Most people believe financial planning is about investments, returns, and complex strategies.

It isn’t.

In this episode, we break financial planning down to its simplest truth: cash flow and income stability drive everything. When those are off, stress follows — no matter how much you make.

We talk about why so many households feel behind, why complexity creates confusion, and how clarity around income, expenses, and protection builds real confidence with money.

If your finances feel overwhelming right now, this episode will help you reset and refocus.

To connect with Patrick, visit planwithpatrick.com or follow on Instagram at @smartprogvl.

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 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 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.

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.

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.

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.

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.

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.

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.