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 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
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