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#63 Turbulence & Tactics: Propel Responds to Recent Market Turmoil Thumbnail

#63 Turbulence & Tactics: Propel Responds to Recent Market Turmoil

We just wrapped a powerful discussion on the "Connecting the Dollars" podcast featuring co-owners Danielle Woods and David Vaught of Propel Financial Advisors. Drawing from nearly 30 years each of guiding clients through every market twist imaginable, Danielle and David offered valuable perspective on market noise, resilience, and action during uncertainty.

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#62 Tax Law Changes for 2025 Thumbnail

#62 Tax Law Changes for 2025

In our latest episode of Connecting the Dollars, Amanda Vaught and Emily Agosto dive deep into the upcoming tax law changes for 2025. If you're keen on staying informed about what might happen with 401(k) plans, IRAs, and more, this episode is a must-listen.

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#61 DEI in the Spotlight: Investing in Change Thumbnail

#61 DEI in the Spotlight: Investing in Change

Dive into the latest episode as co-hosts Emily Agosto and Amanda Vaught unravel the intricacies of Diversity, Equity, and Inclusion (DEI) initiatives and how they are shaping the corporate world today. This insightful discussion provides a deep dive into real-world applications and impacts of DEI. Key Takeaways: • Financial Motivation Behind DEI: While many perceive DEI initiatives as politically motivated, they are often rooted in financial strategies. Studies show that diversity, especially in corporate settings, enhances financial outcomes. • Real-world Examples and Impact: From redefining 401(k )contribution educational sessions to transforming maternity policies into inclusive parental leave policies, tailoring DEI initiatives can lead to a more engaged and financially secure workforce. • Investment Strategies vs. Consumer Influence: Support for DEI can extend beyond investing in stocks. Leveraging consumer power by supporting diverse and inclusive businesses directly can have a significant impact. Tune in to explore how your financial decisions might intersect with your values!

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