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.
114 | How Founders Can Unlock Liquidity Without Triggering Massive Taxes with Greg Brogger
What happens when your net worth grows faster than your liquidity and your tax bill keeps climbing along the way? Many founders and executives with equity in private companies find themselves asset-rich on paper but limited in flexibility, diversification, and tax efficiency. In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan explores one of the most overlooked challenges facing high-earning entrepreneurs: concentrated, illiquid private equity and the hidden risks that come with waiting on a future liquidity event.
Patrick is joined by Brogger, Founder and CEO of Collective Liquidity and a pioneer in private market innovation. Greg shares how exchange funds, structured liquidity, and disciplined diversification strategies can help founders and executives reduce risk, access capital, and defer taxes without giving up long-term upside. Drawing from his experience building SharesPost and the NASDAQ Private Market, Greg breaks down why traditional approaches often fail private equity holders and how a more intentional strategy can create financial flexibility, peace of mind, and better outcomes for growing businesses.
Key takeaways from this episode:
- Why over-concentration in private company equity creates both financial and tax risk
- How exchange funds work and why they are especially powerful in private markets
- Ways founders and executives can create liquidity without triggering immediate capital gains taxes
- The importance of diversification for long-term wealth preservation
- How proactive tax strategy supports smarter business and investment decisions
Learn More About Greg:
Collective Liquidity Official Website: About us | Collective Liquidity
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
113 | AI is a Force Multiplier but Only if You Know How to Leverage it with Steven Saehrig
Is AI really ready to run parts of your business, or is it just another overhyped tool that creates more confusion than clarity? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan, founder of Vital Wealth, sits down with Steven Saehrig, founder of Descent IT, to cut through the noise and explain what AI actually looks like when implemented correctly inside a real business. Rather than focusing on shiny tools or viral prompts, this conversation gets practical, strategic, and grounded in how entrepreneurs can use AI to increase efficiency, protect their data, and future-proof their organizations.
Patrick and Steven explore why AI is best viewed as a workforce multiplier rather than a replacement for people, how businesses should think about the true cost and ROI of AI adoption, and why cybersecurity must be the foundation before any automation is deployed. From real-world examples like AI-driven IT support and agentic workflows to the risks of bad actors using AI for phishing and fraud, this episode gives business owners a clear roadmap for adopting AI intentionally and securely. If you are a founder or executive wondering where to start with AI, how fast to move, and how not to get burned along the way, this episode delivers clarity, context, and actionable insight.
Key Takeaways
- AI is not a magic bullet; it requires intentional planning, investment, and follow-through
- The biggest opportunity today is using AI to augment people, not replace them
- Businesses should automate low-value, repetitive tasks first before moving to advanced AI
- Paid, secure AI tools are essential for protecting business and client data
- Cybersecurity and identity protection must be in place before scaling AI adoption
- AI-driven attacks are increasing, making employee training and behavior monitoring critical
- Companies that delay AI adoption risk falling behind competitors over the next 5–10 years
Episode Resources:
- Descent IT Official Website
- Anthropic Claude
- ChatGPT
- Microsoft Copilot
- Google Gemini
- Vital Wealth Strategies Episode 088
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
112 | Throw Your Goals Away: Build the Operating System That Wins the Year
What if the reason you keep falling short of your goals has nothing to do with motivation or discipline? In this episode of the Vital Wealth Strategies Podcast, Patrick Lonergan challenges the way most high performers plan their year and explains why traditional goal setting is often the very thing holding them back. Patrick, founder of Vital Wealth, works with high-earning entrepreneurs to help them optimize cash flow, reduce taxes, and build intentional wealth. In this episode, he makes the case that most people do not have a goal problem at all. They have a systems problem.
Rather than chasing dozens of goals that quickly lose momentum, Patrick walks listeners through a fundamentally different approach: designing a personal and business operating system. This episode breaks down why focusing on one primary objective for life and one for business, supported by simple, repeatable actions, creates real and lasting progress. If you have ever felt frustrated by strong starts followed by fading execution, this conversation will change how you think about planning, productivity, and success.
Key takeaways from this episode:
- Why setting too many goals at once leads to worse results, not better ones
- The critical difference between goals and systems, and why systems always win
- How human attention, decision fatigue, and motivation actually work
- Why consistency and repetition outperform intensity and big bursts of effort
- How to design a simple operating system for your year that makes progress inevitable
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
111 | Following Jesus: The One Area You Never Optimized
What if you believe in Jesus but have never actually followed Him? In this special Christmas-week episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan, founder of Vital Wealth, challenges high-achieving entrepreneurs to examine a quiet but unsettling tension many successful people feel. After building businesses, optimizing finances, and doing “all the right things,” why does life still feel incomplete? Patrick explores whether success, discipline, and even belief can exist without true surrender and why that gap matters both now and eternally.
In a solo, deeply reflective teaching, Patrick unpacks the difference between cultural Christianity and biblical discipleship, using clear business analogies and direct Scripture to confront false assurance and surface-level belief. This episode is not about religion, performance, or self-improvement. It is about authority, identity, and what it truly means to follow Jesus rather than simply admire Him. If you are a driven, thoughtful leader who has ever wondered whether belief alone is enough, this episode offers clarity, conviction, and a compelling invitation to something deeper.
Key takeaways from this episode:
- Why belief without surrender leads to false assurance
- The difference between cultural Christianity and true discipleship
- How success can mask spiritual stagnation
- Why Jesus calls people to follow, not just agree
- The role of repentance, faith, and new identity in real transformation
- Why abiding, not striving, is central to spiritual growth
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 Wealth Strategies Podcast, 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 Wealth 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 Wealth 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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