Vital Wealth Strategies Podcast

Financial and Tax Strategies to Help Entrepreneurs

Listen to the Vital Wealth Strategies Podcast 

Welcome to the Vital Wealth Strategies Podcast, where financial and tax expertise meets entrepreneurial success. 

Every week, host and Vital Wealth founder Patrick Lonergan brings you top experts who specialize in cutting-edge financial and tax strategies. You’ll find insights that help you optimize your wealth, reduce tax liabilities, and supercharge your business growth. 

Unlock the secrets to financial success and tune in today.

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The Portfolio Income Mistake That’s Silently Draining Your Wealth with Russ Gaiser & Mike HoeflichAllBusinessEntrepreneurshipFinanceInvestmentsTax Strategy

The Portfolio Income Mistake That’s Silently Draining Your Wealth with Russ Gaiser & Mike Hoeflich

135
The IRS Loopholes Keeping Millions in Entrepreneur Pockets with Michael MoffaAllBusinessEntrepreneurshipFinanceInvestmentsTax Strategy

The IRS Loopholes Keeping Millions in Entrepreneur Pockets with Michael Moffa

134
The Investment Game Is Rigged… Here’s How to Get On the Right Side of It with Mike CollinsAllBusinessEntrepreneurshipFinanceInvestmentsTax Strategy

The Investment Game Is Rigged… Here’s How to Get On the Right Side of It with Mike Collins

133
More Americans Drink Coffee Than Water – Here’s Why That’s an Investment Opportunity with Adam JasonAllBusinessEntrepreneurshipFinanceInvestmentsReal EstateTax Strategy

More Americans Drink Coffee Than Water – Here’s Why That’s an Investment Opportunity with Adam Jason

132
How Busy Entrepreneurs Are Quietly Building Real Estate Empires with Matthew RicciardellaAllBusinessEntrepreneurshipFinanceInvestmentsReal Estate

How Busy Entrepreneurs Are Quietly Building Real Estate Empires with Matthew Ricciardella

131
Self Storage Investing: Cash Flow, Tax Benefits & 1031 Exchanges Explained with Joe DownsAllBusinessEntrepreneurshipFinanceHR StrategyInvestmentsUncategorized

Self Storage Investing: Cash Flow, Tax Benefits & 1031 Exchanges Explained with Joe Downs

130
Stop Adding Fuel to a Broken Engine – How to Finance Growth the Right Way with Brad PoulosAllBusinessEntrepreneurshipFinanceHR StrategyInvestmentsUncategorized

Stop Adding Fuel to a Broken Engine – How to Finance Growth the Right Way with Brad Poulos

129
The Business Success Trap: Why More Growth Can Costs You Everything with Dr. Travis ParryAllBusinessEntrepreneurshipUncategorized

The Business Success Trap: Why More Growth Can Costs You Everything with Dr. Travis Parry

128
The $100K Mistake Your Accountant Is Letting You Make with Chris PapinAllBusinessEntrepreneurshipUncategorized

The $100K Mistake Your Accountant Is Letting You Make with Chris Papin

127
You’ve Optimized Everything… Except ThisAllBusinessEntrepreneurshipUncategorized

You’ve Optimized Everything… Except This

126
How the Top 1% Actually Invest Their Money (It’s Not What You Think) with Tad FallowsAllBusinessEntrepreneurshipFinanceInvestmentsTax Strategy

How the Top 1% Actually Invest Their Money (It’s Not What You Think) with Tad Fallows

125
Designed to Last: Why Most Entrepreneurs Take the Wrong Risks at the Wrong TimeAllBusinessEntrepreneurshipFinanceInvestmentsTax Strategy

Designed to Last: Why Most Entrepreneurs Take the Wrong Risks at the Wrong Time

124
Why Smart Entrepreneurs Are Moving Millions into Opportunity Zones with Ashley TisonAllBusinessEntrepreneurshipFinanceMarketing

Why Smart Entrepreneurs Are Moving Millions into Opportunity Zones with Ashley Tison

