About

Vital Strategies Podcast

At Vital Strategies Podcast , we’re on a mission to empower visionary entrepreneurs like you to maximize your financial potential through the power of proactive tax planning. 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 save an average of $280,000+ per year in income tax alone.

Latest Episodes Wave
$8.5 mil Saved in taxes

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.

015 | How to Deduct Life Insurance Premiums with Ken Crabb
015 | How to Deduct Life Insurance Premiums with Ken Crabb

Have you ever thought about the tax implications of your life insurance plan? Ken Crabb, the mind behind Restricted Property Trust, did and created a groundbreaking solution.

In this episode we welcome Ken Crabb, the visionary creator of the Restricted Property Trust (RPT). Over 25 years ago, Ken embarked on a quest to find a structure for tax-deductible life insurance and ended up creating one of the most innovative solutions in the field. 

In this discussion, Ken shares the essence of the RPT, emphasizing the importance of structuring life insurance plans with a sound business purpose. Learn about the trust’s selective nature, attaching to a single entity and impacting entrepreneurs with multiple businesses. Ken explains the intricacies of maximizing deductions, lowering tax bills, and how RPTs facilitate family transitions. Discover the affordability, liquidity, and flexibility of these structures, making this episode a must-listen for those seeking strategic financial planning insights.

Key Takeaways:

  • Selectivity of RPT
  • Structuring Life Insurance Plans
  • Audit Resilience

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 

 

000 | Welcome to Vital Strategies
000 | Welcome to Vital Strategies

In a world where tax laws are constantly changing, staying ahead of the game is crucial. That’s why we’ve created the Vital Strategies Podcast, your go-to resource for cutting-edge insights, expert advice, and practical tips to navigate the complex world of taxes and financial planning.

Whether you’re an established entrepreneur or just starting out, our podcast is tailored to meet the needs of business owners like you who are seeking to save on taxes, build wealth, and achieve long-term financial success.

Vital Strategies host Patrick Lonergan has been helping entrepreneurs navigate the complexities of business finance for over 20 years.

Tune in each week for a new episode packed with actionable information on the latest tax regulations, how to manage cash flow and how you can effectively plan for the future.

If you’re ready to take your financial game to the next level, subscribe to the Vital Strategies Podcast today.

Resources: 

Read the Transcript

Submit questions to the podcast

Credits:

Sponsored by Vital Wealth

Music by Cephas

Produced by BrightBell Creative

Research and copywriting by Victoria O’Brien

 

001 | An Introduction to Proactive Tax Planning for Entrepreneurs
001 | An Introduction to Proactive Tax Planning for Entrepreneurs

How much quicker could you be financially free if you didn’t have to give so much money to the IRS?  Imagine paying up to 40% less in taxes and using those savings to create cherished family memories, supercharge your business growth, or invest in real estate.   

In this opening episode, Vital Strategies founder Patrick Lonergan challenges the status quo of accepting a large tax bill and discusses the importance of proactive tax planning.  

Over the past two years, Patrick’s proactive tax planning service has successfully saved our clients a remarkable $8.5 million, with an average annual savings of $280,000. Tune in to kick start your journey toward financial freedom, take control of your taxes and gain the tools to live a great life.  

Key Takeaways include:  

  • Proactive steps to minimize taxes
  • Aligning your tax strategy with your financial goals
  • Four Levels of Tax Planning

Resources: 

Read the Transcript

Submit questions to the podcast

Credits:

Sponsored by Vital Wealth

Music by Cephas

Produced by BrightBell Creative

Research and copywriting by Victoria O’Brien

 

 

002 | Level 1 Tax Planning: Opportunities Every Entrepreneur Should Consider
002 | Level 1 Tax Planning: Opportunities Every Entrepreneur Should Consider

Are you interested in discovering how to legally pay less taxes and keep more of your income? In this episode, we’ll help you understand how.

Senior Financial Advisor, Patrick Lonergan explains Level 1 tax strategies and the importance of proper documentation. He offers practical write-off examples and discusses five straightforward strategies that anyone can implement immediately.

