Best Patrick Lonergan Podcasts (2024)

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036 | From Burnout to Breakthrough: Claire Darr's Secrets to Energized Success in High-Pressure Careers 43:52

7h ago43:52

43:52

Have you ever felt overwhelmed by the pressures of your business? Today, Patrick sits down with Claire Darr to explore the critical topic of burnout and discover practical ways you can achieve a more harmonious life. Drawing from Claire's experience as a former corporate attorney, the discussion explores the immense stress that comes with high-powe…

1
035 | Passive Profits: Brian Dohmen's Guide to Building Wealth in Real Estate 27:11

7d ago27:11

27:11

What makes real estate a more hands-on investment compared to traditional stocks, and why could this be your path to financial freedom? In our latest episode, we sit down with Brian Dohmen, the founder and Managing Partner of Altitude Capital Partners. With a rich background as a banker and asset manager, Brian's unique journey into real estate dev…

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034 | How to Create a Productive Remote Work Culture: A Conversation with Vital’s Team 59:52

14d ago59:52

59:52

Have you thought about expanding your business to a virtual setup? In today’s episode we discuss our teams virtual set up and how we have navigated building our team for remote work. In this week's episode of the Vital Strategies Podcast, I brought together members of our team to dive into the intricacies of our virtual work environment, highlighti…

1
033 | Unlocking Peak Performance with Dr. McCoy: Proactive Healthcare and Precision Medicine 39:46

21d ago39:46

39:46

How can understanding and leveraging precision medicine take your personal and professional success to the next level? In this episode of the Vital Strategies Podcast, host Patrick Lonergan sits down with Dr. McCoy, his personal concierge doctor to discuss the importance of proactive healthcare and precision medicine. In this discussion, Dr. McCoy …

1
032 | Success Together: Business, Life and Marriage 57:28

27d ago57:28

57:28

Have you ever considered what valuable lessons entrepreneurs can learn from their journey, and what advice would be beneficial for those looking to succeed in business while maintaining their most valued relationships? Today’s episode explores this through the lenses of married entrepreneurs and so much more. In this special episode of the Vital St…

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031 | Future-Proof Your Portfolio: Strategies for Global Instability 59:18

1M ago59:18

59:18

Are your investments prepared for the next global crisis? Tune in to learn how to build a resilient portfolio that can withstand the end of the world as we know it. Joining us is Matthew Pierce and together we dig into a topic that's both timely and crucial: preparing your investment portfolio for the end of the world... or at least uncertain times…

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030 | Investment Strategy Overview: Safe Plays to Bold Bets 34:03

1M ago34:03

34:03

What if you could turn your investments into a steady stream of passive income and secure your financial future, all while avoiding the long-term risks of bad strategy? That's precisely what we'll be discussing with our guest, Carey Hilburn, Lead Financial Advisor at Vital Wealth. Carey is a powerhouse when it comes to client planning helping guide…

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029 | Grow Your Business, Grow Your Impact: Eric Crews Shares Business Scaling Strategies 1:05:13

2M ago1:05:13

1:05:13

Curious about the critical question that can supercharge your business success? Tune in as entrepreneur Eric Crews shares his insights and expertise. In this episode of the Vital Strategies Podcast, host Patrick Lonergan, sits down with fellow entrepreneur and scaling expert, Eric Crews, for an enlightening conversation on what it takes to scale yo…

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028 | Inside the Entrepreneur's Private Office: The Blueprint for Tax Savings and Wealth Building 50:02

2M ago50:02

50:02

Have you ever wondered how entrepreneurs identify the right financial tools and resources to support their journey, especially with all of the options available? In this episode of the Vital Strategies Podcast, host Patrick Lonergan sits down with Ryan Johns, one of the Financial Advisors at Vital Wealth. Together, they dive into topics designed to…

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027 | The Need for Speed: M&A deals done fast and done right with Robyn Siers 47:43

2M ago47:43

47:43

Are you ready to explore new strategies and approaches to M&A that prioritize speed and efficiency without sacrificing quality? In the latest episode of the Vital Strategies Podcast, host Patrick Lonergan welcomes a special guest, Robyn Siers, to the show. Robyn is a legal expert specializing in Speed M&A (Mergers and Acquisitions), adding signific…

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026 | You Can’t Hustle Your Way to Happiness: Your Mental Health Matters! 1:10:58

2M ago1:10:58

1:10:58

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 ment…

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025 | Tax Credits and Deductions - Opportunities to Pursue and Pitfalls to Avoid 1:13:22

3M ago1:13:22

1:13:22

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 approa…

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024 | The 4 Cornerstones of Wealth Building: Cash Flow 16:10

3M ago16:10

16:10

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, effecti…

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023 | Tax Strategy: Niche Deferred Compensation Solution for Law Firms 31:44

3M ago31:44

31:44

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 in…

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022 | Have You Hit a Plateau in your Business? Unlock the Secrets to Breakthrough Growth 58:58

3M ago58:58

58:58

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…

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021 | How to Protect Your Assets and Build an Estate Plan with Attorney Kyle Irvin 1:04:02

3M ago1:04:02

1:04:02

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 pl…

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020 | The $250 Billion Question: Abacus Life's Solution to Your Problem Life Insurance Policy 37:56

