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
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 have an average tax savings of of $280,000+ per year in income tax alone.

Latest Episodes Wave

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.

054 | Unlock Real Estate Profits Without Being a Landlord: The Power of Non-Performing Notes with Scott Carson
054 | Unlock Real Estate Profits Without Being a Landlord: The Power of Non-Performing Notes with Scott Carson

What if you could invest in real estate with less risk and more control than traditional property ownership? In this episode of the Vital Strategies Podcast, we dive into the world of buying non-performing mortgage notes—a unique investment strategy that allows you to purchase distressed debt and turn it into a profitable asset. Scott Carson, a seasoned real estate investor, shares how he buys and manages mortgage debt nationwide, turning non-performing loans into income-generating investments. This episode offers a fresh perspective on how to build wealth without owning physical property. 

Scott explains the ins and outs of note investing, from understanding important financial metrics like the DSCR (Debt Service Coverage Ratio) to knowing when foreclosing on the borrow is a last resort. He walks us through how to find deals using LinkedIn and social media, the role of licensing and doing your homework, and what it means to be the owner of a note versus the owner of the property. If you’re looking for a way to diversify your portfolio and tap into a less competitive investment space, this episode will give you the tools and knowledge to get started. 

Key Takeaways: 

  • How to invest in non-performing notes and generate passive income 
  • The importance of the DSCR acronym and how it affects profitability 
  • The difference between owning notes and owning real estate. 
  • How to find deals using LinkedIn and social media platforms 
  • Licensing and insurance considerations when investing in notes 
  • How to structure profitable note deals for long-term returns 

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 

053 | Maximize Your Workforce: Shauna Wekherlien’s Guide to Strategic Outsourcing
053 | Maximize Your Workforce: Shauna Wekherlien’s Guide to Strategic Outsourcing

Are you leveraging the full potential of global talent to elevate your business? 

In this eye-opening episode of the Vital Strategies Podcast, host Patrick Lonergan welcomes back Shauna Wekherlien, who has a number of successful businesses. She has decades of expertise in tax strategy and leading a global team, Shauna dives into the transformative power of outsourcing talent and working virtually. 

This conversation is packed with actionable insights on how entrepreneurs can harness the power of virtual teams to reduce costs and boost productivity. We explore how the landscape of remote work has evolved over the past seven years and why some roles are perfectly suited for overseas talent. 

Key Takeaways: 

  • Maximizing Your Talent Pool: Learn how expanding your search beyond local hires opens up access to top-tier professionals worldwide. 
  • Cost Savings Without Compromise: Discover why overseas work doesn’t equate to lower quality and how rates can be up to 80% lower than domestic hiring. 
  • Communication Mastery: The art of overcoming language barriers, setting up effective feedback loops, and ensuring clear, seamless communication. 
  • Legal & Security Compliance: Navigate the complexities of hiring internationally, with insights on which countries excel in security and compliance based on role requirements. 
  • Tools & Technology: Find out which tools can streamline your remote working process and enhance collaboration with global teams. 
  • Client-Facing Roles: How to ensure your client interactions maintain high standards and foster trust, even with an overseas team. 

 

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 

052 | How to Pivot Your Business and Thrive During a Crisis with Nancy Cutter
052 | How to Pivot Your Business and Thrive During a Crisis with Nancy Cutter

How did one travel company not only survive COVID-19 but come out stronger? In this episode of the Vital Strategies Podcast, host, Patrick Lonergan sits down with Nancy Cutter, founder of Court Travel and a leader in the luxury travel industry. Nancy shares her incredible story of resilience and innovation, pivoting her business during the COVID-19 pandemic to not only survive but thrive. As part of the world’s largest luxury travel consortia, Nancy and her team found new ways to protect employees, keep clients well-served, and continue offering bespoke travel experiences. From creating fresh revenue streams to customizing trips for every budget, Nancy’s strategic approach has kept her at the forefront of the travel industry. 

We also explore how travel has evolved post-pandemic, including the rising popularity of solo travel and the renewed desire for fulfilling experiences that align with the REACH (Relationships, Experiences, Advancement/Growth, Contribution and Health) principles we focus on at Vital Strategies. Nancy shares her favorite travel stories and valuable insights into the travel industry. If you’re interested in evolving your business, adapting to challenges, and creating unforgettable travel experiences, this episode is a must-listen. 

Key Takeaways: 

  • Pivoting during crises: How Nancy successfully adapted her business during COVID to protect employees and continue delivering top-tier service. 
  • Innovating revenue streams: Strategies for finding new ways to generate revenue during challenging times in the travel industry. 
  • Building business resilience: Why evolving your business model is crucial for long-term success, regardless of industry. 
  • Customizing travel experiences: Nancy’s approach to tailoring travel plans for different budgets while maintaining a luxury experience. 
  • Post-pandemic travel trends: The rise of solo travel and shifts in travel desires after COVID. 

Guest Contact:

Court Travel Ltd. – International Travel Specialists

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 

051 | How to Get Out From Under Tax Debt: Expert Advice You Need with Carlos Samaniego
051 | How to Get Out From Under Tax Debt: Expert Advice You Need with Carlos Samaniego

What happens when you ignore the IRS? Spoiler: It only gets worse. In this episode of the Vital Strategies Podcast, I sit down with tax resolution expert and IRS Enrolled Agent, Carlos Samaniego, to uncover the often overlooked but critical issue of unresolved tax debt. Carlos, founder of Tax Debt Consultants LLC, dives into his personal journey about ignoring the IRS and how facing his own problems head-on ultimately led him to help others in similar situations. This episode is packed with must-know insights on how to resolve major tax issues and become compliant before things spiral out of control. 

Carlos walks us through the process of fixing previous mistakes, explains what the government is really looking for, and offers tips on negotiating payment plans. We discuss the dangers of ignoring tax debt—such as liens, garnishments, and increasing penalties—and the best ways to stop accumulating interest. From what to do with CP 504 letters and IRS Letter 11 to exploring offers in compromise, this episode offers actionable advice for anyone needing to get back on track with their taxes. 

Key Takeaways: 

  • How to resolve past tax mistakes: Carlos explains the steps to fixing unfiled tax returns, becoming compliant, and what the IRS is really looking for. 
  • The dangers of inaction: We discuss the serious consequences of ignoring tax debt, including liens, garnishments, and compounding interest. 
  • Negotiating with the IRS: Learn how to set up payment plans, reduce penalties, and explore options like offers in compromise to stop the bleeding. 
  • Facing problems head-on: Carlos shares his personal story of avoiding the IRS and how confronting these issues can lead to long-term financial freedom. 

Guest Information:

Carlos Samaniego books and contact

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
$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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