The podcast that celebrates YOU unapologetically embracing your Awesome Life. If you're tired of feeling stuck and ready for a change, this show is for you! We're honest and we're focused on helping every woman create a life they love. Your host, Lisa Grunden, is a sassy and dynamic woman who has been working with women business owners and career women to help them build maximum confidence and live their best lives. Get ready to have the life you've always wanted!
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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 ...
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How do business owners and CEOs increase their profits, increase efficiency and reduce the amount of time they spend within the business, all while growing their net worth for eventual sale and exit? Our mission is to answer this question and unlock the secrets to success in the world of business transition planning. Welcome to Elevate Your Business - a podcast where we discuss valuable but sophistricated and complex growth and exit strategies - and make them easy to understand. Join us as w ...
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042 | Build and Scale an Empire: Jody Grunden's Blueprint for Success
48:24
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Have you ever wondered how digital companies can stay financially strong while adapting to a fully remote environment? In this episode of the Vital Strategies Podcast, host Patrick Lonergan is joined by Jody Grunden, an expert in financial management. Jody shares insights from his books "Digital Dollars and Cents" and "Building the Virtual CFO Firm…
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046 | The Secrets to Building a Valuable Business with Sal Marino
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Is your business set up for long-term success, or are you just chasing short-term wins? In this episode of the Vital Strategies Podcast, host Patrick Lonergan sits down with Sal Marino, who has worn many executive level hats from operations to sales at Charles IT. We explore the fundamental strategies that have fueled the company’s consistent 20-30…
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045 | How to Crack the Code to Sales Success: What Top Performers Do Differently
1:00:18
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What if the key to sales success lies in mastering just three critical elements? In today’s episode of the Vital Strategies Podcast, host Patrick Lonergan sits down with Mark Cox, founder of In the Funnel Sales Coaching, author and a leading expert in sales strategy. We dive into the key ingredients for sales success, focusing on how to build a str…
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044 | How to Turn Your Marketing and Branding into a Revenue Machine: Eddie Maalouf’s Strategy
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What’s the key to driving revenue in today’s rapidly evolving market? In the latest episode of the Vital Strategies Podcast, host, Patrick Lonergan sits down with one of the most dynamic and forward-thinking business owners. Eddie Maalouf isn't afraid to take bold steps, measure outcomes, and iterate quickly—traits that have propelled business succ…
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043 | Investing in Oil & Gas: The Untapped Advantages You’re Missing
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Oil and gas investments could unlock powerful cash flow and tax benefits for your portfolio! Patrick Lonergan sits down with Matthew Iak, Executive Vice President of U.S. Energy Development Corporation, to dive into the world of oil and gas investments and the unique opportunities they offer. With over $1.6 billion in capital raised under his leade…
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CFO Secrets: Maximizing Profits with CFO Strategies with John Aman, Partner at B2BCFO
38:30
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In this episode of "Elevate Your Business," Adam welcomes John Aman, Partner at B2BCFO and a 30+ year veteran in the financial services industry. Specializing in lower and middle-market privately held companies with revenues ranging from $2 million to $60 million, John shares his expertise on how CFOs analyze financials to drive profit growth. Adam…
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041 | The Art of the Deal: Negotiation Secrets to Create Massive Value
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Could the key to your next big win be hidden in the language you use during negotiations? In today’s episode of the Vital Strategies Podcast, we dig deep into the art of negotiation, uncovering strategies that have contributed to over $100 million in successful real estate and business deals. We break down the four essential components of crafting …
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The Future of Accounting and CPAs with David Hartley
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In this episode of "Elevate Your Business," Adam sits down with David Hartley, Partner-In-Charge at Anders CPA and Advisory, to explore the evolving landscape of accounting, tax work, and CPA services in a post-pandemic world. David shares his insights on how the industry is changing, revealing what he sees as the "cheat code" to thriving in this n…
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040 | From Habits to Health: Expert Tips for Total Wellness
29:18
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What Are the Secrets to Ultimate Health and Wellness? Dive into this special collaborative episode of the Vital Strategies Podcast where we bring together the wisdom and experiences of four incredible guest experts, each sharing their unique perspectives on health and wellness. This episode is packed with actionable insights and transformative idea…
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039 | Business Entities Uncovered: Benefits, Liabilities, and IRS Requirements
