Vital Strategies

Patrick Lonergan
  • 5.0 (21)
  • 创业
  • 一周一更

Welcome to Vital 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. 4天前

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

    What if the way entrepreneurs think about marketing is the very thing holding them back from sustainable growth? On this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Bryan Phelps, founder of Big Leap Digital Marketing Agency, to uncover what’s really working in today’s ever-changing landscape. From the rise of AI reshaping how customers search and discover brands, to the timeless importance of clear messaging and brand trust, this conversation is packed with insights every entrepreneur needs to hear.  Patrick and Bryan explore the pitfalls of chasing shiny new marketing tactics, the power of brand-led performance marketing, and how to craft messaging that resonates and converts. Listeners will also hear practical advice on choosing the right channels, building long-term customer relationships, and investing wisely in marketing that scales with the business. If you’ve ever felt stuck between rising ad costs, shifting SEO rules, and the overwhelming number of digital strategies available, this episode will give you clarity and confidence to move forward.  Key Takeaways:  How AI is changing search behavior and what it means for entrepreneurs.  The difference between branding and marketing and why both matter.  Why being remembered is more powerful than just being discovered.  Tools like SparkToro to identify where your customers actually spend time online.  How to build a marketing system that scales with your business and avoids wasted spend.  Learn More About Bryan: Official Website: BigLeap.com  LinkedIn: Bryan Phelps | LinkedIn 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

    38 分钟

  2. 9月23日

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

    What happens when artificial intelligence reshapes the way intellectual property is created, shared, and monetized? On this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Nirav Murthy, co-founder and co-CEO of Camp Network, to tackle one of the most pressing questions facing entrepreneurs and creators today: how to protect your work in an AI-driven world. From blockchain verification to smart contracts, Nirav reveals how Camp Network is building tools that allow creators to not only safeguard their content but also turn it into revenue-generating assets.  Listeners will hear real-world examples ranging from Black Mirror and SpongeBob to international music festivals and online courses. Patrick and Nirav break down how tokenization is disrupting outdated systems of licensing, ownership, and financing and why this matters for business owners looking to maximize their income and future-proof their strategies. Whether you’re an entrepreneur, a creative, or simply curious about the intersection of AI, blockchain, and business growth, this conversation offers insights that can help you monetize your intellectual property and build long-term wealth.  Key Takeaways:  Why traditional IP systems are broken in the age of AI and how blockchain offers solutions.  How Camp Network helps creators register, verify, and monetize their work on-chain.  Real-world use cases with major IP brands, festivals, and content creators.  The shift from one-time licensing fees to royalty-based income models.  How entrepreneurs can apply these principles to their own courses, content, and businesses.  Learn More About Nirav:  Camp Network: campnetwork.xyz  Case Study Examples:   Sahara AI  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

    37 分钟

  3. 9月16日

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

    Are you running your business by looking at your bank balance and hoping for the best? On this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Natalia Zacharin, founder of Zacharian Consulting and a financial strategist who transformed her side hustle into a multimillion-dollar firm recognized on the Inc. 5000 list. Together, they break down why financial clarity is the foundation of every successful business and how entrepreneurs can avoid the pitfalls of cash flow stress, tax surprises, and costly mistakes.  Listeners will discover the step-by-step journey of building a financial team, from bookkeepers to fractional CFOs, and learn about the essential tools that streamline accounting, payroll, and forecasting. Natalia and Patrick also share the psychology behind managing cash, strategies for building healthy reserves, and the key financial metrics every entrepreneur should be tracking. Whether you’re just starting out or scaling into eight figures, this conversation provides actionable insights that will help you protect your profit, plan with confidence, and unlock long-term growth.  Key Takeaways:  Why your first hire should be a bookkeeper, not an afterthought  The difference between profit and cash and why it matters  How to forecast with confidence and avoid running out of money  The essential tech stack for accounting, payroll, and bill pay  When to bring in a tax strategist, controller, or CFO  Best practices for building cash reserves and protecting your business  Learn More About Natalia: Official Website  Direct Resource Page  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

    45 分钟

  4. 9月9日

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

    What if the key to scaling your business faster wasn’t working harder but learning how to leverage capital the right way? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Jimmy Rios, CEO and founder of Rios Business Advisors and Next Level Credit. Together, they dive deep into the world of business credit, strategic leverage, and building the financial foundation every entrepreneur needs to thrive. From creative financing strategies to building systems that generate additional income streams, this episode is packed with actionable insights to help entrepreneurs grow smarter and faster.  Whether you’re struggling to access capital, looking for ways to make your money work harder for you, or simply want to better understand how the wealthy think about leverage, this conversation will give you a clear blueprint. Don’t miss this opportunity to discover how to position your business for growth, protect your profits, and create the systems that support long-term success, while keeping more of what you earn through smart tax planning.  Key Takeaways:  Why leverage, used wisely, is essential for scaling any business.  How to build and improve business credit to unlock low-cost capital.  The importance of separating personal and business finances for growth.  Creative financing strategies, including using business entities to build credit.  How a strong financial team and tax strategy can maximize your bottom line.  Actionable steps to start building your blueprint for business success today.  Learn More About Jimmy: Book: Decoding the Mystery of Business Credit on Amazon and as an eBook on riosbusinessfunding.com. YouTube Channel: Rios Business Funding – educational videos and strategies. Program: Eye Level to High Level – structured program for credit, funding, and business scaling. 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