123
The Content Strategy That Can 10X Your Reach with Nathan GwilliamAllBusinessEntrepreneurshipFinanceMarketing

The Content Strategy That Can 10X Your Reach with Nathan Gwilliam

122
Stop Gambling on Startups: The Smarter Path to Business Ownership with Greg MohrAllBusinessEntrepreneurshipFinanceTax Strategy

Stop Gambling on Startups: The Smarter Path to Business Ownership with Greg Mohr

121
The Tax Strategies The High-Net-Worth Use That CPAs Won’t Talk About with Michael MoffaAllBusinessEntrepreneurshipFinanceTax Strategy

The Tax Strategies The High-Net-Worth Use That CPAs Won’t Talk About with Michael Moffa

120
Designed to Last: The Shift from Operator to Architect That Scales Your BusinessAllBusinessEntrepreneurshipFinanceTax Strategy

Designed to Last: The Shift from Operator to Architect That Scales Your Business

119
Stop Doing This With Your LLCs (It Could Cost You Millions) with Bobby CaseyAllBusinessEntrepreneurshipFinanceInvestmentsReal EstateTax Strategy

Stop Doing This With Your LLCs (It Could Cost You Millions) with Bobby Casey

118
How High-Net-Worth Investors Build Passive Income at Scale with Bronson HillAIAllBusinessEntrepreneurshipFinanceInvestmentsReal EstateTax Strategy

How High-Net-Worth Investors Build Passive Income at Scale with Bronson Hill

117
Designed to Last: A Strong Financial FoundationAllEntrepreneurshipFinanceTax Strategy

Designed to Last: A Strong Financial Foundation

116
The Dollar Is Dying… Here’s What Comes Next with David MorganAllFinanceTax Strategy

The Dollar Is Dying… Here’s What Comes Next with David Morgan

Episode 115
How Founders Can Unlock Liquidity Without Triggering Massive Taxes with Greg BroggerAllFinanceTax Strategy

How Founders Can Unlock Liquidity Without Triggering Massive Taxes with Greg Brogger

Episode 114
AI is a Force Multiplier but Only if You Know How to Leverage it with Steven SaehrigAllFinanceTax Strategy

AI is a Force Multiplier but Only if You Know How to Leverage it with Steven Saehrig

Episode 113
Throw Your Goals Away: Build the Operating System That Wins the YearAllFinanceTax Strategy

Throw Your Goals Away: Build the Operating System That Wins the Year

Episode 112
Following Jesus: The One Area You Never OptimizedAllFinanceTax Strategy

Following Jesus: The One Area You Never Optimized

Episode 111
The CEO Mistakes Costing You Profit, Time, and Sanity with Stacey BullmanAllFinanceTax Strategy

The CEO Mistakes Costing You Profit, Time, and Sanity with Stacey Bullman

Episode 110
Create a Multi-Million Dollar Exit using The 5-Pillar System with Justin GoodbreadAllFinanceTax Strategy

Create a Multi-Million Dollar Exit using The 5-Pillar System with Justin Goodbread

Episode 109
Why the Financial Industry Wants You Confused: A Conversation with Mike MilliganAllFinanceTax Strategy

Why the Financial Industry Wants You Confused: A Conversation with Mike Milligan

Episode 108
From Chaos to Clarity: How to Truly Scale Your Business with Courtney De RondeAllBusinessFinance

From Chaos to Clarity: How to Truly Scale Your Business with Courtney De Ronde

Episode 107
From Invisible to In-Demand: The PR Strategy Every Entrepreneur Needs with Mickie KennedyAIAllEntrepreneurship

From Invisible to In-Demand: The PR Strategy Every Entrepreneur Needs with Mickie Kennedy

Episode 106
Building Profitable Businesses on Biblical Principles with David ReeceAllBusinessReal Estate

Building Profitable Businesses on Biblical Principles with David Reece

Episode 105
The Entrepreneur’s Guide to Hiring, Leadership, and Compliance with Vicky BrownAllEntrepreneurshipHR Strategy

The Entrepreneur’s Guide to Hiring, Leadership, and Compliance with Vicky Brown

Episode 104
The Secret to Keeping Your Crypto Millions Safe and Tax-Efficient with Jake ClaverAllCryptoEntrepreneurshipInvestmentsTax Strategy

