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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
  • 099 | Why Marketing Feels Broken and How to Fix It Fast with Bryan Phelps
    Sep 30 2025

    What if the way entrepreneurs think about marketing is the very thing holding them back from sustainable growth? On this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Bryan Phelps, founder of Big Leap Digital Marketing Agency, to uncover what’s really working in today’s ever-changing landscape. From the rise of AI reshaping how customers search and discover brands, to the timeless importance of clear messaging and brand trust, this conversation is packed with insights every entrepreneur needs to hear.

    Patrick and Bryan explore the pitfalls of chasing shiny new marketing tactics, the power of brand-led performance marketing, and how to craft messaging that resonates and converts. Listeners will also hear practical advice on choosing the right channels, building long-term customer relationships, and investing wisely in marketing that scales with the business. If you’ve ever felt stuck between rising ad costs, shifting SEO rules, and the overwhelming number of digital strategies available, this episode will give you clarity and confidence to move forward.

    Key Takeaways:

    • How AI is changing search behavior and what it means for entrepreneurs.
    • The difference between branding and marketing and why both matter.
    • Why being remembered is more powerful than just being discovered.
    • Tools like SparkToro to identify where your customers actually spend time online.
    • How to build a marketing system that scales with your business and avoids wasted spend.

    Learn More About Bryan:

    • Official Website: BigLeap.com
    • LinkedIn: Bryan Phelps | LinkedIn

    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
    38 mins
  • 098 | The New Gold Rush: IP, AI, and Blockchain Opportunities with Nirav Murthy
    Sep 23 2025

    What happens when artificial intelligence reshapes the way intellectual property is created, shared, and monetized? On this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Nirav Murthy, co-founder and co-CEO of Camp Network, to tackle one of the most pressing questions facing entrepreneurs and creators today: how to protect your work in an AI-driven world. From blockchain verification to smart contracts, Nirav reveals how Camp Network is building tools that allow creators to not only safeguard their content but also turn it into revenue-generating assets.

    Listeners will hear real-world examples ranging from Black Mirror and SpongeBob to international music festivals and online courses. Patrick and Nirav break down how tokenization is disrupting outdated systems of licensing, ownership, and financing and why this matters for business owners looking to maximize their income and future-proof their strategies. Whether you’re an entrepreneur, a creative, or simply curious about the intersection of AI, blockchain, and business growth, this conversation offers insights that can help you monetize your intellectual property and build long-term wealth.

    Key Takeaways:

    • Why traditional IP systems are broken in the age of AI and how blockchain offers solutions.
    • How Camp Network helps creators register, verify, and monetize their work on-chain.
    • Real-world use cases with major IP brands, festivals, and content creators.
    • The shift from one-time licensing fees to royalty-based income models.
    • How entrepreneurs can apply these principles to their own courses, content, and businesses.

    Lear More About Nirav:

    • Camp Network: campnetwork.xyz
    • Case Study Examples:
    • Sahara AI

    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
    37 mins
  • 097 | Forecasting, Cash Flow, and Clean Books: The Entrepreneurs Financial Playbook with Natalia Zacharin
    Sep 16 2025

    Are you running your business by looking at your bank balance and hoping for the best? On this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Natalia Zacharin, founder of Zacharian Consulting and a financial strategist who transformed her side hustle into a multimillion-dollar firm recognized on the Inc. 5000 list. Together, they break down why financial clarity is the foundation of every successful business and how entrepreneurs can avoid the pitfalls of cash flow stress, tax surprises, and costly mistakes.

    Listeners will discover the step-by-step journey of building a financial team, from bookkeepers to fractional CFOs, and learn about the essential tools that streamline accounting, payroll, and forecasting. Natalia and Patrick also share the psychology behind managing cash, strategies for building healthy reserves, and the key financial metrics every entrepreneur should be tracking. Whether you’re just starting out or scaling into eight figures, this conversation provides actionable insights that will help you protect your profit, plan with confidence, and unlock long-term growth.

    Key Takeaways:

    • Why your first hire should be a bookkeeper, not an afterthought
    • The difference between profit and cash and why it matters
    • How to forecast with confidence and avoid running out of money
    • The essential tech stack for accounting, payroll, and bill pay
    • When to bring in a tax strategist, controller, or CFO
    • Best practices for building cash reserves and protecting your business

    Learn More About Natalia:

    Official Website

    Direct Resource Page

    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
    45 mins
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