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
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
Wednesday Mar 30, 2022
Wednesday Mar 30, 2022
Emily & Amanda discuss the pros and cons of buying residential real estate. The key takeaway? Buying a home may be an aspiration (or necessity) for many, but don't think of it as an investment.
All links and resources can be found at www.connectingthedollars.com
Monday Feb 28, 2022
Monday Feb 28, 2022
Emily & Amanda open the episode with our recommendation of the book Black Fortunes by Shomari Wills. We then get into a discussion on tax refunds. First, we recommend tax planning in order to minimize your refund for next year. Then, look to your money personality to help decide what's best for you.
Links at www.connectingthedollars.com
Thursday Feb 03, 2022
Thursday Feb 03, 2022
Emily and Amanda discuss various arguments against jumping into crypto. With all the buzz surrounding crypto, we are getting more and more questions about how to navigate it. The key is to find reliable and neutral sources for research that is not pushed by people who are trying to sell it.
Resources can be found at www.connectingthedollars.com
Wednesday Jan 19, 2022
Wednesday Jan 19, 2022
Emily & Amanda work through a visualization exercise that psychologists say is proven to increase savings rates. According to Dr. Brad Klontz, those who spend one hour visualizing their goals and creating an automatic savings system increase their savings by 73% after only one month.
Resources can be found at www.connectingthedollars.com
Wednesday Dec 29, 2021
Wednesday Dec 29, 2021
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
Tuesday Dec 07, 2021
Tuesday Dec 07, 2021
Emily & Amanda discuss why these important items should be on your 2021 checklist. This list includes rebalancing your portfolio, capital-gains, tax withholding adjustments, retirement and HSA contributions, charitable giving and college savings.
All links and resources can be found at www.connectingthedollars.com
Tuesday Nov 30, 2021
Tuesday Nov 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