Emily Agosto - Propel Financial Advisors

Connecting the Dollars by Propel Financial Advisors

Business EN ↓ 82 episodes

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.

Author

Emily Agosto - Propel Financial Advisors

Episodes

A Proven Strategy for Reaching Your Financial Goals 19.01.2022 13:54

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 29.12.2021 18:30

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 08.12.2021 17:26

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 30.11.2021 22:38

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 30.11.2021 19:37

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 05.11.2021 19:59

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 22.10.2021 27:13

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