Connecting the Dollars by Propel Financial Advisors

The Hidden Risks Every Index Fund Investor Should Know

Are you truly diversified? In the latest episode of Connecting the Dollars, we dig into concentration risk in today’s market—and why even a broad index fund may be less diversified than it looks. As discussed by hosts Emily Agosto, CPA, and Amanda Vaught, JD, traditional wisdom says index funds are an easy route to diversification. But with the S&P 500 and Nasdaq heavily weighted in just a handful of giant tech and AI companies, there’s a new layer of risk to consider.
 
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#71 Retirement Curveballs: Prepare for Job Loss and Forced Early Retirement

Retirement Curveballs: Prepare for Job Loss and Forced Early Retirement “Connecting the Dollars” podcast episode dives into a tough reality: most retirement plans don’t go exactly as imagined. Recent stats show that while 50% expect to ease into part-time work or consulting as they retire, only 19% actually manage that smooth transition. 
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Landlord Life: Pros, Cons, and the Tax Traps You Need to Know

Thinking about renting out your home or investing in rental property? On the latest episode of "Connecting the Dollars," we tackle the not-so-glamorous side of being a landlord. From legal liabilities and tax surprises to the true time commitment, there’s a lot to consider before taking the plunge.
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Real Women Don't Panic Over Bonds

On the latest episode of Connecting the Dollars, co-hosts Amanda Vaught and Emily Agosto dive deep into the ever-evolving bond market— spotlighting the insights of leading women in finance, and discussing why bonds matter to ALL of us.
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Breaking Down the 2025 Big New Tax Bill: Key Changes for SALT, QBI, and More

On the latest episode of “Connecting the Dollars,” co-hosts Amanda Vaught and Emily Agosto sat down to break down the newsworthy 2025 tax bill proposals currently making waves in Congress.
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Real Client Stories: The Power of 529 College Savings Accounts

Co-hosts Emily and Amanda highlight the real-world benefits and dispel some common myths around college savings plans. Did you know only about 35% of eligible families actually use college savings vehicles like 529s?
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Summer Budget Spotcheck

Looking for a practical mid-year financial check-in? In our latest "Connecting the Dollars" podcast episode, Amanda Vaught and Emily Agosto shared actionable tips for staying on top of your budget—without the hassle of tracking every penny.
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From Diapers to Summer Camp: Managing Childcare Expenses at Every Stage

As financial advisors, Amanda Vaught and Emily Agosto often see families focus only on the sticker price of daycare or a nanny—but there’s so much more to consider.

From Omaha to Japan: Top Takeaways from Berkshire Hathaway’s 2025 Annual Shareholder Letter

In the latest episode of the “Connecting the Dollars” podcast, Amanda Vaught and guest David Vaught CFA dive deep into Warren Buffett’s 2025 Berkshire Hathaway annual letter. If you’re keen on strategy, leadership, or simply fascinated by Buffett’s approach, this episode is a must-listen.

Tax Law Changes for 2025

In our latest episode of Connecting the Dollars, Amanda Vaught and Emily Agosto dive deep into the upcoming tax law changes for 2025. If you're keen on staying informed about what might happen with 401(k) plans, IRAs, and more, this episode is a must-listen.