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:
Episodes
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
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
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
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
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
Monday Jun 12, 2023
Monday Jun 12, 2023
The Listener Edition: $600 Reporting Triggers, Debt Ceilings, and Letting Go of Sentimental InvestmentsWe answer three listener questions in this episode:1. What's the deal with the $600 limit on digital payment platforms like Venmo?2. Should I change any of my investments because of the debt ceiling?3. How do I handle investments that have sentimental value?
Find additional resources at Connecting the Dollars.
Friday May 26, 2023
Friday May 26, 2023
Amanda and Emily are joined by fellow advisor David Vaught, CFA, to discuss our current economic environment and the record inflows into money market funds in 2023.
We discuss:
- The pros and cons of using money market funds;
- The types of risks to consider when choosing investment products for your cash, particularly reinvestment risk; and
- The importance of staying optimistic in today's economic environment.
Find additional resources at https://propelfinancialadvisors.com/connecting-the-dollars/episode28
Friday May 05, 2023
Friday May 05, 2023
Amanda and Emily celebrate Earth Day with a discussion around green investing, which has started to become synonymous with ESG investing. We discuss: What does ESG investing really mean; How did ESG investments perform in 2022 compared to other investments?; ESG investing in the political crosshairs and the implications; and How Propel incorporates ESG investing for our clients.
Correction: Note that at one point Amanda quotes an expense ratio of 0.28% for an ESG ETF, but she mis-spoke. The expense ratio was 0.10% as of 5/4/2023.
connectingthedollars.com
Friday Apr 21, 2023
Friday Apr 21, 2023
Even though we just wrapped up the 2022 tax season, it's time to get started on planning for 2023 taxes. In this episode, Emily and Amanda discuss several things to keep an eye on throughout the year so that there are no surprises next spring.
connectingthedollars.com
Friday Apr 07, 2023
Friday Apr 07, 2023
In this episode, Emily & Amanda discuss several ways to evaluate financial advisors before you decide to hire them. The recent Madoff documentary on Netflix, reminded us how easy it can be for investors to be taken advantage of. We want everyone to be aware of the research tools and simple questions to ask that can help you determine the best advisor for you.
www.connectingthedollars.com