By Emily Agosto - Propel Financial Advisors
5
44 ratings
The podcast currently has 55 episodes available.
All year, Wall Street has been practically chomping at the bit for lower rates, while Fed Chair Powell has continually urged a more steadied, cautious approach to lowering rates. Now, it seems to be around the corner, as Powell signaled at his last press conference. In this episode, Amanda and David discuss the potential impacts of the pending Fed rate cut - expected on September 18. We discuss: 1) Potential cash moves 2) The Impact on bond and stock markets; and 3) The Impact on mortgage market.
www.connectingthedollars.com
Emily and Amanda discuss what we can learn about personal finance from the recent summer Olympics in Paris. One thing about athletes is that they know there will be a peak performance and that they’ll have to adjust their career afterwards. What about regular people? Most don’t recognize when they’re at their peak earning potential. Life happens – you have a baby, you lose a job, you burnout on your career. We might not know when we peak, but we do know that if you are a high earner, you may not stay one. If you plan now for when life throws a monkey wrench in the works, then you’ll be better able to pivot when the change comes.
Midyear Market Insights Part 2: the Fed & the economy Connecting the Dollars Podcast Episode 50 Emily and Amanda discuss some major market themes in 2024. Next in our series: The Fed and the economy Inflation has fallen this year, with the most recent readings falling below expectations. Meanwhile, the unemployment rate keeps creeping up. The Fed has a dual mandate on inflation and employment: will the long-awaited rate cut happen soon?
www.connectingthedollars.com
Emily and Amanda discuss some major market themes in 2024. First up: Nvidia and AI:
The returns in Nividia and other AI stocks have been astronomical this year. Emily & Amanda lay out how we, as financial advisors interpret and apply the news. They discuss:
- Comparisons to the dot-com bubble and whether they’re warranted
- Portfolio concentration and risk
- Recognizing the feelings of FOMO that can lead to imprudent behaviors
www.connectingthedollars.com
This week, Emily and Amanda dive into the current state of the housing market and what to consider before purchasing your first home. After discussing the impact of higher interest rates and rising home insurance costs, they cover five key considerations before taking the leap into real estate.
www.connectingthedollars.com
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.connectingthedollars.com
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 fees to look for. Emily and Amanda believe in being upfront and transparent about their fees.
Find additional resources at https://propelfinancialadvisors.com/connecting-the-dollars
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
The podcast currently has 55 episodes available.