About

Vital Strategies Podcast

At Vital Strategies Podcast , we’re on a mission to empower visionary entrepreneurs like you to maximize your financial potential through the power of proactive tax planning. As a division of Vital Strategies, 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 Strategies, 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
Expertise

Proven methods have saved clients over $8.5 million in taxes over the last two years.

Empowering
Empowering

Developing custom tax strategies that align with your goals.

Actionable
Actionable

Consulting clients save an average of $280,000+ per year in income tax alone.

Latest Episodes Wave
$8.5 mil Saved in taxes

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.

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

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 publicly traded company on Nasdaq and a leading alternative asset manager. Together, they explore Abacus Life’s unique approach to life insurance as a valuable asset. 

The episode highlights how Abacus Life purchases policies at a premium above the cash surrender value, allowing clients to enjoy returns 6-8 times higher. Abacus Life becomes a crucial player when individuals want to turn their life insurance into a proactive financial asset. 

The conversation covers the uses of life insurance for protection and liquidity. Listeners will gain insights into investment strategies, term rescues, and real-life case studies showcasing Abacus Life’s impact. 

Key Takeaways: 

  • Abacus Life’s Unique Approach 
  • Diverse Uses of Life Insurance 
  • Mortality-Based Approach 

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   

Audio, video, and show notes produced by Podcast Abundance  

Research and copywriting by Victoria O’Brien 

 

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

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 Retirement Tax Services Podcast. Discussing the crucial link between tax savings and wealth building, involving proactive tax planning, cash flow optimization, and strategic funding.  

Discover how Vital Wealth strategically positions clients’ finances to minimize tax liabilities, explore their pricing model, and understand the importance of ongoing client involvement in crafting tailored strategies. From onboarding specifics to monthly expectations, the episode highlights the significance of maintaining an active partnership with clients. 

Key Takeaways: 

  • The Vital Strategies Podcast Origin 
  • Tax and Wealth Connection 
  • Minimizing Tax Liabilities 
  • Comprehensive Approach to Proactive Tax Planning 

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  

Audio, video, and show notes produced by Podcast Abundance 

Research and copywriting by Victoria O’Brien

 

018 | Guest Encore: Recap – Wisdom from Our Experts
018 | Guest Encore: Recap – Wisdom from Our Experts

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 highlights, featuring expert tips on tax strategy, wealth management, entrepreneurial growth strategies, and visionary insights on future-proofing your business. Each snippet is carefully selected to provide you with a taste of the valuable knowledge shared by the experts we’ve had on the show. 

As we dig into this compilation, we want to express our gratitude to the guests that have joined our podcast. Their wisdom allows us to pay less tax and build more wealth so we can live a great life. We’re excited to celebrate their contributions in this episode. We encourage you to explore the full interviews with these guests on our podcast page and keep an eye out for more expert guest. 

Key Takeaways: 

  • Important Tax Saving Opportunities 
  • Wealth Management Insights 
  • Entrepreneurial Growth Strategies 
  • Future-Proofing Your Business 

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  

Audio, video, and show notes produced by Podcast Abundance 

Research and copywriting by Victoria O’Brien 

 

000 | Welcome to Vital Strategies
000 | Welcome to Vital Strategies

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 out, our podcast is tailored to meet the needs of business owners like you who are seeking to save on taxes, build wealth, and achieve long-term financial success.

Vital Strategies host Patrick Lonergan has been helping entrepreneurs navigate the complexities of business finance for over 20 years.

Tune in each week for a new episode packed with actionable information on the latest tax regulations, how to manage cash flow and how you can effectively plan for the future.

If you’re ready to take your financial game to the next level, subscribe to the Vital Strategies Podcast today.

Resources: 

Read the Transcript

Submit questions to the podcast

Credits:

Sponsored by Vital Wealth

Music by Cephas

Produced by BrightBell Creative

Research and copywriting by Victoria O’Brien

 

Real Tax-Saving Success Stories

Discover how our tax strategies have revolutionized the financial health of businesses just like yours. Our case studies highlight real success stories where entrepreneurs have benefited from our tactical approach to tax planning.

