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Vital Wealth Strategies

Vital Wealth Strategies

Auteur(s): Patrick Lonergan
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À propos de cet audio

Welcome to Vital Wealth 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. Finances personnelles Gestion et leadership Économie
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  • 109 | Create a Multi-Million Dollar Exit using The 5-Pillar System with Justin Goodbread

    109 | Create a Multi-Million Dollar Exit using The 5-Pillar System with Justin Goodbread
    Dec 9 2025
    What if the business you’ve spent years building is worth far less than you think and what if fixing that starts long before you ever plan to sell? In this episode of the Vital Wealth Podcast, host Patrick Lonergan sits down with serial entrepreneur and exit expert Justin Goodbread, who has started, scaled, and sold seven companies with 7-, 8-, and 9-figure valuations. Together, they unpack why most business owners unknowingly sabotage their future exit, how to build a company that runs without the owner, and the exact framework that transforms a stressful, owner-dependent business into a scalable, transferable, and highly valuable asset. Patrick and Justin walk listeners through the “Deca Millionaire Way,” a five-pillar system rooted in clarity, measurement, thoughtful execution, and long-term freedom. Whether you’re years away from selling or simply want to build a business that gives you more time, more profitability, and more life, this conversation reveals what truly drives enterprise value and why only 4% of sellers walk away satisfied. For any entrepreneur who wants to maximize the payoff of their life’s work, this episode is a must-listen. Key Takeaways: Why most entrepreneurs dramatically underestimate what it takes to create a valuable, sellable businessThe five F’s every owner must align before scaling or exitingThe eight core business areas that drive valuation (and the 256 underlying metrics)How to get yourself out of the “center of the merry-go-round” so the business can run without youThe 90-day execution framework that builds momentum and eliminates overwhelmWhy exit planning must begin 5–10 years before sellingThe real definition of entrepreneurial freedom and why it requires becoming a Deca Millionaire Learn More About Justin: Official Website: https://www.justingoodbread.com/ Podcast: Deca Millionaire Decoded Episode Resources: Main Street Millionaire by Cody SanchezAtomic Habits by James ClearTraction by Gino WickmanScaling Up by Vern Harnish 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
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    56 min
  • 108 | Why the Financial Industry Wants You Confused: A Conversation with Mike Milligan

    108 | Why the Financial Industry Wants You Confused: A Conversation with Mike Milligan
    Dec 2 2025

    What if your financial plan wasn’t just about money but about building a life of freedom, purpose, and peace of mind? In this episode of The Vital Wealth Podcast, host Patrick Lonergan sits down with Mike Milligan, founder of One Oak Financial and author of The One of a Kind Financial Plan. Together, they unpack how the financial industry often overcomplicates wealth management and how individuals can reclaim control through simplicity, education, and values-based decision-making. Mike shares his personal journey from the banking world to teaching financial literacy at Old Dominion University, offering listeners a refreshing perspective on what it means to design a financial plan that truly supports a life well-lived.

    Listeners will learn how to avoid the traps of a profit-first system, rethink what “wealth” really means, and implement a plan that aligns with their deepest priorities. Patrick and Mike explore topics like financial education, the importance of discernment in money decisions, and why creating “profit with purpose” leads to greater happiness and impact. Whether you’re building your first plan or rethinking your strategy for long-term freedom, this conversation will change the way you view money forever.

    Key Takeaways:

    • The financial industry profits from complexity, true success comes from simplicity and understanding.
    • “Profit with purpose” is more fulfilling and sustainable than profit alone.
    • Tax planning is the most powerful lever for building long-term wealth.
    • Financial literacy creates freedom and independence.
    • Aligning money with values leads to clarity, confidence, and peace of mind.

    Learn More About Mike:

    Official Website: 1oakfinancial.com

    Ideas by Mike: ideasbymike.com

    The One of a Kind Financial Plan: mikemilligan.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
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    52 min
  • 107 | From Chaos to Clarity: How to Truly Scale Your Business with Courtney De Ronde

    107 | From Chaos to Clarity: How to Truly Scale Your Business with Courtney De Ronde
    Nov 25 2025
    Is your business growing but somehow getting harder to manage? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Courtney De Ronde, CEO of Forge Financial and Management Consulting, to unpack what it really takes to move from growth to true scale. Together they explore how entrepreneurs can evolve from being the do-it-all founder to a confident leader who builds systems, empowers teams, and creates a business that runs efficiently, without running them into burnout. Listeners will discover why scaling requires more than just working harder, how to make data-backed decisions, and the mindset shifts needed to build a company that thrives long-term. Packed with practical tools, leadership insight, and strategic frameworks, this conversation offers a roadmap for anyone ready to build structure, clarity, and sustainable profitability. Key Takeaways: The difference between growth and scale and why most founders confuse the two The two essential transformations every entrepreneur must make to scale successfully How to use business intelligence and KPIs to lead with data, not instinct The “Diagnose → Design → Drive” framework for continuous improvement Why clarity in vision, mission, and values is the foundation of scalable leadership Learn More About Courtney: Ebook – The Simple Scale-Up System: forgeahead.com/ebook Scaling Assessment: assessments.forgeahead.com Forge Financial Website: forgeahead.com Episode Resources: The Five Dysfunctions of a Team - Patrick Lencioni Deep Work - Cal Newport Essentialism - Greg McKeown The Four Tendencies- Gretchen Rubin Full Focus Planner - Michael Hyatt 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
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    59 min
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