The Secret to Keeping Your Crypto Millions Safe and Tax-Efficient with Jake Claver

Episode 103
How to Capture More Revenue Without Spending More on Marketing with Jason KramerAllBusinessCRMEntrepreneurshipTax Strategy

How to Capture More Revenue Without Spending More on Marketing with Jason Kramer

Episode 102
Philosophy for Life – The Framework for Living a Rich LifeAllBusinessEntrepreneurshipFinanceTax Strategy

Philosophy for Life – The Framework for Living a Rich Life

Episode 101
How to Maximize Value, Maintain Influence and Preserve Your Culture: ESOP Power Play with Gary GrayAllBusinessFinanceTax Strategy

How to Maximize Value, Maintain Influence and Preserve Your Culture: ESOP Power Play with Gary Gray

Episode 100
Why Marketing Feels Broken and How to Fix It Fast with Bryan PhelpsAIAllBusinessEntrepreneurshipMarketing

Why Marketing Feels Broken and How to Fix It Fast with Bryan Phelps

Episode 99
The New Gold Rush: IP, AI, and Blockchain Opportunities with Nirav MurthyAIAllBusinessEntrepreneurshipFinance

The New Gold Rush: IP, AI, and Blockchain Opportunities with Nirav Murthy

Episode 98
Forecasting, Cash Flow, and Clean Books: The Entrepreneurs Financial Playbook with Natalia ZacharinAllBusinessFinanceTax Strategy

Forecasting, Cash Flow, and Clean Books: The Entrepreneurs Financial Playbook with Natalia Zacharin

Episode 97
Unlock Hidden Capital: How to Scale Your Business with Smart Leverage with Jimmy RiosAllBusinessEntrepreneurshipFinanceTax Strategy

Unlock Hidden Capital: How to Scale Your Business with Smart Leverage with Jimmy Rios

Episode 96
Unlock Exponential Growth: The AI and Marketing Playbook for Entrepreneurs with David AsarnowAIAllBusinessEntrepreneurshipMarketingTax Strategy

Unlock Exponential Growth: The AI and Marketing Playbook for Entrepreneurs with David Asarnow

Episode 95
Fraud Happens Fast: What Every Business Owner Needs to Know with Megan KinneyAllBusinessEntrepreneurshipFinanceFraud

Fraud Happens Fast: What Every Business Owner Needs to Know with Megan Kinney

Episode 94
Faster Funding, Lower Risk: A New Approach to Real Estate Finance with Dave KotterAllBusinessFinanceReal Estate

Faster Funding, Lower Risk: A New Approach to Real Estate Finance with Dave Kotter

Episode 93
Avoid Buyer’s Remorse: The Smartest Real Estate Move Before Making an Offer with Bob FradyAllBusinessInvestmentsReal Estate

Avoid Buyer’s Remorse: The Smartest Real Estate Move Before Making an Offer with Bob Frady

Episode 92
Don’t Let the IRS Win: The Real Cost of Late Tax PlanningAllBusinessEntrepreneurshipFinanceTax Strategy

Don’t Let the IRS Win: The Real Cost of Late Tax Planning

Episode 91
The 3 Business Phases Every Entrepreneur Must Master to Avoid Burnout with Leslie HasslerAllBusinessEntrepreneurship

The 3 Business Phases Every Entrepreneur Must Master to Avoid Burnout with Leslie Hassler

Episode 90
The Psychology Tools Missing From Your Marketing with Rai CornellAllBusinessEntrepreneurshipMarketing

The Psychology Tools Missing From Your Marketing with Rai Cornell

Episode 89
The Cybersecurity Wake-Up Call Every Entrepreneur Needs – A Conversation with Steven SaehrigAllBusiness

The Cybersecurity Wake-Up Call Every Entrepreneur Needs – A Conversation with Steven Saehrig

Episode 88
From Main Street to Blockchain: Advanced Capital Gains Tax Moves for Big ExitsAllEntrepreneurshipFinanceTax Strategy

