Are you buying real estate without a clear picture of the risks involved? In this eye-opening episode of the Vital Wealth Podcast, host Patrick Lonergan sits down with data entrepreneur Bob Frey, co-founder of PropertyLens.com, to uncover how homebuyers and investors can dramatically reduce risk and negotiate smarter using big data. Patrick, a seasoned financial strategist and real estate investor, introduces Property Lens as the “Carfax for houses,” and together they unpack how this innovative tool empowers buyers with insights previously buried in obscure databases, aging PDFs, or not disclosed at all. Whether you’re eyeing a second home, evaluating an investment property, or selling a house, the information in this episode could save you tens, if not hundreds of thousands of dollars.

Bob shares his journey from building data systems at Live Nation and Expedia to co-founding HazardHub (acquired by Guidewire) and now launching Property Lens. He walks listeners through how the platform taps into 40+ datasets, from roof condition and permit history to weather damage and insurance trends and explains why real estate agents may not want you to have this data in your hands. Patrick and Bob discuss how high-net-worth individuals make data-driven decisions in business and why that same discipline should apply to buying real estate. If you're serious about protecting your money, avoiding buyer's remorse, or understanding true property value, this episode is a must-listen.

Key Takeaways:

• Property Lens delivers a “Carfax for homes” experience using AI and 40+ data sources
• Learn how to uncover hidden issues, like storm damage, expired HVAC, or missing permits, before you ever visit a property
• Understand why insurance costs are skyrocketing and how to factor them into your decision
• Discover how data-driven buyers gain a massive negotiation edge
• Use the code 25SUMMER for 25% off your next report at PropertyLens.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

Are you an entrepreneur tired of watching massive chunks of your hard-earned money disappear into taxes every year? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Ryan Johns. Ryan is one of the lead financial advisors at Vital Wealth and an attorney. They uncover the truth about why most tax planning fails and how high-earning business owners can finally get ahead of the IRS. With Ryan’s unique background bridging law, financial advising, and wealth strategy, this conversation reveals practical steps every entrepreneur can take to save big, improve cash flow, and build lasting wealth without running out of cash to continue to grow their business.

Listeners will discover the four cornerstones of financial planning, why traditional CPAs often miss opportunities to build a tax plan, and how to implement proactive tax strategies that keep more money in their pockets year after year. From creating a clear cash flow map to leveraging strategies like the Augusta Rule, cost segregation studies, cash balance plans, and captive insurance, Patrick and Ryan pull back the curtain on what it really takes to save, invest, and protect your business income. Whether you’re making seven figures or just starting to scale, this episode could change the way you approach taxes forever.

Key Takeaways:

• Why most entrepreneurs overpay the IRS and how to stop doing it.

• The four cornerstones of wealth strategy: cash flow, tax, investments, and protection.

• Tools like the Cash Flow Map and Cash Flow Calendar that give clarity and control over your money.

• Proven tax strategies that save Vital Wealth clients an average of $280,000 in income tax every year.

• The critical timing for tax planning and how to secure strategies before year-end windows close.

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

Is your business growing but so is your stress, chaos, and burnout? In this episode of The Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Leslie Hassler, founder of Your Biz Rules and author of First This, Then That, to challenge the traditional narrative of business success. With nearly two decades of experience guiding entrepreneurs, Leslie brings a fresh philosophy: Scaling Rich, a model of intentional, profitable growth that enhances your life rather than consumes it. Together, they unpack the difference between growth and true scalability, why recovery is a critical phase most founders skip, and how belief and mindset might be your biggest barriers to reaching your next level.

Whether you're stuck at a revenue ceiling, feel like your team’s underperforming, or are just craving more time freedom, this episode delivers a roadmap to building a business that serves your life, not the other way around. Patrick and Leslie dive into fractional C-suite strategies, high-profit models, and why now is the best time to embrace change and let your business evolve. This episode is packed with candid stories, actionable insights, and a new lens on what it means to thrive as an entrepreneur.

Key Takeaways:

• Why entrepreneurs must stop choosing between scale and sanity

• The difference between growth, scale, and recovery and why all three matter

• How belief and inertia keep business owners stuck

• Why profitability, not revenue, is the ultimate metric

• How fractional C-suite support can unlock operational efficiency and profits

• The importance of building a business that fits your life, not the other way around

Learn More About Leslie:

• Website: yourbizrules.com

• Special Link for Listeners: yourbizrules.com/vital

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