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Pope Lonergan
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Vital 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 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 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hidden risks entrepreneurs face in today’s digital world, from phishing emails and ransomware to employee access and outdated hardware.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 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 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 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 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 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 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
The Last Trip
Tom & Eileen Lonergan: Great Barrier Reef, Australia
Tom and Eileen Lonergan set off for what should have been an unforgettable day diving the Great Barrier Reef - clear skies, calm waters, and a boat full of tourists just like them. But when the dive boat returned to the shore, no one noticed they were missing. Not at first. Not for two whole days, until it was discovered their belongings were still on the boat - wallets, passports, towels… untouched. And Tom and Eileen? Gone. Were they forgotten in a tragic oversight… or did something else happen in those deep, endless waters? Their disappearance trigger...
2025-06-05
41 min
Vital 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
New Books in Political Science
Erica D. Lonergan and Shawn W. Lonergan, "Escalation Dynamics in Cyberspace" (Oxford UP, 2023)
To what extent do cyberspace operations increase the risks of escalation between nation-state rivals? Scholars and practitioners have been concerned about cyber escalation for decades, but the question remains hotly debated. The issue is increasingly important for international politics as more states develop and employ offensive cyber capabilities, and as the international system is increasingly characterized by emergent multipolarity.In Escalation Dynamics in Cyberspace, Erica D. Lonergan and Shawn W. Lonergan tackle this question head-on, presenting a comprehensive theory that explains the conditions under which cyber operations may lead to escalation. In doing so, they challenge long-held assumptions a...
2025-05-31
56 min
New Books in Science, Technology, and Society
Erica D. Lonergan and Shawn W. Lonergan, "Escalation Dynamics in Cyberspace" (Oxford UP, 2023)
To what extent do cyberspace operations increase the risks of escalation between nation-state rivals? Scholars and practitioners have been concerned about cyber escalation for decades, but the question remains hotly debated. The issue is increasingly important for international politics as more states develop and employ offensive cyber capabilities, and as the international system is increasingly characterized by emergent multipolarity.In Escalation Dynamics in Cyberspace, Erica D. Lonergan and Shawn W. Lonergan tackle this question head-on, presenting a comprehensive theory that explains the conditions under which cyber operations may lead to escalation. In doing so, they challenge long-held assumptions a...
2025-05-30
56 min
In Conversation: An OUP Podcast
Erica D. Lonergan and Shawn W. Lonergan, "Escalation Dynamics in Cyberspace" (Oxford UP, 2023)
To what extent do cyberspace operations increase the risks of escalation between nation-state rivals? Scholars and practitioners have been concerned about cyber escalation for decades, but the question remains hotly debated. The issue is increasingly important for international politics as more states develop and employ offensive cyber capabilities, and as the international system is increasingly characterized by emergent multipolarity.In Escalation Dynamics in Cyberspace, Erica D. Lonergan and Shawn W. Lonergan tackle this question head-on, presenting a comprehensive theory that explains the conditions under which cyber operations may lead to escalation. In doing so, they challenge long-held assumptions a...
2025-05-30
56 min
New Books in World Affairs
Erica D. Lonergan and Shawn W. Lonergan, "Escalation Dynamics in Cyberspace" (Oxford UP, 2023)
To what extent do cyberspace operations increase the risks of escalation between nation-state rivals? Scholars and practitioners have been concerned about cyber escalation for decades, but the question remains hotly debated. The issue is increasingly important for international politics as more states develop and employ offensive cyber capabilities, and as the international system is increasingly characterized by emergent multipolarity.In Escalation Dynamics in Cyberspace, Erica D. Lonergan and Shawn W. Lonergan tackle this question head-on, presenting a comprehensive theory that explains the conditions under which cyber operations may lead to escalation. In doing so, they challenge long-held assumptions a...
2025-05-30
56 min
New Books in National Security
Erica D. Lonergan and Shawn W. Lonergan, "Escalation Dynamics in Cyberspace" (Oxford UP, 2023)
To what extent do cyberspace operations increase the risks of escalation between nation-state rivals? Scholars and practitioners have been concerned about cyber escalation for decades, but the question remains hotly debated. The issue is increasingly important for international politics as more states develop and employ offensive cyber capabilities, and as the international system is increasingly characterized by emergent multipolarity.In Escalation Dynamics in Cyberspace, Erica D. Lonergan and Shawn W. Lonergan tackle this question head-on, presenting a comprehensive theory that explains the conditions under which cyber operations may lead to escalation. In doing so, they challenge long-held assumptions a...