From Main Street to Blockchain: Advanced Capital Gains Tax Moves for Big Exits

Episode 87
The IRS Is Getting Smarter. Are You Ready? Tax Survival Tips from Stephen WeisbergAllEntrepreneurshipFinanceTax Strategy

The IRS Is Getting Smarter. Are You Ready? Tax Survival Tips from Stephen Weisberg

Episode 86
Passive Income, Tax Strategy and Crypto: What You Need to Know About Bitcoin Mining with Beau TurnerAllBusinessCryptoInvestmentsTax Strategy

Passive Income, Tax Strategy and Crypto: What You Need to Know About Bitcoin Mining with Beau Turner

Episode 85
How to Beat Wall Street Using Your IRA and 401(k) – Insider Tactics from Adam BergmanAllBusinessEntrepreneurshipTax Strategy

How to Beat Wall Street Using Your IRA and 401(k) – Insider Tactics from Adam Bergman

Episode 84
The Hidden Traps in Selling Your Business and How to Avoid Them with John MartinkaAllBusinessEntrepreneurship

The Hidden Traps in Selling Your Business and How to Avoid Them with John Martinka

Episode 83
Former Goldman Sachs Insider Reveals the Smart Way to Use Insurance with Wallis Wilkinson TsaiAllFinanceInvestmentsTax Strategy

Former Goldman Sachs Insider Reveals the Smart Way to Use Insurance with Wallis Wilkinson Tsai

Episode 82
The AI Playbook Every Entrepreneur Needs (Before They Get Left Behind) with Jonathan MastAIAllBusinessEntrepreneurshipMarketing

The AI Playbook Every Entrepreneur Needs (Before They Get Left Behind) with Jonathan Mast

Episode 81
Real Estate Cash Flow, Depreciation & Passive Income: Strategies for High-Income Earners with Lane KawaokaAllInvestmentsReal EstateTax Strategy

Real Estate Cash Flow, Depreciation & Passive Income: Strategies for High-Income Earners with Lane Kawaoka

Episode 80
Protect Your Legacy from Taxes, Lawsuits, and Family Feuds with Antony JoffeAllEntrepreneurshipFinanceTax Strategy

Protect Your Legacy from Taxes, Lawsuits, and Family Feuds with Antony Joffe

Episode 79
How to have the Perfect Sales Call — The One Key Ari Galper Says You Must HaveAllEntrepreneurship

How to have the Perfect Sales Call — The One Key Ari Galper Says You Must Have

Episode 78
How to Instantly Build Trust and Close More Deals – Mary Schmid on the Neuroscience of ConversationsAllBusiness

How to Instantly Build Trust and Close More Deals – Mary Schmid on the Neuroscience of Conversations

Episode 77
Financial Clarity = More Profit: How to Fix Your Books and Scale with Matt Tait of DecimalAllBusinessEntrepreneurshipFinance

Financial Clarity = More Profit: How to Fix Your Books and Scale with Matt Tait of Decimal

Episode 76
The Untold Power of Private Placement Life Insurance: Amazing Tool to Build Wealth Tax Free and Protect Your Legacy with Michael MalloyAllCryptoEntrepreneurshipFinanceInvestmentsTax Strategy

The Untold Power of Private Placement Life Insurance: Amazing Tool to Build Wealth Tax Free and Protect Your Legacy with Michael Malloy

Episode 75
The Secret to Leadership That Drives Growth & Retains Top Talent with Haley GraylessAllBusinessEntrepreneurship

The Secret to Leadership That Drives Growth & Retains Top Talent with Haley Grayless

Episode 74
Stop Going It Alone: How Advisory Boards Help Founders Win Bigger with Evan KrautAllBusinessEntrepreneurship

Stop Going It Alone: How Advisory Boards Help Founders Win Bigger with Evan Kraut

Episode 73
Turn Your Expertise into a Revenue-Generating Book – Paul McManus Breaks It DownAIAllBusinessEntrepreneurshipFinance

Turn Your Expertise into a Revenue-Generating Book – Paul McManus Breaks It Down

Episode 72
If You’re Not Selling, You’re Not Scaling—Dave Hanley’s Strategies for GrowthAllBusinessEntrepreneurship

