Vital Strategies
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.
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Episodes
Monday Mar 11, 2024
Monday Mar 11, 2024
Discover the untapped potential of Tax Planning Strategies for tax deferral and financial security.
In today's episode of the Vital Strategies Podcast, we explore Level 2 Tax Planning strategies that, when implemented with investment, can potentially save you over $150,000 in taxes. From understanding the intricacies of Traditional and ROTH IRAs to exploring advanced techniques like the Backdoor ROTH conversion and funding ROTH IRAs for your kids, we've got you covered. We'll crunch the numbers, offering real-world examples to illustrate how these strategies can work for you.
Don't miss out on this comprehensive guide to advanced tax planning and retirement strategies. We'll equip you with the knowledge to navigate potential pitfalls and leverage these strategies to secure your financial future.
Key Takeaways:
· Unlock over $150,000 in tax savings
· Master ROTH IRAs and other plans
· Tailor Retirement plans to maximize impact
Resources:
Read the Transcript
Submit questions to the podcast
Credits:
Sponsored by Vital Wealth
Music by Cephas
Produced by BrightBell Creative
Research and copywriting by Victoria O'Brien
Monday Mar 11, 2024
Monday Mar 11, 2024
Are you interested in discovering how to legally pay less taxes and keep more of your income? In this episode, we’ll help you understand how.Senior Financial Advisor, Patrick Lonergan explains Level 1 tax strategies and the importance of proper documentation. He offers practical write-off examples and discusses five straightforward strategies that anyone can implement immediately.
Key Takeaways:• Write off examples for tax savings • Real estate deductions • How to include your kids on the payroll
Resources:
Read the Transcript
Submit questions to the podcast
Credits:
Sponsored by Vital Wealth
Music by Cephas
Produced by BrightBell Creative
Research and copywriting by Victoria O'Brien
Monday Mar 11, 2024
Monday Mar 11, 2024
How much quicker could you be financially free if you didn't have to give so much money to the IRS? Imagine paying up to 40% less in taxes and using those savings to create cherished family memories, supercharge your business growth, or invest in real estate.
In this opening episode, Vital Strategies founder Patrick Lonergan challenges the status quo of accepting a large tax bill and discusses the importance of proactive tax planning.
Over the past two years, Patrick’s proactive tax planning service has successfully saved our clients a remarkable $8.5 million, with an average annual savings of $280,000. Tune in to kick start your journey toward financial freedom, take control of your taxes and gain the tools to live a great life.
Key Takeaways include:
Proactive steps to minimize taxes
Aligning your tax strategy with your financial goals
Four Levels of Tax Planning
Resources:
Read the Transcript
Submit questions to the podcast
Credits:
Sponsored by Vital Wealth
Music by Cephas
Produced by BrightBell Creative
Research and copywriting by Victoria O'Brien
Monday Mar 11, 2024
Monday Mar 11, 2024
In a world where tax laws are constantly changing, staying ahead of the game is crucial. That's why we've created the Vital Strategies Podcast, your go-to resource for cutting-edge insights, expert advice, and practical tips to navigate the complex world of taxes and financial planning.
Whether you're an established entrepreneur or just starting out, our podcast is tailored to meet the needs of business owners like you who are seeking to save on taxes, build wealth, and achieve long-term financial success.
Vital Strategies host Patrick Lonergan has been helping entrepreneurs navigate the complexities of business finance for over 20 years.
Tune in each week for a new episode packed with actionable information on the latest tax regulations, how to manage cash flow and how you can effectively plan for the future.
If you're ready to take your financial game to the next level, subscribe to the Vital Strategies Podcast today.
Resources:
Read the Transcript
Submit questions to the podcast
Credits:
Sponsored by Vital Wealth
Music by Cephas
Produced by BrightBell Creative
Research and copywriting by Victoria O'Brien
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