About
Vital Wealth Strategies Podcast
At Vital Wealth Strategies Podcast, we’re helping entrepreneurs pay less tax, build more wealth and love a great. As a division of Vital Wealth, we are dedicated to revolutionizing your approach to taxes and ensuring you keep more of your hard-earned income.
Why Listen to Us?
At Vital Wealth Strategies Podcast, we are on a mission to help our listeners save $1 billion in taxes! We are your go-to resource for unlocking financial success by minimizing your tax bill.
Expertise
Proven methods have saved clients over $8.5 million in taxes over the last two years.
Empowering
Developing custom tax strategies that align with your goals.
Actionable
Consulting clients have an average tax savings of of $280,000+ per year in income tax alone.
Latest Episodes
Tune into our latest episode, where we dive deep into cutting-edge tax strategies and share expert insights so you can pay less tax.
105 | Building Profitable Businesses on Biblical Principles with David Reece
Can you build a thriving business without compromising your faith or values? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with David Reece, CEO and founder of The Reece Fund, to explore how faith-based principles can fuel both profitability and purpose. David shares his journey from manufacturing and real estate to building a private equity firm focused on acquiring and growing Christian-led businesses. Together, Patrick and David unpack how Biblical wisdom, operational excellence, and stewardship intersect to create companies that not only perform financially but also leave a lasting impact.
Listeners will walk away with a new perspective on what it means to lead with conviction while scaling with strategy. Patrick and David dive deep into management frameworks, the power of real estate and business ownership, and how Christian values like rest, integrity, and generosity can transform workplace culture and long-term success. Entrepreneurs who want to grow their wealth while staying rooted in their faith won’t want to miss this episode.
Key Takeaways:
- How to integrate Biblical principles into modern business operations
- The five essential components of a successful company
- Why real estate is the perfect “business in slow motion” for wealth building
- How The Reece Fund identifies and grows faith-driven businesses
- The power of buy-and-hold investing and long-term cash flow
- Why clarity of mission and values attract the right people and opportunities
- How to create Christian culture in a secular workplace without compromising effectiveness
Learn More About David:
- Official Website: ReeceFund.com
Episode Resources:
- Rich Dad Poor Dad by Robert Kiyosaki
- The Goal by Eliyahu M. Goldratt
- Ruthless Elimination of Hurry by John Mark Comer
- Main Street Millionaire by Codie Sanchez
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
104 | The Entrepreneur’s Guide to Hiring, Leadership, and Compliance with Vicky Brown
What if the biggest threat to your business growth isn’t your competition but your HR strategy? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Vicky Brown, founder and CEO of Idomeneo HR Resources, to unpack how entrepreneurs can build thriving teams, avoid costly HR mistakes, and create scalable structures that support long-term success.
Patrick and Vicky dive deep into the systems behind effective hiring, leadership development, and compliance and how the right HR foundation can free business owners to focus on what truly drives growth. From understanding the difference between outsourced HR and PEOs to identifying bottlenecks in leadership and leveraging AI responsibly, this conversation offers actionable insight for every entrepreneur ready to scale with confidence. Stay tuned until the end for Vicki’s practical advice on preventing the most common HR landmines.
Key Takeaways:
- The difference between outsourced HR and PEOs and which model works best for small and mid-sized businesses.
- How to hire smarter by defining success factors and attracting the right candidates.
- The importance of building a leadership team early to avoid growth bottlenecks.
- Common HR compliance mistakes that can cost thousands and how to prevent them.
- Why delegation and vision are essential for scaling sustainably.
- How proactive HR and smart tax planning together create a business built for long-term wealth.
Learn More About Vicky:
Official Website: Concierge, HR consulting services for small business
Podcast Listeners Gift Website: Ultimate HR Workflow Guide More
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
103 | The Secret to Keeping Your Crypto Millions Safe and Tax-Efficient with Jake Claver
What happens when crypto wealth skyrockets overnight but there’s no plan to protect it, grow it, or pass it on? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Jake Claver, Managing Director, CEO, and Founder of Digital Ascension Group, to explore how today’s high-net-worth crypto investors are turning digital volatility into lasting wealth. Together, they break down how to build a family office framework that safeguards assets, reduces taxes, and creates generational stability, even if your fortune began with a single successful trade.