If You’re Not Selling, You’re Not Scaling—Dave Hanley’s Strategies for Growth

Episode 71
This Simple Cash Flow Strategy Can Transform Your Business – Susanne Mariga Breaks It DownAllBusinessFinance

This Simple Cash Flow Strategy Can Transform Your Business – Susanne Mariga Breaks It Down

Episode 70
The Hidden Power of Whole Life Insurance for Business Owners with Mark WillisAllEntrepreneurshipFinanceTax Strategy

The Hidden Power of Whole Life Insurance for Business Owners with Mark Willis

Episode 69
From Startup to 8-Figure Exit: The Wealth Strategies That Work and Pitfalls to Avoid with Jason SchappertAIAllBusinessEntrepreneurshipFinance

From Startup to 8-Figure Exit: The Wealth Strategies That Work and Pitfalls to Avoid with Jason Schappert

Episode 68
Win or Learn: The Entrepreneur Mindset You Need to Succeed with Pat BrennanAllBusinessEntrepreneurship

Win or Learn: The Entrepreneur Mindset You Need to Succeed with Pat Brennan

Episode 67
The Hard Truth About Leadership—And Why Most Entrepreneurs Get It Wrong with Christian MunteanAllBusiness

The Hard Truth About Leadership—And Why Most Entrepreneurs Get It Wrong with Christian Muntean

Episode 66
The Behavioral Science of Success: How Top Entrepreneurs Think Differently with Hugh MassieAllBusinessEntrepreneurship

The Behavioral Science of Success: How Top Entrepreneurs Think Differently with Hugh Massie

Episode 65
How Speaking Engagements Can Fuel Your Business Growth and Attract Ideal Clients with Laurie-Ann MurabitoAllBusiness

How Speaking Engagements Can Fuel Your Business Growth and Attract Ideal Clients with Laurie-Ann Murabito

Episode 64
How to Minimize Crisis and Maximize Growth: Van Carlson Explains the 831(b) Solution Every Business NeedsAllEntrepreneurshipFinanceTax Strategy

How to Minimize Crisis and Maximize Growth: Van Carlson Explains the 831(b) Solution Every Business Needs

Episode 63
The Marketing Playbook: Clear, Concise, and Client-Centered Strategies with Jenny CrossAllBusinessMarketing

The Marketing Playbook: Clear, Concise, and Client-Centered Strategies with Jenny Cross

Episode 62
Passive Income Through Franchises: Kenny Rose Explains the Process and Profit PotentialAllEntrepreneurshipInvestments

Passive Income Through Franchises: Kenny Rose Explains the Process and Profit Potential

Episode 61
The CEOs Blueprint – How to Plan Your Best Year YetAllBusinessEntrepreneurship

The CEOs Blueprint – How to Plan Your Best Year Yet

Episode 60
Scripture, Strategy, and Success: A Faith-Driven Path to Your Best LifeAllBusinessEntrepreneurship

Scripture, Strategy, and Success: A Faith-Driven Path to Your Best Life

Episode 59
Retention, Conversion, and Growth: Borja Cuan’s Ultimate Marketing FormulaAllBusinessMarketing

Retention, Conversion, and Growth: Borja Cuan’s Ultimate Marketing Formula

Episode 58
How to Manage Big Capital Gain Tax Bills: Brett Swarts Breaks Down Deferred Sales TrustsAllFinanceInvestmentsTax Strategy

How to Manage Big Capital Gain Tax Bills: Brett Swarts Breaks Down Deferred Sales Trusts

Episode 57
The Psychology of Investing: Jonathan Blau on Navigating Market Ups and Downs with Jonathan BlauAllFinanceInvestments

The Psychology of Investing: Jonathan Blau on Navigating Market Ups and Downs with Jonathan Blau

Episode 56
Why Mental Health Matters for Your Bottom Line with Dr. JoeAllEntrepreneurship

Why Mental Health Matters for Your Bottom Line with Dr. Joe

Episode 55
Unlock Real Estate Profits Without Being a Landlord: The Power of Non-Performing Notes with Scott CarsonAllInvestmentsReal Estate