2025-05-30
56 min
Vital 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 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 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 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 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 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 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 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 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 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 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 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 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
Vital 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
Vital 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
Vital 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 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 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
Vital 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
Forging Ploughshares
Lonergan and the Problem of Theological Method with Jonathan Heaps
In this discussion Jonathan Heaps, Head of the Lonergan Institute at Seton Hall University, Editor of the Lonergan Review, and author of The Ambiguity of Being: Bernard Lonergan and the Problems of the Supernatural, describes his upcoming class with PBI on Bernard Lonergan. Jonathan describes the resolution that Lonergan brings to the modern theological impasse, a breakthrough broached by nouvelle théologie and ressourcement, but completed by Lonergan. (Sign up for the upcoming class, "Lonergan & the Problem of Theological Method." The course will run from the weeks of February 16th to April 11th. Also sign up for Sin a...
2025-01-20
1h 00
Vital 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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
Vital 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
Fathomless
Episode 68: UNSOLVED: What Happened to Tom and Eileen Lonergan?
In January of 1998 Tom and Elieen had just finished their two-year tour with the Peace Corps and decided to celebrate 10 years of marriage with a scuba diving excursion across the world. They started their journey with a place they had always dreamed of diving, The Great Barrier Reef. But on January 25th, 1998, the couple experienced a nightmarish turn of events as they are accidentally abandoned in open water on St. Crispin's Reef. But did they drown on the reef after being left at sea? Or did something more mysterious happen? Join us on this terrifying...
2024-07-31
1h 37
Vital 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
AMDG: A Jesuit Podcast
Why So Many Scholars Love Bernard Lonergan, SJ with Jonathan Heaps
There is a list of Jesuit giants through history you hear over and over. That list starts with Saint Ignatius and his companions, of course, then includes to other Jesuit saints and blesseds to more modern Jesuits who are often called by just one name: Rahner. Hopkins. De Lubac. Teilhard. Arrupe. Dulles. Ellacuria. Bergoglio. And today’s episode is about one more on this list: Lonergan. Bernard Lonergan was a Canadian Jesuit philosopher and theologian who lived from 1904 to 1984. And to be honest, his work is intimidating. He was pretty clearly a genius and wrote volumes on volumes of work on...
2024-07-24
52 min
Morbid
The Murder of Patricia Lonergan
On the morning of October 25, 1943, the body of twenty-two-year-old Lion Brewery heiress, Patricia Lonergan, was discovered in a locked room in the New York apartment she shared with her infant son. Patrica was nude and had been bludgeoned with a candelabra. Suspicion quickly fell on her estranged husband, Wayne Lonergan, who had fled the country to Canada, where he was serving in the Royal Canadian Air Force.Wayne Lonergan was apprehended a few days later and returned to New York, where he was charged with the murder and two days later confessed to killing...
2024-07-11
1h 10
Vital 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
Vital 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
A RICH COMIC LIFE PODCAST
EPISODE 120: POPE LONERGAN
In this episode, I talk to the wonderful comedian, POPE LONERGAN. Comedian and writer Pope Lonergan performs all over the UK and has had sold-out shows at Vault Festival, Leicester Comedy Festival, Brighton Fringe, Hastings Fringe and the Edinburgh Fringe. He is also a care assistant. Writer of best-selling memoir, I’ll Die After Bingo, which was critically acclaimed when it was published in 2022, his stage presence and delivery are wonderfully funny. I have seen Pope appear for the Sofa So Funny! showcase in London in 2022. Thank you so much for listening to my...
