Connecting the Dollars by Propel Financial Advisors

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.

Turbulence & Tactics: Propel Responds to Recent Market Turmoil

DEI in the Spotlight: Investing in Change

Dive into the latest episode as co-hosts Emily Agosto and Amanda Vaught unravel the intricacies of Diversity, Equity, and Inclusion (DEI) initiatives and how they are shaping the corporate world today. This insightful discussion provides a deep dive into real-world applications and impacts of DEI. Key Takeaways: • Financial Motivation Behind DEI: While many perceive DEI initiatives as politically motivated, they are often rooted in financial strategies. Studies show that diversity, especially in corporate settings, enhances financial outcomes. • Real-world Examples and Impact: From redefining 401(k )contribution educational sessions to transforming maternity policies into inclusive parental leave policies, tailoring DEI initiatives can lead to a more engaged and financially secure workforce. • Investment Strategies vs. Consumer Influence: Support for DEI can extend beyond investing in stocks. Leveraging consumer power by supporting diverse and inclusive businesses directly can have a significant impact. Tune in to explore how your financial decisions might intersect with your values!
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Reflections on 2024 Markets: What We Learned

Reflections on 2024 Markets: What We Learned Connecting the Dollars Episode 60
We dive deep into the financial trends and insights from the past year. Join Emily Agosto and Amanda Vaught as they explore the dynamic shifts in the economy and provide valuable lessons for investors moving forward. Key Takeaways from the Episode: Economic Predictions vs. Reality: Throughout 2024, many anticipated a recession that never fully materialized. Over time, it became evident that the economy was more resilient than expected, highlighting the uncertainty and challenges in predicting market conditions. International vs. Domestic Stocks: The U.S. stock market outperformed international markets significantly in 2024. Many portfolios unknowingly held significant international exposure, emphasizing the importance of understanding where your investments lie. Tech Dominance & Diversification: While tech stocks continued to attract attention, sectors such as financials and industrials also showed strong performance. This underscores the importance of maintaining a diversified portfolio to capture gains from various market segments. Tune in to gain more insights and make informed decisions for your financial future. We’re here to help you navigate your path to achieving your financial goals. connectingthedollars.com