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

Page: https://stenobird.com/podcast/invest-like-a-billionaire-4346750/you-don-t-have-a-tax-strategy-you-have-a-tax-return
Text version: https://stenobird.com/podcast/invest-like-a-billionaire-4346750/you-don-t-have-a-tax-strategy-you-have-a-tax-return.md
Podcast: [Invest Like a Billionaire](https://stenobird.com/podcast/invest-like-a-billionaire-4346750)
Published: 2026-05-12T10:30:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/invest-like-a-billionaire/episodes/You-Dont-Have-A-Tax-Strategy--You-Have-A-Tax-Return-e3j7jnm
Audio file: https://anchor.fm/s/4e9bae1c/podcast/play/119835830/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-4-11%2F423945823-44100-2-aafb0924f7ca3.mp3
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Duration seconds: 2262

## Resource

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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## Transcript

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