 Business Phases Every Entrepreneur Must Master to Avoid Burnout with Leslie Hassler
Is 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...
2025-07-29
46 min
Vital Wealth Strategies
089 | The Psychology Tools Missing From Your Marketing with Rai Cornell
Are 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...
2025-07-22
59 min
Vital Wealth Strategies
088 | The Cybersecurity Wake-Up Call Every Entrepreneur Needs - A Conversation with Steven Saehrig
What 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...
2025-07-15
44 min
Vital Wealth Strategies
087 | From Main Street to Blockchain: Advanced Capital Gains Tax Moves for Big Exits
Is 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...
2025-07-08
39 min
Vital Wealth Strategies
086 | The IRS Is Getting Smarter. Are You Ready? Tax Survival Tips from Stephen Weisberg
Are 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...
2025-07-01
45 min
Vital Wealth Strategies
085 | Passive Income, Tax Strategy and Crypto: What You Need to Know About Bitcoin Mining with Beau Turner
Is 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...
2025-06-24
54 min
Vital Wealth Strategies
084 | How to Beat Wall Street Using Your IRA and 401(k) – Insider Tactics from Adam Bergman
What 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.
2025-06-21
49 min
Vital Wealth Strategies
084 | How to Beat Wall Street Using Your IRA and 401(k) – Insider Tactics from Adam Bergman
What 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.
2025-06-17
49 min
Vital Wealth Strategies
083 | The Hidden Traps in Selling Your Business and How to Avoid Them with John Martinka
What 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...
2025-06-10
43 min
Vital Wealth Strategies
082 | Former Goldman Sachs Insider Reveals the Smart Way to Use Insurance with Wallis Wilkinson Tsai
Is 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...
2025-06-03
1h 02
Vital Wealth Strategies
081 | The AI Playbook Every Entrepreneur Needs (Before They Get Left Behind) with Jonathan Mast
Could 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...
2025-05-27
45 min
Vital Wealth Strategies
080 | Real Estate Cash Flow, Depreciation & Passive Income: Strategies for High-Income Earners with Lane Kawaoka
Is 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...
2025-05-20
53 min
Vital Wealth Strategies
079 | Protect Your Legacy from Taxes, Lawsuits, and Family Feuds with Antony Joffe
Are 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...
2025-05-13
49 min
Vital Wealth Strategies
078 | How to have the Perfect Sales Call — The One Key Ari Galper Says You Must Have
Have 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...
2025-05-06
36 min
Vital Wealth Strategies
077 | How to Instantly Build Trust and Close More Deals – Mary Schmid on the Neuroscience of Conversations
Have 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...
2025-04-29
53 min
Vital Wealth Strategies
076 | Financial Clarity = More Profit: How to Fix Your Books and Scale with Matt Tait of Decimal
Are 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...
2025-04-22
53 min
Vital Wealth Strategies
075 | The Untold Power of Private Placement Life Insurance: Amazing Tool to Build Wealth Tax Free and Protect Your Legacy with Michael Malloy
What 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’...
2025-04-15
54 min
Vital Wealth Strategies
074 | The Secret to Leadership That Drives Growth & Retains Top Talent with Haley Grayless
What 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...
2025-04-08
1h 06
Vital Wealth Strategies
073 | Stop Going It Alone: How Advisory Boards Help Founders Win Bigger with Evan Kraut
What 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...
2025-04-01
1h 10
Vital Wealth Strategies
072 | Turn Your Expertise into a Revenue-Generating Book – Paul McManus Breaks It Down
Have 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...
2025-03-25
51 min
Vital Wealth Strategies
071 | If You’re Not Selling, You’re Not Scaling—Dave Hanley’s Strategies for Growth
Are 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...
2025-03-18
52 min
Vital Wealth Strategies
070 | This Simple Cash Flow Strategy Can Transform Your Business – Susanne Mariga Breaks It Down
Is 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...
2025-03-11
56 min
Vital Wealth Strategies
069 | The Hidden Power of Whole Life Insurance for Business Owners with Mark Willis
What 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...
