https://simplecast.com 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. 2023 Working Wealth Podcast en Mon, 6 Apr 2026 10:00:00 +0000 Mon, 6 Apr 2026 10:00:12 +0000 https://working-wealth-podcast.simplecast.com https://image.simplecastcdn.com/images/1ca89fb0-8438-46d5-b48d-d5b0283c9ba5/e79abb7e-c698-4599-b458-af3814155d05/3000x3000/ww-cover.jpg?aid=rss_feed https://working-wealth-podcast.simplecast.com episodic 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. Patrick Rogers CFP® false https://feeds.simplecast.com/zZXtxMOf family business, financial planning, planning for the future, wealth management Bridgeway Wealth, LLC workingwealthpodcast@gmail.com 4e678d3a-09a4-4e72-90f8-0c8ba67bbb64 Mon, 6 Apr 2026 10:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/42-2_d1wKj3 Why High Earners Still Feel Broke | Income, Lifestyle Creep & Creating Financial Margin Bridgeway Wealth, LLC 00:47:47 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 why so many people earning strong incomes still feel financially stuck. They break down how lifestyle creep happens, why money can feel “spoken for” before it ever reaches your account, and how creating financial margin can dramatically change your financial future. The conversation also covers simple systems that help people regain control of their finances — including micro-goals, better cash-flow awareness, and structuring accounts intentionally. If you feel like you should be further ahead financially despite earning good money, this episode will help explain why — and what to do about it. To connect with Patrick, visit planwithpatrick.com or follow us on Instagram at @smartprogvl 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 why so many people earning strong incomes still feel financially stuck. They break down how lifestyle creep happens, why money can feel “spoken for” before it ever reaches your account, and how creating financial margin can dramatically change your financial future. The conversation also covers simple systems that help people regain control of their finances — including micro-goals, better cash-flow awareness, and structuring accounts intentionally. If you feel like you should be further ahead financially despite earning good money, this episode will help explain why — and what to do about it. To connect with Patrick, visit planwithpatrick.com or follow us on Instagram at @smartprogvl false full 42 9f9cc2a6-ca03-4116-a7b8-0ed180835390 Mon, 23 Mar 2026 10:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/43-S__73apJ Jonathan Godwin | Tax Season Is Here: Avoid These Costly Filing Mistakes (Small Business, W-4s & Overtime Changes) Bridgeway Wealth, LLC 00:54:52 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 you're filing taxes right now, this conversation may save you thousands. They cover: • Why tax planning should happen year-round — not just during tax season • How small business owners avoid surprise $40,000 tax bills • Why tax refunds are NOT “bonuses” — they’re math • The hidden danger of ignoring your W-4 and paycheck withholding • How being close to the next tax bracket creates planning opportunities • The truth about the new overtime deduction • Why “no tax on Social Security” was misunderstood • How upcoming sunset tax laws could change everything Most people only think about taxes for a few weeks every year. The people who build wealth plan for them all year long. If you're a business owner, overtime earner, retiree, or someone who simply wants fewer surprises this tax season — this conversation is for you. To connect with Patrick, visit planwithpatrick.com or follow on Instagram at @smartprogvl 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 you're filing taxes right now, this conversation may save you thousands. They cover: • Why tax planning should happen year-round — not just during tax season • How small business owners avoid surprise $40,000 tax bills • Why tax refunds are NOT “bonuses” — they’re math • The hidden danger of ignoring your W-4 and paycheck withholding • How being close to the next tax bracket creates planning opportunities • The truth about the new overtime deduction • Why “no tax on Social Security” was misunderstood • How upcoming sunset tax laws could change everything Most people only think about taxes for a few weeks every year. The people who build wealth plan for them all year long. If you're a business owner, overtime earner, retiree, or someone who simply wants fewer surprises this tax season — this conversation is for you. To connect with Patrick, visit planwithpatrick.com or follow on Instagram at @smartprogvl false full 43 e7e181e2-cdc7-47fe-b54d-907579ec518c Mon, 9 Mar 2026 10:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/41-_7AH5Mx_ Self-Employed? Here’s How You Actually Build Wealth | Working Wealth Podcast Bridgeway Wealth, LLC 00:32:13 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 build real wealth. A major part of the conversation focuses on investment opportunities and financial systems for self-employed individuals and business owners. When your income doesn’t come from a