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.

Working Wealth Podcast
Claim This Podcastby Patrick Rogers CFP®
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Podcast Overview
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.
Language
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Publishing Since
1/16/2024
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Recent Episodes

June 29, 2026
The 3 Tax Buckets Every Investor Should Know
In this episode of the Working Wealth Podcast, Patrick Rogers and Trevor Rasmussen break down the three major tax buckets that make up most financial plans: pretax accounts, Roth accounts, and taxable brokerage accounts.

June 15, 2026
Term Life Beats Whole Life? Let's Talk About It
In this episode of the Working Wealth Podcast, Patrick Rogers and Trevor Rasmussen break down the major types of life insurance, including term life, whole life, universal life, indexed universal life (IUL), and variable life insurance.

June 1, 2026
The Insurance Policies We Think Are a Waste of Money
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 make sense for the average person.
47 total episodes available
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Frequently asked questions
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- What is Working Wealth Podcast?
- How often does this podcast release new episodes?
This podcast updates weekly.
- Where can I listen to this podcast?
This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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