2025-03-04
56 min
Dashing Dan’s Sporting Adventures
AFL 2025 Preview Part 4 - Dan Lonergan, Damian Watson, Darren Parkin
***NOTE: This episode was recorded before the community round, and the injuries of some of the players mentioned in this podcast as a result of community round.*** Join Dan Lonergan, Darren Parkin and Damian Watson on Dashing Dan's Sporting adventures for part 4 of our AFL Season preview. This week it's Darren Parkin's Saints. Can they rise from a middle-of-the-road team and kick more goals? Sydney. What do we get from the beaten Grand finalists with new coach, Dean Cox? West Coast... The Eagles also have a new coach, Andrew McQualter and can they rise from the bottom 4? and wil...
2025-03-04
1h 01
Vital Wealth Strategies
068 | From Startup to 8-Figure Exit: The Wealth Strategies That Work and Pitfalls to Avoid with Jason Schappert
What 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...
2025-02-25
57 min
Dashing Dan’s Sporting Adventures
AFL Season 2025 Preview Part 2 - Damian Watson, Darren Parkin and Dan Lonergan
This week on Dashing Dan's sporting Podcasts it's part 2 of the AFL Preview for 2025. Walking sporting encyclopedias and esteemed broadcasters, Darren Parkin and Damian Watson join me thanks to Kiss Professional Solutions to talk about the prospects of Fremantle, Perennial Finalists, Geelong, whether Gold Coast can finally make the 8, Can GWS put their finals fade out behind them and can the Hawks continue their surge from last year.
2025-02-20
1h 06
Vital Wealth Strategies
067 | Win or Learn: The Entrepreneur Mindset You Need to Succeed with Pat Brennan
What 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...
2025-02-18
48 min
Dashing Dan’s Sporting Adventures
2025 AFL Preview Part 1
AFL Season is just over a month away and hope springs eternal for every club that this year might be the year or a vast improvement on the previous season. Dashing Dan's Sporting Adventures Podcasts is previewing every club's chances in the lead-up to the season with myself, Dan Lonergan, and leading commentators and walking sporting encyclopedias, Darren Parkin and Damian Watson for Kiss Professional Solutions. This week is part one and the spotlight in Alphabetical order is on Adelaide, Brisbane, Carlton, Collingwood and Essendon. Enjoy... Here are time stamps so you can jump to your team: 00:10:09 Adelaide Crows 00:19:09 Brisbane Lions...
2025-02-13
58 min
Vital Wealth Strategies
066 | The Hard Truth About Leadership—And Why Most Entrepreneurs Get It Wrong with Christian Muntean
What 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...
2025-02-11
48 min
Vital Wealth Strategies
065 | The Behavioral Science of Success: How Top Entrepreneurs Think Differently with Hugh Massie
What 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...
2025-02-04
1h 02
Vital Wealth Strategies
064 | How Speaking Engagements Can Fuel Your Business Growth and Attract Ideal Clients with Laurie-Ann Murabito
In 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...
2025-01-28
37 min
Dashing Dan’s Sporting Adventures
Damian Watson Interviews Dan Lonergan Part 2
Today is part 2 of Dashing Dan”s adventures on Dashing Dan’s sporting Adventures for Kiss Professional solutions. Damian Watson delves ito Dan’s career in Perth and return to the ABC in Melbourne, his three Olympics and other spurting highlights and how hard it was when he was told his dream job was over. Enjoy. Thanks to our sponsor Kiss Professional Solutions 1300 KISS PS (5477 77)www.kissps.com.au
2025-01-23
2h 11
Vital Wealth Strategies
063 | How to Minimize Crisis and Maximize Growth: Van Carlson Explains the 831(b) Solution Every Business Needs
Is 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. ...
2025-01-21
52 min
Dashing Dan’s Sporting Adventures
Damian Watson Interviews Dan Lonergan Part 1
Thanks to Kiss Professional Solutions our sponsor for this episode - "Whatever your office technology needs may be, we are here to provide sound advice, competitive pricing, and unparalleled customer support." http://www.kissps.com.au 1300 KISS PS (5477 77) After hosting his podcast and being the interviewer, Dan Lonergan reluctantly agreed to be the interviewee for Dashing Dan's Olympic Adventures. His great mate and excellent broadcaster, Damian Watson agreed to interview Dan about his career and mental health travails. Due to Dan's penchant to talk a lot, it's in two parts thanks to...
