Vital Wealth Strategies

Patrick Lonergan
  • 5.0 (22)
  • ENTREPRENEURSHIP
  • UPDATED WEEKLY

Welcome to Vital Wealth Strategies Podcast, where financial and tax expertise meets entrepreneurial success. Join us as we dive deep into the world of high-level entrepreneurship, bringing you top authorities who specialize in cutting-edge financial and tax strategies. Our podcast is your go-to resource for staying ahead in the financial game, offering insights and advice that can optimize your wealth, reduce tax liabilities, and supercharge your business growth. Tune in to gain a competitive edge and unlock the secrets to financial success in the world of high-level entrepreneurship.

  1. 118 | Stop Doing This With Your LLCs (It Could Cost You Millions) with Bobby Casey

    4D AGO

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

    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 from decades of entrepreneurial experience helping business owners protect assets, reduce exposure, and build resilient structures that support long-term freedom. Together, Patrick and Bobby dive into the real-world mechanics of asset protection, including why insurance alone isn’t enough, why owning assets in a personal name can be dangerous, and how proper entity structuring can prevent a single lawsuit from wiping out years of work. Bobby explains his “castle” approach to asset protection, where privacy becomes the first line of defense, and highlights common mistakes entrepreneurs make when forming LLCs themselves. If you're an entrepreneur, real estate investor, or high-income business owner looking to create more peace of mind, protect what you’ve built, and gain flexibility for the future, this episode is packed with actionable strategies you can implement immediately. Key Takeaways: Why most entrepreneurs are overexposed even when they’re financially successful The biggest mistakes business owners make when forming LLCs and structuring assets Why insurance is not a substitute for real asset protection How privacy reduces lawsuit risk and deters opportunistic litigation Why you should avoid mixing real estate, operating businesses, and liquid assets in one entity The importance of dissolving LLCs after selling an asset to avoid future liability How Business Anywhere simplifies entity management, registered agent services, and renewals Episode Resources: Business Anywhere: https://businessanywhere.io Vital Wealth Resources Hub: https://vitalwealth.com/resources Podcast Homepage (Vital Wealth): https://www.vitalwealth.com/ Resources:    Visit www.vitalstrategies.com to download FREE resources      Listen to the podcast on your favorite app: https://link.chtbl.com/vitalstrategies     Follow on Instagram at https://www.instagram.com/vital.strategies       Follow on Facebook at https://www.facebook.com/VitalStrategiesPodcast      Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/      Credits:     Sponsored by Vital Wealth     Music by Cephas     Art work by Two Tone Creative  Audio, video, research and copywriting by Victoria O'Brien

    1h 4m
  2. 117 | How High-Net-Worth Investors Build Passive Income at Scale with Bronson Hill

    FEB 3

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

    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 strategist, while Bronson shares his journey from medical device sales to replacing earned income with passive cash flow in under three years through private real estate and alternative investments.   Together, they challenge the myth of “passive” real estate, explain why most small rental strategies fail to Scale, and walk through how sophisticated investors evaluate deals, operators, and private networks. This conversation is designed for investors who want consistent passive income, better tax efficiency, and access to opportunities typically reserved for high net worth circles, without the stress and complexity that derail most wealth plans. If you are looking to scale capital, protect your lifestyle, and invest with intention, this episode delivers a practical roadmap. Key Takeaways: Why most “passive” real estate strategies actually become second jobs How High Net Worth Investors scale Passive Income through private deals The role of professional operators in building truly scalable investments How to vet deals and operators with an investor-first mindset Why private networks outperform public, mass-market investment offerings Episode Resources: Fire Yourself by Bronson Hill Official Website: Home - Bronson Equity Resources:    Visit www.vitalstrategies.com to download FREE resources      Listen to the podcast on your favorite app: https://link.chtbl.com/vitalstrategies     Follow on Instagram at https://www.instagram.com/vital.strategies       Follow on Facebook at https://www.facebook.com/VitalStrategiesPodcast      Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/      Credits:     Sponsored by Vital Wealth     Music by Cephas     Art work by Two Tone Creative  Audio, video, research and copywriting by Victoria O'Brien