Unlock Real Estate Profits Without Being a Landlord: The Power of Non-Performing Notes with Scott Carson

Episode 54
Maximize Your Workforce: Shauna Wekherlien’s Guide to Strategic OutsourcingAllBusinessEntrepreneurshipTax Strategy

Maximize Your Workforce: Shauna Wekherlien’s Guide to Strategic Outsourcing

Episode 53
How to Pivot Your Business and Thrive During a Crisis with Nancy CutterAllBusiness

How to Pivot Your Business and Thrive During a Crisis with Nancy Cutter

Episode 52
How to Get Out From Under Tax Debt: Expert Advice You Need with Carlos SamaniegoAllFinanceTax Strategy

How to Get Out From Under Tax Debt: Expert Advice You Need with Carlos Samaniego

Episode 51
Why Your Business Isn’t Scaling—and How to Fix It with Nolan BradburyAllBusiness

Why Your Business Isn’t Scaling—and How to Fix It with Nolan Bradbury

Episode 50
The Shocking Truth About Lost Productivity and How to Reverse It with Andrew RonchettoAllBusiness

The Shocking Truth About Lost Productivity and How to Reverse It with Andrew Ronchetto

Episode 49
How to Make Your Business More Valuable – The Blueprint for Maximizing Enterprise ValueAllBusinessEntrepreneurship

How to Make Your Business More Valuable – The Blueprint for Maximizing Enterprise Value

Episode 48
How to Crack the Tax Code: The Tax Goddess on Cutting Taxes and Building EmpiresAllBusinessFinanceTax Strategy

How to Crack the Tax Code: The Tax Goddess on Cutting Taxes and Building Empires

Episode 47
The Secrets to Building a Valuable Business with Sal MarinoAllBusinessFinance

The Secrets to Building a Valuable Business with Sal Marino

Episode 46
How to Crack the Code to Sales Success: What Top Performers Do DifferentlyAllBusiness

How to Crack the Code to Sales Success: What Top Performers Do Differently

Episode 45
How to Turn Your Marketing and Branding into a Revenue Machine: Eddie Maalouf’s StrategyAllBusinessMarketing

How to Turn Your Marketing and Branding into a Revenue Machine: Eddie Maalouf’s Strategy

Episode 44
Investing in Oil & Gas: The Untapped Advantages You’re MissingAllInvestmentsTax Strategy

Investing in Oil & Gas: The Untapped Advantages You’re Missing

Episode 43
Build and Scale an Empire: Jody Grunden’s Blueprint for SuccessAllBusinessEntrepreneurshipFinanceTax Strategy

Build and Scale an Empire: Jody Grunden’s Blueprint for Success

Episode 42
The Art of the Deal: Negotiation Secrets to Create Massive ValueAllBusinessFinanceReal Estate

The Art of the Deal: Negotiation Secrets to Create Massive Value

Episode 41
From Habits to Health: Expert Tips for Total WellnessAll

From Habits to Health: Expert Tips for Total Wellness

Episode 40
Business Entities Uncovered: Benefits, Liabilities, and IRS RequirementsAllBusinessEntrepreneurshipTax Strategy

Business Entities Uncovered: Benefits, Liabilities, and IRS Requirements

Episode 39
How to Work Less and Experience Exponential Growth with Steven NeunerAllBusinessEntrepreneurshipFinance

How to Work Less and Experience Exponential Growth with Steven Neuner

Episode 38
AI for Entrepreneurs: Boosting Productivity and InnovationAIAllBusinessEntrepreneurship

AI for Entrepreneurs: Boosting Productivity and Innovation

Episode 37
From Burnout to Breakthrough: Claire Darr’s Secrets to Energized Success in High-Pressure CareersAllBusiness

From Burnout to Breakthrough: Claire Darr’s Secrets to Energized Success in High-Pressure Careers

Episode 36
Passive Profits: Brian Dohmen’s Guide to Building Wealth in Real EstateAllFinanceInvestmentsReal Estate