traditional paycheck, saving and investing requires a more intentional strategy. Patrick and Trevor break down how entrepreneurs can create structure around their money so that taxes, investing, and long-term wealth building happen automatically. They also discuss why many self-employed people fall into the trap of spending what they earn instead of building systems that consistently move money toward the future. In this episode, they cover: • Why high income doesn’t automatically lead to wealth • The biggest financial mistake many self-employed professionals make • How business owners can create systems for taxes, investing, and savings • Why separating accounts and building intentional money flows matters • How to think about investing when your income is variable • The mindset shift required to move from earning money to building wealth If you're self-employed, a small business owner, or someone with irregular income, this conversation will help you think differently about how to structure your finances and take advantage of the opportunities available to you. 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 build real wealth. A major part of the conversation focuses on investment opportunities and financial systems for self-employed individuals and business owners. When your income doesn’t come from a traditional paycheck, saving and investing requires a more intentional strategy. Patrick and Trevor break down how entrepreneurs can create structure around their money so that taxes, investing, and long-term wealth building happen automatically. They also discuss why many self-employed people fall into the trap of spending what they earn instead of building systems that consistently move money toward the future. In this episode, they cover: • Why high income doesn’t automatically lead to wealth • The biggest financial mistake many self-employed professionals make • How business owners can create systems for taxes, investing, and savings • Why separating accounts and building intentional money flows matters • How to think about investing when your income is variable • The mindset shift required to move from earning money to building wealth If you're self-employed, a small business owner, or someone with irregular income, this conversation will help you think differently about how to structure your finances and take advantage of the opportunities available to you. false full 41 7ba2c6f9-ad55-46dd-8726-0ebef13eb0b0 Mon, 23 Feb 2026 10:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/39-P6xa0j9g Time in the Market Beats Timing the Market | Working Wealth Podcast Bridgeway Wealth, LLC 01:04:04 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 through owning productive businesses, and why diversification matters more than ever in today’s market. We also cover the dangers of get-rich-quick investing, the concentration risk of the “Magnificent Seven,” how inflation quietly erodes cash, and the simple framework that actually works: create margin, invest consistently, and let time do the heavy lifting. To connect with Patrick, visit planwithpatrick.com or follow on Instagram at @smartprogvl. 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 through owning productive businesses, and why diversification matters more than ever in today’s market. We also cover the dangers of get-rich-quick investing, the concentration risk of the “Magnificent Seven,” how inflation quietly erodes cash, and the simple framework that actually works: create margin, invest consistently, and let time do the heavy lifting. To connect with Patrick, visit planwithpatrick.com or follow on Instagram at @smartprogvl. false full 39 5f273ae0-b1c7-4e43-9c7b-de1162394cc0 Mon, 9 Feb 2026 10:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/38-UL439e6A How to Invest for Your Child’s Future (529s, Roth IRAs & Smart Family Wealth) | Working Wealth Podcast Bridgeway Wealth, LLC 00:49:48 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 what’s actually tax-free, what’s tax-deferred, and where people commonly get confused. If you’re saving for a child’s education — or planning to — this episode will give you clarity and help you avoid costly mistakes. To connect with Patrick, visit planwithpatrick.com or follow on Instagram at @smartprogvl. 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 what’s actually tax-free, what’s tax-deferred, and where people commonly get confused. If you’re saving for a child’s education — or planning to — this episode will give you clarity and help you avoid costly mistakes. To connect with Patrick, visit planwithpatrick.com or follow on Instagram at @smartprogvl. false full 38 b20676ba-2274-4306-82e2-332dfa822097 Mon, 26 Jan 2026 10:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/37-E0vZBaMA South Carolina Retirement System Explained | SCRS, PORS, DCP Breakdown Bridgeway Wealth, LLC 00:46:48 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 Carolina Retirement System (SCRS), the Police Officers Retirement System (PORS), vesting rules, pension calculations, and the Deferred Retirement Option Program (DROP). We discuss: • How SCRS and PORS calculate your pension • When you become vested • How service credit impacts your benefit • How DROP works • Survivor benefit considerations • Whether rolling funds into an IRA ever makes sense • Why your pension should not be your only retirement strategy Your pension is powerful — but it’s just one piece of your overall retirement income plan. If you’re planning to retire in South Carolina, this episode will help you avoid costly mistakes and make more confident decisions. To connect with Patrick, visit planwithpatrick.com or follow on Instagram at @smartprogvl. 