Vital Strategies

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...

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 ...

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...

Curious about the role of innovative financial solutions in empowering plaintiff contingent fee law firms to grow their businesses?  

In today’s episode, we explore the fascinating world of tax strategy and financial planning with our special guest, Mike McGarry. As the Managing Director at Optcapital, Mike brings a wealth of expertise in crafting innovative solutions tailored to the unique needs of plaintiff contingent fee law ...

Are you ready to take your business to new heights? In our latest episode of the Vital Strategies Podcast, we had the privilege of hosting strategic business coach David Greer, who shared wisdom he has earned over the last 40 years of being in business. We discuss navigating growth plateaus and unlocking your business's full potential. 

David shares the importance of strategic planning and forward-thinking. From crafting a master p...

Do you want to ensure your assets are shielded from creditors and legal liabilities? Learn how to legally avoid paying the federal estate tax which is 40%. Join us for an insightful discussion on asset protection and estate planning with Kyle Irvin. 

In our most recent episode, we sit down with Kyle Irvin, an expert in asset protection and estate planning. I have worked closely together with Kyle for years. He brings practical wisd...

Episode coming soon!

Resources:  

Visit www.vitalstrategies.com to download FREE resources    

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Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/    

Credits:   

Sponsored by Vital Wealth ...

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 ...

This week, Patrick takes you on a journey through some of the most impactful moments from the last quarter. We're thrilled to present a compilation of insights and wisdom from our incredible guests. We are focusing on the crucial topics of tax strategy, wealth building and setting up your business for long-term success. 

Tune in as we revisit key highlights, featuring expert tips on tax strategy, wealth management, entrepreneurial ...

Today we sit down with tax expert Kevin Jerry to unlock a world of possibilities in real estate. Having personally witnessed Kevin save a client $1.5 million in income tax, we explore how his unique approach bridges the gap between your CPA's services and beyond. 

In this episode, Kevin digs into Cost Segregation, Tangible Property Regulations, and Partial Asset Dispositions, illustrating their interconnectedness with real-world ...

Have you ever considered what makes your business truly valuable? Join us as we unravel the key component that could redefine the worth of your company.

In this episode of the Vital Strategies Podcast, we sit down with Derek Ripp, a leading expert in Business Exit Planning. Together, we explore the intricacies of the 5, 4, 3, 2, 1 method - emphasizing proactive planning over reactivity. We take a look at business exit plan from the...

Have you ever thought about the tax implications of your life insurance plan? Ken Crabb, the mind behind Restricted Property Trust, did and created a groundbreaking solution.

In this episode we welcome Ken Crabb, the visionary creator of the Restricted Property Trust (RPT). Over 25 years ago, Ken embarked on a quest to find a structure for tax-deductible life insurance and ended up creating one of the most innovative solutions i...

Securing long-term financial freedom requires careful consideration of cashflow and making calculated investments without jeopardizing business growth. Entrepreneurs must conduct their due diligence by implementing tax strategies, maximizing retirement plans and deductions, and should always consult with professionals to navigate the complexities of financial management successfully.  

In this episode, you’ll also hear: 

• Levera...

There are 3 key components to building real, sustainable wealth, and they aren’t as effortless as the fun, flashy, or as easy as online gurus make it seem.  

One of those keys is owning a profitable online business. However, while entrepreneurship CAN create wealth, it comes with several cautionary tales.  With a lens on the tough road to business ownership, we discuss the essential qualities for success—having a solid 'why,' contr...

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 ...

Captive insurance is a cutting-edge strategy that could change the way you protect your business.

In this episode, we explore the versatility of captive insurance for asset protection and business security. Discussing its ideal applications; IRS compliance and how captive insurance could lead to substantial savings for your business.

Joining us for this discussion is Level 3 tax expert, Chad Spitzer. Chad specializes in developing ...

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 ta...

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 exp...

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 pr...