Connecting the Dollars by Propel Financial Advisors

Homebuying as an Investment: Pros & Cons

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

What to Do with Your Tax Refund: Consider your Money Personality

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

Why We Discourage Crypto Speculation

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 

A Proven Strategy for Reaching Your Financial Goals

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 

Make Your Money Talk - How to Invest in your Social Values

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

Your 2021 Year End Financial & Tax Planning Checklist

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

Creating Tax Diversity and Flexibilty in your Savings Accounts with Danielle Woods

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

It‘s a Great Time to Create a Savings Plan for your Child’s College Expenses

Episode 3 - In this episode, Emily and Amanda discuss how to create a college savings plans. It can be overwhelming to think about your child growing up an going off to college but there is no time like the preset to start saving. 
 
Links and resources can be found at www.connectingthedollars.com

Money Saving Strategies

In this episode, Emily and Amanda discuss a list of money saving strategies that Amanda created by talking to family and friends. From saving on insurance policies to beauty services, we hope you find something that helps!
Links and resources can be found at www.connectingthedollars.com

The Fed: what you need to know - A discussion with David Vaught

Emily & Amanda talk with their colleague David Vaught about the current state of the Federal Reserve. This economic discussion touches on how the Fed's action or inaction affects the markets, which actions we think the Fed may take in the near future and how those actions will affect our daily lives.
Links and resources can be found at www.connectingthedollars.com