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 Carolina Retirement System (SCRS), the Police Officers Retirement System (PORS), vesting rules, pension calculations, and the Deferred Retirement Option Program (DROP). We discuss: • How SCRS and PORS calculate your pension • When you become vested • How service credit impacts your benefit • How DROP works • Survivor benefit considerations • Whether rolling funds into an IRA ever makes sense • Why your pension should not be your only retirement strategy Your pension is powerful — but it’s just one piece of your overall retirement income plan. If you’re planning to retire in South Carolina, this episode will help you avoid costly mistakes and make more confident decisions. To connect with Patrick, visit planwithpatrick.com or follow on Instagram at @smartprogvl. false full 37 8bbf9fee-6a57-4170-9e75-a5580f1ccec1 Mon, 5 Jan 2026 11:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/36-RekGrIC5 How Katie Built a Thriving Business From Zero: Clarity, Courage, and the Hard Conversations Bridgeway Wealth, LLC 00:59:49 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 trust her instincts, Katie opens up about the exact steps and the uncomfortable conversations that helped her go from uncertain to unstoppable. You’ll hear Patrick dig into the turning points, mindset shifts, and strategy changes that shaped Katie’s growth, plus the simple habits that helped her build a business that serves her clients and her life. If you’re a business owner trying to scale, simplify, or find clarity again, this conversation hits home. 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 trust her instincts, Katie opens up about the exact steps and the uncomfortable conversations that helped her go from uncertain to unstoppable. You’ll hear Patrick dig into the turning points, mindset shifts, and strategy changes that shaped Katie’s growth, plus the simple habits that helped her build a business that serves her clients and her life. If you’re a business owner trying to scale, simplify, or find clarity again, this conversation hits home. false full 36 de6afea6-ea5b-466c-9f11-1db08d7fd057 Mon, 15 Dec 2025 11:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/35-FmdeZu4A Roth vs. Traditional Explained: Trevor Breaks Down the Smart Way to Build Wealth Bridgeway Wealth, LLC 00:40:49 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-term wealth, and when a Roth conversion actually makes sense. Trevor breaks the topic down in a way that finally makes the entire system understandable — from how paycheck contributions really work to why Roth dollars can become your greatest financial superpower. Patrick asks the questions most investors never think to ask, and the result is a simple, strategic guide to making better decisions with your money. If you want confidence in your retirement plan and a deeper understanding of how to keep more of your wealth, this episode is essential listening. 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-term wealth, and when a Roth conversion actually makes sense. Trevor breaks the topic down in a way that finally makes the entire system understandable — from how paycheck contributions really work to why Roth dollars can become your greatest financial superpower. Patrick asks the questions most investors never think to ask, and the result is a simple, strategic guide to making better decisions with your money. If you want confidence in your retirement plan and a deeper understanding of how to keep more of your wealth, this episode is essential listening. false full 35 5ce59f93-cfd8-4f2e-b741-e7f3c57d5275 Mon, 1 Dec 2025 11:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/34-KpVhxShf Building Smarter Businesses & Better Advisors with Derek Bridgeway Wealth, LLC 00:45:32 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 mentorship to the realities of building a successful advisory practice, Patrick and Derek share candid stories and actionable insights. Whether you’re in financial services, running your own business, or simply seeking clarity in your wealth-building journey, this conversation will inspire you to think bigger about growth, leadership, and the impact you can have. 