business
Hosted by Patrick Rogers CFP® · business · EN
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.
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Contact path
Verified email
Booking probability
32%
Guest openness
Selective
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Signup to Generate a PitchJoin 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.
Working Wealth Podcast is hosted by Patrick Rogers CFP®. The show has published 52 episodes to date.
Recent episodes include "The Dumbest Money Mistakes Smart People Make" (15 September 2026, 39 minutes), "5 Financial Decisions That Matter More Than Investment Returns" (1 September 2026, 40 minutes), and "Is Inflation Really the Biggest Risk to Your Retirement?" (18 August 2026, 31 minutes).
Working Wealth Podcast publishes roughly every two weeks, with episodes averaging 46 minutes across 52 episodes.
Booking probability for Working Wealth Podcast is 32%, and the host is rated Selective on guests. Working Wealth Podcast requires a Pod Score of 80 or higher. Working Wealth Podcast's contact route on record: verified email.
The strongest fits for Working Wealth Podcast are Investing & Wealth Management. Working Wealth Podcast has a business audience.
Patrick Rogers CFP® hosts Working Wealth Podcast, a business podcast with 52 episodes published.
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Episode #53
Why do intelligent, successful people still make terrible financial decisions? Knowing more about money does not make anyone immune to fear, overconfidence, persuasive marketing, or FOMO. In fact, expertise can...
Would an extra 2% in investment returns transform your financial future? It might help. But the decisions that have the greatest effect on your wealth often happen long before you choose a mutual fund, stock, or...
Inflation is often described as one of the greatest threats to retirement. But does rising inflation affect every retiree in the same way? In this episode of Working Wealth, Patrick and Trevor debate whether inflation...
A new federal retirement savings program could give eligible Americans a 50% match on their contributions, up to $1,000. But is the so-called “Trump IRA” actually a valuable wealth-building tool, or is it simply...
For many investors, the S&P 500 has become the default answer. Open social media, browse investing forums, or listen to financial influencers, and you'll hear the same message over and over: "Just buy the S&P 500." But...
Life insurance is one of the most important financial tools available... and one of the most misunderstood. In this episode of the Working Wealth Podcast, Patrick Rogers and Trevor Rasmussen break down the major types...
Not all insurance is created equal. In Part 2 of our insurance series, Patrick Rogers and Trevor Rasmussen break down some of the most common insurance products consumers are sold and explain why many of them may not...
Most people think about insurance backwards. In this episode of the Working World Podcast, Patrick Rogers and Trevor break down what insurance is actually designed to do, how it fits into a financial plan, and why so...
Most people don't think about health insurance until they're forced to — and by then, it gets expensive fast. Patrick Rogers and Josh Crumley of HealthMarkets break down ACA marketplace plans, private coverage...
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...
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...
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...
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...
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...
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...
Episode #36
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...
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...
In this episode of the Working Wealth Podcast, Patrick Rogers sits down with his close friend and mentor, Derek, to explore what it really means to grow as both a financial advisor and a business owner. From lessons in...
What if stewardship isn’t just about money — but every part of your life? In this episode of The Working Wealth Podcast, Patrick Rogers sits down with Jason Malone, Directional Pastor at Fellowship Greenville, to talk...
On this episode of the Working Wealth Podcast, Patrick Rogers sits down with Greenville business owner Colin Medlock, the man behind Lean Kitchen Company in the Upstate. Colin shares his entrepreneurial journey, the...
Recent guests on Working Wealth Podcast. Study who booked and why before you pitch.
Head of Risk Advisory, Community Health Alliance
executive director of philanthropic governance, St. Michael Lutheran Church and School
former cricketer and coach, The Methodist Foundation for Arkansas
Wood Products Extension Specialist and School of Natural Resources Professor, Marmot Recovery Foundation
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