Archives: Episodes

Want to learn how top entrepreneurs are leveraging AI to stay ahead of the curve? Today we’re diving into the transformative world of Artificial Intelligence (AI). AI is more than a buzzword; it’s a powerful tool that can revolutionize your business operations. In this episode, we explore practical applications of AI and share real-life success stories that showcase its potential. From enhancing customer experiences to optimizing operations, AI offers endless possibilities for entrepreneurs. At the end of this episode, we outline how we created this entire podcast episode utilizing AI. 

Whether you’re a small business owner or a high-level entrepreneur, this episode is packed with insights on how AI can drive your business to new heights. Discover how AI can automate routine tasks, provide deep insights, and become a powerful ally in your growth strategy. Don’t miss out on learning how to leverage AI to make data-driven decisions and enhance your business operations 

Key Takeaways:  

• Introduction to AI: Understanding AI as the simulation of human intelligence in machines. 

• Practical Applications: Implementing AI tools like Otter.ai for note-taking and meeting management. 

• Customer Experience: Case studies of AI enhancing customer interactions, such as Sephora’s Virtual Artist and UPS’s ORION system. 

• Data Analysis: Using AI to analyze financial data and market trends for informed decision-making. 

• Small Business Applications: Affordable AI tools for customer service, marketing automation, and inventory management. 

• Challenges and Cautionary Tales: Examples of AI missteps and the importance of careful implementation. 

• Ethical Considerations: The need for regulation and ethical use of AI, as discussed by Elon Musk and illustrated by the Sandy AI project. 

• Advanced AI Applications: Exploring predictive analytics and AI-driven cybersecurity for competitive advantage. 

• Future Potential: Starting small with AI integration, learning from each implementation, and scaling up gradually. 

Episode Resources: 

Vitalstrategies.com/AI 

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 

Have you ever felt overwhelmed by the pressures of your business? Today, Patrick sits down with Claire Darr to explore the critical topic of burnout and discover practical ways you can achieve a more harmonious life. Drawing from Claire’s experience as a former corporate attorney, the discussion explores the immense stress that comes with high-powered roles and the realization that a better, more well-rounded way of living is possible. 

You will learn about simple habits that can help move from overwhelm to feeling energized. Patrick and Claire share practical advice for managing life’s pressures, making time for oneself, and the importance of rest for mental and physical health. Instead of striving for perfect balance, the conversation shifts to achieving harmony across relationships, hobbies, personal health, and career. 

Don’t miss this conversation that promises to offer valuable takeaways for when you are feeling the pressures of a demanding life. Tune in to find out how you can create harmony and prevent burnout in your own life. 

Key Takeaways: 

• Simple Habits: Introduction to simple, effective habits that help move from overwhelm to feeling energized. 

• Balancing Passion and Career: Discussion on pursuing non-revenue-generating passions and balancing them with career demands. 

• Managing Life Pressures: Strategies for dealing with the constant pressures of life and making time for oneself. 

• Importance of Rest: Emphasis on the necessity of rest and sleep as key factors in preventing burnout and maintaining health. 

• Mental and Physical Health: Practical advice on maintaining both mental and physical health to avoid burnout. 

• Achieving Harmony: Shifting the focus from balance to harmony, ensuring the right amount of attention to relationships, hobbies, personal health, and career. 

Guest Information:

Claire Darr’s Workshop: Beat The Burnout 3-Day FREE Workshop

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 

What makes real estate a more hands-on investment compared to traditional stocks, and why could this be your path to financial freedom? 

In our latest episode, we sit down with Brian Dohmen, the founder and Managing Partner of Altitude Capital Partners. With a rich background as a banker and asset manager, Brian’s unique journey into real estate development offers invaluable insights for both seasoned investors and newcomers alike. 

Brian shares his experience, detailing how his successful career in private credit asset management led him to recognize a more lucrative path in real estate. He saw an unparalleled opportunity to build wealth and has since been executing strategic deals across various locations. We also discuss the hands-on nature of real estate, underscoring that without proper attention and experience, investors can quickly find themselves in financial trouble. 

This episode is a must listen to learn how to navigate the dynamic world of real estate, the importance of infrastructure, and the opportunities that lie ahead. Don’t miss out on this insightful conversation that could change the way you think about building wealth. 

Key Takeaways: 

• Strategic Deals: An overview of the types of real estate deals Brian is involved in and their locations. 

• Portfolio Investment vs. Real Estate: The importance of understanding the active nature of real estate investments compared to passive investments like the S&P 500 fund. 

• Partnering to Create a Hands-Off Approach: Bringing operators and investors together can be a win-win scenario. 

• Team and Management: Insights into how Brian’s team manages the development and operations of real estate projects. 

• Profitability in Real Estate: Various ways to make money in real estate, with a focus on multifamily properties. 

• Accredited Investor Criteria: Requirements for becoming an accredited investor, including income and net worth benchmarks. 

Guest Information:

Altitude Capital Partners – Building Partnerships to Unlock Value (altitude-cp.com)

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 

Have you thought about expanding your business to a virtual setup? In today’s episode we discuss our teams virtual set up and how we have navigated building our team for remote work.

