Vital Wealth Strategies Podcast Por Patrick Lonergan arte de portada

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.

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Episodios
  • 117 | How High-Net-Worth Investors Build Passive Income at Scale with Bronson Hill

    117 | How High-Net-Worth Investors Build Passive Income at Scale with Bronson Hill
    Feb 3 2026

    What if building Passive Income didn’t require becoming a landlord or adding another job to your life?

    In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan, founder of Vital Wealth, sits down with Bronson Hill to unpack how investors and high net worth entrepreneurs can create truly scalable wealth without sacrificing time, freedom, or focus. Patrick brings his perspective as a tax-focused wealth strategist, while Bronson shares his journey from medical device sales to replacing earned income with passive cash flow in under three years through private real estate and alternative investments.

    Together, they challenge the myth of “passive” real estate, explain why most small rental strategies fail to Scale, and walk through how sophisticated investors evaluate deals, operators, and private networks. This conversation is designed for investors who want consistent passive income, better tax efficiency, and access to opportunities typically reserved for high net worth circles, without the stress and complexity that derail most wealth plans. If you are looking to scale capital, protect your lifestyle, and invest with intention, this episode delivers a practical roadmap.

    Key Takeaways:

    • Why most “passive” real estate strategies actually become second jobs
    • How High Net Worth Investors scale Passive Income through private deals
    • The role of professional operators in building truly scalable investments
    • How to vet deals and operators with an investor-first mindset
    • Why private networks outperform public, mass-market investment offerings

    Episode Resources:

    • Fire Yourself by Bronson Hill
    • Official Website: Home - Bronson Equity

    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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    46 m
  • 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
    Más Menos
    44 m
  • 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 m
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