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Connecting the Dollars by Propel Financial Advisors
Emily Agosto - Propel Financial Advisors
75 episodes
1 month ago
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Investing
Education,
Business
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All content for Connecting the Dollars by Propel Financial Advisors is the property of Emily Agosto - Propel Financial Advisors and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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Investing
Education,
Business
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New Year, New Goals: Financial Resolutions for 2025
Connecting the Dollars by Propel Financial Advisors
13 minutes 40 seconds
9 months ago
New Year, New Goals: Financial Resolutions for 2025
In our latest episode of Connecting the Dollars, Amanda Vaught and Emily Agosto discuss how our 2024 resolutions shaped up and set our sights on new goals for 2025. Here are three key takeaways: Accountability Matters: Amanda found that setting a reading goal and using Goodreads for tracking helped her stay on course. This method, she notes, can spill over into financial goals – having accountability can make a huge difference.  Self-Care & Boundaries: Emily shared how prioritizing self-care allowed her to handle the stress of tax season better, and made her more present and grounded. Setting clear boundaries at work (and home) can translate into a healthier, more balanced life.  Evaluate & Adapt: If you're falling short of your financial savings goal or any other goal, don't stress. Adjust and find a balance that lets you live fully while still working towards your objectives. Incremental changes, automated savings, and celebrating small victories are key. We invite our listeners to share their New Year's resolutions with us. Let's make 2025 a year of growth, both personally and financially. www.connectingthedollars.com
Connecting the Dollars by Propel Financial Advisors