Connecting the Dollars by Propel Financial Advisors

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

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.
 
www.connectingthedollars.com

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.connectingthedollars.com

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 financial advisors and brokers use; and Whether or not models are something we can rely on based on their past performance.
www.connectingthedollars.com

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 enjoys it so much.  Check out Amanda's full bio.
 
connectingthedollars.com

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, and the impact of the Fed's recent pivot on interest rate policy;  
- whether or not high income people really need a budget;
- the importance of asking for help and making a plan.
They wrap up with some non-financial goals - can you guess which of them wants to drum more and who wants to go sailing?
Be sure to let us know your own New Year's resolutions in the comments.
connectingthedollars.com

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 finance book for small business; and - They address a listener question on LLCs vs S-Corps.
 
Connectingthedollars.com

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 enjoys it so much.
 
www.connectingthedollars.com

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.
 
connectingthedollars.com

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 it so much.  
 
connectingthedollars.com