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 mentorship to the realities of building a successful advisory practice, Patrick and Derek share candid stories and actionable insights. Whether you’re in financial services, running your own business, or simply seeking clarity in your wealth-building journey, this conversation will inspire you to think bigger about growth, leadership, and the impact you can have. false full 34 3ed76ff0-2ab8-4ec4-98de-2a18492f6ac7 Mon, 3 Nov 2025 11:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/33-e4N7rGuT The Stewardship of Life: How Faith and Finances Work Together Bridgeway Wealth, LLC 01:13:40 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 about what it really means to live as a faithful steward. From church planting and leadership to money, time, health, and purpose — Jason shares how true stewardship is about managing everything God has entrusted to us. They explore how faith shapes financial decisions, why balance isn’t always the goal, and how our approach to work, family, and money can become an act of worship. Key Takeaway: Stewardship isn’t about giving something up — it’s about aligning what you’ve been given with who gave it to you. 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 about what it really means to live as a faithful steward. From church planting and leadership to money, time, health, and purpose — Jason shares how true stewardship is about managing everything God has entrusted to us. They explore how faith shapes financial decisions, why balance isn’t always the goal, and how our approach to work, family, and money can become an act of worship. Key Takeaway: Stewardship isn’t about giving something up — it’s about aligning what you’ve been given with who gave it to you. false full 33 45930f28-6d80-4ed5-9bbe-0407667aba6f Mon, 6 Oct 2025 10:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/32-95V4_64I Fueling Growth with Lean Kitchen: Colin Medlock’s Entrepreneurial Story Bridgeway Wealth, LLC 00:46:49 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 vision behind Lean Kitchen, and how building a business rooted in health and service impacts both his family and the community. From starting a franchise to expanding into multiple Greenville locations, Colin’s story is a blueprint for resilience, growth, and purpose-driven entrepreneurship. 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 vision behind Lean Kitchen, and how building a business rooted in health and service impacts both his family and the community. From starting a franchise to expanding into multiple Greenville locations, Colin’s story is a blueprint for resilience, growth, and purpose-driven entrepreneurship. false full 32 ee968494-f173-421e-b5c1-b365ada18f13 Mon, 15 Sep 2025 10:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/31-TrdpLn4P David Bass on Leading Daniel Builders & Creating Exceptional Client Experiences Bridgeway Wealth, LLC 00:47:38 Patrick Rogers welcomes David Bass, COO of Daniel Builders, to talk about how a company rooted in quality and service built a stellar reputation across the Upstate. From navigating storm recovery projects to refining a proven customer-centric process, David discusses how he leads his team and keeps clients at the center of everything. If you’re a homeowner, entrepreneur, or leader building a service-driven business, this episode is packed with insights. Patrick Rogers welcomes David Bass, COO of Daniel Builders, to talk about how a company rooted in quality and service built a stellar reputation across the Upstate. From navigating storm recovery projects to refining a proven customer-centric process, David discusses how he leads his team and keeps clients at the center of everything. If you’re a homeowner, entrepreneur, or leader building a service-driven business, this episode is packed with insights. false full 31 8d9914a0-871f-40f4-98fc-fdfffdc36b38 Mon, 1 Sep 2025 10:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/30-x8PVG5FA Brad Rooks on Faith, Fitness, and Growing a Movement Bridgeway Wealth, LLC 00:49:33 Brad Rooks is more than a business owner—he’s a husband, father, faith leader, and the creator of an online community built around fitness and motivation. Patrick Rogers sits down with Brad to discuss his entrepreneurial journey, what it takes to scale a brand, and how faith and discipline shape his path forward. If you’re a business owner or someone chasing personal growth, this episode is packed with insight and inspiration. Brad Rooks is more than a business owner—he’s a husband, father, faith leader, and the creator of an online community built around fitness and motivation. Patrick Rogers sits down with Brad to discuss his entrepreneurial journey, what it takes to scale a brand, and how faith and discipline shape his path forward. If you’re a business owner or someone chasing personal growth, this episode is packed with insight and inspiration. false full 30 1fd59cd6-5f70-492c-8576-922852561811 Mon, 18 Aug 2025 10:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/29-TsVom_2S Ryland Rainsford on Leaving Corporate, Building Purpose, and Working with Your Spouse Bridgeway Wealth, LLC 01:01:29 What’s it like to leave the corporate world behind, run a business with your spouse, and raise four kids—all at the same time? Patrick Rogers catches up with Ryland Rainsford to talk about that exact reality. From mentorship to