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.
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Episodes
Friday Nov 10, 2023
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
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
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
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