Connecting the Dollars by Propel Financial Advisors

Emily Agosto - Propel Financial Advisors
  • 5.0 (4)
  • INVESTING

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.

  1. SEP 25

    The Hidden Risks Every Index Fund Investor Should Know

    Are you truly diversified? In the latest episode of Connecting the Dollars, we dig into concentration risk in today’s market—and why even a broad index fund may be less diversified than it looks. As discussed by hosts Emily Agosto, CPA, and Amanda Vaught, JD, traditional wisdom says index funds are an easy route to diversification. But with the S&P 500 and Nasdaq heavily weighted in just a handful of giant tech and AI companies, there’s a new layer of risk to consider.   www.connectingthedollars.com

    11 min

  2. AUG 18

    #71 Retirement Curveballs: Prepare for Job Loss and Forced Early Retirement

    Retirement Curveballs: Prepare for Job Loss and Forced Early Retirement “Connecting the Dollars” podcast episode dives into a tough reality: most retirement plans don’t go exactly as imagined. Recent stats show that while 50% expect to ease into part-time work or consulting as they retire, only 19% actually manage that smooth transition.  www.connectingthedollars.com

    11 min

  3. JUL 30

    Landlord Life: Pros, Cons, and the Tax Traps You Need to Know

    Thinking about renting out your home or investing in rental property? On the latest episode of "Connecting the Dollars," we tackle the not-so-glamorous side of being a landlord. From legal liabilities and tax surprises to the true time commitment, there’s a lot to consider before taking the plunge. www.connectingthedollars.com

    10 min

  4. JUL 30

    Real Women Don't Panic Over Bonds

    On the latest episode of Connecting the Dollars, co-hosts Amanda Vaught and Emily Agosto dive deep into the ever-evolving bond market— spotlighting the insights of leading women in finance, and discussing why bonds matter to ALL of us. ww.connectingthedollars.com

    16 min

  5. JUL 30

    Breaking Down the 2025 Big New Tax Bill: Key Changes for SALT, QBI, and More

    On the latest episode of “Connecting the Dollars,” co-hosts Amanda Vaught and Emily Agosto sat down to break down the newsworthy 2025 tax bill proposals currently making waves in Congress. www.connectingthedollars.com

    4 min

  6. JUL 30

    Real Client Stories: The Power of 529 College Savings Accounts

    Co-hosts Emily and Amanda highlight the real-world benefits and dispel some common myths around college savings plans. Did you know only about 35% of eligible families actually use college savings vehicles like 529s? www.connectingthedollars.com

    14 min

  7. JUL 30

    Summer Budget Spotcheck

    Looking for a practical mid-year financial check-in? In our latest "Connecting the Dollars" podcast episode, Amanda Vaught and Emily Agosto shared actionable tips for staying on top of your budget—without the hassle of tracking every penny. www.connectingthedollars.com

    12 min

  8. MAY 12

    From Diapers to Summer Camp: Managing Childcare Expenses at Every Stage

    As financial advisors, Amanda Vaught and Emily Agosto often see families focus only on the sticker price of daycare or a nanny—but there’s so much more to consider.

    15 min
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5
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About

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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