Connecting the Dollars by Propel Financial Advisors

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 

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

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

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

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

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

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