Paragon Financial Partners

By Paragon Financial Partners

Welcome to the Paragon Financial Partners podcast. Our goal is to provide you with timely commentary and insights regarding long-term investing, wealth management, and your money mindset.... more

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FAQs about Paragon Financial Partners:

How many episodes does Paragon Financial Partners have?

The podcast currently has 62 episodes available.

Paragon Financial Partners episodes:

September 13, 2024 Social Security Part 2: Is Social Security Taxed?
Welcome to the second episode in our Social Security series. In this episode Evan Shorten and Elean Mendoza discuss whether your Social Security benefits may be subject to taxation. Listen to this episode and find out.

Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:
Paragon Financial Partners
1901 Avenue of the Stars, 2nd Floor
Los Angeles, CA 90067
T: (310) 557-1515
E: [email protected]
www.paragonfinancialpartners.com
Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.
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8min
June 24, 2024 Social Security Part 1: An Overview of Social Security Benefits
Social Security is one of the most important topics in retirement planning. It represents one of the largest sources of retirement income for many Americans. Unfortunately, Social Security can be complex. In this episode, Evan Shorten and Elean Mendoza provide you with an overview of Social Security benefits. Make sure to subscribe as this is part 1 in a multi-part series covering all aspects of Social Security.

Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:
Paragon Financial Partners
1901 Avenue of the Stars, 2nd Floor
Los Angeles, CA 90067
T: (310) 557-1515
E: [email protected]
www.paragonfinancialpartners.com
Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.
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14min
May 20, 2024 Four Often Underestimated Retirement Expenses
We have noticed there tends to be a couple of expenses pre-retirees often underestimate when planning for retirement. Some items may be obvious and despite that are still underestimated and other may not have been previously considered. This episode of the Paragon Podcast discusses four often underestimated retirement expenses.

Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:
Paragon Financial Partners
1901 Avenue of the Stars, 2nd Floor
Los Angeles, CA 90067
T: (310) 557-1515
E: [email protected]
www.paragonfinancialpartners.com
Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.
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16min
April 18, 2024 SECURE Act 2.0 - What Took Effect in 2024 and What Didn't
Last year we discussed several of the upcoming changes to retirement accounts stemming from the SECURE Act 2.0 that was passed back in 2022. It's now 2024 and many of the changes we discussed have gone into effect while others have been delayed. In this episode of the Paragon Podcast, Evan Shorten and Elean Mendoza discuss the most important rules changes that are now in effect for 2024 along with a major rule change that has been postponed until 2026.

Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:
Paragon Financial Partners
1901 Avenue of the Stars, 2nd Floor
Los Angeles, CA 90067
T: (310) 557-1515
E: [email protected]
www.paragonfinancialpartners.com
Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.
...more
14min
September 14, 2023 Tax-Loss Harvesting Before Year End
With a little over three months left in 2023, it’s a good time to start thinking about charitable donations, retirement plan contributions, and the focus of this episode – tax-loss harvesting. In this episode, Evan Shorten and Elean Mendoza discuss the ins and outs of tax-loss harvesting and how you can use it to possibly lower your tax liability. Please subscribe and give the podcast a like.

Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:
Paragon Financial Partners
1901 Avenue of the Stars, 2nd Floor
Los Angeles, CA 90067
T: (310) 557-1515
E: [email protected]
www.paragonfinancialpartners.com
Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.
...more
11min
August 25, 2023 The Secure Act 2.0 - Convert 529 College Savings Plans to Roth IRAs
Starting January 2024 one of the most notable rules changes to 529 College Savings Plans goes into effect. Families with excess funds in their 529 College Savings Plans will be allowed to convert those 529 Savings plan assets into Roth IRAs. In this episode, Evan Shorten and Elean Mendoza discuss everything you need to know regarding the conversion process.

Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:
Paragon Financial Partners
1901 Avenue of the Stars, 2nd Floor
Los Angeles, CA 90067
T: (310) 557-1515
E: [email protected]
www.paragonfinancialpartners.com
Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.
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12min
August 04, 2023 The SECURE Act 2.0 Brings MAJOR Changes to Your Retirement Accounts
At the very end of 2022 Congress passed the SECURE Act 2.0 and with it come wide sweeping changes to almost all retirement accounts. Listen in as Evan Shorten and Elean Mendoza review some of the most important changes impacting employer sponsored retirement accounts, IRAs, Roth contribution rules, and even 529 college savings plans. Don't forget to follow and subscribe!

Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:
Paragon Financial Partners
1901 Avenue of the Stars, 2nd Floor
Los Angeles, CA 90067
T: (310) 557-1515
E: [email protected]
www.paragonfinancialpartners.com
Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.
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12min
May 12, 2023 Are Your Assets Safe With Your Broker?
It has been a rough year for banks culminating in the closure of four regional banks so far. With that, you may be wondering about the safety of your assets held with your broker. Listen to this episode of the Paragon Podcast and Evan Shorten and Elean Mendoza discuss how brokerage firms safeguard your assets.

Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:
Paragon Financial Partners
1901 Avenue of the Stars, 2nd Floor
Los Angeles, CA 90067
T: (310) 557-1515
E: [email protected]
www.paragonfinancialpartners.com
Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.
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9min
October 22, 2022 Market Declines Make Roth Conversions More Attractive
It's been a rough year for investors with declining markets across the globe. However, not everything is all bad. Investors with a long-term view can now better take advantage of Roth conversions in order to increase their tax-free retirement income or try to maximize their estates. Tune in to this episode as Evan Shorten and Elean Mendoza dive into Roth conversions.
Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:
Paragon Financial Partners
1901 Avenue of the Stars, 2nd Floor
Los Angeles, CA 90067
T: (310) 557-1515
E: [email protected]
www.paragonfinancialpartners.com
Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.
...more
11min
September 24, 2022 September 2022 Market Update
With the Federal Reserve raising interest rates and markets in decline, you might be wondering what is going on? Hit the play button and tune in as Evan Shorten and Elean Mendoza discuss rates, markets, and the economy in our September market update.
Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.

For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following:
Paragon Financial Partners
1901 Avenue of the Stars, 2nd Floor
Los Angeles, CA 90067
T: (310) 557-1515
E: [email protected]
www.paragonfinancialpartners.com
Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.
...more
14min

FAQs about Paragon Financial Partners:

How many episodes does Paragon Financial Partners have?

The podcast currently has 62 episodes available.