3M ago37:56

37:56

It's astonishing – $200-$250 billion in life insurance policies lapse every year. Curious to know how Abacus Life is not only changing the narrative but turning these lapses into substantial assets for clients? Tune in to find out. In the latest Vital Strategies Podcast episode, host Patrick Lonergan is joined by Kolby Skolnik, from Abacus Life, a …

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019 | The Value of Planning: Steven Jarvis CPA Retirement Tax Services 27:21

3M ago27:21

27:21

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 Retireme…

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018 | Guest Encore: Recap - Wisdom from Our Experts 42:14

4M ago42:14

42:14

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 hi…

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017 | Unlocking Tax Savings through Real Estate with Kevin Jerry 45:33

4M ago45:33

45:33

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 …

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016 | How to Transition Out of Your Business: Exit Strategies with Derek Ripp 40:43

4M ago40:43

40:43

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 - emphasiz…

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015 | How to Deduct Life Insurance Premiums with Ken Crabb 48:08

4M ago48:08

48:08

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-dedu…

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014 | Strategic Tax Planning, Cashflow Management, and Effective Wealth-Building: Listener Q&A 30:26

4M ago30:26

30:26

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 o…

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013 | Creating Lasting Wealth - Beyond Entrepreneurial Myths and Real Estate Hype 17:24

4M ago17:24

17:24

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 own…

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012 | How to Optimize Your Investment Portfolio with Kevin Smith 1:05:58

4M ago1:05:58

1:05:58

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 fr…

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011 | The Captive Insurance Advantage: How to Own an Insurance Company with Chad Spitzer 34:50

4M ago34:50

34:50

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…

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010 | Level 3 Tax Planning: Secrets to Tax Optimization and How to be Compliant with the IRS 17:05

4M ago17:05

17:05

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 a…

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009 | How to Maximize Value When You Sell Your Businesses with David Barnett 1:04:51

4M ago1:04:51

1:04:51

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 …

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008 | Planning for Success: A Roadmap to Your Best Year Yet 32:04

4M ago32:04

32:04

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 objective…

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007 | Utilizing Employee Stock Ownership Program (ESOP) to Maximum Benefit with Brad Ethridge 56:28

4M ago56:28

56:28

Ever thought about how successful entrepreneurs prepare for selling or transitioning their businesses? Today, we're discussing the benefits of selling to an Employee Stock Ownership Plan (ESOP) with podcast host, Patrick Lonergan and seasoned business professional, Brad Ethridge. Brad Ethridge is well known in the business landscape with a career s…

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006 | Business Owner Retirement Plans: A Deep Dive into Level 2 Tax Planning with Bruce Gendein 1:02:04

4M ago1:02:04

1:02:04

Have you ever wondered how a Cash Balance Plan can help reduce your tax burden while supercharging your retirement savings? In this episode of the Vital Strategies podcast, we welcome Bruce Gendein, an expert in maximizing retirement plans for business owners. Bruce's decades of experience in level 2 tax planning shine through as he explores the fl…

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005 | $10,000.00 Tax Savings Challenge 13:38

4M ago13:38

13:38

Don't miss out on the limited-time opportunity to save $10,000.00 by accessing our exclusive free resources at 5minutetaxmakeover.com. In this episode of the Vital Strategies Podcast, your host, Patrick Lonergan, announces a time-sensitive opportunity for listeners to save $10,000.00 in taxes. Covering topics like home office deductions and short-t…

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004 | Mastering Level 2 Tax Strategies: Rarely Used Tax Strategies for the Business Owner 12:21

4M ago12:21

12:21

Discover the untapped potential of Tax Planning Strategies for tax deferral and financial security. In today's episode of the Vital Strategies Podcast, we explore Level 2 Tax Planning strategies that, when implemented with investment, can potentially save you over $150,000 in taxes. From understanding the intricacies of Traditional and ROTH IRAs to…

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003 | Level Up Your Tax Planning: In-Depth with Level 1 Tax Expert Walt Dallas 42:53

4M ago42:53

42:53

Are you maximizing the potential of business development corporations, retirement plans, and stock ownership in your financial strategy? In this episode, we take a look at how these can help you build a solid financial foundation. Joining us for the discussion is Level 1 tax expert, Walt Dallas. Walt’s areas of expertise span income tax planning, e…

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002 | Level 1 Tax Planning: Opportunities Every Entrepreneur Should Consider 17:55

4M ago17:55

17:55

Are you interested in discovering how to legally pay less taxes and keep more of your income? In this episode, we’ll help you understand how. Senior Financial Advisor, Patrick Lonergan explains Level 1 tax strategies and the importance of proper documentation. He offers practical write-off examples and discusses five straightforward strategies that…

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001 | An Introduction to Proactive Tax Planning for Entrepreneurs 10:11

4M ago10:11

10:11

How much quicker could you be financially free if you didn't have to give so much money to the IRS? Imagine paying up to 40% less in taxes and using those savings to create cherished family memories, supercharge your business growth, or invest in real estate. In this opening episode, Vital Strategies founder Patrick Lonergan challenges the status q…

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000 | Welcome to Vital Strategies 1:09

4M ago1:09

1:09

In a world where tax laws are constantly changing, staying ahead of the game is crucial. That's why we've created the Vital Strategies Podcast, your go-to resource for cutting-edge insights, expert advice, and practical tips to navigate the complex world of taxes and financial planning. Whether you're an established entrepreneur or just starting ou…

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