En iyi Vital Strategies podcastleri (2024)

1
024 | The 4 Cornerstones of Wealth Building: Cash Flow 16:10

2d ago16:10

16:10

Have you ever wondered why some businesses thrive while others struggle to stay afloat? Hint: it's not luck or chance. Get ready to explore the framework for building a resilient and prosperous business. In today’s episode, host Patrick Lonergan guides entrepreneurs on a transformative journey from amateur financial structures to organized, effecti…

1
023 | Tax Strategy: Niche Deferred Compensation Solution for Law Firms 31:44

9d ago31:44

31:44

Curious about the role of innovative financial solutions in empowering plaintiff contingent fee law firms to grow their businesses? In today’s episode, we explore the fascinating world of tax strategy and financial planning with our special guest, Mike McGarry. As the Managing Director at Optcapital, Mike brings a wealth of expertise in crafting in…

1
022 | Have You Hit a Plateau in your Business? Unlock the Secrets to Breakthrough Growth 58:58

16d ago58:58

58:58

Are you ready to take your business to new heights? In our latest episode of the Vital Strategies Podcast, we had the privilege of hosting strategic business coach David Greer, who shared wisdom he has earned over the last 40 years of being in business. We discuss navigating growth plateaus and unlocking your business's full potential. David shares…

1
021 | How to Protect Your Assets and Build an Estate Plan with Attorney Kyle Irvin 1:04:02

19d ago1:04:02

1:04:02

Do you want to ensure your assets are shielded from creditors and legal liabilities? Learn how to legally avoid paying the federal estate tax which is 40%. Join us for an insightful discussion on asset protection and estate planning with Kyle Irvin. In our most recent episode, we sit down with Kyle Irvin, an expert in asset protection and estate pl…

1
020 | The $250 Billion Question: Abacus Life's Solution to Your Problem Life Insurance Policy 37:56

20d ago37:56

37:56

Episode coming soon! 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…

1
019 | The Value of Planning: Steven Jarvis CPA Retirement Tax Services 27:21

20d ago27:21

27:21

Do you find financial planning to be a one-size-fits-all experience? Challenge that notion with the Vital Strategies Podcast, where we discuss the importance of personalized, proactive planning tailored to your unique goals. In this episode, Patrick Lonergan and Steven Jarvis unpack Vital Wealth's core principles, initially featured on the Retireme…

1
018 | Guest Encore: Recap - Wisdom from Our Experts 42:14

1M ago42:14

42:14

This week, Patrick takes you on a journey through some of the most impactful moments from the last quarter. We're thrilled to present a compilation of insights and wisdom from our incredible guests. We are focusing on the crucial topics of tax strategy, wealth building and setting up your business for long-term success. Tune in as we revisit key hi…

1
017 | Unlocking Tax Savings through Real Estate with Kevin Jerry 45:33

1M ago45:33

45:33

Today we sit down with tax expert Kevin Jerry to unlock a world of possibilities in real estate. Having personally witnessed Kevin save a client $1.5 million in income tax, we explore how his unique approach bridges the gap between your CPA's services and beyond. In this episode, Kevin digs into Cost Segregation, Tangible Property Regulations, and …

1
016 | How to Transition Out of Your Business: Exit Strategies with Derek Ripp 40:43

1M ago40:43

40:43

Have you ever considered what makes your business truly valuable? Join us as we unravel the key component that could redefine the worth of your company. In this episode of the Vital Strategies Podcast, we sit down with Derek Ripp, a leading expert in Business Exit Planning. Together, we explore the intricacies of the 5, 4, 3, 2, 1 method - emphasiz…

1
015 | How to Deduct Life Insurance Premiums with Ken Crabb 48:08

1M ago48:08

48:08

Have you ever thought about the tax implications of your life insurance plan? Ken Crabb, the mind behind Restricted Property Trust, did and created a groundbreaking solution. In this episode we welcome Ken Crabb, the visionary creator of the Restricted Property Trust (RPT). Over 25 years ago, Ken embarked on a quest to find a structure for tax-dedu…

1
014 | Strategic Tax Planning, Cashflow Management, and Effective Wealth-Building: Listener Q&A 30:26

1M ago30:26

30:26

Securing long-term financial freedom requires careful consideration of cashflow and making calculated investments without jeopardizing business growth. Entrepreneurs must conduct their due diligence by implementing tax strategies, maximizing retirement plans and deductions, and should always consult with professionals to navigate the complexities o…