2024-06-08
1h 01
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
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 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
Vital 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
Vital 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 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 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 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
Comic Book Couples Counseling Podcast
Man's Best with Jesse Lonergan and Pornsak Pichetshote
How many words belong on a page? How many panels? In this week's podcast, we uncover the answers by chatting with Pornsak Pichetshote and Jesse Lonergan about their new Boom Studios series, Man's Best. It's a radically personal work about three emotional support animals lost in space, and it forced its creators to rethink their collaborative impulses to achieve the best comic possible. And we're excited to report they pulled it off. Man's Best is, without doubt, one of the year's best comics. In our conversation, before we dig into the craft and math behind the comic...
2024-04-10
1h 08
Vital 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 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 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 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 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
Vital Strategies
008 | Planning for Success: A Roadmap to Your Best Year Yet
Let’s make 2024 your best year yet! In this episode, podcast host Patrick Lonergan digs into key strategies to ensure you are set on course for success in the new year. Learn the importance of working on the business, not just in it, developing a long-term success strategy, identifying limiting beliefs, setting goals, establishing primary objectives, and crafting a compelling vision. Packed with resources and tools, this episode provides a roadmap for listeners to navigate towards their most successful year. Key takeaways: Develop a robust strategy for long-term success Set cl...
2024-03-11
32 min
Vital Strategies
007 | Utilizing Employee Stock Ownership Program (ESOP) to Maximum Benefit with Brad Ethridge
Ever thought about how successful entrepreneurs prepare for selling or transitioning their businesses? Today, we're discussing the benefits of selling to an Employee Stock Ownership Plan (ESOP) with podcast host, Patrick Lonergan and seasoned business professional, Brad Ethridge. Brad Ethridge is well known in the business landscape with a career spanning back to 1985. With experience in individual financial planning, leading international sales and marketing, and launching several successful businesses, including multiple Insurance Marketing Organizations (IMOs), Brad's entrepreneurial prowess is unparalleled. He is recognized for his expertise in Business Exit Strategies, particularly with a focus on ESOPs. Brad's...
2024-03-11
56 min
Vital Strategies
005 | $10,000.00 Tax Savings Challenge
Don't miss out on the limited-time opportunity to save $10,000.00 by accessing our exclusive free resources at 5minutetaxmakeover.com. In this episode of the Vital Strategies Podcast, your host, Patrick Lonergan, announces a time-sensitive opportunity for listeners to save $10,000.00 in taxes. Covering topics like home office deductions and short-term rentals, adding your family on the payroll and fringe benefits, Lonergan not only highlights key deductions but also guides listeners on proper implementation. Additionally, he introduces the REACH acronym for living a great life, breaking down strategies beyond finances. Tune in before the year-end deadline for practical...
2024-03-11
13 min
Vital Strategies
002 | Level 1 Tax Planning: Opportunities Every Entrepreneur Should Consider
Are you interested in discovering how to legally pay less taxes and keep more of your income? In this episode, we’ll help you understand how. Senior Financial Advisor, Patrick Lonergan explains Level 1 tax strategies and the importance of proper documentation. He offers practical write-off examples and discusses five straightforward strategies that anyone can implement immediately. Key Takeaways: • Write off examples for tax savings • Real estate deductions • How to include your kids on the payroll Resources: Read the Transcript Submit questions to the podcast Credits:...
2024-03-11
17 min
Vital Strategies
001 | An Introduction to Proactive Tax Planning for Entrepreneurs
How much quicker could you be financially free if you didn't have to give so much money to the IRS? Imagine paying up to 40% less in taxes and using those savings to create cherished family memories, supercharge your business growth, or invest in real estate. In this opening episode, Vital Strategies founder Patrick Lonergan challenges the status quo of accepting a large tax bill and discusses the importance of proactive tax planning. Over the past two years, Patrick’s proactive tax planning service has successfully saved our clients a remarkable $8.5 million, with an average annual savings...
2024-03-11
10 min
Vital Strategies
000 | Welcome to Vital Strategies
In a world where tax laws are constantly changing, staying ahead of the game is crucial. That's why we've created the Vital Strategies Podcast, your go-to resource for cutting-edge insights, expert advice, and practical tips to navigate the complex world of taxes and financial planning. Whether you're an established entrepreneur or just starting out, our podcast is tailored to meet the needs of business owners like you who are seeking to save on taxes, build wealth, and achieve long-term financial success. Vital Strategies host Patrick Lonergan has been helping entrepreneurs navigate the complexities of business...