2025-01-16
1h 29
Vital Wealth Strategies
062 | The Marketing Playbook: Clear, Concise, and Client-Centered Strategies with Jenny Cross
What’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...
2025-01-14
43 min
Vital Wealth Strategies
061 | Passive Income Through Franchises: Kenny Rose Explains the Process and Profit Potential
Could 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...
2025-01-07
46 min
Vital Wealth Strategies
060 | The CEOs Blueprint - How to Plan Your Best Year Yet
What 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...
2024-12-31
23 min
Vital Wealth Strategies
059 | Scripture, Strategy, and Success: A Faith-Driven Path to Your Best Life
Are 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...
2024-12-24
26 min
Vital Wealth Strategies
058 | Retention, Conversion, and Growth: Borja Cuan’s Ultimate Marketing Formula
Are 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...
2024-12-17
56 min
Vital Wealth Strategies
057 | How to Manage Big Capital Gain Tax Bills: Brett Swarts Breaks Down Deferred Sales Trusts
What 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...
2024-12-10
55 min
Vital Wealth Strategies
056 | The Psychology of Investing: Jonathan Blau on Navigating Market Ups and Downs with Jonathan Blau
Have 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...
2024-12-03
37 min
Vital Wealth Strategies
055 | Why Mental Health Matters for Your Bottom Line with Dr. Joe
Are 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...
2024-11-26
54 min
Vital Wealth Strategies
053 | Maximize Your Workforce: Shauna Wekherlien’s Guide to Strategic Outsourcing
Are 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...
2024-11-12
55 min
Vital Wealth Strategies
052 | How to Pivot Your Business and Thrive During a Crisis with Nancy Cutter
How 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...
2024-11-05
1h 02
Vital Wealth Strategies
048 | How to Make Your Business More Valuable – The Blueprint for Maximizing Enterprise Value
What’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...
2024-10-08
55 min
Vital Wealth Strategies
047 | How to Crack the Tax Code: The Tax Goddess on Cutting Taxes and Building Empires
How 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...
2024-10-01
51 min
Vital Wealth Strategies
046 | The Secrets to Building a Valuable Business with Sal Marino
Is 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...
2024-09-24
44 min
Vital Wealth Strategies
045 | How to Crack the Code to Sales Success: What Top Performers Do Differently
What 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...
2024-09-17
1h 00
Vital Wealth Strategies
044 | How to Turn Your Marketing and Branding into a Revenue Machine: Eddie Maalouf’s Strategy
What’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...
2024-09-10
39 min
Vital Wealth Strategies
043 | Investing in Oil & Gas: The Untapped Advantages You’re Missing
Oil 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...
2024-09-03
47 min
Vital Wealth Strategies
042 | Build and Scale an Empire: Jody Grunden's Blueprint for Success
Have 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...
2024-08-27
48 min
Dashing Dan’s Sporting Adventures
Gold Medalist Brett Aiken
One of our first podcasts was with Olympic Gold medalist in Cycling in the Madison in Sydney, Scott McGrory. His partner in that event, Brett Aitken was at his third Games, having won medals in the previous two in the 4000-metre team pursuit. Brett Like Scott endured some family tragedy in the lead-up to these games. Here is his inspirational story brought to you by Aussie Home Loans... Learn more about Dan Lonergan www.danlonergan.weebly.com
2024-08-08
1h 11
Vital Wealth Strategies
039 | Business Entities Uncovered: Benefits, Liabilities, and IRS Requirements
Curious 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.
2024-08-06
24 min
Vital Wealth Strategies
038 | How to Work Less and Experience Exponential Growth with Steven Neuner
If 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...