1
013 | Creating Lasting Wealth - Beyond Entrepreneurial Myths and Real Estate Hype 17:24

1M ago17:24

17:24

There are 3 key components to building real, sustainable wealth, and they aren’t as effortless as the fun, flashy, or as easy as online gurus make it seem. One of those keys is owning a profitable online business. However, while entrepreneurship CAN create wealth, it comes with several cautionary tales. With a lens on the tough road to business own…

1
012 | How to Optimize Your Investment Portfolio with Kevin Smith 1:05:58

1M ago1:05:58

1:05:58

Liquidity, market shifts, and risk return —what do they mean for your investment portfolio? Get the answers today! On the latest Vital Strategies Podcast episode, host Patrick Lonergan welcomes Kevin Smith, CFA, for a deep dive into building a resilient investment portfolio. Kevin brings his top-tier industry expertise to discuss liquidity, time fr…

1
011 | The Captive Insurance Advantage: How to Own an Insurance Company with Chad Spitzer 34:50

1M ago34:50

34:50

Captive insurance is a cutting-edge strategy that could change the way you protect your business. In this episode, we explore the versatility of captive insurance for asset protection and business security. Discussing its ideal applications; IRS compliance and how captive insurance could lead to substantial savings for your business. Joining us for…

1
010 | Level 3 Tax Planning: Secrets to Tax Optimization and How to be Compliant with the IRS 17:05

1M ago17:05

17:05

Considering advanced tax planning but unsure about the benefits and pitfalls? We've got the answers you need. In this episode, host Patrick Lonergan, navigates the complexities of Level 3 tax strategies, where creativity meets a fair amount of risk. While these strategies undergo close scrutiny from the IRS, we provide insights into how the right a…

1
009 | How to Maximize Value When You Sell Your Businesses with David Barnett 1:04:51

1M ago1:04:51

1:04:51

When planning to sell your business, having a strategic exit plan in place is crucial to ensure a successful transition. Join podcast host Patrick Lonergan along with business exit-plan expert David Barnett as they guide you through the process of buying and selling businesses. With over 25 years of experience, David shares unique insights to help …

1
008 | Planning for Success: A Roadmap to Your Best Year Yet 32:04

1M ago32:04

32:04

Let’s make 2024 your best year yet! In this episode, podcast host Patrick Lonergan digs into key strategies to ensure you are set on course for success in the new year. Learn the importance of working on the business, not just in it, developing a long-term success strategy, identifying limiting beliefs, setting goals, establishing primary objective…

1
007 | Utilizing Employee Stock Ownership Program (ESOP) to Maximum Benefit with Brad Ethridge 56:28

1M ago56:28

56:28

Ever thought about how successful entrepreneurs prepare for selling or transitioning their businesses? Today, we're discussing the benefits of selling to an Employee Stock Ownership Plan (ESOP) with podcast host, Patrick Lonergan and seasoned business professional, Brad Ethridge. Brad Ethridge is well known in the business landscape with a career s…

1
006 | Business Owner Retirement Plans: A Deep Dive into Level 2 Tax Planning with Bruce Gendein 1:02:04

1M ago1:02:04

1:02:04

Have you ever wondered how a Cash Balance Plan can help reduce your tax burden while supercharging your retirement savings? In this episode of the Vital Strategies podcast, we welcome Bruce Gendein, an expert in maximizing retirement plans for business owners. Bruce's decades of experience in level 2 tax planning shine through as he explores the fl…

1
005 | $10,000.00 Tax Savings Challenge 13:38

1M ago13:38

13:38

Don't miss out on the limited-time opportunity to save $10,000.00 by accessing our exclusive free resources at 5minutetaxmakeover.com. In this episode of the Vital Strategies Podcast, your host, Patrick Lonergan, announces a time-sensitive opportunity for listeners to save $10,000.00 in taxes. Covering topics like home office deductions and short-t…

1
004 | Mastering Level 2 Tax Strategies: Rarely Used Tax Strategies for the Business Owner 12:21

1M ago12:21

12:21

Discover the untapped potential of Tax Planning Strategies for tax deferral and financial security. In today's episode of the Vital Strategies Podcast, we explore Level 2 Tax Planning strategies that, when implemented with investment, can potentially save you over $150,000 in taxes. From understanding the intricacies of Traditional and ROTH IRAs to…

