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.

031 | Future-Proof Your Portfolio: Strategies for Global Instability
031 | Future-Proof Your Portfolio: Strategies for Global Instability

Are your investments prepared for the next global crisis? Tune in to learn how to build a resilient portfolio that can withstand the end of the world as we know it. Joining us is Matthew Pierce and together we dig into a topic that’s both timely and crucial: preparing your investment portfolio for the end of the world… or at least uncertain times. 

In this episode, we explore the general uneasiness stemming from global and political instability and how these factors influence our financial decisions. Matthew offers a deep dive into the importance of having a robust framework for your investments, focusing on the how and why behind your financial choices. These insights will arm you with the knowledge to make informed decisions and build a portfolio that’s prepared for anything, as well as valuable advice to help you stay ahead in these unpredictable times. 

Key Takeaways: 

  • Preparing for the End (or at Least Major Disruptions): Strategies to protect your investments against global upheavals. 
  • Defensive Portfolio Building: Constructing a resilient portfolio to withstand market volatility. 
  • Understanding the Price of Attention: Understanding how news and media use tactics to capture your attention and why it’s essential to stay vigilant. 
  • Establishing Benchmarks: Setting clear metrics to evaluate investment performance. 
  • Long-Term Paybacks: The reality of potentially less-than-ideal short-term results when aiming for long-term investment success. 
  • Designing for Desired Outcomes: Tailoring your portfolio to achieve a higher likelihood of specific financial goals. 
  • Balancing Knowledge Levels: Being aware that even if we think we know something there are so many factors in play that we need to consider. 
  • Diversified Portfolio Benefits: The importance of diversification and recovery during recessions. 
  • Leveraging Historical Trends: Leveraging historical data to prepare for future market trends. 
  • Optimizing for Resilience: Strategies for making your portfolio resilient against downturns. 
  • Doomsday Scenarios: Addressing the potential decline of the USA as the global leader, global demographics and the impact of climate change. 
  • Emotional Decision-Making: How emotions can cloud financial judgment. 

Episode Resources: 

Thinking in Bets: Making Smarter Decisions When You Don’t Have All the Facts by Annie Duke 

 

The Psychology of Money: Timeless lessons on wealth, greed, and happiness by Morgan Housel 

 

The End of the World Is Just the Beginning: Mapping the Collapse of Globalization by Peter Zeihan 

Predictably irrational Dan Ariely 

 

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 

030 | Investment Strategy Overview: Safe Plays to Bold Bets
030 | Investment Strategy Overview: Safe Plays to Bold Bets

What if you could turn your investments into a steady stream of passive income and secure your financial future, all while avoiding the long-term risks of bad strategy?  

That’s precisely what we’ll be discussing with our guest, Carey Hilburn, Lead Financial Advisor at Vital Wealth. Carey is a powerhouse when it comes to client planning helping guide them towards their financial goals. Together, we dive into the four levels of investing, offering you actionable insights and strategies. We kick things off with building a brokerage account, where we uncover how to build equity, automate savings, and generate passive income. Then, we venture into real estate investing, weighing its pros and cons and identifying key metrics to secure the best deals. 

Next, we discuss financial freedom, covering essential topics like passive income, lifestyle expense, and estate planning for ultimate peace of mind. Finally, we reach for the stars with moonshots—those thrilling, high-risk, high-reward investments. Carey breaks down the challenges, including liquidity issues, and emphasizes the importance of a long-term strategy. Don’t miss this episode packed with invaluable insights from Carey Hilburn, designed to propel your investment journey to new heights with expert guidance from the Vital Wealth team. 

Key Takeaways: 

  • Building Brokerage Dollars: Build equity, automate savings, manage risk, and create passive income. 
  • Real Estate Investing: Understand pros and cons, focus on key metrics, and find the right investments. 
  • Achieving Financial Freedom: Plan for retirement, assess lifestyle expense, pursue passion projects, and implement estate planning. 
  • Taking Moonshots: Embrace high-risk investments, address challenges, maintain a long-term strategy, and be ok with settling in for the long term. 

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 

029 | Grow Your Business, Grow Your Impact: Eric Crews Shares Business Scaling Strategies
029 | Grow Your Business, Grow Your Impact: Eric Crews Shares Business Scaling Strategies

Curious about the critical question that can supercharge your business success? Tune in as entrepreneur Eric Crews shares his insights and expertise. 

In this episode of the Vital Strategies Podcast, host Patrick Lonergan, sits down with fellow entrepreneur and scaling expert, Eric Crews, for an enlightening conversation on what it takes to scale your business to new heights. 

During the episode, Eric shares his expertise on creating clarity and making sacrifices to achieve your ideal level of success. He emphasizes the importance of caring for people and clients and offers practical tips for measuring success through quantified value. 

But the real highlight of the episode comes when Eric unveils the one question every entrepreneur should ask themselves once their company is operationally strong—a question that has the power to skyrocket business growth. Make sure to listen to the end where we unpack this key question! 

Key Takeaways: 

  • Developing clarity and sacrifice for achieving business success. 
  • Understanding quantified value and measuring success beyond the bottom line. 
  • Strategies for creating alignment and cleaning up the company for optimal performance. 
  • The importance of strategy in business success, often overlooked by small and medium businesses. 
  • Practical tips for setting quarterly sprints and goal-setting for business growth. 
  • Identifying proof points and levers for a scalable business model. 

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 

028 | Inside the Entrepreneur’s Private Office: The Blueprint for Tax Savings and Wealth Building
028 | Inside the Entrepreneur’s Private Office: The Blueprint for Tax Savings and Wealth Building

Have you ever wondered how entrepreneurs identify the right financial tools and resources to support their journey, especially with all of the options available? 

In this episode of the Vital Strategies Podcast, host Patrick Lonergan sits down with Ryan Johns, one of the Financial Advisors at Vital Wealth. Together, they dive into topics designed to empower entrepreneurs on their financial journey. 

Ryan brings a unique perspective, having transitioned from the legal field to the world of finance. The conversation kicks off with a discussion of the ideal setup for what your advisor team should look like and how the team will evolve alongside your entrepreneurial journey. From the foundational importance of cash flow management to leveraging tools, Ryan and Patrick offer invaluable advice on achieving financial success. 

You will gain practical tips on where to begin your financial journey. It may start with saving money into an investment account and moving into the importance of building systems to direct financial resources effectively. The discussion also dives into strategies for protecting against economic downturns and seizing opportunities for growth. 

 Key Takeaways: 

  • How to set up an ideal advisor team and its evolution along your entrepreneurial journey 
  • The foundational significance of cash flow management for financial success 
  • Implementing strategies for protecting against economic downturns and seizing growth opportunities 
  • Insights into projecting cash flow and establishing tax strategies 

Resources:   

Access to QuickBooks

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 

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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