    46 min
  3. 116 | Designed to Last A Strong Financial Foundation

    JAN 27

    116 | Designed to Last A Strong Financial Foundation

    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 success often creates more moving parts, more decisions, and more pressure and why financial confidence must be built intentionally, not hoped for. Throughout the episode, Patrick breaks down the real reason high-income business owners still feel uncertain about profitability, cash flow, and what’s “actually working” inside the business. He shares the three pillars that help businesses scale without becoming a stressful house of cards - profitability, financial reporting, and cash management and offers practical tools like monthly P&L tracking, accrual accounting awareness, accounts receivable reporting, and a 13-week rolling cash flow forecast. If you’ve ever wondered why you can have money in the bank but still feel behind, or why growth can trigger surprise tax problems and cash crunches, this episode is a must-listen. Key Takeaways: Higher income creates more complexity, not less and clarity must be built on purpose A profitable business is the first requirement for something truly “designed to last” Monthly P&L reporting (including year-over-year comparisons) is a non-negotiable tool Owner pay matters: underpaying yourself can create “fake profitability” and hurt valuation Cash flow problems can happen even in profitable businesses (especially with taxes + growth) A 13-week cash flow forecast helps owners lead proactively instead of reacting Episode Resources: Simple Numbers by Greg Crabtree QuickBooks Online Vital Wealth cash flow assessment: vitalstrategies.com/cashflow Resources:    Visit www.vitalstrategies.com to download FREE resources      Listen to the podcast on your favorite app: https://link.chtbl.com/vitalstrategies     Follow on Instagram at https://www.instagram.com/vital.strategies       Follow on Facebook at https://www.facebook.com/VitalStrategiesPodcast      Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/      Credits:     Sponsored by Vital Wealth     Music by Cephas     Art work by Two Tone Creative  Audio, video, research and copywriting by Victoria O'Brien

    44 min
  4. 115 | The Dollar Is Dying… Here’s What Comes Next with David Morgan

    JAN 20

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

    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 created, why inflation quietly erodes purchasing power, and how financial “stability” can mask a system built on increasing debt, manipulation, and surveillance. Throughout the conversation, Patrick and David explore what a monetary reset could look like, the dangers of programmable money and CBDCs, and why “sound money” matters for entrepreneurs who want true long-term security. David also breaks down practical ways to reclaim monetary sovereignty, highlighting gold, silver, and land as time-tested stores of value and explains why he remains skeptical of Bitcoin as a freedom tool in today’s institutional landscape. This episode is a must-listen for business owners and high earners who want to protect their assets, think independently, and build wealth that isn’t dependent on fragile systems or compliance-driven control. Key Takeaways Fiat currency systems historically collapse when trust breaks, often through inflation or debt crises Inflation acts like a hidden tax that steadily erodes purchasing power over time CBDCs and programmable money can enable surveillance and restrictions on personal spending Financial collapse often results in asset repricing and ownership transfer—not “wealth disappearing” Gold, silver, and land remain foundational tools for preserving monetary sovereignty Silver can be a practical, accessible hedge for everyday investors Bitcoin may not deliver the independence many expect due to institutional capture concerns True freedom includes financial resilience, critical thinking, and personal responsibility Learn More About David: The Morgan Report: morganreport.com Silver Sunrise Documentary: silversunrise.tv Silver Manifesto by David Morgan Episode Resources: Mises Institute (Austrian economics): mises.org Bank for International Settlements (BIS): bis.org The Creature from Jekyll Island by G. Edward Griffin Atlas Shrugged by Ayn Rand The Fountainhead by Ayn Rand Resources:    Visit www.vitalstrategies.com to download FREE resources      Listen to the podcast on your favorite app: https://link.chtbl.com/vitalstrategies     Follow on Instagram at https://www.instagram.com/vital.strategies       Follow on Facebook at https://www.facebook.com/VitalStrategiesPodcast      Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/      Credits:     Sponsored by Vital Wealth     Music by Cephas     Art work by Two Tone Creative  Audio, video, research and copywriting by Victoria O'Brien

