Vital Strategies

In this episode of the Vital Strategies Podcast, I’m joined by Andrew Ronchetto to explore how improving employee wellness can drive productivity and boost your bottom line. Did you know companies are losing up to a trillion dollars annually due to lack of productivity? What if the solution lies in something as simple as taking better care of your team? 

Andrew shares insights on the 8 Dimensions of Health, how incremental changes lead to long-term success, and the power of disconnecting to enhance performance. We also dive into capability building, coaching, and the role leaders play in amplifying human potential. 

Tune in for actionable insights on how improving employee wellness can amplify human performance and ultimately benefit your bottom line. 

Key Takeaways: 

• Companies lose up to $1 trillion annually from poor productivity linked to employee wellness. 

• The 8 Dimensions of Health improve well-being and boost performance. 

• Small, consistent wellness changes lead to long-term productivity gains. 

• Taking time to disconnect can increase focus and efficiency. 

• Leaders struggle with collaboration when wellness isn’t prioritized. 

• Coaching and capability building are key to improving team performance. 

• Better employee wellness directly boosts productivity and business results. 

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 

What’s the secret to building enterprise value that lasts beyond you, the owner? In this episode of the Vital Strategies Podcast, host Patrick Lonergan sits down with Pete Worrell, author of Enterprise Value and a leading figure in the entrepreneurial community. Pete specializes in helping entrepreneurs increase the value of their companies by focusing on the critical elements of strategy, culture, and mindset.  

Throughout the episode, Pete discusses the importance of leading your business as if you’ll run it forever—even if a sale is in the future. He also dives into the “four hats” that every entrepreneur must wear to drive enterprise value and why incentivizing the management team to invest in the company’s future can lead to significant growth. Stay to the end to learn how you can get a free copy of Pete’s book sent directly to your doorstep. 

Key Takeaways: 

• How to build enterprise value by focusing on strategy, culture, and mindset. 

• Why you should lead your business as if you’ll run it forever—even if you plan to sell. 

• The importance of involving your management team in the company’s future to fuel growth. 

• The four hats every entrepreneur must wear to drive value. 

Episode Resources: 

Enterprise Value – Pete Worrell 

Flourish by Martin E. P. Seligman  

Be Your Future Self by Now Dr. Benjamin Hardy  

Anti-Fragile by Nassim Nicholas Taleb  

Guest Information:

Pete Worrell contact: Peter R. Worrell – Bigelow LLC.

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 

How to Crack the Tax Code: The Tax Goddess on Cutting Taxes and Building Empires 

What if you could cut your tax rate to 6.92%—or even lower? In this episode of the Vital Strategies Podcast, host Patrick Lonergan is joined by tax expert Shauna Wekherlien, founder of Tax Goddess Business Services. With over $1.57 billion in tax savings for her clients and a jaw-dropping 6.92% annual tax rate, Shauna shares her unique strategies for driving down taxes, building wealth, and optimizing cash flow. 

Shauna reveals how business owners, investors, and entrepreneurs can utilize advanced financial tools like captive insurance, premium financing, and infinite banking to significantly reduce taxes. She also talks about empire-building and how to keep wealth in the family through FLPs and private foundations. 

Whether you’re looking to drive down your tax rate, maximize your wealth-building potential, or simply gain better control of your finances, Shauna’s insights will leave you with actionable strategies to achieve your financial goals. 

Key Takeaways: 

• How to create more cash flow to build wealth or live your ideal lifestyle. 

• The secret behind how to build a strategy to get to a 6.92% tax rate and how you can apply similar strategies. 

• The power of leveraging tax efficient tools like premium financing, infinite banking, and triple dipping to get maximum tax efficiency 

• The importance of involving your entire financial team to achieve massive tax savings. 

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 

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% year-over-year growth. Sal shares insights on how building a strong foundation and focusing on leadership alignment are key to long-term success. 

Together, Patrick and Sal discuss the importance of creating a culture of operational excellence, pushing for growth while forecasting the future, and setting goals that drive the company forward. Sal also breaks down his unique approach to problem-solving, building high-performing teams, and ensuring that financial strategies align with business goals. 

Stay tuned to the end for actionable tips on how to leverage assets, optimize cash flow, and develop a strategy that fuels both personal and professional growth. 

Key Takeaways: 

• Achieving 30% year-over-year growth requires a strong foundation and aligned leadership. 

• Building a thriving company culture starts at the top and impacts every level of the business. 

• Operational efficiency means being unafraid to fail, tweak, and change as needed. 

• Setting clear, strategic goals and breaking them down into manageable tasks leads to long-term success. 

• A ‘work hard, play hard’ culture fosters motivation and engagement within teams. 

• Financial forecasting is essential to ensure cash flow aligns with future business needs and growth. 

• Client satisfaction must be prioritized by deeply caring about their success and delivering tailored solutions. 

• Stress, when managed well, can be a driver of growth and personal fulfillment. 

• Having a clear strategy and understanding where you want to go helps ensure your assets and resources are leveraged for continued 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    

Audio, video, and show notes produced by Two Tone Collective

Research and copywriting by Victoria O’Brien