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 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
Friday Mar 24, 2023
Friday Mar 24, 2023
In this episode, Emily and Amanda discuss how to budget for a new pet in your life.
Links and Resources - Connectingthedollars.com
Friday Mar 10, 2023
Friday Mar 10, 2023
In this episode, Emily tells the story of working in a hardware store where customers who bought the cheapest hammer invariably returned to buy the nicer, costlier version. Emily and Amanda go on to dive deeper into how to evaluate the true cost of what we buy. They discuss how the concept applies to investments, and cover the pros and cons of indexes versus using more active investments. Sometimes what’s “cheap” ends up costing you more.
Links - www.connectingthedollars.com
Friday Feb 24, 2023
Friday Feb 24, 2023
In this episode, Emily and Amanda discuss their financial resolutions for the year. They discuss why utilizing a Roth and Tax Planning should be on your list.
Listener question! In this episode we answer: "How should I plan for doing taxes for the first time?"
Links and Resources - connectingthedollars.com
Friday Feb 10, 2023
Friday Feb 10, 2023
Emily & Amanda get into the practical side of estate planning. We know most Americans don't have their affairs in order, but where can you start? They discuss easy and practical steps you can take today to begin the process.
Listener question! In this episode we answer: "How much life insurance do I need?"
www.connectingthedollars.com
Friday Jan 27, 2023
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
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
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
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
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