    58 min
  5. 114 | How Founders Can Unlock Liquidity Without Triggering Massive Taxes with Greg Brogger

    JAN 13

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

    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: concentrated, illiquid private equity and the hidden risks that come with waiting on a future liquidity event. Patrick is joined by Brogger, Founder and CEO of Collective Liquidity and a pioneer in private market innovation. Greg shares how exchange funds, structured liquidity, and disciplined diversification strategies can help founders and executives reduce risk, access capital, and defer taxes without giving up long-term upside. Drawing from his experience building SharesPost and the NASDAQ Private Market, Greg breaks down why traditional approaches often fail private equity holders and how a more intentional strategy can create financial flexibility, peace of mind, and better outcomes for growing businesses. Key takeaways from this episode: Why over-concentration in private company equity creates both financial and tax risk How exchange funds work and why they are especially powerful in private markets Ways founders and executives can create liquidity without triggering immediate capital gains taxes The importance of diversification for long-term wealth preservation How proactive tax strategy supports smarter business and investment decisions Learn More About Greg: Collective Liquidity Official Website: About us | Collective Liquidity Resources:    Visit www.vitalstrategies.com to download FREE resources      Listen to the podcast on your favorite app: https://link.chtbl.com/vitalstrategies     Follow on Instagram at https://www.instagram.com/vital.strategies       Follow on Facebook at https://www.facebook.com/VitalStrategiesPodcast      Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/      Credits:     Sponsored by Vital Wealth     Music by Cephas     Art work by Two Tone Creative  Audio, video, research and copywriting by Victoria O'Brien

    42 min
  6. 113 | AI is a Force Multiplier but Only if You Know How to Leverage it with Steven Saehrig

    JAN 6

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

    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 tools or viral prompts, this conversation gets practical, strategic, and grounded in how entrepreneurs can use AI to increase efficiency, protect their data, and future-proof their organizations. Patrick and Steven explore why AI is best viewed as a workforce multiplier rather than a replacement for people, how businesses should think about the true cost and ROI of AI adoption, and why cybersecurity must be the foundation before any automation is deployed. From real-world examples like AI-driven IT support and agentic workflows to the risks of bad actors using AI for phishing and fraud, this episode gives business owners a clear roadmap for adopting AI intentionally and securely. If you are a founder or executive wondering where to start with AI, how fast to move, and how not to get burned along the way, this episode delivers clarity, context, and actionable insight. Key Takeaways AI is not a magic bullet; it requires intentional planning, investment, and follow-through The biggest opportunity today is using AI to augment people, not replace them Businesses should automate low-value, repetitive tasks first before moving to advanced AI Paid, secure AI tools are essential for protecting business and client data Cybersecurity and identity protection must be in place before scaling AI adoption AI-driven attacks are increasing, making employee training and behavior monitoring critical Companies that delay AI adoption risk falling behind competitors over the next 5–10 years Episode Resources: Descent IT Official Website Anthropic Claude ChatGPT Microsoft Copilot Google Gemini Vital Wealth Strategies Episode 088 Resources:    Visit www.vitalstrategies.com to download FREE resources      Listen to the podcast on your favorite app: https://link.chtbl.com/vitalstrategies     Follow on Instagram at https://www.instagram.com/vital.strategies       Follow on Facebook at https://www.facebook.com/VitalStrategiesPodcast      Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/      Credits:     Sponsored by Vital Wealth     Music by Cephas     Art work by Two Tone Creative  Audio, video, research and copywriting by Victoria O'Brien

    1 hr
  7. 112 | Throw Your Goals Away: Build the Operating System That Wins the Year

