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Connecting the Dollars by Propel Financial Advisors

Connecting the Dollars by Propel Financial Advisors

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Connecting the Dollars by Propel Financial Advisors is a business podcast hosted by Emily Agosto - Propel Financial Advisors. It has 82 episodes, with the latest published February 2026.

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.

business ·en ·82 episodes

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Title
1

Seniors: Congress Just Changed Your Taxes

2

The Truth About No Tax on Tips

3

Five Money Habits to Break in 2026

4

Warren Buffett's Final Letter as CEO of Berkshire Hathaway

5

OB3 Act Explained: The SALT Deduction Update

6

Your Money Personality Could Be Holding You Back

7

The Money Setlist: Finances for Bands

8

The Hidden Risks Every Index Fund Investor Should Know

9

Retirement Curveballs: Prepare for Job Loss and Forced Early Retirement

10

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

11

Real Women Don't Panic Over Bonds

12

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

13

Real Client Stories: The Power of 529 College Savings Accounts

14

Summer Budget Spotcheck

15

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

16

From Omaha to Japan: Top Takeaways from Berkshire Hathaway’s 2025 Annual Shareholder Letter

17

Tax Law Changes for 2025

18

Turbulence & Tactics: Propel Responds to Recent Market Turmoil

19

DEI in the Spotlight: Investing in Change

20

Reflections on 2024 Markets: What We Learned

21

Natural Disasters and Personal Finance: Adapting to a New Normal

22

New Year, New Goals: Financial Resolutions for 2025

23

When to Hire a Financial Advisor

24

Spotting Financial Fraud

25

You Inherited a Haunted House: Now What?

26

Fall Financial Planning Checklist

27

Balanced Money Moves in Light of the Fed Rate Cut

28

The Fed's Much-Anticipated First Rate Cut of 2024 and its Impact

29

After the Glory Days: Post-Olympics lessons in personal finance

30

Midyear Market Insights Part 2: the Fed & the Economy

31

Midyear Market Insights. Part 1: NVDA & AI

32

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

33

Timeless Troubles: Tackling Five Ever-Present Personal Finance Challenges

34

Ten Tax Season Takeaways

35

Clearing Up the Fee-fusion

36

Get to Know Your Advisor: Emily Agosto, CPA

37

The Propel Experience

38

Put a Ring on It? Evaluating a Stock for the Long-Term

39

Models vs Bespoke Portfolios

40

Get to Know Your Advisor: Amanda Vaught, JD

41

2024 Money Moves

42

If the Shoe Doesn’t Fit

43

Get to Know your Advisor: Danielle Woods, JD

44

Moody Markets

45

Get to Know your Advisor: David Vaught, CFA

46

Back to School Edition 2023

47

Lights, Camera, Finance

48

Cash in on Fun: Talking Hobbies

49

It’s Summertime, but the Markets Aren’t Easy

50

Adventures in Asset Selection: Exploring the Differences Between Mutual Funds, ETFs and Stocks

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