020 | The $250 Billion Question: Abacus Life’s Solution to Your Problem Life Insurance Policy
0:37:56

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 publicly traded company on Nasdaq and a leading alternative asset manager. Together, they explore Abacus Life’s unique approach to life insurance as a valuable asset. 

The episode highlights how Abacus Life purchases policies at a premium above the cash surrender value, allowing clients to enjoy returns 6-8 times higher. Abacus Life becomes a crucial player when individuals want to turn their life insurance into a proactive financial asset. 

The conversation covers the uses of life insurance for protection and liquidity. Listeners will gain insights into investment strategies, term rescues, and real-life case studies showcasing Abacus Life’s impact. 

Key Takeaways: 

  • Abacus Life’s Unique Approach 
  • Diverse Uses of Life Insurance 
  • Mortality-Based Approach 

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   

Audio, video, and show notes produced by Podcast Abundance  

Research and copywriting by Victoria O’Brien 

 

Play This Episode
019 | The Value of Planning: Steven Jarvis CPA Retirement Tax Services
0:27:21

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 Retirement Tax Services Podcast. Discussing the crucial link between tax savings and wealth building, involving proactive tax planning, cash flow optimization, and strategic funding.  

Discover how Vital Wealth strategically positions clients’ finances to minimize tax liabilities, explore their pricing model, and understand the importance of ongoing client involvement in crafting tailored strategies. From onboarding specifics to monthly expectations, the episode highlights the significance of maintaining an active partnership with clients. 

Key Takeaways: 

  • The Vital Strategies Podcast Origin 
  • Tax and Wealth Connection 
  • Minimizing Tax Liabilities 
  • Comprehensive Approach to Proactive Tax Planning 

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  

Audio, video, and show notes produced by Podcast Abundance 

Research and copywriting by Victoria O’Brien

 

Play This Episode
018 | Guest Encore: Recap – Wisdom from Our Experts
0:42:14

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 highlights, featuring expert tips on tax strategy, wealth management, entrepreneurial growth strategies, and visionary insights on future-proofing your business. Each snippet is carefully selected to provide you with a taste of the valuable knowledge shared by the experts we’ve had on the show. 

As we dig into this compilation, we want to express our gratitude to the guests that have joined our podcast. Their wisdom allows us to pay less tax and build more wealth so we can live a great life. We’re excited to celebrate their contributions in this episode. We encourage you to explore the full interviews with these guests on our podcast page and keep an eye out for more expert guest. 

Key Takeaways: 

  • Important Tax Saving Opportunities 
  • Wealth Management Insights 
  • Entrepreneurial Growth Strategies 
  • Future-Proofing Your Business 

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  

Audio, video, and show notes produced by Podcast Abundance 

Research and copywriting by Victoria O’Brien 

 

Play This Episode
000 | Welcome to Vital Strategies
0:1:9

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 out, our podcast is tailored to meet the needs of business owners like you who are seeking to save on taxes, build wealth, and achieve long-term financial success.

Vital Strategies host Patrick Lonergan has been helping entrepreneurs navigate the complexities of business finance for over 20 years.

Tune in each week for a new episode packed with actionable information on the latest tax regulations, how to manage cash flow and how you can effectively plan for the future.

If you’re ready to take your financial game to the next level, subscribe to the Vital Strategies Podcast today.

Resources: 

Read the Transcript

Submit questions to the podcast

Credits:

Sponsored by Vital Wealth

Music by Cephas

Produced by BrightBell Creative

Research and copywriting by Victoria O’Brien

 

Play This Episode

Vital 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
$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
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.

Limiting Beliefs And Goals
Limiting Beliefs And Goals

Embark on a journey of goal setting and strategic planning with our comprehensive workbook. Dive deep into various goal categories, establish priorities, and overcome limiting beliefs that might be holding you back from reaching your true potential.

Primary Objective
Primary Objective

Welcome to Primary Objective: Strategic Planning for Business Success – Your Essential Tool for Setting and Achieving the Right Focus in Your Entrepreneurial Journey!

What Our Listeners Say About Us

Testimonials Listeners

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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