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Vital Wealth Strategies

Vital Wealth Strategies

De : Patrick Lonergan
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Welcome to Vital Wealth 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.

Copyright 2023 All rights reserved. Direction Economie Finances privées Management et direction
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    Épisodes
    • 116 | Designed to Last A Strong Financial Foundation

      116 | Designed to Last A Strong Financial Foundation
      Jan 27 2026

      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
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      44 min
    • 115 | The Dollar Is Dying… Here’s What Comes Next with David Morgan

      115 | The Dollar Is Dying… Here’s What Comes Next with David Morgan
      Jan 20 2026
      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 crisesInflation acts like a hidden tax that steadily erodes purchasing power over timeCBDCs and programmable money can enable surveillance and restrictions on personal spendingFinancial collapse often results in asset repricing and ownership transfer—not “wealth disappearing”Gold, silver, and land remain foundational tools for preserving monetary sovereigntySilver can be a practical, accessible hedge for everyday investorsBitcoin may not deliver the independence many expect due to institutional capture concernsTrue freedom includes financial resilience, critical thinking, and personal responsibility Learn More About David: The Morgan Report: morganreport.comSilver Sunrise Documentary: silversunrise.tvSilver Manifesto by David Morgan Episode Resources: Mises Institute (Austrian economics): mises.orgBank for International Settlements (BIS): bis.orgThe Creature from Jekyll Island by G. Edward GriffinAtlas Shrugged by Ayn RandThe 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
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      58 min
    • 114 | How Founders Can Unlock Liquidity Without Triggering Massive Taxes with Greg Brogger

      114 | How Founders Can Unlock Liquidity Without Triggering Massive Taxes with Greg Brogger
      Jan 13 2026

      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
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      42 min
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