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.

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

What happens when you ignore the IRS? Spoiler: It only gets worse. In this episode of the Vital Strategies Podcast, I sit down with tax resolution expert and IRS Enrolled Agent, Carlos Samaniego, to uncover the often overlooked but critical issue of unresolved tax debt. Carlos, founder of Tax Debt Consultants LLC, dives into his personal journey about ignoring the IRS and how facing his own problems head-on ultimately led him to help others in similar situations. This episode is packed with must-know insights on how to resolve major tax issues and become compliant before things spiral out of control.

Carlos walks us through the process of fixing previous mistakes, explains what the government is really looking for, and offers tips on negotiating payment plans. We discuss the dangers of ignoring tax debt—such as liens, garnishments, and increasing penalties—and the best ways to stop accumulating interest. From what to do with CP 504 letters and IRS Letter 11 to exploring offers in compromise, this episode offers actionable advice for anyone needing to get back on track with their taxes.

Key Takeaways:

• How to resolve past tax mistakes: Carlos explains the steps to fixing unfiled tax returns, becoming compliant, and what the IRS is really looking for.

• The dangers of inaction: We discuss the serious consequences of ignoring tax debt, including liens, garnishments, and compounding interest.

• Negotiating with the IRS: Learn how to set up payment plans, reduce penalties, and explore options like offers in compromise to stop the bleeding.

• Facing problems head-on: Carlos shares his personal story of avoiding the IRS and how confronting these issues can lead to long-term financial freedom.

Guest Information:

Carlos Samaniego books and contact

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

Do you know what’s stopping your business from hitting the next level? In this episode of the Vital Strategies Podcast, we’re tackling one of the biggest frustrations for business owners: hitting a plateau and not knowing how to break through. If you’ve ever wondered why your business isn’t reaching that next milestone, this conversation with Nolan Bradbury, founder of Bradfield Accounting and Advisory, is for you.

Nolan dives into the common barriers that keep businesses from scaling and introduces the Rule of 3 and 10—a game-changing concept that explains why what worked to get you this far won’t take you any further. He also shares the power of good data, explaining how understanding your financials on a deeper level can highlight what’s working and what’s not, so you can take decisive action.

Key Takeaways:

• Scaling requires new strategies: What got you here won’t get you to the next milestone—understand the Rule of 3 and 10 to break through business plateaus.

• Data-driven decisions are essential: Good data reveals what’s working and what’s not, enabling smarter, faster growth.

• Upgrade your finance team as you grow: Learn when to move from a bookkeeper to a CFO to support your scaling business.

• Outsourcing can reclaim your time: Build your own "family office" to streamline your finances and focus on big-picture growth.

• Delegate wisely: Know when and what to delegate, especially the key operational tasks that drive long-term success.

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 Podcast Abundance

Research and copywriting by Victoria O'Brien