    51 分钟

  5. 9月2日

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

    What if scaling your business revenue didn’t mean working harder but working smarter? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with David Asarnow, founder of Business Nitrogen and a leading expert in revenue growth and AI-driven marketing strategies. Together, they unpack how entrepreneurs can create exponential growth by identifying their “best buyers,” leveraging intentional marketing campaigns, and harnessing the power of AI to streamline outreach and conversion.  Whether you’re a seasoned entrepreneur or just starting to scale, this conversation offers actionable insights you can implement today. From building multi-touch campaigns to engineering AI prompts that actually deliver results, David shares the systems and mindset shifts that turn stagnant revenue into unstoppable momentum. If you’re ready to grow smarter, keep more of what you earn, and build long-term wealth, this episode is packed with strategies you won’t want to miss.  Key takeaways:  How to identify your “Target 25” and create campaigns that truly resonate with your best buyers.  Practical ways to use AI for marketing, outreach, and lead management.  Why storytelling and sharing your origin story build trust and drive sales.  The importance of consistent, intentional follow-up for high-ticket sales.  How to pair revenue growth with smart tax planning to maximize your wealth.  Learn More About David:  businessnitrogen.com  davidasarno.com  Instagram: @realDavidasarno  Episode Resources:  Secrets of the Millionaire Mind – T. Harv Eker  Influence – Robert Cialdini  Selling to VITO – Anthony Parinello  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 分钟

  6. 8月26日

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

    Are you unintentionally leaving your business vulnerable to fraud or cyberattacks? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with trusted expert Megan Kinney for a powerful conversation about financial protection and operational safeguards every entrepreneur should know. From sophisticated fraud to internal embezzlement, this episode pulls back the curtain on the real risks business owners face, and offers clear, practical strategies to help prevent costly mistakes before they happen.  Patrick and Megan explore how adding the right amount of friction to your financial systems can actually protect your profits, and why it’s crucial to rethink the information your business shares publicly. They discuss the importance of audits, team training, and mindset shifts that can help entrepreneurs stay secure in an increasingly risky world. If you're serious about building a resilient business, minimizing loss, and maximizing confidence in your operations, this is an episode you won’t want to miss.  Key Takeaways:  Why sharing too much information online can make your business a target  How to create "friction" in financial processes that protect you  The dangers of internal fraud and how to spot early warning signs  The value of third-party audits and quarterly financial reviews  Why law enforcement can’t always recover stolen funds and what to do instead  The mindset shift entrepreneurs must adopt to protect and scale effectively  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

    41 分钟

  7. 8月19日

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

    What if you could secure funding for a real estate deal in weeks instead of months, without the slow, bureaucratic process of traditional banks and still protect your downside like a seasoned investor? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Dave Kotter, founder of Hybrid Debt Fund and Integrity Capital, to explore a game-changing approach to real estate financing and private credit investing. Whether you’re a developer looking to close deals faster or an accredited investor seeking secure, high-yield opportunities, this conversation reveals how Hybrid Debt Fund is bridging the gap left by conventional lenders.  Patrick and Dave unpack how the fund provides loans for $5M–$15M projects, manages risk through first-position collateral, and offers investors a unique blend of fixed income and equity-style upside. They dive into the types of projects,  finance from multifamily rehabs to RV parks and discuss market trends, risk mitigation strategies, and why private credit is booming while banks tighten lending. By the end, listeners will understand how to leverage this model to accelerate their business growth or diversify their investment portfolio with confidence.  Key Takeaways:  How Hybrid Debt Fund’s senior stretch loans work and why they’re faster than traditional financing.  The asset classes and deal sizes that fit their investment criteria.  Risk mitigation strategies that protect both developers and investors.  Why private credit is expanding while traditional banks scale back.  How accredited investors can earn fixed income plus upside participation in multiple projects.  Learn More About Dave Kotter  Email: dave.kotter@hybriddebtfund.com  Website: hybriddebtfund.com  Phone: (602) 367-8795 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

    36 分钟

  8. 8月12日

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

    Are you buying real estate without a clear picture of the risks involved? In this eye-opening episode of the Vital Wealth Podcast, host Patrick Lonergan sits down with data entrepreneur Bob Frady, co-founder of PropertyLens.com, to uncover how homebuyers and investors can dramatically reduce risk and negotiate smarter using big data. Patrick, a seasoned financial strategist and real estate investor, introduces Property Lens as the “Carfax for houses,” and together they unpack how this innovative tool empowers buyers with insights previously buried in obscure databases, aging PDFs, or not disclosed at all. Whether you’re eyeing a second home, evaluating an investment property, or selling a house, the information in this episode could save you tens, if not hundreds of thousands of dollars.  Bob shares his journey from building data systems at Live Nation and Expedia to co-founding HazardHub (acquired by Guidewire) and now launching Property Lens. He walks listeners through how the platform taps into 40+ datasets, from roof condition and permit history to weather damage and insurance trends and explains why real estate agents may not want you to have this data in your hands. Patrick and Bob discuss how high-net-worth individuals make data-driven decisions in business and why that same discipline should apply to buying real estate. If you're serious about protecting your money, avoiding buyer's remorse, or understanding true property value, this episode is a must-listen.  Key Takeaways:  Property Lens delivers a “Carfax for homes” experience using AI and 40+ data sources  Learn how to uncover hidden issues, like storm damage, expired HVAC, or missing permits, before you ever visit a property  Understand why insurance costs are skyrocketing and how to factor them into your decision  Discover how data-driven buyers gain a massive negotiation edge  Use the code 25SUMMER for 25% off your next report at PropertyLens.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

    38 分钟
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关于

Welcome to Vital 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.

信息

  • 创作者
    Patrick Lonergan
  • 活跃年份
    2023年 - 2025年
  • 单集
    99
  • 分级
    儿童适宜
  • 版权
    © Copyright 2023 All rights reserved.
  • 节目网站
    Vital Strategies

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