Vital Strategies

By: Patrick Lonergan
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  • Summary

  • 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.
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Economics Leadership Personal Finance
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Episodes
  • 061 | Passive Income Through Franchises: Kenny Rose Explains the Process and Profit Potential

    061 | Passive Income Through Franchises: Kenny Rose Explains the Process and Profit Potential
    Jan 7 2025

    Could a passive investment in a franchise be the most overlooked path to financial freedom and diversification? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Kenny Rose, Founder and CEO of FranShares, to explore how entrepreneurs can passively invest in franchises to create diversified income streams. Kenny shares how FranShares connects investors with franchise opportunities and provides insights on what makes a franchise investment successful, including how to avoid bad deals and vet opportunities for strong returns.

    This episode is packed with valuable takeaways on passive franchise investments, ROI, who is a good candidate to invest in a franchise, and how to build a diversified portfolio. Whether you're an accredited investor or just looking for alternative investment options, this conversation offers key insights into building long-term wealth.

    Key Takeaways:

    • The benefits of passive income through franchise investments
    • How to evaluate and vet franchise opportunities
    • What to look for in a successful franchise investment
    • Understanding liquidity and expected hold periods
    • Diversifying your portfolio with alternative investments

    Find Out More About Kenny Rose:

    FranShares

    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

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    48 mins
  • 060 | The CEOs Blueprint - How to Plan Your Best Year Yet

    060 | The CEOs Blueprint - How to Plan Your Best Year Yet
    Dec 31 2024
    What if the key to unlocking massive growth in a business was stepping away from it? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan dives into the strategies successful entrepreneurs use to work on their business rather than just in it. As 2025 begins, this episode is packed with insights to help entrepreneurs step outside the daily grind, take a strategic look at their businesses, and set the foundation for a year of intentional growth. Whether feeling stuck or simply aiming to level up, this is an episode listeners can't afford to miss. Listeners will learn how to create a powerful vision for the next 3-5 years, set SMART goals, and overcome limiting beliefs that hold them back. The episode also explores how to plan yearly, quarterly, and daily schedules effectively, while making time for hobbies and personal development to fuel creativity. Tune in to discover practical steps for building systems, evaluating business health, and achieving consistent forward progress. Key Takeaways: How to step back and strategically position your business for growth. Planning frameworks for yearly, quarterly, and daily success. The importance of vision, core values, and SMART goals. Overcoming limiting beliefs to unlock potential. Building systems and assessing business health. Balancing work and hobbies to stay energized and creative. Episode Resources: Getting things done: Big Rocks and Little Rocks Priority Setting 7 Habits of Highly Effective People by Stephen Covey 12 Week Year by Brian P. Moran and Michael Lennington Deep Work by Cal Newport Essentialism by Greg McKeown Traction by Gino Wickman The Bible Atlas of the Heart by Brené Brown  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
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    23 mins
  • 059 | Scripture, Strategy, and Success: A Faith-Driven Path to Your Best Life

    059 | Scripture, Strategy, and Success: A Faith-Driven Path to Your Best Life
    Dec 24 2024

    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.

    Episode Resources:

    The Bible with Nicky Gumbel

    Tara Lee Cobble Bible Study

    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

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    26 mins

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