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

2024 Money Moves

Friday Jan 05, 2024

Friday Jan 05, 2024

Emily & Amanda are excited to be back with a new season of Connecting the Dollars. The premiere episode features their insights on some finance-related New Year's resolutions for 2024.
They dig into:
- the use of high yield savings accounts, and the impact of the Fed's recent pivot on interest rate policy;  
- whether or not high income people really need a budget;
- the importance of asking for help and making a plan.
They wrap up with some non-financial goals - can you guess which of them wants to drum more and who wants to go sailing?
Be sure to let us know your own New Year's resolutions in the comments.
connectingthedollars.com

If the Shoe Doesn’t Fit

Thursday Nov 30, 2023

Thursday Nov 30, 2023

Emily & Amanda discuss financial advice they've come across on the internet:
- What to do with a 401(k) suffering from the poor performance of target-date funds,
- The impact of investment choices on a portfolio,
- Emily recommends a personal finance book for small business; and - They address a listener question on LLCs vs S-Corps.
 
Connectingthedollars.com

Friday Nov 10, 2023

In this episode, we get to know advisor Danielle Woods better. Danielle has extensive professional experience as an investment advisor and financial professional. Learn more about how she approaches her financial advising practice and why she enjoys it so much.
 
www.connectingthedollars.com

Moody Markets

Tuesday Oct 31, 2023

Tuesday Oct 31, 2023

Moody Markets The markets have been in a mood lately, no? Emily & Amanda discuss: - the current state of the stock and bond markets, - cover some year-end tax planning, and - finish up with their hot take on whether the 60-40 portfolio is dead.
 
connectingthedollars.com

Wednesday Oct 25, 2023

In this episode, we get to know advisor David Vaught better. David has extensive professional experience as an investment advisor and financial professional. Learn more about how he approaches his financial advising practice and why he enjoys it so much.  
 
connectingthedollars.com

Back to School Edition 2023

Monday Sep 18, 2023

Monday Sep 18, 2023

It’s that time of the year where everyone starts to go back to school. In honor of the season, Emily and Amanda dive into the student loan repayments that will be resuming soon. Then they switch over to how they approach saving and investing for children’s college education with 529 plans. Finally, they answer a listener question: “I overspent on my recent vacation. What should I do?”
 
Resources - connectingthedollars.com

Lights, Camera, Finance

Wednesday Aug 23, 2023

Wednesday Aug 23, 2023

Emily and Amanda discuss finance topics that came up in two summer blockbusters of 2023: Barbie (white collar crime) and Mission Impossible (crypto). They wrap up with a response to a listener question: "I bought a stock and it went down. I was sad and upset about it, so what should I do?"
Find additional resources at connectingthedollars.com

Friday Jul 28, 2023

Emily and Amanda dive into financial planning of hobbies this episode. Working with clients, we've found that a lot of people don't budget for their hobbies, despite them being one of the most joyful parts of their life. Then Emily and Amanda discuss when a hobby turns into a business and potential tax consequences.
 
Resources - connectingthedollars.com

Friday Jul 14, 2023

Join Emily and Amanda for a discussion of current events in markets and personal finance in the summer of 2023. They start with international investments and their recent outperformance of domestic stocks. Then they delve into the "hawkish pause" by the Fed and its potential impact. Finally they wrap up with thoughts on the recent Supreme Court case on student loan forgiveness, and how to approach the upcoming resumption of student loan payments expected to begin this fall. 
Find additional resources at connectingthedollars.com

Tuesday Jun 27, 2023

Emily and Amanda are joined by David and Danielle to discuss the various types of assets. Listen in as the whole team gives you their insights.
 
connectingthedollars.com

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