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Vital Strategies

Vital Strategies

De : Patrick Lonergan
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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.Copyright 2023 All rights reserved. Direction Economie Finances privées Management et direction
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    Épisodes
    • 085 | Passive Income, Tax Strategy and Crypto: What You Need to Know About Bitcoin Mining with Beau Turner
      Jun 24 2025

      Is it really possible to generate passive income, reduce your tax burden, and build long-term wealth, all through Bitcoin mining? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Beau Turner, founder of Abundant Mines, to unpack one of the most misunderstood and potentially lucrative opportunities in today’s financial landscape. Patrick and Beau go beyond the surface of crypto hype and dig into the real strategies, tax advantages, and business models behind profitable Bitcoin mining.

      Listeners will gain insight into how crypto mining can function as a cash-flowing business, what kind of setup makes the most sense based on personal goals, and how to structure investments for long-term efficiency and tax benefit. Whether you’re new to crypto or looking for a smarter way to diversify your portfolio, this episode offers clarity, practical advice, and a fresh perspective on an emerging frontier in wealth-building.

      Key Takeaways:

      • How Bitcoin mining works and why it’s more than just a tech trend
      • The unique tax advantages of mining, including depreciation and deductions
      • Why mining offers cash flow, not just asset accumulation
      • How to choose the right mining setup based on your goals
      • The long-term opportunity as Bitcoin supply diminishes
      • How to avoid common pitfalls and choose a trusted mining partner
      • Why business owners should consider this in their broader wealth strategy

      Learn More About Beau: Official Website

      Instagram

      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

      Afficher plus Afficher moins
      54 min
    • 084 | How to Beat Wall Street Using Your IRA and 401(k) – Insider Tactics from Adam Bergman
      Jun 21 2025

      What if your retirement account could do more than just survive Wall Street, what if it could help you build real, tax-free wealth? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Adam Bergman, tax attorney, founder of IRA Financial, and author of nine books on self-directed retirement strategies. Together, they dive into the powerful, yet often misunderstood world of self-directed IRAs and 401(k)s and how entrepreneurs can use these tools to invest in real estate, private companies, crypto, and other high-growth opportunities completely outside of traditional stock and bond portfolios.

      Adam pulls back the curtain on the exact tax code provisions that allow for these moves, explains the differences between self-directed IRAs, checkbook control IRAs, and ROBS plans, and shares how strategies like Roth conversions and discounted valuations can unlock massive long-term tax savings. Whether you're sitting on cash in a retirement account or looking for smarter ways to grow your wealth, this episode is packed with actionable insights and real examples that can help you shift from financial security to financial freedom.

      Key Takeaways:

      • The difference between building wealth and just saving money in a brokerage account
      • What the IRS actually allows you to do inside a retirement account and what’s off limits
      • How to self-direct your IRA or 401(k) to invest in real estate, private equity, or crypto
      • Why Roth conversions (especially with valuation discounts) are a game-changer
      • The power of ROBS to start a business with retirement funds, tax and penalty free
      • Why every entrepreneur should consider diversifying outside of Wall Street

      Learn More about Adam: Official Website

      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

      Afficher plus Afficher moins
      49 min
    • 083 | The Hidden Traps in Selling Your Business and How to Avoid Them with John Martinka
      Jun 10 2025

      What if selling your business could be simple, profitable, and even… graceful?

      In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with John Martinka, seasoned exit planning advisor and author of “Exit with Style and Grace and More Money.” Together, they break down what it really takes to prepare your business for a sale that leaves you in control and with more cash in your pocket. Whether your years away from exiting or just starting to consider the possibility, this episode will change the way you think about the value hidden inside your business.

      Patrick and John unpack the most common pitfalls entrepreneurs make when it’s time to sell, like blending personal expenses, relying too heavily on key employees, or simply being too essential to the day-to-day. You'll walk away with a clearer picture of how to make your business more attractive, more scalable, and ultimately more sellable. If your goal is to grow your wealth, protect what you’ve built, and exit on your terms, this episode is a must-listen.

      Key Takeaways:

      • Why owner dependency kills business value and how to fix it
      • The critical importance of clean, accurate financials
      • How to build a team that increases value and attracts buyers
      • What “growth potential” really means to investors and PE firms
      • How smart incentives and retention bonuses can protect your exit
      • Why systems, processes, and IP matter more than you think
      • How to avoid costly working capital mistakes at closing

      Learn More About John: Get John’s book: Exit with Style and Grace and More Money

      Official Website

      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

      Afficher plus Afficher moins
      43 min

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