2024-03-11
01 min
Best Comics Ever
“Arca” & the Mignola-verse w/ Jesse Lonergan | CBH Interviews #111
Jesse Lonergan joins to talk about the upcoming Mignola-verse comic Miss Truesdale and the Fall of Hyperborea, as well as their sci-fi graphic novel Arca. Dave and Jesse talk about the success of Hedra’s innovative layouts, working with Mike Mignola, designing pages to slow down readers, how Droma/Prime might be Jesse’s “magnum opus” and much more! On Comic Book Herald’s Interviews I’ll be interviewing some of my favorite creators in comics about specific runs, graphic novels or series, looking for their insights on the inspirations behind the work and ideas or hidden material reade...
2023-05-09
49 min
Comic Book Herald
“Arca” & the Mignola-verse w/ Jesse Lonergan | CBH Interviews #111
Jesse Lonergan joins to talk about the upcoming Mignola-verse comic Miss Truesdale and the Fall of Hyperborea, as well as their sci-fi graphic novel Arca. Dave and Jesse talk about the success of Hedra’s innovative layouts, working with Mike Mignola, designing pages to slow down readers, how Droma/Prime might be Jesse’s “magnum opus” and much more! On Comic Book Herald’s Interviews I’ll be interviewing some of my favorite creators in comics about specific runs, graphic novels or series, looking for their insights on the inspirations behind the work and ideas or hidden material reade...
2023-05-09
49 min
Comic Book Couples Counseling Podcast
Free Comic Book Day with Jesse Lonergan and Third Eye Comics
We celebrate Free Comic Book Day with Jesse Lonergan and Steve Anderson from Third Eye Comics. Our first-ever spectacular promoting the annual event where comic readers collide to nab free comics but, more importantly, buy comics. Free Comic Book Day is a shop appreciation day, not a customer appreciation day. So, be kind, say thank you, and discover a new universe of titles and characters. Exploration is your mission. In our first portion, we chat extensively with Steve Anderson about his new Buys and Bargains Third Eye Comics location in Annapolis, Maryland. What purpose does this particular...
2023-05-06
1h 47
Purposeful Empathy with Anita Nowak
Finding Joy Through Purpose and Empathy Ft. Jennifer Lonergan Purposeful Empathy Hosted by Anita Nowak
Watch this episode to be inspired by a social entrepreneur who is dedicating her life to empowering women. Jennifer Lonergan is the Founder and Executive Director of Artistri Sud, a non-profit organization that provides micro-entrepreneurship and leadership training to women in low-income countries with the goal of empowering them to create sustainable livelihoods and effect social change. In this episode, Jennifer reflects on her professional journey, from museum curator to social impact work. She also describes the benefits of doing work on purpose and offers insight into how others can do the same. 00:00 Introduction
2023-05-04
35 min
Brutal, bizarre, and boozy podcast
#8: Tom and Eileen Lonergan, Israel Keyes, and the Hurricane cocktail
Getting ready for spooky season! Based on a listener request, during the month of October we will be selecting a story that has inspired a scary movie.This week Jane tells us about Tom and Eileen Lonergan who were left in the open ocean by their dive boat and were never seen again. Some of their belongings turned up weeks and months after the Lonergan's disappearance but their bodies were never recovered and they are presumed dead. Their tragic story inspired the movie Open Water, which we also discuss.Deklan also tells us the brutal...
2022-10-05
43 min
Locked On Gamecocks - Daily Podcast On South Carolina Gamecocks Football & Basketball
South Carolina's 2023 high school QB target Dylan Lonergan chooses Alabama!