impact-driven work, this episode is packed with authentic reflections on business, family, and purpose. What’s it like to leave the corporate world behind, run a business with your spouse, and raise four kids—all at the same time? Patrick Rogers catches up with Ryland Rainsford to talk about that exact reality. From mentorship to impact-driven work, this episode is packed with authentic reflections on business, family, and purpose. false full 29 8e7adf35-10c6-4a9b-9e38-f7ab822901b5 Mon, 28 Jul 2025 10:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/28-wKH_U1EY Quitting Corporate: Wayne Clark on Building a Business That Works Bridgeway Wealth, LLC 00:45:49 Wayne Clark, owner of Foothills Exterior Cleaning Services, joins Patrick for a real conversation about leaving the comfort of a corporate job to chase freedom and ownership. Hear how a weekend side hustle became a career—and how staying fit, raising four kids, and building resilience play into running a business. Wayne Clark, owner of Foothills Exterior Cleaning Services, joins Patrick for a real conversation about leaving the comfort of a corporate job to chase freedom and ownership. Hear how a weekend side hustle became a career—and how staying fit, raising four kids, and building resilience play into running a business. false full 28 03e1ca2b-1c71-4dc5-ba72-8da80795f35f Tue, 15 Jul 2025 11:30:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/26-2mrheOT1 Leading with Purpose: Penn Gaines of Payfluence Bridgeway Wealth, LLC 00:39:37 In this episode of the Working Wealth Podcast, Patrick Rogers sits down with Penn Gaines, CEO and co-owner of Payfluence (Performance HCM), based in Greenville, South Carolina. They discuss Payfluence’s rapid growth, the culture Penn and his team have built, and what it takes to lead a successful business. Whether you’re an entrepreneur, a business leader, or just curious about company culture, this episode offers plenty of inspiration. To connect with Patrick, visit planwithpatrick.com or follow on Instagram at @smartprogvl. To connect with Penn and the Payfluence team visit payfluencehcm.com or call 8648671881. In this episode of the Working Wealth Podcast, Patrick Rogers sits down with Penn Gaines, CEO and co-owner of Payfluence (Performance HCM), based in Greenville, South Carolina. They discuss Payfluence’s rapid growth, the culture Penn and his team have built, and what it takes to lead a successful business. Whether you’re an entrepreneur, a business leader, or just curious about company culture, this episode offers plenty of inspiration. To connect with Patrick, visit planwithpatrick.com or follow on Instagram at @smartprogvl. To connect with Penn and the Payfluence team visit payfluencehcm.com or call 8648671881. false full 27 7b239016-d7a3-4f57-af26-babc2492c81a Tue, 1 Jul 2025 09:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/25-V9zz92zu Health, Hustle & Building a Business – with Cody Gingerich Bridgeway Wealth, LLC 01:13:58 This week, Patrick Rogers welcomes Cody Gingerich of Onward Physical Therapy. They talk about starting a business from scratch, keeping your health a priority, and what it really takes to build a meaningful life with your work. If you're grinding toward your goals, this one’s for you. This week, Patrick Rogers welcomes Cody Gingerich of Onward Physical Therapy. They talk about starting a business from scratch, keeping your health a priority, and what it really takes to build a meaningful life with your work. If you're grinding toward your goals, this one’s for you. false full 25 05b16783-b9ed-4f87-975d-f9a8d91d7a2b Tue, 17 Jun 2025 09:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/24-axBmgEJJ Life, Ministry & Money — Josh’s Journey into Financial Advising Bridgeway Wealth, LLC 00:45:35 Patrick Rogers sits down with Smart Pro Financial advisor Josh to talk about career pivots, starting from humble beginnings, and the competitive camaraderie of working in finance. If you’ve ever wondered how someone goes from a ministry background to managing wealth, this one’s for you. To connect with Patrick, visit planwithpatrick.com or follow on Instagram at @smartprogvl. You can reach out to Josh at josh.blackwelder@smartprousa.com. Patrick Rogers sits down with Smart Pro Financial advisor Josh to talk about career pivots, starting from humble beginnings, and the competitive camaraderie of working in finance. If you’ve ever wondered how someone goes from a ministry background to managing wealth, this one’s for you. To connect with Patrick, visit planwithpatrick.com or follow on Instagram at @smartprogvl. You can reach out to Josh at josh.blackwelder@smartprousa.com. false full 24 369fbff1-0fd7-44c1-b915-cca4d213f9f6 Tue, 3 Jun 2025 09:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/23-lG3oa4hp Life, Family, and the “Now What?” Moment in Finance Bridgeway Wealth, LLC 00:41:38 Patrick and Haley Rogers reunite on the Working Wealth Podcast to talk about the chaos and clarity of life changes—from expanding their family to facing the tricky “what now?” feeling that comes after hitting major money milestones. It’s