Working Wealth Podcast

In this episode, Patrick sits down with Ren Flickinger, a business coach, to explore the powerful connection between strong relationships and successful businesses. Through real stories, expert insights, and honest conversations, they share strategies for building lasting partnerships that support thriving businesses. It’s all about people and having the right people in the right seats in your bus...

In this episode, Patrick sits down with Chris Sweet, owner and founder of Swamp Rabbit Moving, to explore the intersection of smart money management and small business growth. They share real-world insights on budgeting, investing, and navigating the financial challenges that come with entrepreneurship. You’ll hear how Swamp Rabbit Moving scaled from a one truck, local startup to a trusted brand,...

Let's jump into Part 2 of our conversation with Adam Taylor, a top agent and avid real estate investor. In this episode, we dive deep into the world of rental properties. Adam expands on the key strategies for successfully managing rental investments, focusing on common mistakes to avoid and best practices for long-term profitability. If you're looking for your next property, connect with Adam Tay...

Welcome to Part 1 of our journey into the world of real estate with Adam Taylor, one of the top producing agents for Keller Williams in the Carolinas. We kick off this two-part series by breaking down Adam's entry into the industry, key lessons he has learned over the years, and valuable insights into what it takes to succeed in real estate. Adam also shares key terms, common pitfalls to avoid, an...

Welcome back to part two of our short series on Mastering Mortgages with Sarah Rohrssen from Atlantic Bay Mortgage. In this episode, we dive deeper into how to choose the right loan for your financial goals. This episode is all about the strategies and tips you need to secure the best loan for your unique situation. If you found this podcast interesting or need further clarification, feel free to...

In this two-part series of the Working Wealth Podcast, we’re joined by Sarah Rohrssen from Atlantic Bay Mortgage to break down everything you need to know about mortgages. Whether you're a first-time homebuyer, looking to refinance, or just curious about how the mortgage process works, Sarah shares expert insights to guide you through it all. If you found this podcast interesting or need further c...

In part two of our conversation with Tim Gajda, we dive into the essentials of dealing with claim and how to best collaborate with your agent. Whether you’re looking for coverage for the first time or need to review your current policies, this episode offers valuable insights on building a strong relationship with your personal agent and how to get the best protection for your assets. If you found...

Join us as we sit down with Tim Gajda, a trusted local auto and home insurance agent with Five Forks Insurance. Tim brings years of experience helping families and individuals navigate their insurance needs, offering expert advice on how to protect your home, vehicles, and valuables. From understanding coverage options, to tips on saving money while staying fully insured, Tim shares valuable insig...

Buying a home is a significant milestone, whether it's your first transaction or your 50th. Finding the right house that fits your budget is crucial for your long-term financial health. Join us as we break down the key factors to consider when choosing a home, from understanding your true budget to factoring in ongoing costs of ownership. If you found this podcast interesting or need further clari...

Do you ever get lost when listening to people talk about money? Tune in with us to learn key financial terms so you can keep up with financial discussions and be empowered on your own journey. No confusion—just clear, straightforward explanations designed to make the financial world less intimidating and more manageable. Join us and start mastering the language of money today! If you found this po...

In our latest episode, we’re thrilled to welcome special guest Gordon Lake, a local small business owner with a unique perspective on holistic wealth. Join us as we break down the concept of total wealth, emphasizing that true financial success isn’t just about accumulating money, but about integrating various aspects of your life to create lasting prosperity. If you found this podcast interesting...

Do you struggle to "money" well with your partner? Tune in to discover the importance of open communication, trust, and compromise in fostering a healthy financial partnership. Whether you're newlyweds embarking on your financial journey or seasoned partners seeking to enhance your money management skills, this episode is your companion for building a solid financial foundation and achieving lasti...

Whether you are a seasoned investor or just starting out, knowing how and where to invest your money is critical for your long-term success. During this episode, we discuss a variety of investment options including publicly traded securities like stocks and private investments like real estate. No matter how you invest, the answer for the BEST option might surprise you... If you found this podcast...

In a world of increasing uncertainty and confusion, we take a deep dive into the details of Social Security Retirement benefits to get clear on what they are, how they work, and how to make them work best for you. Social Security is often misunderstood for retirees, so we walk through key factors like how benefits are calculated, how to mazimize your earnings, and how you might be taxed on what yo...

Join us as we dive into the complexities of Social Security, breaking down its history, benefits, and the critical decisions you'll face as you plan for retirement. During this episode we will talk about common myths and misconceptions, offering practical advice and actionable tips to help you understand and "unlock" the full potential of your Social Security benefits. If you found this podcast in...

Are you nearing retirement and starting to wonder how to make it all work? Maybe you're still years away but are eager to get there sooner and more successfully... Join us as we break down the 8 most common mistakes we see people make when planning for their retirement transition...AND how to avoid them! If you found this podcast interesting or need further clarification, feel free to reach out to...

Retirement planning involves so much more than ensuring your money will last... In fact, setting yourself up to "have enough" in retirement starts much earlier than when you take the leap. On this episode of the Working Wealth Podcast, we will guide you through the three phases of retirement planning, breaking down the importance of each phase and stressing urgency for attacking each step with int...

Did you know that financial planning involves more than just investments? Join us as we dive into the five key areas of value in financial planning: cash flow, assets, risk, taxes, and legacy. With this insightful conversation, we encourage listeners to think more holistically about their financial plan and empower them with the knowledge to help build a more secure future. If you found this podca...

In this episode of the Working Wealth Podcast, we discuss three crucial metrics for tracking progress on your financial journey. We break down these key indicators, offering practical insights to empower listeners in assessing and enhancing their financial health. Tune in to learn the valuable metrics that can guide you toward a more informed and prosperous financial future. If you found this podc...

If you found this podcast interesting or need further clarification, feel free to reach out to Patrick Rogers at patrick@smartprousa.com or (864) 383-1634. https://www.smartprofinancial.com/pro/patrick-rogers/

On our latest episode of the Working Wealth Podcast, we discuss the complexities of IRA accounts. From traditional to Roth, we break down the nuances, share expert insights, and offer practical tips on maximizing your IRA for long-term financial growth. Tune in and transform your approach to wealth-building through the lens of IRAs. If you found this podcast interesting or need further clarificati...

Welcome to the first episode of the Working Wealth Podcast. Join us, Haley and Patrick Rogers, in unraveling the chapters of our personal journey in business and why we got into the wealth management industry. It's personal, raw, and relatable. But this isn't just about us—it's about you. Tune in for a genuine conversation on turning dreams into reality and how we help people gain clarity about de...