028 | Inside the Entrepreneur's Private Office: The Blueprint for Tax Savings and Wealth Building

Have you ever wondered how entrepreneurs identify the right financial tools and resources to support their journey, especially with all of the options available? 

In this episode of the Vital Strategies Podcast, host Patrick Lonergan sits down with Ryan Johns, one of the Financial Advisors at Vital Wealth. Together, they dive into topics designed to empower entrepreneurs on their financial journey. 

Ryan brings a unique perspective, having transitioned from the legal field to the world of finance. The conversation kicks off with a discussion of the ideal setup for what your advisor team should look like and how the team will evolve alongside your entrepreneurial journey. From the foundational importance of cash flow management to leveraging tools, Ryan and Patrick offer invaluable advice on achieving financial success. 

You will gain practical tips on where to begin your financial journey. It may start with saving money into an investment account and moving into the importance of building systems to direct financial resources effectively. The discussion also dives into strategies for protecting against economic downturns and seizing opportunities for growth. 

 Key Takeaways: 

• How to set up an ideal advisor team and its evolution along your entrepreneurial journey 
• The foundational significance of cash flow management for financial success 
• Implementing strategies for protecting against economic downturns and seizing growth opportunities 
• Insights into projecting cash flow and establishing tax strategies 

Resources:   

Access to QuickBooks

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Credits:    

Sponsored by Vital Wealth    

Music by Cephas    

Audio, video, and show notes produced by Podcast Abundance   

Research and copywriting by Victoria O'Brien