Connecting the Dollars by Propel Financial Advisors

Connecting the Dollars is a podcast co-hosted by Emily Agosto, CPA and Amanda Vaught, JD. In each episode, Emily and Amanda explore personal finance topics affecting Gen X and Millennials and share experiences to help make sense of an often confusing and changing industry. Join them as they discuss timely topics and answer commonly asked questions they hear as financial advisors at Propel Financial Advisors.

Listen on:

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Episodes

Friday Jan 27, 2023

In this episode, advisor Danielle Woods joins Emily and Amanda to discuss the new tax and retirement-savings law called SECURE ACT 2.0 passed in December of 2022. Find out how these new provisions impact your savings and tax-planning strategies. 
 
www.connectingthedollars.com

Six Money Habits to Break

Friday Jan 13, 2023

Friday Jan 13, 2023

In this episode, Emily & Amanda discuss six money habits to break in 2023: 1. Constantly checking your portfolio's value 2. Downplaying the risk of cybercrime 3. Making minimum payments on your credit card 4. Procrastinating on your taxes 5. Putting expenses on autopilot 6. Postponing joy
Today's episode was inspired by this article in AARP: 6 Money Habits to Break in 2023
connectingthedollars.com 
Watch this episode on YouTube!

Wednesday Jan 04, 2023

This is an Encore Episode previously released on 11/30/2021. Amanda and Danielle discuss different types of savings accounts including 401ks, Roth IRAs and taxable savings/brokerage accounts. They breakdown the potential tax consequences of each type of account and emphasize the importance of saving and planning in order to meet your future goals.
 
Links and resources can be found at www.connectingthedollars.com

Tuesday Dec 20, 2022

This is a replay of episode #6 originally published on 12/29/21.
In this episode, Emily and Amanda discuss the history and different types of Social Values Investing. Amanda gives an in-depth review of how to incorporate your own values into your investment portfolio and the importance of research before doing so. 
All links and resources can be found at www.connectingthedollars.com

Thursday Nov 03, 2022

Join us for our season one finale episode on the current state of international markets. 
We’ve revealed our own domestic bias by generally sticking to the US stock markets on our podcast. Join us as we delve deeper into international markets and how Propel Financial Advisors approaches investments globally.
Amanda is joined by fellow advisor and CFA, David Vaught, who discuss:
·         How international companies are increasingly global companies,
·         The impact of the strong US dollar,
·         Taking advantage of the global opportunity set,
·         Emerging markets like China and Ghana,
·         Britain’s recent market turmoil, and
·         Globalization’s impact and how it may evolve in a post-Covid world
Connectingthedollars.com

Thursday Sep 29, 2022

In light of the recent announcement of a debt jubilee on student loans, Emily & Amanda decided it was time to dig into how we think about debt, both individually and as financial advisors.
We discuss:
Psychological factors that factor into decision-making around debt;
Creating a plan to pay off your debt;
Examining your behavior to prevent going back into debt;
Prioritizing paying off debt vs savings; and
Emily & Amanda revisit the money diaries they kept earlier this year to examine their own spending.
Links and Resources - www.connectingthedollars.com

Wednesday Aug 24, 2022

In this summer’s hit show “The Bear”, a young chef comes home to Chicago to run his family sandwich shop after a death in the family. The restaurant he inherits is plagued with financial issues, causing unneeded stress on top of an already tense situation.
The show provides a great jumping off point for Emily and Amanda to discuss various financial issues that plague all small business owners. Over the past several years, especially in response to Covid’s impacts on our lives, a lot of people have started freelancing or started new businesses. These new opportunities also lead to new financial matters to address in both your personal and work lives.
We dig into:
-          Business formation;
-          How to pay yourself;
-          Expenses and deductions;
-          Tax consequences to be aware of; and
-          The importance of keeping good books.
www.connectingthedollars.com

Monday Jul 18, 2022

In lieu of hosting a webinar this quarter, Emily, Amanda, and David recorded a special midyear analysis. They reflect on events in the markets so far this year, as well as how we're thinking looking forward.
Video version: https://youtu.be/9PCAX0c8f6Y
Links and resources: connectingthedollars.com

It’s a Bonds Bonanza!

Wednesday Jul 13, 2022

Wednesday Jul 13, 2022

Emily & Amanda talk all things bonds interspersed with some "bond" trivia. Highlights include, why you should care about the bond market, what is a bond and what are the different types, and performance and taxation of bonds. 
 
Links & Resources at www.connectingthedollars.com

Friday Jun 24, 2022

Emily & Amanda talk about:
Media stories on how other people spend their money, and whether they are valuable or just click bait,
Why you should be wary of your sources of free financial advice, and
How keeping a Money Diary might help you reach your savings goals.
Links and Resources - www.connectingthedollars.com
 

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