52 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.

Connecting the Dollars by Propel Financial Advisors Emily Agosto - Propel Financial Advisors

    • Business
    • 5.0 • 4 Ratings

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.

    Midyear Market Insights. Part 1: NVDA & AI

    Midyear Market Insights. Part 1: NVDA & AI

    Emily and Amanda discuss some major market themes in 2024. First up: Nvidia and AI:
    The returns in Nividia and other AI stocks have been astronomical this year. Emily & Amanda lay out how we, as financial advisors interpret and apply the news. They discuss:
    -          Comparisons to the dot-com bubble and whether they’re warranted
    -          Portfolio concentration and risk
    -          Recognizing the feelings of FOMO that can lead to imprudent behaviors
     
    www.connectingthedollars.com

    • 19 min
    First Home Finances: Get your financial ducks in a row before buying a home

    First Home Finances: Get your financial ducks in a row before buying a home

    This week, Emily and Amanda dive into the current state of the housing market and what to consider before purchasing your first home. After discussing the impact of higher interest rates and rising home insurance costs, they cover five key considerations before taking the leap into real estate.
     
    www.connectingthedollars.com

    • 21 min
    Timeless Troubles: Tackling Five Ever-Present Personal Finance Challenges

    Timeless Troubles: Tackling Five Ever-Present Personal Finance Challenges

    This week, fellow advisor Danielle Woods joins the podcast. Danielle draws on her 26 years of experience as a financial advisor to discuss the five most common issues she sees clients struggle with. They are:
     
    1. Focusing on an isolated issue rather than the whole picture.
    2. Balancing paying off debt vs savings
    3. Being proactive and speaking with your advisor before taking action
    4. Preparing for death (legally and financially speaking)
    5. Working on their budget
     
    Additional resources:
     
    During our discussion Danielle referenced a webinar that we hosted that goes through the elements of estate planning.
     
    Navigating the Dark Cloud: Planning Before and After a Loved One's Death
     

    • 26 min
    Ten Tax Season Takeaways

    Ten Tax Season Takeaways

    In this episode, Emily and Amanda reflect on tax season 2024. When preparing tax returns, Emily and Amanda see recurring themes across clients. They discuss their top ten issues they saw taxpayers struggling with in 2024.
    www.connectingthedollars.com

    • 29 min
    Clearing Up the Fee-fusion

    Clearing Up the Fee-fusion

    In this episode, Emily and Amanda discuss the different types of fees financial advisors charge for their services: from AUM (assets-under-management) to flat-fees to commissions. They also include a discussion around different types of hidden fees to look for. Emily and Amanda believe in being upfront and transparent about their fees.
    Find additional resources at https://propelfinancialadvisors.com/connecting-the-dollars

    • 18 min
    Get to Know Your Advisor: Emily Agosto, CPA

    Get to Know Your Advisor: Emily Agosto, CPA

    Get to Know your Advisor: Emily Agosto, CPA Connecting the Dollars Podcast Episode 44 In this episode, we get to know advisor Emily Agosto better. Emily has extensive professional experience as an accountant, investment advisor and financial professional. Learn more about how she approaches her financial advising practice and why she enjoys it so much. 
     
    www.connectingthedollars.com

    • 13 min

Customer Reviews

5.0 out of 5
4 Ratings

4 Ratings

Keith Pepler ,

A unique financial podcast

Just listened to the episode on Bonds and really enjoyed it. Amanda and Emily break things down in a way that’s easy to understand and I really enjoy their banter. As someone with little financial experience, I appreciate the effort put in to mix the discussion up so it doesn’t just become a boring lecture. Looking forward to the next episode!

Listener Rachel S ,

What a great find, highly recommended!

I stumbled across this podcast looking for something to make finance stuff understandable, and found this gem! Amanda and Emily are great and help confusing things make sense. I’ve found their wealth of knowledge and super practical recommendations extremely helpful to this layperson. Highly recommend.

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