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Curious about which business entity is right for you? In this episode of the Vital Strategies Podcast, host Patrick Lonergan digs deep into the intricacies of entity selection for entrepreneurs. The episode covers the essential types of business entities, including sole proprietorships, partnerships, LLCs, corporations (both C-corp and S-corp elect…
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Understanding ESOPs with Joseph Sophia, Troy Starr, and Greg Daugherty
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In this episode of "Elevate Your Business," Adam discusses Employee Stock Ownership Programs (ESOPs) with experts Joseph Sophia, Troy Starr, and Greg Daugherty. They explain how ESOPs work, differentiating them from other business exit plans and employee benefits. Learn about the benefits ESOPs offer to both employers and employees, making them an …
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038 | How to Work Less and Experience Exponential Growth with Steven Neuner
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If you are curious how to have 150 days (about 5 months) a year off from work and still see exponential business and personal growth you are in for a treat. Steven shares his perspectives about the secrets behind building a championship team and empowering people to reach their full potential. In this episode of the Vital Strategies Podcast, host P…
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037 | AI for Entrepreneurs: Boosting Productivity and Innovation
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Want to learn how top entrepreneurs are leveraging AI to stay ahead of the curve? Today we’re diving into the transformative world of Artificial Intelligence (AI). AI is more than a buzzword; it’s a powerful tool that can revolutionize your business operations. In this episode, we explore practical applications of AI and share real-life success sto…
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Navigating Digital Business Acquisitions for IT Professionals with Michael Frew
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In this episode of "Elevate Your Business," Adam chats with Michael Frew of Dev Driven Acquisitions to explore the world of digital business acquisitions. Michael shares his journey from the corporate sphere of software engineering to online business purchases. He discusses the benefits for IT professionals of acquiring established online businesse…
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036 | From Burnout to Breakthrough: Claire Darr's Secrets to Energized Success in High-Pressure Careers
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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…
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035 | Passive Profits: Brian Dohmen's Guide to Building Wealth in Real Estate
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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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How To Use 1031s and DSTs To Minimize Real Estate Taxes with Greg Smith, VP of IPX1031
30:56
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6In this episode Adam sits down with Greg Smith, VP of IPX1031, to unravel the complexities of 1031 exchanges and Delaware Statutory Trusts (DSTs). As experts in the field, Greg and his team help real estate sellers minimize tax liabilities and reinvest those savings into their next ventures, making these tools invaluable for savvy investors. Throu…
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034 | How to Create a Productive Remote Work Culture: A Conversation with Vital’s Team
59:52
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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…
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033 | Unlocking Peak Performance with Dr. McCoy: Proactive Healthcare and Precision Medicine
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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 …
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032 | Success Together: Business, Life and Marriage
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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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Mastering Financial Metrics and Team Building with Jody Grunden
51:45
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6In this episode of "Elevate Your Business," Adam sits down with Jody Grunden, Co-founder of Summit CPA Group and partner at Summit Virtual CFO by Anders. Summit Virtual CFO is recognized as the leading provider of virtual CFO services across North America, assisting over 100 businesses in maximizing profits, minimizing taxes, and increasing cash f…
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031 | Future-Proof Your Portfolio: Strategies for Global Instability
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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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From Adversity to Thriving Restaurateur: A Conversation with Just Chicken Founder D'Andre Martin
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In this episode of "Elevate Your Business," Adam sits down with DeAndre Martin, the dynamic restaurateur behind Just Chicken, to delve into his remarkable journey from a troubled past to entrepreneurial success. D'Andre's story is one of resilience and transformation. Inspired by his hardworking mother, who juggled three jobs, and motivated by a pi…
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030 | Investment Strategy Overview: Safe Plays to Bold Bets
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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
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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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Unlocking College Savings: Tax-Free Tuition Hacks and Income Shifting Strategies with Amber Gilsdorf and Katie Cox
42:47
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In this engaging episode of "Elevate Your Business," host Adam Koos welcomes two expert guests: Amber Gilsdorf, Director of College Planning with Estrela Consulting, and Katie Cox, the owner of Katie Cox and Co., a boutique tax and accounting firm. Together, they delve into the pressing issue of the rising cost of college education and provide inva…
