Vital Strategies

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
  • 054 | Unlock Real Estate Profits Without Being a Landlord: The Power of Non-Performing Notes with Scott Carson
    Nov 19 2024

    What if you could invest in real estate with less risk and more control than traditional property ownership? In this episode of the Vital Strategies Podcast, we dive into the world of buying non-performing mortgage notes—a unique investment strategy that allows you to purchase distressed debt and turn it into a profitable asset. Scott Carson, a seasoned real estate investor, shares how he buys and manages mortgage debt nationwide, turning non-performing loans into income-generating investments. This episode offers a fresh perspective on how to build wealth without owning physical property.

    Scott explains the ins and outs of note investing, from understanding important financial metrics like the DSCR (Debt Service Coverage Ratio) to knowing when foreclosing on the borrow is a last resort. He walks us through how to find deals using LinkedIn and social media, the role of licensing and doing your homework, and what it means to be the owner of a note versus the owner of the property. If you’re looking for a way to diversify your portfolio and tap into a less competitive investment space, this episode will give you the tools and knowledge to get started.

    Key Takeaways:

    • How to invest in non-performing notes and generate passive income
    • The importance of the DSCR acronym and how it affects profitability
    • The difference between owning notes and owning real estate.
    • How to find deals using LinkedIn and social media platforms
    • Licensing and insurance considerations when investing in notes
    • How to structure profitable note deals for long-term returns

    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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    51 mins
  • 053 | Maximize Your Workforce: Shauna Wekherlien’s Guide to Strategic Outsourcing
    Nov 12 2024

    Are you leveraging the full potential of global talent to elevate your business?

    In this eye-opening episode of the Vital Strategies Podcast, host Patrick Lonergan welcomes back Shauna Wekherlien, who has a number of successful businesses. She has decades of expertise in tax strategy and leading a global team, Shauna dives into the transformative power of outsourcing talent and working virtually.

    This conversation is packed with actionable insights on how entrepreneurs can harness the power of virtual teams to reduce costs and boost productivity. We explore how the landscape of remote work has evolved over the past seven years and why some roles are perfectly suited for overseas talent.

    Key Takeaways:

    • Maximizing Your Talent Pool: Learn how expanding your search beyond local hires opens up access to top-tier professionals worldwide.
    • Cost Savings Without Compromise: Discover why overseas work doesn’t equate to lower quality and how rates can be up to 80% lower than domestic hiring.
    • Communication Mastery: The art of overcoming language barriers, setting up effective feedback loops, and ensuring clear, seamless communication.
    • Legal & Security Compliance: Navigate the complexities of hiring internationally, with insights on which countries excel in security and compliance based on role requirements.
    • Tools & Technology: Find out which tools can streamline your remote working process and enhance collaboration with global teams.
    • Client-Facing Roles: How to ensure your client interactions maintain high standards and foster trust, even with an overseas team.

    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
    55 mins
  • 052 | How to Pivot Your Business and Thrive During a Crisis with Nancy Cutter
    Nov 5 2024

    How did one travel company not only survive COVID-19 but come out stronger? In this episode of the Vital Strategies Podcast, host, Patrick Lonergan sits down with Nancy Cutter, founder of Court Travel and a leader in the luxury travel industry. Nancy shares her incredible story of resilience and innovation, pivoting her business during the COVID-19 pandemic to not only survive but thrive. As part of the world’s largest luxury travel consortia, Nancy and her team found new ways to protect employees, keep clients well-served, and continue offering bespoke travel experiences. From creating fresh revenue streams to customizing trips for every budget, Nancy’s strategic approach has kept her at the forefront of the travel industry.

    We also explore how travel has evolved post-pandemic, including the rising popularity of solo travel and the renewed desire for fulfilling experiences that align with the REACH (Relationships, Experiences, Advancement/Growth, Contribution and Health) principles we focus on at Vital Strategies. Nancy shares her favorite travel stories and valuable insights into the travel industry. If you’re interested in evolving your business, adapting to challenges, and creating unforgettable travel experiences, this episode is a must-listen.

    Key Takeaways:

    • Pivoting during crises: How Nancy successfully adapted her business during COVID to protect employees and continue delivering top-tier service.
    • Innovating revenue streams: Strategies for finding new ways to generate revenue during challenging times in the travel industry.
    • Building business resilience: Why evolving your business model is crucial for long-term success, regardless of industry.
    • Customizing travel experiences: Nancy’s approach to tailoring travel plans for different budgets while maintaining a luxury experience.
    • Post-pandemic travel trends: The rise of solo travel and shifts in travel desires after COVID.

    Guest Contact:

    Court Travel Ltd. - International Travel Specialists

    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 2 mins

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