    12/30/2025

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

    What if the reason you keep falling short of your goals has nothing to do with motivation or discipline? In this episode of the Vital Wealth Strategies Podcast, Patrick Lonergan challenges the way most high performers plan their year and explains why traditional goal setting is often the very thing holding them back. Patrick, founder of Vital Wealth, works with high-earning entrepreneurs to help them optimize cash flow, reduce taxes, and build intentional wealth. In this episode, he makes the case that most people do not have a goal problem at all. They have a systems problem.  Rather than chasing dozens of goals that quickly lose momentum, Patrick walks listeners through a fundamentally different approach: designing a personal and business operating system. This episode breaks down why focusing on one primary objective for life and one for business, supported by simple, repeatable actions, creates real and lasting progress. If you have ever felt frustrated by strong starts followed by fading execution, this conversation will change how you think about planning, productivity, and success.  Key takeaways from this episode:  Why setting too many goals at once leads to worse results, not better ones  The critical difference between goals and systems, and why systems always win  How human attention, decision fatigue, and motivation actually work  Why consistency and repetition outperform intensity and big bursts of effort  How to design a simple operating system for your year that makes progress inevitable  Resources:    Visit www.vitalstrategies.com to download FREE resources      Listen to the podcast on your favorite app: https://link.chtbl.com/vitalstrategies     Follow on Instagram at https://www.instagram.com/vital.strategies       Follow on Facebook at https://www.facebook.com/VitalStrategiesPodcast      Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/      Credits:     Sponsored by Vital Wealth     Music by Cephas     Art work by Two Tone Creative  Audio, video, research and copywriting by Victoria O'Brien

    25 min
  8. 111 | Following Jesus: The One Area You Never Optimized

    12/23/2025

    111 | Following Jesus: The One Area You Never Optimized

    What if you believe in Jesus but have never actually followed Him? In this special Christmas-week episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan, founder of Vital Wealth, challenges high-achieving entrepreneurs to examine a quiet but unsettling tension many successful people feel. After building businesses, optimizing finances, and doing “all the right things,” why does life still feel incomplete? Patrick explores whether success, discipline, and even belief can exist without true surrender and why that gap matters both now and eternally. In a solo, deeply reflective teaching, Patrick unpacks the difference between cultural Christianity and biblical discipleship, using clear business analogies and direct Scripture to confront false assurance and surface-level belief. This episode is not about religion, performance, or self-improvement. It is about authority, identity, and what it truly means to follow Jesus rather than simply admire Him. If you are a driven, thoughtful leader who has ever wondered whether belief alone is enough, this episode offers clarity, conviction, and a compelling invitation to something deeper. Key takeaways from this episode: Why belief without surrender leads to false assurance The difference between cultural Christianity and true discipleship How success can mask spiritual stagnation Why Jesus calls people to follow, not just agree The role of repentance, faith, and new identity in real transformation Why abiding, not striving, is central to spiritual growth Resources:    Visit www.vitalstrategies.com to download FREE resources      Listen to the podcast on your favorite app: https://link.chtbl.com/vitalstrategies     Follow on Instagram at https://www.instagram.com/vital.strategies       Follow on Facebook at https://www.facebook.com/VitalStrategiesPodcast      Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/      Credits:     Sponsored by Vital Wealth     Music by Cephas     Art work by Two Tone Creative  Audio, video, research and copywriting by Victoria O'Brien

    46 min
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5
out of 5
22 Ratings

About

Welcome to Vital Wealth Strategies Podcast, where financial and tax expertise meets entrepreneurial success. Join us as we dive deep into the world of high-level entrepreneurship, bringing you top authorities who specialize in cutting-edge financial and tax strategies. Our podcast is your go-to resource for staying ahead in the financial game, offering insights and advice that can optimize your wealth, reduce tax liabilities, and supercharge your business growth. Tune in to gain a competitive edge and unlock the secrets to financial success in the world of high-level entrepreneurship.

Information

  • Creator
    Patrick Lonergan
  • Years Active
    2023 - 2026
  • Episodes
    100
  • Rating
    Clean
  • Copyright
    © Copyright 2023 All rights reserved.
  • Show Website
    Vital Wealth Strategies