Vital Strategies

Written by: Patrick Lonergan
  • Summary

  • 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.
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Episodes
  • 067 | Win or Learn: The Entrepreneur Mindset You Need to Succeed with Pat Brennan
    Feb 18 2025

    What does it really take to build a business that not only thrives but runs without you? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Pat Brennan, CEO and founder of Catalyze Growth Partners, to explore the keys to entrepreneurial success. Pat shares his inspiring journey—from getting fired to discovering he was meant to be an entrepreneur—and how he built a business that helps companies grow through a holistic approach to marketing, lead generation, and client acquisition.

    Throughout the conversation, Pat reveals how to fail forward and adapt to an evolving market while staying true to your values. He explains why building trust, developing systems, and training the right team are essential for creating a business that works without you at the center. If you want to learn how to generate consistent leads, attract the right clients, and scale your business with purpose, this episode is packed with actionable insights you won’t want to miss.

    Key Takeaways:

    • The power of "win or learn" thinking—how to embrace failure as part of the journey.
    • Why building trust and communicating your values is critical for attracting great clients.
    • How to create systems and processes that allow your business to run without you.
    • The importance of interviewing clients to guide your marketing strategy.
    • Practical strategies for adapting to market shifts and generating consistent leads.

    Learn more about Pat:

    LinkedIn

    Website Waitlist

    Episode Resources:

    They Ask, You Answer by Marcus Sheridan

    Mainstreet Millionaire by Codie Sanchez

    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

    Audio, video, and show notes produced by Two Tone Creative

    Research and copywriting by Victoria O'Brien

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    48 mins
  • 066 | The Hard Truth About Leadership—And Why Most Entrepreneurs Get It Wrong with Christian Muntean
    Feb 11 2025

    What if scaling a business wasn’t about working harder but about leading smarter? In this episode of Vital Wealth Strategies, host Patrick Lonergan sits down with leadership expert and author Christian Muntean, who has helped businesses scale up over $500 million. Christian shares his powerful leadership framework, built from his experience in international disaster relief and personal fitness training, to help entrepreneurs develop healthy habits, intentional leadership, and a mindset for sustainable success.

    Together, Patrick and Christian explore the biggest challenges leaders face, including self-doubt, delegation, and the hidden ceilings entrepreneurs place on themselves. They discuss how great leadership is about modeling the right behaviors, prioritizing what truly matters, and enabling teams to thrive. Listeners will gain actionable insights on how to work less, lead better, and build a business that scales efficiently—all while maintaining balance and avoiding burnout.

    Key Takeaways:

    • Scaling a business isn’t about working more—it’s about leading more effectively.
    • Healthy habits and intentional leadership create long-term success.
    • Your values, attitudes, and beliefs shape your company culture.
    • Delegation and trust allow leaders to step back and focus on growth.
    • The right conversations with your team unlock new opportunities.
    • Proper rest, patience, and incremental gains are crucial for sustainable leadership.

    Find out more about Christian:

    Train to Lead by Christian Muntean

    Free Assessment

    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

    Audio, video, and show notes produced by Two Tone Creative

    Research and copywriting by Victoria O'Brien

    Show more Show less
    49 mins
  • 065 | The Behavioral Science of Success: How Top Entrepreneurs Think Differently with Hugh Massie
    Feb 4 2025

    What if the key to better leadership, stronger teams, and smarter decision-making was hidden in understanding human behavior? In this episode of The Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Hugh Massie, Executive Chairman of DNA Behavior Solutions, to explore how behavioral profiling can transform the way entrepreneurs lead and scale their businesses.

    Patrick and Hugh dive into the biggest challenges leaders face when managing people, the number one trait of successful entrepreneurs, and why reframing the way we think about money can have a massive impact on business growth. They also discuss practical strategies for building high-performing teams, improving communication, and creating a company culture where employees thrive. Whether you’re looking to strengthen your leadership, enhance your decision-making, or gain a competitive edge in business, this episode is packed with powerful insights you won’t want to miss.

    Key Takeaways:

    • The #1 trait that sets successful entrepreneurs apart
    • How to understand and leverage behavioral insights in leadership
    • Why decision-making styles matter and how to navigate them
    • The impact of stress on communication and team dynamics
    • How to create a workplace culture that fosters growth and retention
    • Reframing your mindset around money for long-term success

    Find out more about Hugh:

    LinkedIn

    DNA Behavior Official Website

    Episode Resources:

    Same as Ever: A Guide to What Never Changes by Morgan Housel

    Soundtracks: The Surprising Solution to Overthinking by Jon Acuff

    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

    Audio, video, and show notes produced by Two Tone Creative

    Research and copywriting by Victoria O'Brien

    Show more Show less
    1 hr and 3 mins

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