In this week’s episode of the Vital Strategies Podcast, I brought together members of our team to dive into the intricacies of our virtual work environment, highlighting what works for us and the challenges we’ve faced. We discuss the critical aspects of hiring self-driven, accountable, and results-oriented individuals to build a cohesive remote team. Maintaining work-life balance, combating Zoom fatigue, creating intentional boundaries and social interactions are key themes.  

The benefits of our virtual setup extend to our clients as well, allowing us to serve entrepreneurs with a broader reach than a local-only presence would permit. This expanded reach has helped us build stronger trust and relationships, enhancing the customer experience. Listen through to hear each team member’s take on what it takes to make a great remote environment and how we have overcome challenges that remote work can bring.  

Key Takeaways: 

• Crucial hiring criteria 
• Maintain work-life balance 
• Create intentional boundaries and fostering social interactions 
• Ensure team cohesion through periodic in-person gatherings and strong communication 
• Serve niche markets with a broader reach than local-only presence allows 
• Building trust and relationships with clients 
• Staying at the forefront of technology for productivity and efficiency 
• Essential qualities for virtual team members 

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 

How can understanding and leveraging precision medicine take your personal and professional success to the next level? In this episode of the Vital Strategies Podcast, host Patrick Lonergan sits down with Dr. McCoy, his personal concierge doctor to discuss the importance of proactive healthcare and precision medicine.  

In this discussion, Dr. McCoy emphasizes the need to understand each individual and their goals to optimize one’s health journey. He contrasts proactive and reactive healthcare, advocating for an approach that changes people’s lives by addressing health needs by degree rather than kind. A key highlight of their conversation is the significance of sleep, which Dr. McCoy describes as the best legal performance-enhancing drug available. 

Dr. McCoy also explores the benefits of CrossFit compared to other fitness forms, emphasizing the positive impact of community and collective resilience. The conversation touches on how elite athletes’ lessons can be applied to everyday life, underscoring the need to find avenues to push personal boundaries and seek out supportive communities. Dr. McCoy’s insights provide valuable takeaways on moving from wellness to the fitness domain, highlighting the physiological and genetic benefits of proactive health strategies. 

Key Takeaways: 

• The value of proactive healthcare and precision medicine for individual health optimization. 
• Recognize the importance of understanding each individual is unique and their goals. 
• Advocate for proactive healthcare to improve lives by addressing health needs in varying degrees. 
• The crucial role of circadian rhythms and sleep, with sleep being a top performance enhancer both physically and mentally. 
• Tailor fitness and recovery plans to individual needs, focusing on a human-centric approach. 
• The importance of making informed health decisions. 
• Some unique advantages of CrossFit, especially the benefits of a supportive community. 
• Setting boundaries for social media to maintain mental and physical well-being. 
• The development of resilience and new brain pathways through challenging oneself. 
• Insights from elite athletes to enhance personal health and fitness routines. 
• Seek out opportunities to challenge personal limits and find supportive communities for better health and resilience. 

Guest Contact:

Dr. McCoy Website: McCoy Medical (mccoy-medical.com)

Instagram: McCoy-Medical (@mccoymedical) • Instagram photos and videos

Episode Resources: 

• The Comfort Crisis by Michael Easter 
• The Good Life Robert Waldinger M.D. and Marc Schulz Ph.D  
• Atomic Habits by James Clear 

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 

Have you ever considered what valuable lessons entrepreneurs can learn from their journey, and what advice would be beneficial for those looking to succeed in business while maintaining their most valued relationships? Today’s episode explores this through the lenses of married entrepreneurs and so much more. 

In this special episode of the Vital Strategies Podcast, host Patrick Lonergan is joined by an extraordinary guest—his wife, Julie Lonergan. They look back at their entrepreneurial journey, sharing how they got started and the history that led them to build successful businesses. They discuss the challenges of expanding their businesses from scratch. This episode highlights the rollercoaster of entrepreneurship, the relentless grind and hustle, and how working as a team is critical to balancing marriage, work, and parenting. 

Julie also provides valuable insights into managing the many aspects of their business, from reporting metrics and creating a strong team to reviewing financials regularly and maintaining healthy lender relationships. She emphasizes the importance of the CEO’s role in owning revenue and also being attuned to the granular details of the business. The episode covers strategies for building a positive company culture, the significance of appreciating employees, and maintaining a healthy work-life balance. Stick around until the end to hear Julie’s lessons learned in business and advice on being married to an entrepreneur as an entrepreneur. Tune in to gain these invaluable insights and more from this inspiring entrepreneurial duo. 

Key Takeaways: 

• Entrepreneurial Rollercoaster: The emotional highs and lows of being an entrepreneur. 
• Married Team Dynamics: The importance of teamwork in maintaining a healthy marriage, effective business operations, and parenting. 
• Business Management: Julie’s approach to managing multiple aspects of the business and reporting metrics. 
• Financial Health: The necessity for CEOs to own revenue and stay dialed into the financials. 
• Expense Management: Continuously working on expense reduction without compromising quality. 
• Debt Management: Handling debt ratios and maintaining strong relationships with lenders. 
• Pushing Comfort Zones: The importance of stepping out of comfort zones for detailed business management. 
• Reviewing Financials: Regularly reviewing financials to ensure business health. 
• Company Culture: Creating a positive culture and loyalty within the company. 
• Employee Appreciation: The significance of appreciating employees to drive business success. 
• Emotional Balance: Balancing emotional investments for a healthy identity and well-rounded life.

   

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 

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 

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 

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 

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