real, funny, and packed with insight for anyone navigating change. Patrick and Haley Rogers reunite on the Working Wealth Podcast to talk about the chaos and clarity of life changes—from expanding their family to facing the tricky “what now?” feeling that comes after hitting major money milestones. It’s real, funny, and packed with insight for anyone navigating change. false full 23 970b8ed8-41ce-4b8a-8ce9-a40ebc453af4 Tue, 20 May 2025 09:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/22-r2Y6P220 Business Mindset, Structure & Success with Coach Ren Flickinger – Part 2 Bridgeway Wealth, LLC 00:45:18 Patrick Rogers sits down with business coach Ren Flickinger for a follow-up conversation about what it really takes to grow a business that lasts. This episode gets into the mindset, systems, and daily rhythms that shape meaningful progress. Great for business owners — but equally valuable for anyone striving to do better work. Patrick Rogers sits down with business coach Ren Flickinger for a follow-up conversation about what it really takes to grow a business that lasts. This episode gets into the mindset, systems, and daily rhythms that shape meaningful progress. Great for business owners — but equally valuable for anyone striving to do better work. false full 22 818025d7-daea-422d-aabb-cd476e3bd148 Tue, 6 May 2025 12:05:21 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/21-guJgbZrQ The Business of Building Businesses with Ren Flickinger: Part I Bridgeway Wealth, LLC 00:38:26 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 business. This is the perfect listen for entrepreneurs who know that success isn’t just about numbers—it’s about people. 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 business. This is the perfect listen for entrepreneurs who know that success isn’t just about numbers—it’s about people. false full 21 87c6af4f-1c9a-4443-b1ec-98dc8144a141 Tue, 22 Apr 2025 09:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/20-7EXllLY3 Box by Box: The business behind Swamp Rabbit Moving with Chris Sweet Bridgeway Wealth, LLC 00:55:48 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, and the financial strategies that helped make it happen. Whether you’re managing your personal finances or building a business, this conversation delivers practical advice you can use. 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, and the financial strategies that helped make it happen. Whether you’re managing your personal finances or building a business, this conversation delivers practical advice you can use. false full 20 efc35142-22b1-4cf1-b6bc-0ceff728c366 Wed, 19 Mar 2025 04:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/19-soutMoJL Head First Into Real Estate: The REALities of Rentals - Part 2 Bridgeway Wealth, LLC 00:36:34 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 Taylor and Team on Instagram at @adamtaylorrealestate or by email at realadamtaylor@kw.com. If you're interested in understanding how real estate can be added to your overall financial plan, you can reach out Team on Instagram at @smartprogvl or by email at patrick@smartprousa.com. 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 Taylor and Team on Instagram at @adamtaylorrealestate or by email at realadamtaylor@kw.com. If you're interested in understanding how real estate can be added to your overall financial plan, you can reach out Team on Instagram at @smartprogvl or by email at patrick@smartprousa.com. false full 19 59ea60d8-0aaa-46f5-9dba-299b15217df8 Wed, 5 Mar 2025 05:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/18-tl8EAMSh Head First Into Real Estate: Diving Deep with Adam Taylor - Part 1 Bridgeway Wealth, LLC 00:44:04 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, and helpful tips to ensure you can make the best decisions on your next home purchase. When you're ready to find your next home, connect with Adam Taylor and Team on Instagram at @adamtaylorrealestate or by email at realadamtaylor@kw.com. For help with the rest of your financial journey, or if you want to share thoughts about this episode, connect with our Team on Instagram at @smartprogvl or by email at patrick@smartprousa.com. 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, and helpful tips to ensure you can make the best decisions on your next home purchase. When you're ready to find your next home, connect with Adam Taylor and Team on Instagram at @adamtaylorrealestate or by email at realadamtaylor@kw.com. For help with the rest of your financial journey, or if you want to share thoughts about this episode, connect with our Team on Instagram at @smartprogvl or by email at patrick@smartprousa.com. false full 18 aead69c9-2a50-4994-bb2e-8ccc5fe130d3 Thu, 20 Feb 2025 05:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/17-lBAS7CPK Mastering Mortgages: Finding the Right Loan for You with Sarah Rohrssen – Part 2 Bridgeway Wealth, LLC 00:24:40 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 reach out to Patrick Rogers at patrick@smartprousa.com or (864) 383-1634. https://www.smartprofinancial.com/pro/patrick-rogers/ For information