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Working Wealth Podcast

Patrick Rogers CFP®

Join us, Haley and Patrick Rogers, for genuine conversation on turning dreams into reality and how we help people gain clarity about developing their wealth. We will be unraveling the chapters of our personal journey in business, why we got into the wealth management industry and, why we love helping others. It's personal, raw, and relatable. But this isn't just about us—it's about you.

PublishesTwice monthlyEpisodes42Founded2 years ago
Number of ListenersCategories
ManagementEntrepreneurshipBusiness

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Artwork for Working Wealth Podcast

Latest Episodes

Many people believe making more money will solve their financial problems. But in reality, higher income often hides financial issues instead of fixing them. In this episode of The Working Wealth Podcast, Patrick Rogers and Trevor Rasmussen discuss w... more

Tax season is here — and most people are reacting instead of planning. In this episode, Patrick sits down with CPA Jonathan Godwin to break down what proactive tax planning actually looks like for small business owners and everyday W-2 earners. If yo... more

Why do so many high-income people still feel broke? In this episode of the Working Wealth Podcast, Patrick Rogers and Trevor Rasmussen dive into a common problem they see in real client conversations — people making good money but still struggling to... more

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Trying to wait for the perfect moment to invest is one of the most expensive mistakes people make. In this episode, Patrick Rogers and Trevor Rasmussen break down why time in the market consistently beats timing the market, how real wealth is built t... more

Saving for education sounds simple — until taxes, account types, and rules get involved. In this episode, we break down how education savings really work, including 529 plans, taxable accounts, and the tax treatment behind each option. We explain wha... more

If you work for the state of South Carolina, are a teacher, law enforcement officer, or public employee — you need to understand how your retirement benefits actually work. In this episode of The Working Wealth Podcast, we break down the South Caroli... more

YouTube

In this episode, Patrick sits down with Katie Riegel for a raw, practical look at what it really takes to build a business that lasts. From navigating impostor syndrome to raising her prices, setting better boundaries, hiring help, and learning to tr... more

In this episode, Patrick sits down with Trevor for one of the clearest, most practical conversations on retirement planning you’ll ever hear. Together, they unpack the real differences between Roth and Traditional accounts, how taxes impact your long... more

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Which podcasts are similar to Working Wealth Podcast?

These podcasts share a similar audience with Working Wealth Podcast:

1. SmartPro Radio
2. Ramsey Everyday Millionaires
3. Smart Money Happy Hour with Rachel Cruze and George Kamel
4. Up First from NPR
5. Stay Wealthy Retirement Podcast

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Working Wealth Podcast launched 2 years ago and published 42 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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