Are you an entrepreneur tired of watching massive chunks of your hard-earned money disappear into taxes every year? In this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Ryan Johns. Ryan is one of the lead financial advisors at Vital Wealth and an attorney. They uncover the truth about why most tax planning fails and how high-earning business owners can finally get ahead of the IRS. With Ryan’s unique background bridging law, financial advising, and wealth strategy, this conversation reveals practical steps every entrepreneur can take to save big, improve cash flow, and build lasting wealth without running out of cash to continue to grow their business.

Listeners will discover the four cornerstones of financial planning, why traditional CPAs often miss opportunities to build a tax plan, and how to implement proactive tax strategies that keep more money in their pockets year after year. From creating a clear cash flow map to leveraging strategies like the Augusta Rule, cost segregation studies, cash balance plans, and captive insurance, Patrick and Ryan pull back the curtain on what it really takes to save, invest, and protect your business income. Whether you’re making seven figures or just starting to scale, this episode could change the way you approach taxes forever.

Key Takeaways:

• Why most entrepreneurs overpay the IRS and how to stop doing it.

• The four cornerstones of wealth strategy: cash flow, tax, investments, and protection.

• Tools like the Cash Flow Map and Cash Flow Calendar that give clarity and control over your money.

• Proven tax strategies that save Vital Wealth clients an average of $280,000 in income tax every year.

• The critical timing for tax planning and how to secure strategies before year-end windows close.

Resources:

Visit www.vitalstrategies.com to download FREE resources

Listen to the podcast on your favorite app: https://link.chtbl.com/vitalstrategies

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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