Patrick and Jake dive deep into topics like digital asset custody, Wyoming LLC structures, asset protection trusts, and how borrowing against crypto can unlock liquidity without triggering massive tax bills. This episode is packed with practical insights for entrepreneurs who want to protect their wealth, grow strategically, and align their money with their life’s mission.
Key Takeaways
- How family office structures help crypto investors manage risk and plan for the future
- Why secure custody through institutional partners like Ascension is critical for digital assets
- The role of Wyoming LLCs and asset protection trusts in wealth preservation
- How to borrow against crypto for liquidity, without selling or paying unnecessary taxes
- Why diversification and professional guidance are key once wealth is built
- Recommended books for mastering generational wealth and strategy
- The mindset shift from chasing returns to structuring sustainable, tax-efficient wealth
Learn More About Jake:
- Website: digitalfamilyoffice.io
- Community: beyondbroke.com
Episode Resources:
- The Family Office Book by Richard C. Wilson
- Borrowed from your Grandchildren by Dennis Jaffe
- Who Not How by Dan Sullivan
- The Future Is Faster Than You Think by Peter Diamandis & Steven Kotler
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 TwoTone Creative
Audio, video, research and copywriting by Victoria O’Brien
105 | Building Profitable Businesses on Biblical Principles with David Reece
Can you build a thriving business without compromising your faith or values? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with David Reece, CEO and founder of The Reece Fund, to explore how faith-based principles can fuel both profitability and purpose. David shares his journey from manufacturing and real estate to building a private equity firm focused on acquiring and growing Christian-led businesses. Together, Patrick and David unpack how Biblical wisdom, operational excellence, and stewardship intersect to create companies that not only perform financially but also leave a lasting impact.
Listeners will walk away with a new perspective on what it means to lead with conviction while scaling with strategy. Patrick and David dive deep into management frameworks, the power of real estate and business ownership, and how Christian values like rest, integrity, and generosity can transform workplace culture and long-term success. Entrepreneurs who want to grow their wealth while staying rooted in their faith won’t want to miss this episode.
Key Takeaways:
- How to integrate Biblical principles into modern business operations
- The five essential components of a successful company
- Why real estate is the perfect “business in slow motion” for wealth building
- How The Reece Fund identifies and grows faith-driven businesses
- The power of buy-and-hold investing and long-term cash flow
- Why clarity of mission and values attract the right people and opportunities
- How to create Christian culture in a secular workplace without compromising effectiveness
Learn More About David:
- Official Website: ReeceFund.com
Episode Resources:
- Rich Dad Poor Dad by Robert Kiyosaki
- The Goal by Eliyahu M. Goldratt
- Ruthless Elimination of Hurry by John Mark Comer
- Main Street Millionaire by Codie Sanchez
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
Vital Wealth Strategies Podcast Tools
Free Resources and Templates
Maximize your tax-saving potential with our exclusive tools and templates. Access a plethora of valuable resources that will empower you to take control of your tax planning journey.
$10,000 Tax Savings
At Vital Strategies, we’re finishing out 2023 with an exciting opportunity for you to supercharge your financial success by years end. As a token of appreciation for being part of the Vital Strategies Podcast community, we’re thrilled to present the $10,000.00 Tax Savings Challenge.
Daily Productivity Planner
Welcome to the Daily Productivity Planner 2024 – Your Daily Blueprint for Success, meticulously designed for high-level entrepreneurs like you. This planner isn’t just a tool; it’s your daily companion on the journey to peak performance and strategic success.
What Our Listeners Say About Us
The insights shared in each episode are incredibly valuable! I’ve already implemented tax-saving strategies for my business, and the results are impressive. This podcast is a game-changer!
Sarah K.
Vital Strategies Podcast has become my go-to resource for financial knowledge. The expert interviews and success stories inspire me to take control of my finances and make informed decisions. Highly recommended!
Jason L.
The tools and resources provided on this platform are top-notch. I find myself coming back for more valuable downloads and ebooks regularly. It’s like having a financial mentor!
Michael R.
I used to feel overwhelmed by taxes and financial planning. Thanks to this podcast, I now have clarity and confidence in managing my wealth. The free resources are a fantastic bonus!
Lisa T.
Consulting Clients Have An Average Tax Savings Of $280,000
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