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PODCAST

Vital Wealth Strategies

Patrick Lonergan

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

business entrepreneurship

All Episodes

63:13

152 | The Exit Plan Nobody Tells You About with Sarah...

Vital Wealth Strategies ·

2026/10/06

Why do 75% of business owners who successfully sell their company feel profound regret within the first year? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Sarah Friedell O'Connell, founder and president of ChangePoint Advisors, to unpack the side of exit planning most entrepreneurs never prepare for: life after the sale. Sarah is a certified retirement coach and executive transition coach, a former Fidelity Investments executive, and a former

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51:38

151 | The Future of Tax Strategy: AI, the IRS, and...

Vital Wealth Strategies ·

2026/09/29

Should entrepreneurs trust AI with their tax strategy, or is that a risk too big to take? On this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Ricky Lavigna, a CPA and the founder of TaxFyle, to separate the hype from the reality of AI in tax filing. Lavigna started his career at PricewaterhouseCoopers before founding TaxFyle in 2015, and today serves on the IRS's Electronic Tax Administration Advisory Committee (ETAC), giving him a rare, inside perspective on

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78:30

150 | Why Getting Uncomfortable Might Be Your...

Vital Wealth Strategies ·

2026/09/22

What if the very thing you've spent your career trying to eliminate, discomfort, is actually the thing driving your growth? On this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Darshan "Dave" Patel, co-founder of BuildRite, a healthcare billing company he has run alongside his business partner Soren for nearly three decades. Dave's story starts in a lower middle class household in India, where he repeated two grades in school before finding his footing not in

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73:36

149 | How Entrepreneurs Are Using Airbnbs to Legally...

Vital Wealth Strategies ·

2026/09/15

What if the same Airbnb everyone scrolls past on vacation could be the reason your next tax bill drops by six figures? On this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Nick Korom, CEO of MyBnBAccelerator.com, to break down exactly how entrepreneurs are using short-term rentals to legally slash their tax liability without becoming a full-time real estate professional. Nick has helped close over 500 short-term rental properties for more than 300 clients, and

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42:45

148 | Why This Real Estate Investor Is Taking His...

Vital Wealth Strategies ·

2026/09/08

What if the best real estate deal in Europe cost a fraction of what the same property would run in Sedona or Santa Barbara? On this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Mike Stohler of Gateway Private Equity to unpack why he's moving beyond the traditional US real estate playbook and into international hotel investing, specifically historic boutique properties in Spain. Stohler shares his journey from financing his first units on a credit card in the

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66:45

147 | Tax Strategy or Tax Scam? What Entrepreneurs...

Vital Wealth Strategies ·

2026/09/01

What happens when a "genius" tax write-off you saw on TikTok turns out to be the same strategy that landed two professionals in federal prison for over 20 years each? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with colleague Michael to unpack the difference between smart, compliant tax strategy and the sham strategies that can trigger IRS penalties, audits, or worse. From viral myths about writing off G-Wagons and vacation homes to real-world fraud cases

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56:25

146 | The One Money Talk Parents Keep Putting Off...

Vital Wealth Strategies ·

2026/08/25

What if the single most important financial decision of your life happened before you ever built a business, bought a house, or started a family? On this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Dale Alexander, a CFP, national speaker, and author of The Talk About Money, to unpack the framework Dale calls Make 70 Your 100: live on 70% of your income, invest 20%, and give 10%, starting with your very first paycheck. It's a conversation built for

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61:51

145 | The Secret Weapon Behind Every Trusted Business...

Vital Wealth Strategies ·

2026/08/18

Why do some ideas spread like wildfire while others die the moment they leave a boardroom? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Neal Foard, a 25-year advertising veteran to unpack the real reason facts, data, and bullet points fail to persuade and what actually does. Neal has spent his career teaching some of the biggest brands in the world how to turn ideas into stories that stick, and in this conversation he brings that same expertise

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59:49

144 | Why Is Enough Money Never Enough?

Vital Wealth Strategies ·

2026/08/11

Why is it that entrepreneurs who've hit every financial goal they set still feel like something's missing? On this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Ryan Johns, one of our lead advisor at Vital Wealth, attorney, and Certified Kingdom Advisor, to unpack why financial success so often fails to deliver the peace and contentment entrepreneurs expect it to bring. Drawing on real client stories, behavioral patterns around wealth and comparison, and

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45:26

143 | Designed to Last: Success Isn't the Exit -...

Vital Wealth Strategies ·

2026/08/04

If you sold your business tomorrow, would you know who you are without it? It's a question most entrepreneurs spend years avoiding, and in this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan turns the tables and sits down as the guest, with his teammate Michael stepping in to host. Together they close out the Designed to Last series with a conversation that shifts away from financial strategy and into something entrepreneurs rarely make time for: themselves. Patrick shares the

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54:29

142 | 500+ Capital Raises Later: What Separates...