1
003 | Level Up You Tax Planning: In-Depth with Level 1 Tax Expert Walt Dallas 42:53

1M ago42:53

42:53

Are you maximizing the potential of business development corporations, retirement plans, and stock ownership in your financial strategy? In this episode, we take a look at how these can help you build a solid financial foundation. Joining us for the discussion is Level 1 tax expert, Walt Dallas. Walt’s areas of expertise span income tax planning, e…

1
002 | Level 1 Tax Planning: Opportunities Every Entrepreneur Should Consider 17:55

1M ago17:55

17:55

Are you interested in discovering how to legally pay less taxes and keep more of your income? In this episode, we’ll help you understand how. Senior Financial Advisor, Patrick Lonergan explains Level 1 tax strategies and the importance of proper documentation. He offers practical write-off examples and discusses five straightforward strategies that…

1
001 | An Introduction to Proactive Tax Planning for Entrepreneurs 10:11

1M ago10:11

10:11

How much quicker could you be financially free if you didn't have to give so much money to the IRS? Imagine paying up to 40% less in taxes and using those savings to create cherished family memories, supercharge your business growth, or invest in real estate. In this opening episode, Vital Strategies founder Patrick Lonergan challenges the status q…

1
000 | Welcome to Vital Strategies 1:09

1M ago1:09

1:09

In a world where tax laws are constantly changing, staying ahead of the game is crucial. That's why we've created the Vital Strategies Podcast, your go-to resource for cutting-edge insights, expert advice, and practical tips to navigate the complex world of taxes and financial planning. Whether you're an established entrepreneur or just starting ou…

Dinlemeye Değer Podcast'ler

Vital Strategies Podcastleri

Dinlemeye Değer Podcast'ler

1
Vital Strategies

Patrick Lonergan

1
024 | The 4 Cornerstones of Wealth Building: Cash Flow 16:10

1
023 | Tax Strategy: Niche Deferred Compensation Solution for Law Firms 31:44

1
022 | Have You Hit a Plateau in your Business? Unlock the Secrets to Breakthrough Growth 58:58

1
021 | How to Protect Your Assets and Build an Estate Plan with Attorney Kyle Irvin 1:04:02

1
020 | The $250 Billion Question: Abacus Life's Solution to Your Problem Life Insurance Policy 37:56

1
019 | The Value of Planning: Steven Jarvis CPA Retirement Tax Services 27:21

1
018 | Guest Encore: Recap - Wisdom from Our Experts 42:14

1
017 | Unlocking Tax Savings through Real Estate with Kevin Jerry 45:33

1
016 | How to Transition Out of Your Business: Exit Strategies with Derek Ripp 40:43

1
015 | How to Deduct Life Insurance Premiums with Ken Crabb 48:08

1
014 | Strategic Tax Planning, Cashflow Management, and Effective Wealth-Building: Listener Q&A 30:26

1
013 | Creating Lasting Wealth - Beyond Entrepreneurial Myths and Real Estate Hype 17:24

1
012 | How to Optimize Your Investment Portfolio with Kevin Smith 1:05:58

1
011 | The Captive Insurance Advantage: How to Own an Insurance Company with Chad Spitzer 34:50

1
010 | Level 3 Tax Planning: Secrets to Tax Optimization and How to be Compliant with the IRS 17:05

1
009 | How to Maximize Value When You Sell Your Businesses with David Barnett 1:04:51

1
008 | Planning for Success: A Roadmap to Your Best Year Yet 32:04

1
007 | Utilizing Employee Stock Ownership Program (ESOP) to Maximum Benefit with Brad Ethridge 56:28

1
006 | Business Owner Retirement Plans: A Deep Dive into Level 2 Tax Planning with Bruce Gendein 1:02:04

1
005 | $10,000.00 Tax Savings Challenge 13:38

1
004 | Mastering Level 2 Tax Strategies: Rarely Used Tax Strategies for the Business Owner 12:21

1
003 | Level Up You Tax Planning: In-Depth with Level 1 Tax Expert Walt Dallas 42:53

1
002 | Level 1 Tax Planning: Opportunities Every Entrepreneur Should Consider 17:55

1
001 | An Introduction to Proactive Tax Planning for Entrepreneurs 10:11

1
000 | Welcome to Vital Strategies 1:09

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