2024-07-30
41 min
Dashing Dan’s Sporting Adventures
Burras Coach and Former Kookaburra Jay Stacy
Jay Stacy is one of the most capped Australian Men's hockey players representing the Kookaburras In over 321 games in a stellar 12-year career including 4 Olympic Games, which netted a 4 Olympic Games, which netted a 4th, a silver medal and 2 Bronze medals. He is now coaching the Australian under-21 team. It was a pleasure to chat on Dashing Dan's Olympic Adventures for Aussie Home Homes with one of the greats of Australian men's Hockey. Aussie Home Loans - www.aussie.com.au Dan Lonergan - www.danlonergan.weebly.com
2024-07-22
1h 18
Dashing Dan’s Sporting Adventures
Steve Foley
Steve Foley is attending his 12th Olympic Games the First three as an Olympic Diver in 1976, 1980 and 1984, he attended two as a commentator with the late Great Drew Morphett Commentating the Diving in 1996 and 2000 and the others he has been High-Performance Manager for Team Great Britain, USA and at these Games Australia... He has a great story to tell and we get to hear it on Dashing Dan's Olympic Adventures for Aussie Home Loans..... Dan Lonergan www.danlonergan.weebly.com
2024-07-21
1h 01
Dashing Dan’s Sporting Adventures
5 Time Olympian Melissa Wu
Melissa WU is an Australian Diving Legend with four top-five finishes in the 10-metre Platform at consecutive Olympic Games, dating back to 2008 when she won Silver as a 16-year-old. She also won Bronze at the 2021 Olympics and has won 3 gold medals at the Commonwealth Games in a stellar career. Paris will be her fifth Olympics, the most ever by an Australian Diver. She found time in a training camp in London before the Games only a week away to join me on Dashing Dan's Olympic Adventures for Aussie Home Loans.. Dan Lonergan - www.danlonergan.weebly.com Aussie Home Loans - www...
2024-07-19
27 min
Dashing Dan’s Sporting Adventures
Russell Mark
Our Guest Today for Aussie Home Loans is one of this Country's most successful and Durable Olympians. Russell Mark won a gold in Shooting at the Atlanta Olympics in 1996 and represented his country at six games. He also has been very Savvy in making the most of opportunities that have been presented to him since winning the Gold enjoying a successful career in business, coaching and media which helped put the sport on the map. Here is the fascinating story of the legendary Russell Mark... To learn more about Dan Lonergan - www.danlonergan.weebly.com
2024-07-04
1h 15
Vital Wealth Strategies
033 | Unlocking Peak Performance with Dr. McCoy: Proactive Healthcare and Precision Medicine
How 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...
2024-06-25
39 min
Dashing Dan’s Sporting Adventures
Three Time Olympic Medalist Star Swimmer Nicole Livingstone
Our latest Guest on Dashing Dan's Olympic Adventures for Aussie Home Loans is a three-time Olympian in swimming, who won three medals one in the 200-metre Backstroke and two in the relays. She continues to have a fine career as a broadcaster and has been a highly successful sports administrator as well. Welcome to the Olympic adventures of Nicole Livingstone. www.aussie.com.au dan lonergan www.danlonergan.weebly.com
2024-06-25
1h 01
Vital Wealth Strategies
032 | Success Together: Business, Life and Marriage
Have 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...
2024-06-19
57 min
Dashing Dan’s Sporting Adventures
Oarsome Foursome James Tomkins
James Tomkins, part of the famous Awesome Foursome, competed in 6 Olympic Games over 20 years and won 3 Gold medals. One the most durable and best-performed athletes in the history of the games. He will be commentating on the Rowing in Paris and has a fabulous story to tell. Thanks to Aussie Home Loans here is his story. Aussie Home Loans www.aussie.com.au Dan Lonergan www.danlonergan.weebly.com
2024-06-13
1h 07
Inclusion Talks
Inclusion Talks - Liz Gosper
Brought to you by Aussie Home Loans (www.aussie.com.au) Liz Gosper is an inspiration, an international-level coach, and a strong and determined supporter of the benefits of para-sport and disability inclusion, Liz has spent the best part of 35 years trying to build inclusion to a point where every child has A chance to engage in the health and mental wellbeing benefits that sport gives. Currently running the successful IST training squad, Liz is also working with Triathlon Australia and Sport Inclusion Australia, building Triathlon inclusion for people with ASD and intellectual disability. Today we learn about her j...
