『Vital Strategies』のカバーアート

Vital Strategies

Vital Strategies

著者: 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. マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
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  • 089 | The Psychology Tools Missing From Your Marketing with Rai Cornell
    2025/07/22

    Are you pouring money into marketing but not seeing the results you hoped for? What if the real problem isn’t your strategy, but your psychology? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Rai Cornell, founder of Cornell Content Marketing and former correctional psychologist, to uncover how applying behavioral science can transform the way entrepreneurs attract, convert, and retain clients. With nearly two decades of marketing experience and a deep understanding of human behavior, Rai breaks down her signature ELITE Method, showing business owners how to move from scattered tactics to a psychology-backed marketing system that builds trust and drives growth.

    Patrick and Rai dive into the difference between advertising and true marketing, the neuroscience of buyer trust, and why most funnels fail before they even begin. Listeners will walk away with actionable tools to reshape their messaging, implement more effective content strategies, and create marketing that connects on a human level. Whether you’re just starting to scale or looking to tighten up your existing systems, this episode will help you see marketing and your customers, in a whole new way.

    Key Takeaways:

    • The difference between marketing and advertising and why it matters
    • How to use neuroscience and psychology to build trust and guide buying behavior
    • A breakdown of Rai’s ELITE Method for building high-impact marketing systems
    • Why most content fails and how to turn yours into a lead-generating asset
    • How to apply thought-emotion-behavior patterns to improve messaging and conversion
    • Why trust, empathy, and human insight are the future of B2B marketing

    Learn More About Rai:

    Website: cornellcontentmarketing.com

    LinkedIn: Rai Cornell

    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

    続きを読む 一部表示
    59 分
  • 088 | The Cybersecurity Wake-Up Call Every Entrepreneur Needs - A Conversation with Steven Saehrig
    2025/07/15

    What would happen if your business got hacked tomorrow, would you be ready? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan, a high-level tax strategist and entrepreneur, sits down with Steven Saehrig, founder of Descent IT and a cybersecurity veteran with over 20 years of experience protecting small businesses. Together, they dive into the hidden risks entrepreneurs face in today’s digital world, from phishing emails and ransomware to employee access and outdated hardware. This is a must-listen for any business owner who wants to safeguard their operations, protect sensitive data, and avoid the massive financial and reputational costs of a cyberattack.

    More than just fear-based warnings, this episode offers a roadmap for taking proactive steps, without needing to be “techy.” Steven breaks down exactly how to start thinking about cybersecurity and IT as a foundation for business continuity and growth. Plus, Patrick ties it all back to his core mission: helping entrepreneurs not just protect what they’ve built, but scale it with intention. Whether you are the IT department or have your own internal team, this conversation will leave you with practical tools, fresh perspective, and a clear next step forward.

    Key takeaways from this episode:

    • Why small businesses are now a top target for cybercriminals
    • How a single click can lead to devastating data loss and how to prevent it
    • The importance of password managers, MFA, and backup strategies
    • What a "defense-in-depth" cybersecurity strategy looks like
    • Why reactive IT support is costing you more than you think
    • How cybersecurity connects to overall business growth and peace of mind

    Learn More About Steven: Company Website: Descent IT Contact: steven@descentit.com

    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

    続きを読む 一部表示
    45 分
  • 087 | From Main Street to Blockchain: Advanced Capital Gains Tax Moves for Big Exits
    2025/07/08

    Is the IRS your silent business partner, taking 30% or more of your hard-earned gains? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan, founder of Vital Wealth, unpacks critical updates from the newly passed One Big Beautiful Bill Act and breaks down powerful, legal tax strategies entrepreneurs can use to reduce or eliminate their capital gains tax. Whether you're selling a business, offloading real estate, or managing a growing estate, this episode provides real-world insights that could save you millions.

    Patrick walks listeners through smart ways to leverage deferral techniques, reduction tools, and philanthropic giving, alongside commentary on what’s changed in the tax code and how business owners should respond. From bonus depreciation to Deferred Sales Trusts to tax-friendly entity structures, this episode delivers a blueprint for proactive planning. If you're a high-earning entrepreneur looking to protect your wealth, this is the one episode you can't afford to miss.

    Key Takeaways:

    • Overview of the One Big Beautiful Bill Act and how it affects entrepreneurs
    • Capital gains tax strategies for deferral, reduction, and elimination
    • How to use tools like 1031 exchanges, QSBS, and leveraged direct indexing
    • Estate planning tips to avoid the 40% “death tax”
    • Why where you live and when you move, can save you millions
    • How to use charitable trusts and donor-advised funds strategically
    • When and how to start building your custom tax strategy

    Episode Resources:

    Vital Walk Zoom Room Link

    Brett Swarts episode:

    Apple Podcast

    YouTube

    Spotify

    Email: patrick@vitalwealth.com

    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

    続きを読む 一部表示
    40 分

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