Emily Agosto - Propel Financial Advisors
Connecting the Dollars by Propel Financial AdvisorsEpisodes
Episodes of Connecting the Dollars by Propel Financial Advisors
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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
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.connectingthedolla
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
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 pr
What It's Like to Work With Us Connecting the Dollars Podcast Episode 43 Emily and Amanda get into what it's like to work with a Propel financial advisor. They walk through the steps from the introductory phone call to an on-going relationship.
In honor of Valentine's Day, Amanda and Emily discuss how to evaluate a stock for a long-term commitment. They teach you: - Where to find sources of reliable information, and - The numbers to consider before buying any stock.www.connectingt
Amanda is joined by fellow advisor David Vaught, CFA, to discuss the pros and cons of model and bespoke portfolios. They delve into: Quantitative vs qualitative considerations in investment portfolios; How models impact the sales model that f
In this episode, we get to know advisor Amanda Vaught better. Amanda has extensive professional experience as an investment advisor and financial professional. Learn more about how she approaches her financial advising practice and why she enjo
Emily & Amanda are excited to be back with a new season of Connecting the Dollars. The premiere episode features their insights on some finance-related New Year's resolutions for 2024.They dig into:- the use of high yield savings accounts, an
Emily & Amanda discuss financial advice they've come across on the internet:- What to do with a 401(k) suffering from the poor performance of target-date funds,- The impact of investment choices on a portfolio,- Emily recommends a personal f
In this episode, we get to know advisor Danielle Woods better. Danielle has extensive professional experience as an investment advisor and financial professional. Learn more about how she approaches her financial advising practice and why she e
Moody Markets The markets have been in a mood lately, no? Emily & Amanda discuss: - the current state of the stock and bond markets, - cover some year-end tax planning, and - finish up with their hot take on whether the 60-40 portfolio is dead.
In this episode, we get to know advisor David Vaught better. David has extensive professional experience as an investment advisor and financial professional. Learn more about how he approaches his financial advising practice and why he enjoys i
It’s that time of the year where everyone starts to go back to school. In honor of the season, Emily and Amanda dive into the student loan repayments that will be resuming soon. Then they switch over to how they approach saving and investing fo
Emily and Amanda discuss finance topics that came up in two summer blockbusters of 2023: Barbie (white collar crime) and Mission Impossible (crypto). They wrap up with a response to a listener question: "I bought a stock and it went down. I was
Emily and Amanda dive into financial planning of hobbies this episode. Working with clients, we've found that a lot of people don't budget for their hobbies, despite them being one of the most joyful parts of their life. Then Emily and Amanda d
Join Emily and Amanda for a discussion of current events in markets and personal finance in the summer of 2023. They start with international investments and their recent outperformance of domestic stocks. Then they delve into the "hawkish paus
Emily and Amanda are joined by David and Danielle to discuss the various types of assets. Listen in as the whole team gives you their insights.connectingthedollars.com
The Listener Edition: $600 Reporting Triggers, Debt Ceilings, and Letting Go of Sentimental InvestmentsWe answer three listener questions in this episode:1. What's the deal with the $600 limit on digital payment platforms like Venmo?2. Should
Amanda and Emily are joined by fellow advisor David Vaught, CFA, to discuss our current economic environment and the record inflows into money market funds in 2023.We discuss:- The pros and cons of using money market funds;- The types of ris
Amanda and Emily celebrate Earth Day with a discussion around green investing, which has started to become synonymous with ESG investing. We discuss: What does ESG investing really mean; How did ESG investments perform in 2022 compared to other
Even though we just wrapped up the 2022 tax season, it's time to get started on planning for 2023 taxes. In this episode, Emily and Amanda discuss several things to keep an eye on throughout the year so that there are no surprises next spring.
In this episode, Emily & Amanda discuss several ways to evaluate financial advisors before you decide to hire them. The recent Madoff documentary on Netflix, reminded us how easy it can be for investors to be taken advantage of. We want everyon
In this episode, Emily and Amanda discuss how to budget for a new pet in your life.Links and Resources - Connectingthedollars.com
In this episode, Emily tells the story of working in a hardware store where customers who bought the cheapest hammer invariably returned to buy the nicer, costlier version. Emily and Amanda go on to dive deeper into how to evaluate the true cos
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