Vital Strategies

May 07 2024
Vital Strategies Podcast artwork

Welcome to Vital Strategies Podcast, where financial and tax expertise meets entrepreneurial success. Join us as we dive deep into the world of high-level entrepreneurship, bringing you top authorities who specialize in cutting-edge financial and tax strategies. Our podcast is your go-to resource for staying ahead in the financial game, offering insights and advice that can optimize your wealth, reduce tax liabilities, and supercharge your business growth. Tune in to gain a competitive edge and unlock the secrets to financial success in the world of high-level entrepreneurship.

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026 | You Can’t Hustle Your Way to Happiness: Your Mental Health Matters!

May 07 2024 70 mins  
Culture wants us to buy into the myth that if we just earn another dollar, we will be happy. What if I told you that taking intentional rest and optimizing your mental health could be the key to unlocking your full potential as an entrepreneur? In the latest episode of the Vital Strategies Podcast, host Patrick Lonergan dives into the world of mental health with licensed therapist,

025 | Tax Credits and Deductions - Opportunities to Pursue and Pitfalls to Avoid

Apr 30 2024 73 mins  
Curious about the qualifications for tax credits? We’re breaking down the criteria and debunking common myths to help you navigate the tax landscape with confidence. Host Patrick Lonergan sits down with tax strategy expert Matthew Geltz from KBKG to explore the world of holistic tax planning. With a focus on specialty services and innovative approaches, Geltz sheds light on how b

024 | The 4 Cornerstones of Wealth Building: Cash Flow

Apr 23 2024 16 mins  
Have you ever wondered why some businesses thrive while others struggle to stay afloat? Hint: it’s not luck or chance. Get ready to explore the framework for building a resilient and prosperous business. In today’s episode, host Patrick Lonergan guides entrepreneurs on a transformative journey from amateur financial structures to organized, effective systems called the Entrepre

023 | Tax Strategy: Niche Deferred Compensation Solution for Law Firms

Apr 16 2024 31 mins  
Curious about the role of innovative financial solutions in empowering plaintiff contingent fee law firms to grow their businesses? In today’s episode, we explore the fascinating world of tax strategy and financial planning with our special guest, Mike McGarry. As the Managing Director at Optcapital, Mike brings a wealth of expertise in crafting innovative solutions tailored to t

022 | Have You Hit a Plateau in your Business? Unlock the Secrets to Breakthrough Growth

Apr 09 2024 58 mins  
Are you ready to take your business to new heights? In our latest episode of the Vital Strategies Podcast, we had the privilege of hosting strategic business coach David Greer, who shared wisdom he has earned over the last 40 years of being in business. We discuss navigating growth plateaus and unlocking your business’s full potential. David shares the importance of strategic pla

021 | How to Protect Your Assets and Build an Estate Plan with Attorney Kyle Irvin

Apr 05 2024 64 mins  
Do you want to ensure your assets are shielded from creditors and legal liabilities? Learn how to legally avoid paying the federal estate tax which is 40%. Join us for an insightful discussion on asset protection and estate planning with Kyle Irvin. In our most recent episode we sit down with Kyle Irvin, an expert in asset protection and estate planning. I have worked closely toget

020 | The $250 Billion Question: Abacus Life's Solution to Your Problem Life Insurance Policy

Apr 05 2024 37 mins  
It’s astonishing – $200-$250 billion in life insurance policies lapse every year. Curious to know how Abacus Life is not only changing the narrative but turning these lapses into substantial assets for clients? Tune in to find out. In the latest Vital Strategies Podcast episode, host Patrick Lonergan is joined by Kolby Skolnik, from Abacus Life, a publicly traded company on Nas

019 | The Value of Planning: Steven Jarvis CPA Retirement Tax Services

Apr 05 2024 27 mins  
Do you find financial planning to be a one-size-fits-all experience? Challenge that notion with the Vital Strategies Podcast, where we discuss the importance of personalized, proactive planning tailored to your unique goals. In this episode, Patrick Lonergan and Steven Jarvis unpack Vital Wealth’s core principles, initially featured on the Retirement Tax Services Podcast. Discuss

018 | Guest Encore: Recap - Wisdom from Our Experts

Mar 12 2024 42 mins  
This week, Patrick takes you on a journey through some of the most impactful moments from the last quarter. We’re thrilled to present a compilation of insights and wisdom from our incredible guests. We are focusing on the crucial topics of tax strategy, wealth building and setting up your business for long-term success. Tune in as we revisit key highlights, featuring expert tips

017 | Unlocking Tax Savings through Real Estate with Kevin Jerry

Mar 11 2024 45 mins  
Today we sit down with tax expert Kevin Jerry to unlock a world of possibilities in real estate. Having personally witnessed Kevin save a client $1.5 million in income tax, we explore how his unique approach bridges the gap between your CPA’s services and beyond. In this episode, Kevin digs into Cost Segregation, Tangible Property Regulations, and Partial Asset Dispositions, illu