『Vital Wealth Strategies』のカバーアート

Vital Wealth Strategies

Vital Wealth Strategies

著者： Patrick Lonergan
無料で聴く

今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

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. マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
エピソード
  • 129 | Stop Adding Fuel to a Broken Engine - How to Finance Growth the Right Way with Brad Poulos

    129 | Stop Adding Fuel to a Broken Engine - How to Finance Growth the Right Way with Brad Poulos
    2026/04/28
    What if the biggest thing holding your business back isn't your market, your competition, or your capital, it's you? In this episode of the Vital Wealth Strategies Podcast, host Patrick sits down with seasoned entrepreneur, operator, and professor Brad Poulos to unpack the hard truths about what it actually takes to scale a business and run it well. With 40 years of experience, from growing a wireless company from 4 to 200 employees and taking it public, to teaching entrepreneurship at Toronto Metropolitan University for nearly two decades, Brad brings the kind of battle-tested wisdom that no textbook can replicate. Brad and Patrick dive deep into the real reasons businesses stall, from founders who can't let go, to costly mistakes in how companies are financed and structured. Brad shares why giving employees equity is almost always the wrong move, how to think about debt versus outside investment, what family businesses get catastrophically wrong across generations, and why the best entrepreneurs validate before they ever build. Whether you're running a growing operation and feeling the weight of it, or you're trying to build something that lasts, this conversation is packed with practical insight that will challenge how you think about leadership, money, and growth. Key Takeaways: The #1 scaling problem is a founder's inability to let go - hire A-players and give them real autonomyNot every decision needs to be optimized; learn to "satisfice" the right ones and save your energy for what mattersMost problems solve themselves, resist the urge to intervene before a situation truly demands itFix the business before adding capital , leverage amplifies bad results just as much as good onesDebt is almost always cheaper and smarter than equity; bringing on minority shareholders can create serious long-term riskPhantom share plans are a better tool than real equity for retaining and rewarding key employeesFamily business succession requires early, transparent planning, equal doesn't always mean fairSell before you build, always validate demand with real customers before investing significant time and moneyThe best entrepreneurs are evidence-driven and willing to make uncomfortable decisions when the data demands it Learn More About Brad: Most Problems Solve Themselves by Brad PoulosFrom Pitch to Payoff: A Founder's Guide to Finance by Brad PoulosThe Small Business Operator's Manual by Brad Poulos Official Website: bradpoulos.com Resources: Visit www.vitalstrategies.com to download FREE resources Listen to the podcast on your favorite app: Vital Wealth Strategies Podcast | Tax & Financial Strategies for Entrepreneurs 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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    53 分
  • 128 | The Business Success Trap: Why More Growth Can Costs You Everything with Dr. Travis Parry

