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.
065 | The Behavioral Science of Success: How Top Entrepreneurs Think Differently with Hugh Massie
What if the key to better leadership, stronger teams, and smarter decision-making was hidden in understanding human behavior? In this episode of The Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Hugh Massie, Executive Chairman of DNA Behavior Solutions, to explore how behavioral profiling can transform the way entrepreneurs lead and scale their businesses.
Patrick and Hugh dive into the biggest challenges leaders face when managing people, the number one trait of successful entrepreneurs, and why reframing the way we think about money can have a massive impact on business growth. They also discuss practical strategies for building high-performing teams, improving communication, and creating a company culture where employees thrive. Whether you’re looking to strengthen your leadership, enhance your decision-making, or gain a competitive edge in business, this episode is packed with powerful insights you won’t want to miss.
Key Takeaways:
- The #1 trait that sets successful entrepreneurs apart
- How to understand and leverage behavioral insights in leadership
- Why decision-making styles matter and how to navigate them
- The impact of stress on communication and team dynamics
- How to create a workplace culture that fosters growth and retention
- Reframing your mindset around money for long-term success
Find out more about Hugh:
Episode Resources:
Same as Ever: A Guide to What Never Changes by Morgan Housel
Soundtracks: The Surprising Solution to Overthinking by Jon Acuff
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
064 | How Speaking Engagements Can Fuel Your Business Growth and Attract Ideal Clients with Laurie-Ann Murabito
In today’s episode of the Vital Wealth Strategies Podcast, we’re unlocking the secrets to using speaking engagements as a powerful tool to grow your business, attract your ideal clients, and elevate your brand. Whether you’re just starting out or looking to take your speaking career to the next level, this episode is packed with insights you won’t want to miss. Host, Patrick Lonergan, is joined by Laurie-Ann Murabito, a master speaking coach, bestselling author, and podcast host. Together, they dive into how to build a speech that resonates and how speaking can pull in the right clients for your business.
Laurie-Ann takes us behind the scenes of her journey from speaker to speech coach, sharing tips on how to create memorable presentations, the neuroscience of speaking with confidence, and how to leverage podcasting and live speaking to expand your reach. If you’re looking for a proven approach to building relationships, mastering the art of speaking, and standing out in your industry, this episode has everything you need.
Key Takeaways:
- How speaking engagements can attract the perfect clients for your business.
- Steps to build an effective and memorable speech.
- The neuroscience behind speaking with confidence.
- How podcasting and stage speaking complement each other.
- Tips for expanding your speaking opportunities.
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
063 | How to Minimize Crisis and Maximize Growth: Van Carlson Explains the 831(b) Solution Every Business Needs
Is your business prepared to weather unexpected risks, safeguard its reputation, and reduce its tax burden all at once?
Welcome to the Vital Wealth Strategies Podcast, where host Patrick Lonergan sits down with industry leaders to help entrepreneurs like you minimize taxes, master wealth, and optimize your life. In this episode, Patrick is joined by Van Carlson, the largest manager of 831(b) Captive Insurance plans in the country and a trusted expert in risk management and tax strategy. Together, they discuss how businesses can use risk financing to build reserves, protect their brand, and ensure long-term stability.
Van shares insights into how the 831(b) plan can be a game-changer for businesses, especially in uncertain times, by helping them retain and fund risk without draining operating capital. You’ll also hear real-world examples of how this strategy has helped companies survive—and thrive—through economic challenges, from the Great Recession to the COVID-19 pandemic. If you’re looking to safeguard your bottom line, optimize your wealth strategy, and ensure your business is protected against the unexpected, this episode is packed with actionable advice.
Key Takeaways:
- How the 831(b) Captive Insurance plan works and why it’s an effective tool for businesses.
- Strategies to manage risk and build financial reserves for long-term stability.
- Why protecting your brand and reputation is critical for business success.
- Real-world examples of businesses utilizing risk financing to thrive during economic uncertainty.
- How to fund an 831(b) plan in challenging years without disrupting cash flow.
- Common misconceptions about Captive Insurance plans—and why they’re often misunderstood.
Find Out More About Van:
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
062 | The Marketing Playbook: Clear, Concise, and Client-Centered Strategies with Jenny Cross
What’s the secret to building a cohesive marketing strategy that truly works for your business? On this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan kicks off 2025 with a deep dive into marketing strategies for business owners looking to drive more revenue into their business. Patrick is joined by Jenny Cross, Founder and CEO of TwoTone Creative, a full-service marketing firm built on the principles of servant leadership and client-centered solutions. With a wealth of experience and actionable advice, Jenny shares her journey of growing her business, overcoming challenges, and helping others by answering their customers’ questions with clear, effective marketing strategies.
In this conversation, Jenny and Patrick explore how business owners can connect the moving parts of their marketing efforts into one seamless approach. They discuss creating a strong company culture, using tools like the Entrepreneur Operating System (EOS) model to track KPIs, and the importance of transparency in marketing. Whether you’re looking to refine your brand’s messaging, better understand your clients’ needs, or measure success effectively, this episode is packed with insights to help you take your business to the next level. Don’t miss Jenny’s tips on standing out in today’s crowded market and building a marketing strategy that drives real results.
Key Takeaways:
- The importance of thinking about your client’s needs first through servant leadership.
- How to connect all your marketing efforts into a cohesive strategy.
- Why being clear and concise is essential for effective storytelling.
- The role of transparency in building trust with your clients.
- Leveraging the EOS model to track KPIs and measure success.
- Building a strong company culture that supports your business goals.
- Tips for standing out in a competitive marketplace.
Episode Resources:
Building a Story Brand by Donald Miller
They Ask, You Answer by Marcus Sheridan
Find Out More About Jenny:
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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Take Your Tax Game to the Next Level! Listen Now on Your Favorite Platform!