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Vital Wealth Strategies

Vital Wealth Strategies

By: 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.

Copyright 2023 All rights reserved. Economics Leadership Management & Leadership Personal Finance
Episodes
  • 114 | How Founders Can Unlock Liquidity Without Triggering Massive Taxes with Greg Brogger

    114 | How Founders Can Unlock Liquidity Without Triggering Massive Taxes with Greg Brogger
    Jan 13 2026

    What happens when your net worth grows faster than your liquidity and your tax bill keeps climbing along the way? Many founders and executives with equity in private companies find themselves asset-rich on paper but limited in flexibility, diversification, and tax efficiency. In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan explores one of the most overlooked challenges facing high-earning entrepreneurs: concentrated, illiquid private equity and the hidden risks that come with waiting on a future liquidity event.

    Patrick is joined by Brogger, Founder and CEO of Collective Liquidity and a pioneer in private market innovation. Greg shares how exchange funds, structured liquidity, and disciplined diversification strategies can help founders and executives reduce risk, access capital, and defer taxes without giving up long-term upside. Drawing from his experience building SharesPost and the NASDAQ Private Market, Greg breaks down why traditional approaches often fail private equity holders and how a more intentional strategy can create financial flexibility, peace of mind, and better outcomes for growing businesses.

    Key takeaways from this episode:

    • Why over-concentration in private company equity creates both financial and tax risk
    • How exchange funds work and why they are especially powerful in private markets
    • Ways founders and executives can create liquidity without triggering immediate capital gains taxes
    • The importance of diversification for long-term wealth preservation
    • How proactive tax strategy supports smarter business and investment decisions

    Learn More About Greg:

    Collective Liquidity Official Website: About us | Collective Liquidity

    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
    Show More Show Less
    42 mins
  • 113 | AI is a Force Multiplier but Only if You Know How to Leverage it with Steven Saehrig

    113 | AI is a Force Multiplier but Only if You Know How to Leverage it with Steven Saehrig
    Jan 6 2026
    Is AI really ready to run parts of your business, or is it just another overhyped tool that creates more confusion than clarity? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan, founder of Vital Wealth, sits down with Steven Saehrig, founder of Descent IT, to cut through the noise and explain what AI actually looks like when implemented correctly inside a real business. Rather than focusing on shiny tools or viral prompts, this conversation gets practical, strategic, and grounded in how entrepreneurs can use AI to increase efficiency, protect their data, and future-proof their organizations. Patrick and Steven explore why AI is best viewed as a workforce multiplier rather than a replacement for people, how businesses should think about the true cost and ROI of AI adoption, and why cybersecurity must be the foundation before any automation is deployed. From real-world examples like AI-driven IT support and agentic workflows to the risks of bad actors using AI for phishing and fraud, this episode gives business owners a clear roadmap for adopting AI intentionally and securely. If you are a founder or executive wondering where to start with AI, how fast to move, and how not to get burned along the way, this episode delivers clarity, context, and actionable insight. Key Takeaways AI is not a magic bullet; it requires intentional planning, investment, and follow-throughThe biggest opportunity today is using AI to augment people, not replace themBusinesses should automate low-value, repetitive tasks first before moving to advanced AIPaid, secure AI tools are essential for protecting business and client dataCybersecurity and identity protection must be in place before scaling AI adoptionAI-driven attacks are increasing, making employee training and behavior monitoring criticalCompanies that delay AI adoption risk falling behind competitors over the next 5–10 years Episode Resources: Descent IT Official WebsiteAnthropic ClaudeChatGPTMicrosoft CopilotGoogle GeminiVital Wealth Strategies Episode 088 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
    Show More Show Less
    1 hr
  • 112 | Throw Your Goals Away: Build the Operating System That Wins the Year

    112 | Throw Your Goals Away: Build the Operating System That Wins the Year
    Dec 30 2025

    What if the reason you keep falling short of your goals has nothing to do with motivation or discipline? In this episode of the Vital Wealth Strategies Podcast, Patrick Lonergan challenges the way most high performers plan their year and explains why traditional goal setting is often the very thing holding them back. Patrick, founder of Vital Wealth, works with high-earning entrepreneurs to help them optimize cash flow, reduce taxes, and build intentional wealth. In this episode, he makes the case that most people do not have a goal problem at all. They have a systems problem.

    Rather than chasing dozens of goals that quickly lose momentum, Patrick walks listeners through a fundamentally different approach: designing a personal and business operating system. This episode breaks down why focusing on one primary objective for life and one for business, supported by simple, repeatable actions, creates real and lasting progress. If you have ever felt frustrated by strong starts followed by fading execution, this conversation will change how you think about planning, productivity, and success.

    Key takeaways from this episode:

    • Why setting too many goals at once leads to worse results, not better ones
    • The critical difference between goals and systems, and why systems always win
    • How human attention, decision fatigue, and motivation actually work
    • Why consistency and repetition outperform intensity and big bursts of effort
    • How to design a simple operating system for your year that makes progress inevitable

    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
    Show More Show Less
    25 mins
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