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
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
Thursday Sep 29, 2022
Thursday Sep 29, 2022
In light of the recent announcement of a debt jubilee on student loans, Emily & Amanda decided it was time to dig into how we think about debt, both individually and as financial advisors.
We discuss:
Psychological factors that factor into decision-making around debt;
Creating a plan to pay off your debt;
Examining your behavior to prevent going back into debt;
Prioritizing paying off debt vs savings; and
Emily & Amanda revisit the money diaries they kept earlier this year to examine their own spending.
Links and Resources - www.connectingthedollars.com
Wednesday Aug 24, 2022
Wednesday Aug 24, 2022
In this summer’s hit show “The Bear”, a young chef comes home to Chicago to run his family sandwich shop after a death in the family. The restaurant he inherits is plagued with financial issues, causing unneeded stress on top of an already tense situation.
The show provides a great jumping off point for Emily and Amanda to discuss various financial issues that plague all small business owners. Over the past several years, especially in response to Covid’s impacts on our lives, a lot of people have started freelancing or started new businesses. These new opportunities also lead to new financial matters to address in both your personal and work lives.
We dig into:
- Business formation;
- How to pay yourself;
- Expenses and deductions;
- Tax consequences to be aware of; and
- The importance of keeping good books.
www.connectingthedollars.com
Monday Jul 18, 2022
Monday Jul 18, 2022
In lieu of hosting a webinar this quarter, Emily, Amanda, and David recorded a special midyear analysis. They reflect on events in the markets so far this year, as well as how we're thinking looking forward.
Video version: https://youtu.be/9PCAX0c8f6Y
Links and resources: connectingthedollars.com
Wednesday Jul 13, 2022
Wednesday Jul 13, 2022
Emily & Amanda talk all things bonds interspersed with some "bond" trivia. Highlights include, why you should care about the bond market, what is a bond and what are the different types, and performance and taxation of bonds.
Links & Resources at www.connectingthedollars.com
Friday Jun 24, 2022
Friday Jun 24, 2022
Emily & Amanda talk about:
Media stories on how other people spend their money, and whether they are valuable or just click bait,
Why you should be wary of your sources of free financial advice, and
How keeping a Money Diary might help you reach your savings goals.
Links and Resources - www.connectingthedollars.com
Wednesday Jun 01, 2022
Wednesday Jun 01, 2022
This episode was recorded in January of 2022.
Recent legal and tax changes impact the way you should be saving for retirement. For most people, their 401(k) becomes a traditional IRA via a rollover when they retire. So, if most of your savings is in a traditional 401(k) plan, this is for you!
www.connectingthedollars.com
Thursday Apr 28, 2022
Thursday Apr 28, 2022
Emily & Amanda are joined by advisor David Vaught, CFA. We discuss the rising inflation rates, the Fed’s response, and how all of this affects our investment portfolios.
All links and resources can be found here: www.connectingthedollars.com
Friday Apr 22, 2022
Friday Apr 22, 2022
In celebration of Earth Day, Amanda is hosting a webinar on the ways you can incorporate environmental values into your investment portfolio. She will be joined by Gabe Rissman, Co-Founder of YourStake.
Register here - https://propelfinancialadvisors.com/celebrate-earth-day-every-day-in-your-investment-portfolio