Vital Wealth Strategies ·

2026/07/28

Why do 96% of deals never get funded, even when the product is exceptional? In this episode of the Vital Wealth Strategies Podcast, host Pat Lonergan sits down with Jason Fishman, CEO of Digital Niche Agency and the marketing mind behind more than 500 capital raises that have generated hundreds of millions of dollars for founders. Jason has spent over 15 years proving a truth most entrepreneurs learn too late: they don't have a funding problem, they have a marketing problem. The best companies don't

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50:42

141 | The investing Lesson Every Entrepreneur Learns...

Vital Wealth Strategies ·

2026/07/21

What happens to an entrepreneur's wealth the day they finally step back from the business they spent decades building? On this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Andrew Horowitz, a nearly 40-year veteran of the financial services industry and host of The Disciplined Investor podcast, to break down why so many successful business owners struggle to invest their wealth with the same discipline they used to build their company.Horowitz and Lonergan dig

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46:15

140 | Business Fuel: How to Find the Right Capital...

Vital Wealth Strategies ·

2026/07/14

What does it actually take to get a business loan and why are so many successful entrepreneurs getting denied? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Levi King, co-founder of Nav and one of the foremost experts on small business credit and financing in the country. Levi brings a rare combination of real-world experience, having started five businesses, secured over forty commercial loans across multiple industries, and built Lendio, the nation's

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53:46

139 | How to a Build a Sales Team so the Business can...

Vital Wealth Strategies ·

2026/07/07

Are you still the most important person in your sales process? For most entrepreneurs, the honest answer is yes and it's the single biggest thing capping their revenue, their company's value, and their freedom. In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Mike Huey, founder of Scalable Sales Solutions and a sales veteran with 30 years of experience building, breaking, and rebuilding sales organizations from coast to coast. Mike has taken companies from

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43:49

138 | 83% of Businesses Fail Because of This… Here's...

Vital Wealth Strategies ·

2026/06/30

What would it look like if your business finally stopped bleeding money through taxes, messy books, and financial blind spots and instead became the wealth-building machine it was always meant to be? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Gretchen Roberts, CEO of Red Bike Advisors, a national tax, accounting, and advisory firm that has helped hundreds of business owners improve financial performance, reduce taxes, and build long-term wealth since

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52:46

137 | How Entrepreneurs Use Real Estate to Build...

Vital Wealth Strategies ·

2026/06/23

What if your business is generating great income but you're still not financially free? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Christopher Larsen, founder and Principal of Next-Level Income, to tackle one of the biggest blind spots entrepreneurs face, building income without building lasting wealth. Chris brings over 20 years of real estate investing experience, an MBA in Finance, and a track record of over $2 billion in real estate acquisitions

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46:58

136 | Why 90% of Family Wealth Is Gone By the Third...

Vital Wealth Strategies ·

2026/06/16

What separates the entrepreneurs who build lasting, generational wealth from those who watch it disappear by the second or third generation? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with DJ Van Keuren – Harvard educated family office real estate expert, founder of the Family Office Real Estate Institute, and a man who has personally managed real estate portfolios for some of the most prominent families in the country, including the Marriott family, to

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40:47

135 | The Portfolio Income Mistake That's Silently...

Vital Wealth Strategies ·

2026/06/09

Are you leaving hundreds of thousands of dollars on the table with your retirement income strategy? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Russ Gaiser III and Mike Hoeflich - co-authors of the #1 bestselling book Beyond Breakeven: The Essential Guide to Social Security Optimization and founders of Retirement Income HQ of America, to tackle one of the most misunderstood challenges facing entrepreneurs today: turning a lifetime of accumulated

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55:22

134 | The IRS Loopholes Keeping Millions in...

Vital Wealth Strategies ·

2026/06/02

What if the tax strategy your CPA has never mentioned could legally eliminate hundreds of thousands of dollars in tax liability and generate cash flow at the same time? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with returning guest Michael Moffa, founder of Prosperity Tax Advisors, for a masterclass in advanced tax strategy built specifically for high-income entrepreneurs. Michael brings nearly 25 years of experience in private wealth advising and leads

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50:21

133 | The Investment Game Is Rigged… Here's How to...

Vital Wealth Strategies ·

2026/05/26

What if the most powerful wealth-building investment on the planet has been deliberately kept out of reach, until now? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Mike Collins, founder of Alumni Ventures, one of the most active venture capital firms in the United States, for a conversation that will fundamentally change the way entrepreneurs think about building and growing wealth. Mike brings over three decades of venture capital experience, starting

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153 results

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