regarding mortgages feel free to reach out to Sarah Rohrssen sarahrohrssen@atlanticbay.com 864-607-8304 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 reach out to Patrick Rogers at patrick@smartprousa.com or (864) 383-1634. https://www.smartprofinancial.com/pro/patrick-rogers/ For information regarding mortgages feel free to reach out to Sarah Rohrssen sarahrohrssen@atlanticbay.com 864-607-8304 false full 17 2b820e34-b584-49c7-9c8f-d65b7c343aa5 Wed, 5 Feb 2025 05:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/16-4ZNzpcD0 Mastering Mortgages: Expert Tips with Sarah Rohrssen – Part 1 Bridgeway Wealth, LLC 00:44:22 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 clarification, feel free to reach out to Patrick Rogers at patrick@smartprousa.com or (864) 383-1634. https://www.smartprofinancial.com/pro/patrick-rogers/ For information regarding mortgages feel free to reach out to Sarah Rohrssen sarahrohrssen@atlanticbay.com 864-607-8304 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 clarification, feel free to reach out to Patrick Rogers at patrick@smartprousa.com or (864) 383-1634. https://www.smartprofinancial.com/pro/patrick-rogers/ For information regarding mortgages feel free to reach out to Sarah Rohrssen sarahrohrssen@atlanticbay.com 864-607-8304 false full 16 d3bacffb-92f6-4de3-8099-1163cfc154d2 Wed, 22 Jan 2025 23:38:31 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/15-eWbnjP5H Protecting What Matters: Insurance Insights with Tim Gajda – Part 2 Bridgeway Wealth, LLC 00:35:08 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 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/ For information regarding auto and home insurance feel free to reach out to Tim Gajda tim@fiveforksinsurance.com (864) 520-5160 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 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/ For information regarding auto and home insurance feel free to reach out to Tim Gajda tim@fiveforksinsurance.com (864) 520-5160 false full 15 6c8b3319-5e50-4eb9-b2ae-6d828f76c242 Sun, 5 Jan 2025 05:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/14-i90F2GAA Protecting What Matters: Insurance Insights with Tim Gajda – Part 1 Bridgeway Wealth, LLC 00:54:17 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 insights for ensuring your peace of mind and financial security. 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/ For information regarding auto and home insurance feel free to reach out to Tim Gajda tim@fiveforksinsurance.com (864) 520-5160 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 insights for ensuring your peace of mind and financial security. 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/ For information regarding auto and home insurance feel free to reach out to Tim Gajda tim@fiveforksinsurance.com (864) 520-5160 false full 14 769fe735-c5a1-480e-88aa-55c51cd36c04 Fri, 20 Dec 2024 05:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/13-bEx83MUy Home Sweet Budget: How to Find a House That Fits Your Finances Bridgeway Wealth, LLC 00:41:42 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 clarification, feel free to reach out to Patrick Rogers at patrick@smartprousa.com or (864) 383-1634. https://www.smartprofinancial.com/pro/patrick-rogers/ 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 clarification, feel free to reach out to Patrick Rogers at patrick@smartprousa.com or (864) 383-1634. https://www.smartprofinancial.com/pro/patrick-rogers/ false full 13 0bff0abf-14a9-4c77-bc01-006111337ffc Thu, 28 Nov 2024 05:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/decoding-dollars-NH5AADOF Decoding Dollars: Simplifying Financial Jargon for Everyday Conversations Bridgeway Wealth, LLC 00:50:02 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 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/ 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 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/ false full 12 96b12512-8f16-42e1-a2ac-d27824d1bdea Thu, 31 Oct 2024 01:52:33 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/your-total-wealthmore-than-just-money-YAAmBUiX Your Total Wealth...More Than Just Money Bridgeway Wealth, LLC 00:54:57 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 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/ 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 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/ false full 11 a70b9964-c65b-4a09-ab30-90fa8207aeb8 Thu, 26 Sep 2024 00:19:33 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/building-wealth-together-STL8vx4U Building Wealth Together Bridgeway Wealth, LLC 00:41:19 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 lasting prosperity together. 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/ 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 lasting prosperity together. 