You Don't Have A Tax Strategy, You Have A Tax Return episode artwork

EPISODE · May 12, 2026 · 37 MIN

You Don't Have A Tax Strategy, You Have A Tax Return

from Invest Like a Billionaire · host Aspen Funds

Most entrepreneurs think they have a tax strategy. What they actually have is a tax return.In this episode, Patrick Lonergan of Vital Wealth breaks down the biggest tax mistakes high earners make, why most CPAs are reactive instead of strategic, and how wealthy entrepreneurs use tax planning, cash flow management, and alternative investments to build long-term wealth.Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  to learn more about our community. Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

Episode metadata supplied by the publisher feed · Published May 12, 2026

Most entrepreneurs think they have a tax strategy. What they actually have is a tax return.In this episode, Patrick Lonergan of Vital Wealth breaks down the biggest tax mistakes high earners make, why most CPAs are reactive instead of strategic, and how wealthy entrepreneurs use tax planning, cash flow management, and alternative investments to build long-term wealth.Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠  to learn more about our community. Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

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You Don't Have A Tax Strategy, You Have A Tax Return

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This episode is 37 minutes long.

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This episode was published on May 12, 2026.

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Most entrepreneurs think they have a tax strategy. What they actually have is a tax return.In this episode, Patrick Lonergan of Vital Wealth breaks down the biggest tax mistakes high earners make, why most CPAs are reactive instead of strategic, and...

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