Are you aligning your faith with your goals to build the life you truly want? In this special episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan reflects on the intersection of faith, business, and personal growth. Sharing his journey of committing to a life guided by biblical scripture, Patrick introduces a framework centered around three essential steps—follow, believe, and obey—that not only deepen your spiritual life but also empower you to create your best life as an entrepreneur.

This episode challenges listeners to rethink the role of faith in their lives and businesses. Through thought-provoking perspectives, Patrick reveals why faith alone isn’t enough and how intentional effort and alignment with biblical principles can lead to a truly fulfilled and prosperous life.

Key Takeaways:

• How following, believing, and obeying can transform your life and business.

• Lessons from Jesus' life that apply to building resilience and purpose.

• Why faith requires action to unlock your full potential and achieve lasting success.

• A business owner’s perspective on integrating faith into creating your best life.

• Powerful scriptures from the bible to guide your mindset and decision-making.

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 Two Tone Creative

Research and copywriting by Victoria O'Brien

Are you struggling to see the returns you want from your marketing efforts? What’s the missing piece in your strategy? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Borja Cuan, the founder of Four15 Digital, to discuss how businesses can evolve their marketing strategies to achieve real, measurable outcomes. Borja shares invaluable insights into the digital marketing world, from the importance of building deep client relationships to obsessing over retention and ensuring the customer experience evolves with your business. If you're ready to transform your marketing efforts, this conversation is a must-listen.

As the founder of Four15 Digital, Borja has successfully helped businesses scale through tailored digital marketing strategies that use advanced tools like media buying, tracking, and conversion optimization. Whether you’re a business owner looking to increase your marketing ROI or a marketer wanting to learn from the best, Borja’s actionable advice will set you on the path to success.

Key Takeaways:

• The importance of building strong, lasting client relationships in digital marketing.

• How obsessing over retention and evolving the client experience can lead to long-term success.

• Why customizing strategies for each client is essential in achieving real outcomes.

• The role of sophisticated tools like media buying and tracking in scaling a business.

• How to drive conversions and maximize your marketing impact.

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 Two Tone Creative

Research and copywriting by Victoria O'Brien

What if you could sell your assets, avoid capital gains tax, and still unlock financial freedom?

In this episode of The Vital Wealth Strategies Podcast, host Patrick Lonergan dives into the revolutionary strategy of deferred sales trusts with Brett Swarts, a #1 best-selling author of Building a Capital Gains Tax Exit Plan and host of the Built It to Billions Podcast. Brett is an expert in advanced tax-saving strategies that empower entrepreneurs and investors to maximize their wealth, minimize their risk, and maintain flexibility. Patrick and Brett uncover how deferred sales trusts can serve as a powerful alternative to the 1031 Exchange, enabling individuals to diversify their portfolios, eliminate financing risks, and align their wealth with their personal goals.

Patrick and Brett explore real-world scenarios that show how this strategy can be used for major purchases, building family legacies, and creating financial freedom. By the end of this conversation, you’ll learn how to structure your finances for meaningful impact, stay compliant with IRS guidelines, and decide if this strategy is right for you. Whether you're an entrepreneur, investor, or just someone ready to take control of your financial future, this episode is packed with insights you can’t afford to miss.

Key Takeaways:

• How a deferred sales trust works and why it’s a compelling alternative to the 1031 Exchange.

• The financial benefits of earning on the total balance of a sale vs the after-tax balance.

• Real-world scenarios demonstrating flexibility, diversification, and risk elimination.

• Key considerations: potential downsides, compliance, and aligning strategies with personal goals.

• Thinking big picture and shifting focus from ROI (Return on Investment) to prioritizing your "Return on Impact."

Key takeaways:

• Why market ups and downs present opportunities, not obstacles.

• How to stay focused on long-term goals amidst short-term noise.

• Practical steps to make more rational investment decisions.

• Strategies advisors can use to better guide and support their clients.

Find out more about Brett Swarts:

Website

Expert Tax Secrets

Brett Swarts Book

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 Two Tone Creative

Research and copywriting by Victoria O'Brien