2024-06-06
1h 03
Dashing Dan’s Sporting Adventures
Debbie Flintoff - King
For Aussie Home Loans our guest today produced a withering finish to claim gold in the 400m hurdles in Seoul in 1988. In what will always be one of the great moments in Australian Olympic History. Here is the fascinating story of Debbie Flintoff King. Thanks to Aussie Home Loans visit them at www.aussie.com.au Dan Lonergan - www.danlonergan.weebly.com
2024-05-30
51 min
Inclusion Talks
Inclusion Talks - Para Matilda Katelyn Smith
Episode 3 of Inclusion Talks with Dan Lonergan and Cindy McDougall introduces the incredible story of Katelyn Smith, captain and goalkeeper of the para Matilda's Katelyn has represented Australia in numerous sports, with the accolades too many to mention Today we hear about her journey, her plans and dreams, and her hopes for all abilities/para sports inclusion growth. It was brought to you by Aussie Home Loans - www.aussie.com.au Dan Lonergan - www.danlonergan.weebly.com
2024-05-30
45 min
Vital Wealth Strategies
029 | Grow Your Business, Grow Your Impact: Eric Crews Shares Business Scaling Strategies
Curious 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...
2024-05-28
1h 05
Dashing Dan’s Sporting Adventures
Scott McGrory - Gold Medalist - Madison Cycling
As a teenager, Scott McGrory - Dual Olympian - Bronze in 4000m Team Pursuit at the Seoul Olympics in 1988. After missing out in 1992 and not even trying to qualify in 1996. The Madison came in as a new event and at the age of 30 during a tumultuous time in his personal life, he reinvented himself and with Brett Aiken won Gold in the Madison at the Sydney Olympics in 2000. Now a respected cycling commentator, you will hear him calling all the cycling disciplines in Paris. Here is his story : Dan Lonergan ...
2024-05-23
1h 18
Vital Wealth Strategies
028 | Inside the Entrepreneur's Private Office: The Blueprint for Tax Savings and Wealth Building
Have 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...
2024-05-21
50 min
Dashing Dan’s Sporting Adventures
The Legendary Glenn Mitchell
Glenn Mitchell is one of the great broadcasters of all time. Dan and Glenn both worked together at ABC and discussed their experiences of broadcasting the Olympic Games. As if time has not passed these former colleagues seem to pick up where they left off and talk cycling, athletics, cricket and so much more. Thank you to Aussie Home Loans for sponsoring the podcast www.aussie.com.au Glenn Mitchell https://glennmitchell.com.au/ Dan Lonergan https://danlonergan.weebly.com/ Aussie Home Loans https://www.aussie.com.au/
2024-05-16
55 min
Vital Wealth Strategies
027 | The Need for Speed: M&A deals done fast and done right with Robyn Siers
Are 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...
2024-05-14
47 min
Inclusion Talks
Sports Talk - Inclusion
Dan Lonergan introduces a new podcast, to be co-hosted by Cindy McDougall a leading volunteer in all abilities and para-sports for little Athletics Victoria, who has a story to tell herself. A mother of 7 with 5 children on the spectrum, all of whom have forged excellent junior athletics careers themselves- Cindy opens up about life and the challenges of being a mother of children on the spectrum.
2024-05-09
1h 04
Vital Wealth Strategies
026 | 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...
2024-05-07
1h 10
Vital Wealth Strategies
025 | Tax Credits and Deductions - Opportunities to Pursue and Pitfalls to Avoid
Curious 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...
2024-04-30
1h 13
Vital Wealth Strategies
024 | The 4 Cornerstones of Wealth Building: Cash Flow
Have 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...
2024-04-23
16 min
Vital Wealth Strategies
020 | The $250 Billion Question: Abacus Life's Solution to Your Problem Life Insurance Policy
It's astonishing – $200-$250 billion in life insurance policies lapse every year. Curious to know how Abacus Life is not only changing the narrative but turning these lapses into substantial assets for clients? Tune in to find out. In the latest Vital Strategies Podcast episode, host Patrick Lonergan is joined by Kolby Skolnik, from Abacus Life, a publicly traded company on Nasdaq and a leading alternative asset manager. Together, they explore Abacus Life's unique approach to life insurance as a valuable asset. The episode highlights how Abacus Life purchases policies at a premium above the cash surr...