    128 | The Business Success Trap: Why More Growth Can Costs You Everything with Dr. Travis Parry
    2026/04/21
    What does it actually cost to build a successful business without balance? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Dr. Travis Parry, PhD, author of Marry and Grow Rich, and a business coach who has worked with thousands of entrepreneurs across all 50 states, to have one of the most honest and practical conversations about what it truly takes to build wealth without losing everything that matters most along the way. Dr. Parry brings a rare and powerful combination of financial expertise, psychological insight, and real world coaching experience to the table, making this a must listen episode for any entrepreneur who has ever felt like their business is winning but their life is not keeping up. In this compelling conversation, host Patrick Lonergan and Dr. Travis Parry unpack the real reason so many high achieving business owners feel stuck, burned out, and disconnected despite their outward success. From the four money scripts silently driving conflict in relationships, to the step by step framework for scaling a business without sacrificing your marriage or your health, this episode delivers the mindset shifts and practical strategies that successful entrepreneurs need to build a life that is just as strong as their balance sheet. Whether you are actively growing your business, navigating a season of transition, or simply searching for more alignment between your personal values and your professional ambitions, this episode will challenge the way you think about wealth, balance, and what it means to truly win in business and in life. Key Takeaways: True balance is not about perfect equilibrium between work and life. It is about making intentional time for the people and priorities that matter mostMost business owners spend less than 25 percent of their day on truly high value tasks and a time audit is the first and most important step to reclaiming your timeThere are four money scripts including avoidance, worship, status, and stewardship and identifying which one you and your partner operate from is the key to ending financial conflict in your relationshipThe mini obituary exercise is one of the most powerful tools for reconnecting with your core values and reshaping how you spend your time and energyEntrepreneurs who achieve the greatest balance are also the ones who learn to scale because they do the inner work to overcome their limiting beliefs firstScaling a business moves through four stages from player on the field to thought leader to owner in the box to business stacker and most entrepreneurs never advance because of subconscious fearCouples who operate from shared overlapping values are measurably happier, psychologically healthier, and more financially successful than those who do notSpousal alignment at every stage of business growth is not optional. It is one of the most critical factors in long term business and relationship success Episode Resources: Marry and Grow Rich by Dr. Travis Parry: MarryandGrowRichBook.comDr. Travis Parry coaching and speaking: BalancedGrowthInc.comVital Wealth Strategies free resource vault: vitalwealth.com/resourcesSubmit a listener question: vitalstrategies.com/questionsRest by Alex Soojung-Kim PangAtomic Habits by James ClearAchieving Balance by Dr. Travis Parry Resources: Visit www.vitalstrategies.com to download FREE resources Listen to the podcast on your favorite app: Vital Wealth Strategies Podcast | Tax & Financial Strategies for Entrepreneurs 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 分
  • 127 | The $100K Mistake Your Accountant Is Letting You Make with Chris Papin

    127 | The $100K Mistake Your Accountant Is Letting You Make with Chris Papin
    2026/04/14
    What if the biggest opportunities to grow your wealth and reduce your taxes aren't found in what you're already doing, but in what you don't even know is possible yet? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Chris Papin, a rare triple-threat advisor who is a licensed attorney, CPA, and insurance producer, to unpack what high-level financial planning actually looks like when you connect the dots between tax strategy, legal structure, and risk management. Chris brings a forward-looking perspective that most business owners never get access to, helping entrepreneurs stop playing defense with their finances and start using the system to their advantage. In this conversation, Patrick and Chris dive deep into why the traditional fragmented advisory model is quietly costing business owners hundreds of thousands of dollars, how to build clean financials that position your business for maximum value whether you plan to sell or not, and how to think about your time as your most valuable and non-renewable resource. Chris also shares the core concept behind his book 168 Hours: A Startup Business Guide That Respects Your Time, a practical framework for aligning how you spend your time with the life and business you actually want to build. If you've ever felt like you're working hard but leaving money, time, and opportunity on the table, this episode will change the way you think about your business. Key Takeaways: Siloed advisors (CPA, attorney, insurance) working independently can create costly tax and legal gaps in your financial strategyAlways start business planning with the end in mind, because knowing your exit strategy shapes every decision you make along the wayClean, real-time financials aren't just for selling your business. They protect you, inform better decisions, and maximize your company's value at every stageDoing your books after the fact is one of the most expensive mistakes a business owner can make, because reactive accounting costs far more than proactive planningInternal financial controls and payroll oversight aren't optional. Small leaks compound quickly and trusted employees are often the ones responsibleEveryone gets the same 168 hours per week, and the difference between struggling and scaling is how intentionally you allocate themLeverage through systems, people, and capital is the only way to grow without simply trading more time for more moneyConscious decision-making around capital can be the difference between building long-term wealth and staying stuck Episode Resources: 📗 168 Hours: A Startup Business Guide That Respects Your Time: papinspeaks.com🌐 Papin CPA Official Website: papincpa.com🎤 Papin Speaks: papinspeaks.com🔗 Chris Papin on LinkedIn: Chris Papin | LinkedIn🛠️ Vital Wealth Resources Vault: vitalwealth.com/resources❓ Submit a Listener Question: vitalstrategies.com/questions Resources: Visit www.vitalstrategies.com to download FREE resources Listen to the podcast on your favorite app: Vital Wealth Strategies Podcast | Tax & Financial Strategies for Entrepreneurs 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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    50 分
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