Vital Wealth Strategies Podcast

What if building Passive Income didn’t require becoming a landlord or adding another job to your life?

In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan, founder of Vital Wealth, sits down with Bronson Hill to unpack how investors and high net worth entrepreneurs can create truly scalable wealth without sacrificing time, freedom, or focus. Patrick brings his perspective as a tax-focused wealth strategist, while Bronson shares his journey from medical device sales to replacing earned income with passive cash flow in under three years through private real estate and alternative investments.

Together, they challenge the myth of “passive” real estate, explain why most small rental strategies fail to Scale, and walk through how sophisticated investors evaluate deals, operators, and private networks. This conversation is designed for investors who want consistent passive income, better tax efficiency, and access to opportunities typically reserved for high net worth circles, without the stress and complexity that derail most wealth plans. If you are looking to scale capital, protect your lifestyle, and invest with intention, this episode delivers a practical roadmap.

Key Takeaways:

• Why most “passive” real estate strategies actually become second jobs
• How High Net Worth Investors scale Passive Income through private deals
• The role of professional operators in building truly scalable investments
• How to vet deals and operators with an investor-first mindset
• Why private networks outperform public, mass-market investment offerings

Episode Resources:

• Fire Yourself by Bronson Hill
• Official Website: Home – Bronson Equity

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

What if hitting seven figures doesn’t make money easier… it actually makes every decision harder? In this kickoff episode of the “Designed to Last” series on the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Michael Loki, a Vital Wealth advisor, for a conversation that challenges a common belief entrepreneurs have as they grow: that more income automatically brings more clarity. Instead, Patrick explains why success often creates more moving parts, more decisions, and more pressure and why financial confidence must be built intentionally, not hoped for.

Throughout the episode, Patrick breaks down the real reason high-income business owners still feel uncertain about profitability, cash flow, and what’s “actually working” inside the business. He shares the three pillars that help businesses scale without becoming a stressful house of cards – profitability, financial reporting, and cash management and offers practical tools like monthly P&L tracking, accrual accounting awareness, accounts receivable reporting, and a 13-week rolling cash flow forecast. If you’ve ever wondered why you can have money in the bank but still feel behind, or why growth can trigger surprise tax problems and cash crunches, this episode is a must-listen.

Key Takeaways:

• Higher income creates more complexity, not less and clarity must be built on purpose
• A profitable business is the first requirement for something truly “designed to last”
• Monthly P&L reporting (including year-over-year comparisons) is a non-negotiable tool
• Owner pay matters: underpaying yourself can create “fake profitability” and hurt valuation
• Cash flow problems can happen even in profitable businesses (especially with taxes + growth)
• A 13-week cash flow forecast helps owners lead proactively instead of reacting

Episode Resources:

• Simple Numbers by Greg Crabtree
• QuickBooks Online
• Vital Wealth cash flow assessment: vitalstrategies.com/cashflow

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

What happens to your wealth and your freedom, when money is no longer backed by anything and every transaction can be tracked, restricted, or shut off? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with financial researcher and author David Morgan to unpack the real risks of fiat currency, inflation, and centralized monetary control. David shares decades of insight into how modern money is created, why inflation quietly erodes purchasing power, and how financial “stability” can mask a system built on increasing debt, manipulation, and surveillance.

Throughout the conversation, Patrick and David explore what a monetary reset could look like, the dangers of programmable money and CBDCs, and why “sound money” matters for entrepreneurs who want true long-term security. David also breaks down practical ways to reclaim monetary sovereignty, highlighting gold, silver, and land as time-tested stores of value and explains why he remains skeptical of Bitcoin as a freedom tool in today’s institutional landscape. This episode is a must-listen for business owners and high earners who want to protect their assets, think independently, and build wealth that isn’t dependent on fragile systems or compliance-driven control.

Key Takeaways

• Fiat currency systems historically collapse when trust breaks, often through inflation or debt crises
• Inflation acts like a hidden tax that steadily erodes purchasing power over time
• CBDCs and programmable money can enable surveillance and restrictions on personal spending
• Financial collapse often results in asset repricing and ownership transfer—not “wealth disappearing”
• Gold, silver, and land remain foundational tools for preserving monetary sovereignty
• Silver can be a practical, accessible hedge for everyday investors
• Bitcoin may not deliver the independence many expect due to institutional capture concerns
• True freedom includes financial resilience, critical thinking, and personal responsibility

Learn More About David:

• The Morgan Report: morganreport.com
• Silver Sunrise Documentary: silversunrise.tv
• Silver Manifesto by David Morgan

Episode Resources:

• Mises Institute (Austrian economics): mises.org
• Bank for International Settlements (BIS): bis.org
• The Creature from Jekyll Island by G. Edward Griffin
• Atlas Shrugged by Ayn Rand
• The Fountainhead by Ayn Rand

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

What happens when your net worth grows faster than your liquidity and your tax bill keeps climbing along the way? Many founders and executives with equity in private companies find themselves asset-rich on paper but limited in flexibility, diversification, and tax efficiency. In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan explores one of the most overlooked challenges facing high-earning entrepreneurs: concentrated, illiquid private equity and the hidden risks that come with waiting on a future liquidity event.

Patrick is joined by Brogger, Founder and CEO of Collective Liquidity and a pioneer in private market innovation. Greg shares how exchange funds, structured liquidity, and disciplined diversification strategies can help founders and executives reduce risk, access capital, and defer taxes without giving up long-term upside. Drawing from his experience building SharesPost and the NASDAQ Private Market, Greg breaks down why traditional approaches often fail private equity holders and how a more intentional strategy can create financial flexibility, peace of mind, and better outcomes for growing businesses.

Key takeaways from this episode:

• Why over-concentration in private company equity creates both financial and tax risk
• How exchange funds work and why they are especially powerful in private markets
• Ways founders and executives can create liquidity without triggering immediate capital gains taxes
• The importance of diversification for long-term wealth preservation
• How proactive tax strategy supports smarter business and investment decisions

Learn More About Greg:

Collective Liquidity Official Website: About us | Collective Liquidity

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