Connecting the Dollars by Propel Financial Advisors

Connecting the Dollars by Propel Financial Advisors

Por: Emily Agosto - Propel Financial Advisors
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.
75 episodios disponibles

Latest episodes of the podcast Connecting the Dollars by Propel Financial Advisors

Mostrando página 3 de 4

Cash in on Fun: Talking Hobbies 28/07/2023
It’s Summertime, but the Markets Aren’t Easy 14/07/2023
Adventures in Asset Selection: Exploring the Differences Between Mutual Funds, ETFs and Stocks 27/06/2023
The Listener Edition: $600 Reporting Triggers, Debt Ceilings, and Letting Go of Sentimental Investments 12/06/2023
Thrills, Chills, and Money Market Bills 26/05/2023
The ABCs of ESG in 2023 05/05/2023
It’s Time to Start Tax Planning & and an Earth Day Webinar! 21/04/2023
Beyond DIY: How to Choose a Financial Advisor 07/04/2023
Adopting a Pet? Adapt Your Budget 24/03/2023
Cheapest is Not Always Best 10/03/2023
Why You Should Add Roths and Taxes to your 2023 Resolutions 24/02/2023
Practical Estate Planning 10/02/2023
The Taxes They Are A-Changing 27/01/2023
Six Money Habits to Break 13/01/2023
Encore Episode! Creating Tax Diversity and Flexibility in your Savings Accounts with Danielle Woods 04/01/2023
Encore Episode! Social Values Investing: Let Your Money Talk 20/12/2022
The Current State of International Markets - A discussion with David Vaught 03/11/2022
Debt: You can Dig Yourself Out of that Hole 29/09/2022
Money Matters for Freelancers & Small Business Owners: Lessons Learned from ”The Bear” 24/08/2022
Midyear Market Analysis with the Propel Team 18/07/2022
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