Vital Wealth Strategies

What if busy entrepreneurs could build real estate empires without ever leaving their lane? In this power-packed episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Matthew Ricciardella, co-founder of Crystal View Capital, to uncover exactly how savvy entrepreneurs are quietly building real estate empires through institutional-grade manufactured housing investments. Matthew shares how Crystal View C...

In this episode, host Patrick Lonergan sits down with self-storage investing expert Joe Downs, entrepreneur, operator, and founder of The Storage Moguls, to make the case for one of the most overlooked recession-resistant real estate asset classes available today. With 80% of U.S. self-storage facilities owned by mom-and-pop operators, Joe explains why secondary and tertiary markets are overflowing with undervalued acquisition oppo...

What if the biggest thing holding your business back isn't your market, your competition, or your capital, it's you? In this episode of the Vital Wealth Strategies Podcast, host Patrick sits down with seasoned entrepreneur, operator, and professor Brad Poulos to unpack the hard truths about what it actually takes to scale a business and run it well. With 40 years of experience, from growing a wireless company from 4 to 200 employee...

What does it actually cost to build a successful business without balance? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Dr. Travis Parry, PhD, author of Marry and Grow Rich, and a business coach who has worked with thousands of entrepreneurs across all 50 states, to have one of the most honest and practical conversations about what it truly takes to build wealth without losing everyth...

What if the biggest opportunities to grow your wealth and reduce your taxes aren't found in what you're already doing, but in what you don't even know is possible yet? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Chris Papin, a rare triple-threat advisor who is a licensed attorney, CPA, and insurance producer, to unpack what high-level financial planning actually looks like when you c...

What if you applied the same data-driven thinking you use to evaluate a business acquisition to the most examined claim in human history? In this solo Easter episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan steps outside the usual conversation on taxes, wealth, and optimization to tackle a question that even the most disciplined hi...

What if everything you’ve been told about investing, by your wealth manager, your bank, and even your financial advisor, is shaped more by their incentives than your best interests? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Tad Fallows, co-founder of Long Angle, a private peer community built exclusively for high-net-worth entrepreneurs and investors. Tad spent a decade building an...

What if the biggest threat to your success isn’t taking too much risk, but taking the wrong risk at the wrong time? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Michael O’Keefe to break down one of the most misunderstood concepts for entrepreneurs: how risk should evolve as your business grows. Together, they walk through a powerful four-stage framework that helps entrepreneurs align ...

What if you could legally defer, or even eliminate, capital gains taxes on the sale of your business, real estate, or investments? Many entrepreneurs spend decades building wealth only to see a large portion disappear to taxes after a major liquidity event. In this episode of the Vital Wealth Strategies Podcast, Patrick Lonergan explores one of the most powerful, and often misunderstood, tax strategies available to investors today:...

Can a podcast become one of the most valuable marketing assets your business ever builds? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with entrepreneur and digital platform builder Nathan Gwilliam, founder of Pod Up, to discuss how podcasting has evolved into a powerful growth strategy for entrepreneurs and CEOs. Patrick explores why podcasting has become such an effective way to build au...

What if the fastest path to business ownership wasn’t starting from scratch, but stepping into a system that’s already proven to work? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with franchise consultant and Wall Street Journal bestselling author Greg Mohr to unpack what franchising really looks like behind the scenes. Together, they explore how entrepreneurs can replace W2 income, diver...

The wealth you’ve worked so hard to build could be eroded far more by taxes and lawsuits than by market volatility. In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Michael Moffa, Founder and President of Prosperity Tax Advisors and Prosperity Wealth Advisors, to discuss how entrepreneurs can shift from reactive tax filing to proactive tax strategy. Patrick, founder of Vital Wealth, leads...

What if the very systems that helped build a successful business are now the reason it can’t scale? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Michael O'Keefe to explore the critical shift entrepreneurs must make to grow beyond their current ceiling. Together, they unpack why hustle alone won’t scale a business, how leadership evolution impacts enterprise value, and why structural d...

What if the real reason your business feels exposed isn’t your income, but your structure? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan breaks down why so many successful entrepreneurs remain vulnerable to lawsuits, tax inefficiencies, and unnecessary risk due to poor entity planning and lack of privacy. Patrick is joined by Bobby Casey, founder of Business Anywhere, who shares hard-earned insights ...

What if building Passive Income didn’t require becoming a landlord or adding another job to your life?

In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan, founder of Vital Wealth, sits down with Bronson Hill to unpack how investors and high net worth entrepreneurs can create truly scalable wealth without sacrificing time, freedom, or focus. Patrick brings his perspective as a tax-focused wealth strategis...

What if hitting seven figures doesn’t make money easier… it actually makes every decision harder? In this kickoff episode of the “Designed to Last” series on the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Michael Loki, a Vital Wealth advisor, for a conversation that challenges a common belief entrepreneurs have as they grow: that more income automatically brings more clarity. Instead, Patrick explains why...

What happens to your wealth and your freedom, when money is no longer backed by anything and every transaction can be tracked, restricted, or shut off? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with financial researcher and author David Morgan to unpack the real risks of fiat currency, inflation, and centralized monetary control. David shares decades of insight into how modern money is ...

What happens when your net worth grows faster than your liquidity and your tax bill keeps climbing along the way? Many founders and executives with equity in private companies find themselves asset-rich on paper but limited in flexibility, diversification, and tax efficiency. In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan explores one of the most overlooked challenges facing high-earning entrepreneurs...

Is AI really ready to run parts of your business, or is it just another overhyped tool that creates more confusion than clarity? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan, founder of Vital Wealth, sits down with Steven Saehrig, founder of Descent IT, to cut through the noise and explain what AI actually looks like when implemented correctly inside a real business. Rather than focusing on shiny to...