2024-04-05
37 min
Vital Wealth Strategies
019 | The Value of Planning: Steven Jarvis CPA Retirement Tax Services
Do you find financial planning to be a one-size-fits-all experience? Challenge that notion with the Vital Strategies Podcast, where we discuss the importance of personalized, proactive planning tailored to your unique goals. In this episode, Patrick Lonergan and Steven Jarvis unpack Vital Wealth's core principles, initially featured on the Retirement Tax Services Podcast. Discussing the crucial link between tax savings and wealth building, involving proactive tax planning, cash flow optimization, and strategic funding. Discover how Vital Wealth strategically positions clients' finances to minimize tax liabilities, explore their pricing model, and understand the importance of ongoing cli...
2024-04-05
27 min
Vital Wealth Strategies
012 | How to Optimize Your Investment Portfolio with Kevin Smith
Liquidity, market shifts, and risk return —what do they mean for your investment portfolio? Get the answers today! On the latest Vital Strategies Podcast episode, host Patrick Lonergan welcomes Kevin Smith, CFA, for a deep dive into building a resilient investment portfolio. Kevin brings his top-tier industry expertise to discuss liquidity, time frames, tax implications, and risk management. The conversation explores the positives and negatives of various investment opportunities, emphasizing the importance of strategic portfolio structuring for favorable outcomes. Kevin’s wealth of experience provides listeners with a deeper understanding of investment portfolio design and risk...
2024-03-11
1h 05
Vital Wealth Strategies
010 | Level 3 Tax Planning: Secrets to Tax Optimization and How to be Compliant with the IRS
Considering advanced tax planning but unsure about the benefits and pitfalls? We've got the answers you need. In this episode, host Patrick Lonergan, navigates the complexities of Level 3 tax strategies, where creativity meets a fair amount of risk. While these strategies undergo close scrutiny from the IRS, we provide insights into how the right approach can ensure compliance and unlock substantial benefits. We take a look into taxes from the government's perspective, offering a deeper understanding of compliancy, and pack the episode with real-world examples and essential considerations for a proper setup. Join us, as w...
2024-03-11
17 min
Vital Wealth Strategies
009 | How to Maximize Value When You Sell Your Businesses with David Barnett
When planning to sell your business, having a strategic exit plan in place is crucial to ensure a successful transition. Join podcast host Patrick Lonergan along with business exit-plan expert David Barnett as they guide you through the process of buying and selling businesses. With over 25 years of experience, David shares unique insights to help entrepreneurs navigate the complexities of selling their businesses. This episode explores the details of typical exit strategies with real-world examples and practical tips. You’ll discover the art of structuring a deal that benefits both sellers an...
2024-03-11
1h 04
Pope Lonergan is Plimmin’ and Lompin’
Bangin' on About: David Attenborough
In this episode Pope talks about phone abstinence, flies without anuses, piercings and the Bad Sex in Fiction Award. // Please pre-order 'I'll Die After Bingo' here: https://www.penguin.co.uk/authors/283398/pope-lonergan.html--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
2021-12-08
54 min
Pope Lonergan is Plimmin’ and Lompin’
Bangin' on About: Autism
In this episode Pope talks about lawyers, Ozwald Boateng, Josh Thomas and cheese sheets. // Please pre-order 'I'll Die After Bingo' here: https://www.penguin.co.uk/authors/283398/pope-lonergan.html--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
2021-12-01
26 min
Pope Lonergan is Plimmin’ and Lompin’
Bangin' on About: Jacob Rees-Mogg
In this episode Pope talks about birthday bumps, The Sovereign Individual, catastrophe and Ecological Leninism. // Please pre-order 'I'll Die After Bingo' here: https://www.penguin.co.uk/authors/283398/pope-lonergan.html--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
2021-11-16
47 min
Pope Lonergan is Plimmin’ and Lompin’
Bangin' on About: Messianism
In this episode Pope talks about Black creatives, the public sphere, heretical behaviour and female willies. // Please pre-order 'I'll Die After Bingo' here: https://www.penguin.co.uk/authors/283398/pope-lonergan.html--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
2021-11-09
56 min
Pope Lonergan is Plimmin’ and Lompin’
Bangin' on About: Critical Race Theory
In this episode Pope talks about cartoon boobs, J. Robert Oppenheimer, racist jokes and Derrick Bell. // Please pre-order 'I'll Die After Bingo' here: https://www.penguin.co.uk/authors/283398/pope-lonergan.html--- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
2021-11-02
52 min