On todays show, Andrew dives into the rollercoaster ending that was the recruitment for 2023 4-star QB Dylan Lonergan out of Georgia.He addresses a lot of the false narratives that have been formulated in the past 2 weeks regarding Lonergan's recruitment, then discusses what he believes to be the reason for South Carolina losing its grip as the perceived leader for Lonergan.Lastly, Andrew addresses whether or not Lonergan's commitment to Alabama will change South Carolina's recruiting strategy for the QB position in the 2023 cycle.Support Us By Supporting Our Sponsors!LinkedIn
2022-07-12
23 min
Discover Top Full Trial Audiobooks in Biography & Memoir, History & Culture
I'll Die After Bingo: My unlikely life as a care home assistant by Pope Lonergan
Please visit https://thebookvoice.com/podcasts/1/audiobook/566778 to listen full audiobooks. Title: I'll Die After Bingo: My unlikely life as a care home assistant Author: Pope Lonergan Narrator: Pope Lonergan Format: Unabridged Audiobook Length: 8 hours 12 minutes Release date: June 16, 2022 Ratings: Ratings of Book: 3.5 of Total 2 Genres: History & Culture Publisher's Summary: Brought to you by Penguin. Resident: I feel I want to keep talking. Me: Of course! What do you want to talk about? Resident: My heart. Me: What about your heart? Resident: I feel I want to touch it. Me: Your heart? You want to touch your heart? Resident: Yes...
2022-06-16
05 min
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
MeatsPad
Feeding minerals to improve meat quality - Dr. Elisabeth Huff-Lonergan
For our last conversation during the Reciprocal Meat Conference 2021, we invited Dr. Elisabeth Lonergan to talk about her most recent work on the effect of supplementing minerals on meat quality. Meat our host: Dr. Huff-Lonergan is a Professor in the Animal Science Department at Iowa State University. She received her BS in Food Science at the University of Missouri/Columbia and her MS and Ph.D. at Iowa State. She was on faculty at Auburn University before joining the faculty at Iowa State University. Her research centers on improving the efficiency of muscle growth and...
2021-11-30
30 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
Pope Lonergan is Plimmin’ and Lompin’
Bangin' on About: Climate Change
In this episode Pope talks about being boring, Carl Schmitt, The Clean Electricity Program and pan fires. // 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
2021-10-26
25 min
Pope Lonergan is Plimmin’ and Lompin’
Bangin' on About: Gender Identity
In this episode Pope talks about assisted suicide, Shon Faye, monarchism and bollock-rain. // 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
2021-10-19
46 min
Pull Back Reveal
POPE LONERGAN
S2 EP2: POPE LONERGAN - THE LOCKDOWN TAPES This episode I am joined by the marvellous POPE LONERGAN! Pope Lonergan is a comedian, Quaker, drug addict and creator of ‘Pope’s Addiction Clinic’ (“From fearless and funny to heart-stoppingly raw" Evening Standard) and ‘The Care Home Tour’ (“The comedians taking slapstick into new territory” ~ The Guardian). We have a good old natter like two old friends that have never actually met and are both locked in their houses (In Popes case, his parents house) which is exactly what this conversation was. Touching on the virus obviou...
2020-04-01
1h 03
Theology Shorts
Joseph Gordon - Bernard Lonergan
This week I talk with Joseph Gordon, Associate Professor of Theology at Johnson University and Postdoctoral Fellow at the Lonergan Institute at Boston College, about his forthcoming Cascade Companions volume on the life and work of Canadian Jesuit theologian and priest Bernard Lonergan. In the interview Joe mentions several works in the Collected Works of Lonergan. You can see information on the series at the University of Toronto Press website: https://utorontopress.com/ca/books/by-series/collected-works-of-bernard-lonergan Joe also mentions two secondary sources: Jeremy D. Wilkins. Before Truth: Lonergan, Aquinas, and the Problem o...
2019-03-05
00 min
Savor Your Day With A Best-Selling Full Audiobook.
Bernard Lonergan: Christianity’s Response to a Secular Age by Gordon A. Rixon
Please visithttps://thebookvoice.com/podcasts/1/audiobook/448085to listen full audiobooks. Title: Bernard Lonergan: Christianity’s Response to a Secular Age Author: Gordon A. Rixon Narrator: Gordon A. Rixon Format: Unabridged Audiobook Length: 5 hours 14 minutes Release date: June 15, 2018 Genres: Lessons in Philosophy Publisher's Summary: Few Christian thinkers have brought such an array of intellectual, scientific, spiritual, and religious resources to bear on faith and society as Bernard Lonergan (1904-1984). A Jesuit philosopher and theologian, Lonergan worked to integrate faith with the promotion of justice. Taught by one of the world’s leading experts on Lonergan, this 12-lecture course introduces you to the...
2018-06-15
5h 14