About
Vital Strategies
At Vital Strategies Podcast, we’re helping entrepreneurs pay less tax, build more wealth and love a great. 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
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.
072 | Turn Your Expertise into a Revenue-Generating Book – Paul McManus Breaks It Down
Have you ever considered writing a book but felt overwhelmed by the time commitment, the process, or even the fear of not being “expert enough”? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with bestselling author Paul McManus, creator of The Short Book Formula, to uncover how writing a concise, high-impact book can establish your authority, attract premium clients, and generate millions in revenue for your business. Whether you’re a financial advisor, entrepreneur, or service professional, Paul shares a proven roadmap to writing, publishing, and leveraging a book—without putting your business on hold.
Throughout this conversation, Patrick and Paul dive into the power of authorship, how to overcome imposter syndrome, and why a short book (12,000 words or less) is often more effective than a traditional long-form book. They also explore self-publishing strategies, AI tools, podcasting, and public speaking as ways to maximize a book’s impact. If you’re looking for a powerful marketing tool to set yourself apart and scale your business, this episode is packed with actionable insights you won’t want to miss!
Key Takeaways:
- Why a short book can be the most powerful marketing tool for financial advisors & entrepreneurs.
- How to write and publish a book in just 6-12 weeks without stepping away from your business.
- The secret to overcoming imposter syndrome and confidently sharing your expertise.
- How self-publishing on Amazon KDP makes book distribution easier than ever.
- The one strategy that helped Paul generate over $500K from a single podcast appearance.
- How to use books, public speaking, and podcast guesting to accelerate business growth.
Learn More About Paul:
Episode Resources:
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
071 | If You’re Not Selling, You’re Not Scaling—Dave Hanley’s Strategies for Growth
Are you struggling to grow your business because sales just aren’t where they need to be? Many entrepreneurs think that having a great product is enough, but without a strong sales strategy, even the best businesses can fail. In this episode of The Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Dave Hanley, a seasoned entrepreneur, sales expert, and three-time founder with over $200 million in successful exits. Dave shares his insights on why having the best product isn’t enough—it’s about having the right sales process in place. He breaks down the COD framework for crafting a compelling sales message, the biggest mistakes entrepreneurs make when selling, and how to build a scalable, repeatable system to drive revenue.
This episode is packed with real-world, actionable strategies for entrepreneurs looking to scale their businesses to $10 million and beyond. Whether you’re a startup founder, a business owner struggling with sales, or someone looking to refine your sales process, this conversation will give you practical steps to improve your approach and close more deals. Tune in to discover how to overcome sales roadblocks, build a winning sales process, and create long-term business growth.
Key Takeaways:
- Why great products alone don’t lead to business success—sales strategy is key.
- The COD framework: Capability, Outcomes, Differentiators—how to structure your sales messaging.
- The importance of defining your ideal customer and narrowing your focus.
- How to develop a repeatable, scalable sales process to drive consistent revenue.
- Why personalized outreach beats generic sales tactics and how to stand out.
- How to identify and overcome common sales roadblocks that stall business growth.
- The role of persistence and strategic follow-ups in closing deals.
Episode Resources:
Learn More About Dave:
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
Artwork by Two Tone Creative
Audio, video, research and copywriting by Victoria O’Brien
070 | This Simple Cash Flow Strategy Can Transform Your Business – Susanne Mariga Breaks It Down
Is your business truly profitable, or are you just generating revenue without seeing the financial rewards? In this episode of The Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Susanne Mariga, a Profit First Certified Master, author, and fractional CFO, to break down the powerful Profit First framework. Susanne shares how business owners can intentionally create profit, structure their pricing for maximum value, and make strategic financial decisions that lead to lasting success. She also dives into the importance of surrounding yourself with the right people and how small, incremental changes can turn your business into a wealth-building asset.
Whether you’re struggling to manage cash flow, stuck in pricing wars, or looking for a smarter way to grow your business, this episode is packed with actionable insights you can apply right away. Susanne explains how to implement Profit First, leverage Parkinson’s Law to maximize efficiency, and make financial decisions that support your long-term goals. Don’t miss this conversation—it could be the key to transforming your business into a highly profitable and sustainable operation.
Key Takeaways:
- Profit First isn’t just a concept—it’s a system that ensures you keep more of your money.
- Pricing should be based on value, not competition—know your worth and charge accordingly.
- Your network influences your success—be intentional about the people you surround yourself with.
- Profit First works with human behavior, creating scarcity and structure to improve cash flow management.
- Small, strategic financial shifts can lead to massive long-term gains in your business.
Episode Resources:
Profit First by Susanne Mariga
The Power of Habit by Charles Duhigg
Unreasonable Hospitality by Will Guidara
Learn more about Susanne:
The Profit Talk: Entrepreneurship With A Profit First Spin
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 Creative
Research and copywriting by Victoria O’Brien
069 | The Hidden Power of Whole Life Insurance for Business Owners with Mark Willis
What if You Could Become Your Own Bank and Build Tax-Free Wealth?
In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Mark Willis, #1 best-selling author, owner of Lake Growth Financial Services, and co-host of the Not Your Average Financial Podcast. Together, they uncover a powerful strategy that’s helping entrepreneurs take control of their finances and create long-term financial stability. Mark shares how properly designed whole life insurance can be far more than a death benefit—it can serve as a personal bank, providing liquidity, predictable growth, and tax-free income for business owners.
Whether you’re looking to protect your business, retain key employees, or reduce your dependence on banks, this conversation is packed with actionable insights. Patrick and Mark explore how this strategy can give entrepreneurs the freedom to take more calculated risks, while also creating a financial safety net in times of uncertainty. If you’ve ever felt like you’re at the mercy of market volatility or restricted by traditional lending, this episode is a must-listen.
Key Takeaways:
- Why properly designed whole life insurance is an underutilized financial tool for entrepreneurs.
- How to build your own personal banking system and reduce dependency on external financing.
- The tax advantages of using whole life insurance for business liquidity and retirement income.
- Practical ways to protect your business and attract or retain key employees with life insurance strategies.
Learn More About Mark:
Episode Resources:
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 Creative
Research and copywriting by Victoria O’Brien
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
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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