Passive Profits: Brian Dohmen’s Guide to Building Wealth in Real Estate

Episode 35
How to Create a Productive Remote Work Culture: A Conversation with Vital’s TeamAllBusinessEntrepreneurship

How to Create a Productive Remote Work Culture: A Conversation with Vital’s Team

Episode 34
Unlocking Peak Performance with Dr. McCoy: Proactive Healthcare and Precision MedicineAll

Unlocking Peak Performance with Dr. McCoy: Proactive Healthcare and Precision Medicine

Episode 33
Success Together: Business, Life and MarriageAllBusinessEntrepreneurshipFinance

Success Together: Business, Life and Marriage

Episode 32
Future-Proof Your Portfolio: Strategies for Global InstabilityAllFinanceInvestments

Future-Proof Your Portfolio: Strategies for Global Instability

Episode 31
Investment Strategy Overview: Safe Plays to Bold BetsAllFinanceInvestments

Investment Strategy Overview: Safe Plays to Bold Bets

Episode 30
Grow Your Business, Grow Your Impact: Eric Crews Shares Business Scaling StrategiesAllBusinessEntrepreneurship

Grow Your Business, Grow Your Impact: Eric Crews Shares Business Scaling Strategies

Episode 29
Inside the Entrepreneur’s Private Office: The Blueprint for Tax Savings and Wealth BuildingAllEntrepreneurshipFinanceInvestmentsTax Strategy

Inside the Entrepreneur’s Private Office: The Blueprint for Tax Savings and Wealth Building

Episode 28
The Need for Speed: M&A deals done fast and done right with Robyn SiersAIAllMarketing

The Need for Speed: M&A deals done fast and done right with Robyn Siers

Episode 27
You Can’t Hustle Your Way to Happiness: Your Mental Health Matters!AllBusinessEntrepreneurship

You Can’t Hustle Your Way to Happiness: Your Mental Health Matters!

Episode 26
Tax Credits and Deductions – Opportunities to Pursue and Pitfalls to AvoidAllBusinessTax Strategy

Tax Credits and Deductions – Opportunities to Pursue and Pitfalls to Avoid

Episode 25
The 4 Cornerstones of Wealth Building: Cash FlowAllBusinessEntrepreneurshipFinance

The 4 Cornerstones of Wealth Building: Cash Flow

Episode 24
Tax Strategy: Niche Deferred Compensation Solution for Law FirmsAllFinanceTax Strategy

Tax Strategy: Niche Deferred Compensation Solution for Law Firms

Episode 23
Have You Hit a Plateau in your Business? Unlock the Secrets to Breakthrough GrowthAllBusiness

Have You Hit a Plateau in your Business? Unlock the Secrets to Breakthrough Growth

Episode 22
How to Protect Your Assets and Build an Estate Plan with Attorney Kyle IrvinAllBusinessInvestments

How to Protect Your Assets and Build an Estate Plan with Attorney Kyle Irvin

Episode 21
The $250 Billion Question: Abacus Life’s Solution to Your Problem Life Insurance PolicyAllFinanceInvestments

The $250 Billion Question: Abacus Life’s Solution to Your Problem Life Insurance Policy

Episode 20
The Value of Planning: Steven Jarvis CPA Retirement Tax ServicesAllFinanceTax Strategy

The Value of Planning: Steven Jarvis CPA Retirement Tax Services

Episode 19
Guest Encore: Recap – Wisdom from Our ExpertsAllBusinessEntrepreneurshipFinanceTax Strategy

Guest Encore: Recap – Wisdom from Our Experts

Episode 18
Unlocking Tax Savings through Real Estate with Kevin JerryAllTax Strategy

Unlocking Tax Savings through Real Estate with Kevin Jerry

Episode 17
How to Transition Out of Your Business: Exit Strategies with Derek RippAllBusinessEntrepreneurship

How to Transition Out of Your Business: Exit Strategies with Derek Ripp

Episode 16
How to Deduct Life Insurance Premiums with Ken CrabbAllBusinessFinanceTax Strategy

How to Deduct Life Insurance Premiums with Ken Crabb

Episode 15
Strategic Tax Planning, Cashflow Management, and Effective Wealth-Building: Listener Q&AAllEntrepreneurshipFinanceTax Strategy

