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Working Wealth Podcast
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 usit's about you. Language: en Genres: Business, Entrepreneurship, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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The 3 Tax Buckets Every Investor Should Know
Episode 48
Sunday, 28 June, 2026
Most people spend a lot of time deciding what to invest in. Very few spend enough time thinking about where those investments should live. 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. They explain how each bucket works, the tradeoffs of each approach, and why understanding tax treatment may be just as important as choosing the right investments. The conversation covers traditional 401(k)s, IRAs, Roth accounts, tax-deferred growth, tax-free growth, Roth conversions, retirement income planning, inheritance considerations, and the role taxable accounts can play in creating flexibility.
