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Vital Strategies

Vital Strategies

By: 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. Economics Leadership Management & Leadership Personal Finance
Episodes
  • 087 | From Main Street to Blockchain: Advanced Capital Gains Tax Moves for Big Exits
    Jul 8 2025

    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

    Show More Show Less
    40 mins
  • 085 | Passive Income, Tax Strategy and Crypto: What You Need to Know About Bitcoin Mining with Beau Turner
    Jun 24 2025

    Is it really possible to generate passive income, reduce your tax burden, and build long-term wealth, all through Bitcoin mining? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Beau Turner, founder of Abundant Mines, to unpack one of the most misunderstood and potentially lucrative opportunities in today’s financial landscape. Patrick and Beau go beyond the surface of crypto hype and dig into the real strategies, tax advantages, and business models behind profitable Bitcoin mining.

    Listeners will gain insight into how crypto mining can function as a cash-flowing business, what kind of setup makes the most sense based on personal goals, and how to structure investments for long-term efficiency and tax benefit. Whether you’re new to crypto or looking for a smarter way to diversify your portfolio, this episode offers clarity, practical advice, and a fresh perspective on an emerging frontier in wealth-building.

    Key Takeaways:

    • How Bitcoin mining works and why it’s more than just a tech trend
    • The unique tax advantages of mining, including depreciation and deductions
    • Why mining offers cash flow, not just asset accumulation
    • How to choose the right mining setup based on your goals
    • The long-term opportunity as Bitcoin supply diminishes
    • How to avoid common pitfalls and choose a trusted mining partner
    • Why business owners should consider this in their broader wealth strategy

    Learn More About Beau: Official Website

    Instagram

    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
    54 mins
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