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/ false full 10 c3b657a8-1f40-4fa6-a1e3-5241e62ca16a Tue, 20 Aug 2024 13:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/the-best-investment-strategy-to-grow-your-money-N1F4ztBX The Best Investment Strategy to Grow Your Money Bridgeway Wealth, LLC 00:34:30 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 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/ 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 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/ false full 9 3eafb4a2-9870-4f7a-8213-17486ffd7cc8 Wed, 26 Jun 2024 00:24:22 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/unlocking-social-security-breaking-down-social-security-retirement-VNnSTbRV Unlocking Social Security - Part 2: Breaking Down Social Security Retirement Bridgeway Wealth, LLC 00:44:09 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 you receive through retirement. 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/ 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 you receive through retirement. 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/ false full 8 9bbbdc00-ec78-40d1-a42b-4306cf4e36ef Wed, 26 Jun 2024 00:21:38 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/unlocking-social-security-understanding-the-4-benefits-available-Wyxw2syw Unlocking Social Security - Part 1: Understanding the 4 Benefits Available Bridgeway Wealth, LLC 00:30:35 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 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/ 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 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/ false full 7 41651193-2a4d-4f8a-96a4-122a78761949 Tue, 21 May 2024 13:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/uncovering-the-8-most-common-mistakes-made-by-retirees-RPKmsm0A Uncovering the 8 Most Common Mistakes Made by Retirees Bridgeway Wealth, LLC 00:47:27 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 Patrick Rogers at patrick@smartprousa.com or (864) 383-1634. https://www.smartprofinancial.com/pro/patrick-rogers/ 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 Patrick Rogers at patrick@smartprousa.com or (864) 383-1634. https://www.smartprofinancial.com/pro/patrick-rogers/ false full 6 175711f5-aba8-4865-9a23-7d2383874ca6 Fri, 26 Apr 2024 12:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/3-phases-of-retirement-planning-1EW2lLN8 3 Phases of Retirement Planning Bridgeway Wealth, LLC 00:29:39 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 intensity. 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/ 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 intensity. 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/ false full 5 b9ce5e65-32d8-4d63-be1b-6792151926b7 Sat, 23 Mar 2024 13:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/the-key-areas-of-value-in-financial-planning-4rpBysyB The Key Areas of Value in Financial Planning Bridgeway Wealth, LLC 00:44:01 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 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/ 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 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/ false full 4 430e817f-9cf6-4e8b-912b-e2f199246e5e Fri, 16 Feb 2024 14:00:00 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/3-important-metrics-you-must-know-in-your-financial-life-elp7Nggk 3 Important Metrics You Must Know in Your Financial Life Bridgeway Wealth, LLC 00:21:19 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 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/ 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 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/ false full 3 cb934df5-5b1f-4196-9a12-8df7a940319a Tue, 16 Jan 2024 20:22:30 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/working-wealth-podcast-trailer-Af5r6348 Working Wealth Podcast Trailer Bridgeway Wealth, LLC 00:01:15 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/ 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/ false trailer b7f72381-fcf3-424f-8e71-2a6daf48a1ae Tue, 16 Jan 2024 20:17:58 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/alphabet-soup-what-does-ira-really-stand-for-kHBLjGRJ Alphabet Soup: What does IRA really stand for? Bridgeway Wealth, LLC 00:42:17 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 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 clarification, feel free to reach out to Patrick Rogers at patrick@smartprousa.com or (864) 383-1634. https://www.smartprofinancial.com/pro/patrick-rogers/ false full 2 6bc98933-8425-4586-912b-bda2d5b78c39 Tue, 16 Jan 2024 01:12:50 +0000 workingwealthpodcast@gmail.com (Bridgeway Wealth, LLC) https://working-wealth-podcast.simplecast.com/episodes/welcome-to-the-working-wealth-podcast-cCq_fbMT Welcome to the Working Wealth Podcast! Bridgeway Wealth, LLC 00:33:01 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 developing their wealth. Stay connected by listening to all of our episodes and start your journey to financial empowerment today. 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/ 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 developing their wealth. Stay connected by listening to all of our episodes and start your journey to financial empowerment today. 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/ false full 1