Strategic Tax Planning, Cashflow Management, and Effective Wealth-Building: Listener Q&A

Episode 14
Creating Lasting Wealth – Beyond Entrepreneurial Myths and Real Estate HypeAllBusinessEntrepreneurshipInvestments

Creating Lasting Wealth – Beyond Entrepreneurial Myths and Real Estate Hype

Episode 13
How to Optimize Your Investment Portfolio with Kevin SmithAllFinanceInvestmentsTax Strategy

How to Optimize Your Investment Portfolio with Kevin Smith

Episode 12
The Captive Insurance Advantage: How to Own an Insurance Company with Chad SpitzerAllBusinessFinanceTax Strategy

The Captive Insurance Advantage: How to Own an Insurance Company with Chad Spitzer

Episode 11
Level 3 Tax Planning: Secrets to Tax Optimization and How to be Compliant with the IRSAllEntrepreneurshipFinanceTax Strategy

Level 3 Tax Planning: Secrets to Tax Optimization and How to be Compliant with the IRS

Episode 10
How to Maximize Value When You Sell Your Businesses with David BarnettAllBusinessEntrepreneurship

How to Maximize Value When You Sell Your Businesses with David Barnett

Episode 9
Planning for Success: A Roadmap to Your Best Year YetAllFinance

Planning for Success: A Roadmap to Your Best Year Yet

Episode 8
Utilizing Employee Stock Ownership Program (ESOP) to Maximum Benefit with Brad EthridgeAllBusinessEntrepreneurshipFinanceMarketing

Utilizing Employee Stock Ownership Program (ESOP) to Maximum Benefit with Brad Ethridge

Episode 7
Business Owner Retirement Plans: A Deep Dive into Level 2 Tax Planning with Bruce GendeinAllBusinessFinanceInvestmentsTax Strategy

Business Owner Retirement Plans: A Deep Dive into Level 2 Tax Planning with Bruce Gendein

Episode 6
$10,000.00 Tax Savings ChallengeAllBusinessFinance

$10,000.00 Tax Savings Challenge

Episode 5
Mastering Level 2 Tax Strategies: Rarely Used Tax Strategies for the Business OwnerAllFinanceInvestmentsTax Strategy

Mastering Level 2 Tax Strategies: Rarely Used Tax Strategies for the Business Owner

Episode 4

Meet Your Host

Patrick Lonergan
Founder, Senior Financial Advisor

Patrick built Vital Wealth to redefine financial planning and deliver tremendous value for entrepreneurs with complex financial lives. With nearly two decades of entrepreneurial and investment experience, he knows what it takes to manage success and simplify complexity. Patrick’s mission is to help clients focus on what truly matters so they can make life great.

What Our Listeners Say About Us

Lisa T.

I used to feel overwhelmed by taxes and financial planning. Thanks to this podcast, I now have clarity and confidence in managing my wealth. The free resources are a fantastic bonus!
Lisa T.

Michael R.

The tools and resources provided on this platform are top-notch. I find myself coming back for more valuable downloads and ebooks regularly. It's like having a financial mentor!
Michael R.

Jason L.

Vital Wealth Strategies Podcast has become my go-to resource for financial knowledge. The expert interviews and success stories inspire me to take control of my finances and make informed decisions. Highly recommended!
Jason L.

Sarah K.

The insights shared in each episode are incredibly valuable! I've already implemented tax-saving strategies for my business, and the results are impressive. This podcast is a game-changer!
Sarah K.

Ready to Save on Taxes?

Consulting clients of Vital Wealth have an average tax savings of $280,000—but that’s not the only reason people choose to work with us. 

  • Flat-Fee Planning: No hidden surprises. Fees are structured so you know what to expect every month.
  • Coordination with Your Existing Team: We integrate with your CPA, attorney, and other advisors rather than replacing them.
  • Savings Guaranteed: We’re confident in our results. If tax savings don’t exceed our fee, we’ll make it right.

If that sounds like something you need in your life, let’s find a time to talk about your goals, your taxes, and how we can help.

Let's Talk Tax
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