Key Takeaways:
• Write off examples for tax savings 
• Real estate deductions 
• How to include your kids on the payroll 

Resources: 

Read the Transcript

Submit questions to the podcast

Credits:

Sponsored by Vital Wealth

Music by Cephas

Produced by BrightBell Creative

Research and copywriting by Victoria O’Brien

 

Real Tax-Saving Success Stories

Discover how our tax strategies have revolutionized the financial health of businesses just like yours. Our case studies highlight real success stories where entrepreneurs have benefited from our tactical approach to tax planning.

015 | How to Deduct Life Insurance Premiums with Ken Crabb
0:48:8

Have you ever thought about the tax implications of your life insurance plan? Ken Crabb, the mind behind Restricted Property Trust, did and created a groundbreaking solution.

In this episode we welcome Ken Crabb, the visionary creator of the Restricted Property Trust (RPT). Over 25 years ago, Ken embarked on a quest to find a structure for tax-deductible life insurance and ended up creating one of the most innovative solutions in the field. 

In this discussion, Ken shares the essence of the RPT, emphasizing the importance of structuring life insurance plans with a sound business purpose. Learn about the trust’s selective nature, attaching to a single entity and impacting entrepreneurs with multiple businesses. Ken explains the intricacies of maximizing deductions, lowering tax bills, and how RPTs facilitate family transitions. Discover the affordability, liquidity, and flexibility of these structures, making this episode a must-listen for those seeking strategic financial planning insights.

Key Takeaways:

  • Selectivity of RPT
  • Structuring Life Insurance Plans
  • Audit Resilience

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 

 

Play This Episode
000 | Welcome to Vital Strategies
0:1:9

In a world where tax laws are constantly changing, staying ahead of the game is crucial. That’s why we’ve created the Vital Strategies Podcast, your go-to resource for cutting-edge insights, expert advice, and practical tips to navigate the complex world of taxes and financial planning.

Whether you’re an established entrepreneur or just starting out, our podcast is tailored to meet the needs of business owners like you who are seeking to save on taxes, build wealth, and achieve long-term financial success.

Vital Strategies host Patrick Lonergan has been helping entrepreneurs navigate the complexities of business finance for over 20 years.

Tune in each week for a new episode packed with actionable information on the latest tax regulations, how to manage cash flow and how you can effectively plan for the future.

If you’re ready to take your financial game to the next level, subscribe to the Vital Strategies Podcast today.

Resources: 

Read the Transcript

Submit questions to the podcast

Credits:

Sponsored by Vital Wealth

Music by Cephas

Produced by BrightBell Creative

Research and copywriting by Victoria O’Brien

 

Play This Episode
001 | An Introduction to Proactive Tax Planning for Entrepreneurs
0:10:11

How much quicker could you be financially free if you didn’t have to give so much money to the IRS?  Imagine paying up to 40% less in taxes and using those savings to create cherished family memories, supercharge your business growth, or invest in real estate.   

In this opening episode, Vital Strategies founder Patrick Lonergan challenges the status quo of accepting a large tax bill and discusses the importance of proactive tax planning.  

Over the past two years, Patrick’s proactive tax planning service has successfully saved our clients a remarkable $8.5 million, with an average annual savings of $280,000. Tune in to kick start your journey toward financial freedom, take control of your taxes and gain the tools to live a great life.  

Key Takeaways include:  

  • Proactive steps to minimize taxes
  • Aligning your tax strategy with your financial goals
  • Four Levels of Tax Planning

Resources: 

Read the Transcript

Submit questions to the podcast

Credits:

Sponsored by Vital Wealth

Music by Cephas

Produced by BrightBell Creative

Research and copywriting by Victoria O’Brien

 

 

Play This Episode
002 | Level 1 Tax Planning: Opportunities Every Entrepreneur Should Consider
0:17:55

Are you interested in discovering how to legally pay less taxes and keep more of your income? In this episode, we’ll help you understand how.

Senior Financial Advisor, Patrick Lonergan explains Level 1 tax strategies and the importance of proper documentation. He offers practical write-off examples and discusses five straightforward strategies that anyone can implement immediately.

Key Takeaways:
• Write off examples for tax savings 
• Real estate deductions 
• How to include your kids on the payroll 

Resources: 

Read the Transcript

Submit questions to the podcast

Credits:

Sponsored by Vital Wealth

Music by Cephas

Produced by BrightBell Creative

Research and copywriting by Victoria O’Brien

 

Play This Episode

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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