All Episodes
Connecting the Dollars by Propel Financial Advisors — 82 episodes
Seniors: Congress Just Changed Your Taxes
The Truth About No Tax on Tips
Five Money Habits to Break in 2026
Warren Buffett's Final Letter as CEO of Berkshire Hathaway
OB3 Act Explained: The SALT Deduction Update
Your Money Personality Could Be Holding You Back
The Money Setlist: Finances for Bands
The Hidden Risks Every Index Fund Investor Should Know
Retirement Curveballs: Prepare for Job Loss and Forced Early Retirement
Landlord Life: Pros, Cons, and the Tax Traps You Need to Know
Real Women Don't Panic Over Bonds
Breaking Down the 2025 Big New Tax Bill: Key Changes for SALT, QBI, and More
Real Client Stories: The Power of 529 College Savings Accounts
Summer Budget Spotcheck
From Diapers to Summer Camp: Managing Childcare Expenses at Every Stage
From Omaha to Japan: Top Takeaways from Berkshire Hathaway’s 2025 Annual Shareholder Letter
Tax Law Changes for 2025
Turbulence & Tactics: Propel Responds to Recent Market Turmoil
DEI in the Spotlight: Investing in Change
Reflections on 2024 Markets: What We Learned
Natural Disasters and Personal Finance: Adapting to a New Normal
New Year, New Goals: Financial Resolutions for 2025
When to Hire a Financial Advisor
Spotting Financial Fraud
You Inherited a Haunted House: Now What?
Fall Financial Planning Checklist
Balanced Money Moves in Light of the Fed Rate Cut
The Fed's Much-Anticipated First Rate Cut of 2024 and its Impact
After the Glory Days: Post-Olympics lessons in personal finance
Midyear Market Insights Part 2: the Fed & the Economy
Midyear Market Insights. Part 1: NVDA & AI
First Home Finances: Get your financial ducks in a row before buying a home
Timeless Troubles: Tackling Five Ever-Present Personal Finance Challenges
Ten Tax Season Takeaways
Clearing Up the Fee-fusion
Get to Know Your Advisor: Emily Agosto, CPA
The Propel Experience
Put a Ring on It? Evaluating a Stock for the Long-Term
Models vs Bespoke Portfolios
Get to Know Your Advisor: Amanda Vaught, JD
2024 Money Moves
If the Shoe Doesn’t Fit
Get to Know your Advisor: Danielle Woods, JD
Moody Markets
Get to Know your Advisor: David Vaught, CFA
Back to School Edition 2023
Lights, Camera, Finance
Cash in on Fun: Talking Hobbies
It’s Summertime, but the Markets Aren’t Easy
Adventures in Asset Selection: Exploring the Differences Between Mutual Funds, ETFs and Stocks
The Listener Edition: $600 Reporting Triggers, Debt Ceilings, and Letting Go of Sentimental Investments
Thrills, Chills, and Money Market Bills
The ABCs of ESG in 2023
It’s Time to Start Tax Planning & and an Earth Day Webinar!
Beyond DIY: How to Choose a Financial Advisor
Adopting a Pet? Adapt Your Budget
Cheapest is Not Always Best
Why You Should Add Roths and Taxes to your 2023 Resolutions
Practical Estate Planning
The Taxes They Are A-Changing
Six Money Habits to Break
Encore Episode! Creating Tax Diversity and Flexibility in your Savings Accounts with Danielle Woods
Encore Episode! Social Values Investing: Let Your Money Talk
The Current State of International Markets - A discussion with David Vaught
Debt: You can Dig Yourself Out of that Hole
Money Matters for Freelancers & Small Business Owners: Lessons Learned from ”The Bear”
Midyear Market Analysis with the Propel Team
It’s a Bonds Bonanza!
There is No Free Lunch: When it Comes to Financial Advice Who Do You Trust?
Eye on Estate Planning - Strategic Use of Investment Accounts
Rising Inflation Rates: What goes up must come down?
Join us for an Earth Day webinar on 4/27/22
Homebuying as an Investment: Pros & Cons
What to Do with Your Tax Refund: Consider your Money Personality
Why We Discourage Crypto Speculation
A Proven Strategy for Reaching Your Financial Goals
Make Your Money Talk - How to Invest in your Social Values
Your 2021 Year End Financial & Tax Planning Checklist
Creating Tax Diversity and Flexibilty in your Savings Accounts with Danielle Woods
It‘s a Great Time to Create a Savings Plan for your Child’s College Expenses
Money Saving Strategies
The Fed: what you need to know - A discussion with David Vaught