What if the real reason your business feels exposed isn’t your income, but your structure? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan breaks down why so many successful entrepreneurs remain vulnerable to lawsuits, tax inefficiencies, and unnecessary risk due to poor entity planning and lack of privacy. Patrick is joined by Bobby Casey, founder of Business Anywhere, who shares hard-earned insights from decades of entrepreneurial experience helping business owners protect assets, reduce exposure, and build resilient structures that support long-term freedom.

Together, Patrick and Bobby dive into the real-world mechanics of asset protection, including why insurance alone isn’t enough, why owning assets in a personal name can be dangerous, and how proper entity structuring can prevent a single lawsuit from wiping out years of work. Bobby explains his “castle” approach to asset protection, where privacy becomes the first line of defense, and highlights common mistakes entrepreneurs make when forming LLCs themselves. If you're an entrepreneur, real estate investor, or high-income business owner looking to create more peace of mind, protect what you’ve built, and gain flexibility for the future, this episode is packed with actionable strategies you can implement immediately.

Key Takeaways:

• Why most entrepreneurs are overexposed even when they’re financially successful
• The biggest mistakes business owners make when forming LLCs and structuring assets
• Why insurance is not a substitute for real asset protection
• How privacy reduces lawsuit risk and deters opportunistic litigation
• Why you should avoid mixing real estate, operating businesses, and liquid assets in one entity
• The importance of dissolving LLCs after selling an asset to avoid future liability
• How Business Anywhere simplifies entity management, registered agent services, and renewals

Episode Resources:

• Business Anywhere: https://businessanywhere.io
• Vital Wealth Resources Hub: https://vitalwealth.com/resources
• Podcast Homepage (Vital Wealth): https://www.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

What if building Passive Income didn’t require becoming a landlord or adding another job to your life?

In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan, founder of Vital Wealth, sits down with Bronson Hill to unpack how investors and high net worth entrepreneurs can create truly scalable wealth without sacrificing time, freedom, or focus. Patrick brings his perspective as a tax-focused wealth strategist, while Bronson shares his journey from medical device sales to replacing earned income with passive cash flow in under three years through private real estate and alternative investments.

Together, they challenge the myth of “passive” real estate, explain why most small rental strategies fail to Scale, and walk through how sophisticated investors evaluate deals, operators, and private networks. This conversation is designed for investors who want consistent passive income, better tax efficiency, and access to opportunities typically reserved for high net worth circles, without the stress and complexity that derail most wealth plans. If you are looking to scale capital, protect your lifestyle, and invest with intention, this episode delivers a practical roadmap.

Key Takeaways:

• Why most “passive” real estate strategies actually become second jobs
• How High Net Worth Investors scale Passive Income through private deals
• The role of professional operators in building truly scalable investments
• How to vet deals and operators with an investor-first mindset
• Why private networks outperform public, mass-market investment offerings

Episode Resources:

• Fire Yourself by Bronson Hill
• Official Website: Home - Bronson Equity

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

What if hitting seven figures doesn’t make money easier… it actually makes every decision harder? In this kickoff episode of the “Designed to Last” series on the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Michael Loki, a Vital Wealth advisor, for a conversation that challenges a common belief entrepreneurs have as they grow: that more income automatically brings more clarity. Instead, Patrick explains why success often creates more moving parts, more decisions, and more pressure and why financial confidence must be built intentionally, not hoped for.

Throughout the episode, Patrick breaks down the real reason high-income business owners still feel uncertain about profitability, cash flow, and what’s “actually working” inside the business. He shares the three pillars that help businesses scale without becoming a stressful house of cards - profitability, financial reporting, and cash management and offers practical tools like monthly P&L tracking, accrual accounting awareness, accounts receivable reporting, and a 13-week rolling cash flow forecast. If you’ve ever wondered why you can have money in the bank but still feel behind, or why growth can trigger surprise tax problems and cash crunches, this episode is a must-listen.

Key Takeaways:

• Higher income creates more complexity, not less and clarity must be built on purpose
• A profitable business is the first requirement for something truly “designed to last”
• Monthly P&L reporting (including year-over-year comparisons) is a non-negotiable tool
• Owner pay matters: underpaying yourself can create “fake profitability” and hurt valuation
• Cash flow problems can happen even in profitable businesses (especially with taxes + growth)
• A 13-week cash flow forecast helps owners lead proactively instead of reacting

Episode Resources:

• Simple Numbers by Greg Crabtree
• QuickBooks Online
• Vital Wealth cash flow assessment: vitalstrategies.com/cashflow

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

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

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