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028 | Inside the Entrepreneur's Private Office: The Blueprint for Tax Savings and Wealth Building
50:02
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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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Behind the Pages: Mastering Business Influence with Ghostwriter Extraordinaire, Michael Levin
46:49
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Tune in to the next episode of "Elevate Your Business" for an engaging discussion between host Adam Koos and Michael Levin, a seasoned ghostwriter with an impressive track record of over 1000 books spanning three decades. In this episode, they delve into the intricacies of avoiding the "commodity trap" and building trust in a landscape where establ…
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027 | The Need for Speed: M&A deals done fast and done right with Robyn Siers
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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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Bridging Talent and Opportunity: Inside HBCU Connect with CEO and Founder Will Moss
1:23:16
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Adam Koos sits down with Will Moss, the CEO and Founder of HBCU Connect, a pioneering online platform serving the students and alumni of Historically Black Colleges and Universities (HBCUs). Since its inception in 2002, HBCU Connect has grown to over 1.2 million members, becoming a vital hub for connecting talent with opportunities while serving th…
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026 | You Can’t Hustle Your Way to Happiness: Your Mental Health Matters!
1:10:58
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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
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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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Marketing and Digital Domination with Bill Kiefaber, President and Owner of Marketing Works
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Welcome to another insightful episode of Elevate Your Business with your host, Adam Koos. In this edition, Adam sits down with Bill Kiefaber, the esteemed President and Owner of Marketing Works, a true powerhouse in the realm of B2B marketing. With over three decades of experience under his belt, Bill has been instrumental in crafting integrated ma…
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024 | The 4 Cornerstones of Wealth Building: Cash Flow
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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
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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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Defining Success and Empowering CEOs with Kiley Peters, Executive Coach and Founder of RAYNE IX
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In this episode of "Elevate Your Business," host Adam Koos welcomes Kiley Peters, founder of RAYNE IX, to discuss her transition from running a profitable marketing firm to starting a consultancy aimed at empowering female CEOs. Kiley shares why she redefined her own metrics for success and how her new venture aligns with her passion for fostering …
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022 | Have You Hit a Plateau in your Business? Unlock the Secrets to Breakthrough Growth
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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
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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
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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
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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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Cultivating Innovation and Culture: Insights from Dr. Jonathan Baktari MD, CEO of eNational Testing and Host of BaktariMD
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Tune in to this week's episode of Elevate Your Business as host Adam sits down with Dr. Jonathan Baktari MD, CEO of eNational Testing and host of the BaktariMD podcast. Dr. Baktari shares invaluable insights on cultivating a corporate culture conducive to innovation, outlining 5 essential ingredients for startup success. From fostering buy-in among…
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Appreciation Marketing and Making Customers For Life with Curtis Lewsey, Best Selling Author and Founder of AMCards
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Adam welcomes Curtis Lewsey, Founder of AMCards and Best Selling Co-Author of Appreciation Marketing: How to Achieve Greatness Through Gratitude. Curtis joins the show to talk about how his 15 years of cold-calling experience helped lead him to change his perspective on how he was selling to customers. Instead of marketing to potential leads Curtis…
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018 | Guest Encore: Recap - Wisdom from Our Experts
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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
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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
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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
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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
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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
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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
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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
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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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