Vital Wealth Strategies

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 b...

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 h...

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 inv...

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 estat...

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...

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-...

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 a...

Did you know more Americans drink coffee every day than a glass of water and yet almost nobody thinks of coffee as an investment opportunity? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Adam Jason, co-founder of Green Coffee Company and former Wall Street capital markets attorney, to unpack one of the most compelling alternative investment opportuni...

What if busy entrepreneurs could build real estate empires without ever leaving their lane? In this power-packed episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Matthew Ricciardella, co-founder of Crystal View Capital, to uncover exactly how savvy entrepreneurs are quietly building real estate empires through institutional-grade manufactured housing investments...

In this episode, host Patrick Lonergan sits down with self-storage investing expert Joe Downs, entrepreneur, operator, and founder of The Storage Moguls, to make the case for one of the most overlooked recession-resistant real estate asset classes available today. With 80% of U.S. self-storage facilities owned by mom-and-pop operators, Joe explains why secondary and tertiary markets are overflowin...

What if the biggest thing holding your business back isn't your market, your competition, or your capital, it's you? In this episode of the Vital Wealth Strategies Podcast, host Patrick sits down with seasoned entrepreneur, operator, and professor Brad Poulos to unpack the hard truths about what it actually takes to scale a business and run it well. With 40 years of experience, from growing a wire...

What does it actually cost to build a successful business without balance? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Dr. Travis Parry, PhD, author of Marry and Grow Rich, and a business coach who has worked with thousands of entrepreneurs across all 50 states, to have one of the most honest and practical conversations about what it truly takes to...

What if the biggest opportunities to grow your wealth and reduce your taxes aren't found in what you're already doing, but in what you don't even know is possible yet? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Chris Papin, a rare triple-threat advisor who is a licensed attorney, CPA, and insurance producer, to unpack what high-level financial plan...

What if you applied the same data-driven thinking you use to evaluate a business acquisition to the most examined claim in human history? In this solo Easter episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan steps outside the usual conversation on taxes, wealth, and optimization to tackle a question that even the most disciplined high-performers tend to leave unexamined, the hi...

What if everything you’ve been told about investing, by your wealth manager, your bank, and even your financial advisor, is shaped more by their incentives than your best interests? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Tad Fallows, co-founder of Long Angle, a private peer community built exclusively for high-net-worth entrepreneurs and invest...

What if the biggest threat to your success isn’t taking too much risk, but taking the wrong risk at the wrong time? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Michael O’Keefe to break down one of the most misunderstood concepts for entrepreneurs: how risk should evolve as your business grows. Together, they walk through a powerful four-stage framew...

What if you could legally defer, or even eliminate, capital gains taxes on the sale of your business, real estate, or investments? Many entrepreneurs spend decades building wealth only to see a large portion disappear to taxes after a major liquidity event. In this episode of the Vital Wealth Strategies Podcast, Patrick Lonergan explores one of the most powerful, and often misunderstood, tax strat...

Can a podcast become one of the most valuable marketing assets your business ever builds? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with entrepreneur and digital platform builder Nathan Gwilliam, founder of Pod Up, to discuss how podcasting has evolved into a powerful growth strategy for entrepreneurs and CEOs. Patrick explores why podcasting has becom...

What if the fastest path to business ownership wasn’t starting from scratch, but stepping into a system that’s already proven to work? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with franchise consultant and Wall Street Journal bestselling author Greg Mohr to unpack what franchising really looks like behind the scenes. Together, they explore how entrepr...

The wealth you’ve worked so hard to build could be eroded far more by taxes and lawsuits than by market volatility. In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Michael Moffa, Founder and President of Prosperity Tax Advisors and Prosperity Wealth Advisors, to discuss how entrepreneurs can shift from reactive tax filing to proactive tax strategy. Patr...

What if the very systems that helped build a successful business are now the reason it can’t scale? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Michael O'Keefe to explore the critical shift entrepreneurs must make to grow beyond their current ceiling. Together, they unpack why hustle alone won’t scale a business, how leadership evolution impacts ent...

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 Anywher...

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...

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 cla...

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 o...