Paragon Financial Partners

Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss tax-loss harvesting and how it can be a great last minute strategy to help lower your tax liability before year end.     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: info@paragonfinancialpartners.com  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. 

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: info@paragonfinancialpartners.com  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. 

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: info@paragonfinancialpartners.com  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. 

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: info@paragonfinancialpartners.com  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. 

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: info@paragonfinancialpartners.com  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. 

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: info@paragonfinancialpartners.com  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. 

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: info@paragonfinancialpartners.com  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. 

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: info@paragonfinancialpartners.com  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. 

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: info@paragonfinancialpartners.com  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. 

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: info@paragonfinancialpartners.com  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. 

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: info@paragonfinancialpartners.com  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. 

Is my 401k at risk if I get sued? Is my IRA at risk if I get sued? What happens to my retirement account in bankruptcy? In this episode Evan Shorten and Elean Mendoza discuss the creditor protections covering your retirement accounts.  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: info@paragonfinancialpartners.com  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. 

With real-estate markets having peaked many investors are now considering selling off some of their properties, but with highly appreciated real-estate prices the liability of high capital gains taxes is a real concern. In this episode, Evan Shorten and Elean Mendoza discuss the possibility of deferring capital gains taxes with the combination of a 1031 exchange and a Delaware statutory trust.  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: info@paragonfinancialpartners.com  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. 

In this episode of the Paragon Podcast Evan Shorten and Elean Mendoza discuss a few ideas to help investors deal with both rising rates and rising inflation - a combination we have not seen since the 1970's.   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: info@paragonfinancialpartners.com  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. 

The first half of 2022 has been the worst start for equity markets since the 1970's. Tune in to the latest episode of the Paragon Podcast to hear Evan Shorten and Elean Mendoza give an update on the current state of the markets - how we got here, what's happening, and where it could go.  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: info@paragonfinancialpartners.com  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. 

What's happening with financial markets in 2022? The reality is - everything. Tune in to the latest episode of the Paragon Podcast to hear Evan Shorten and Elean Mendoza give an update on the current state of the markets.  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: info@paragonfinancialpartners.com  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. 

If you have an IRA with a large balance, then you need to listen to this episode. Evan Shorten and Elean Mendoza discuss the impacts of the SECURE Act and its most recent rule change on your IRA and IRA beneficiaries.  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: info@paragonfinancialpartners.com  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. 

Are you still trying to figure out NFTs (aka Non-Fungible Tokens)? In this episode Evan Shorten and Elean Mendoza discuss NFTs in simple English. You won't hear any buzz words or tech jargon in this episode. This is the third episode in our digital assets podcast series.    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: info@paragonfinancialpartners.com  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. 

The start of this year has been much different for financial markets than prior years. The events and corresponding policy response of the last two years have finally made their way through the economy and the consequences are starting to show. Have a listen as Evan Shorten and Elean Mendoza give you an update of the economy and financial markets.    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: info@paragonfinancialpartners.com  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. 

Are you still trying to figure out Ethereum? In this episode Evan Shorten and Elean Mendoza discuss Ethereum in simple English. You won't hear any buzz words or tech jargon in this episode. This is the second episode in our digital assets podcast series.    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: info@paragonfinancialpartners.com  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. 

Are you still trying to figure out Bitcoin? In this episode Evan Shorten and Elean Mendoza discuss Bitcoin in simple English. You won't hear any buzz words or tech jargon in this episode.    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: info@paragonfinancialpartners.com  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. 

Paying for college is a big financial undertaking. Next to buying a home, paying for college will often be the next largest expense a family will usually make. In this episode of the Paragon Podcast Evan Shorten and Elean Mendoza discuss four things you should do in the four year before your child starts college.    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: info@paragonfinancialpartners.com  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. 

Did you know not all states tax 401k, IRAs, and other retirement accounts? Some states don't tax your income and others don't tax Social Security Benefits. In this episode of the Paragon Podcast, Evan Shorten and Elean Mendoza discuss and compare some of the advantages of moving to a lower cost state.    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: info@paragonfinancialpartners.com  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. 

In this episode Evan Shorten and Elean Mendoza discuss a few ways investors and retirees can deal with rising inflation in a low interest rate environment.    You have gone through the arduous process of vising colleges, buying all the bedding, and making the first tuition payment. But, before you get in the car to drop off your child at college, there is still one more task that needs to be completed. - Estate documents.   In this episode Evan Shorten and Elean Mendoza discuss the must have documents before sending your children off to college.    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: info@paragonfinancialpartners.com  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. 

  You have gone through the arduous process of vising colleges, buying all the bedding, and making the first tuition payment. But, before you get in the car to drop off your child at college, there is still one more task that needs to be completed. - Estate documents.   In this episode Evan Shorten and Elean Mendoza discuss the must have documents before sending your children off to college.    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: info@paragonfinancialpartners.com  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. 

One of the biggest questions high income earners have about Social Security is if they are "too rich" to receive Social Security benefits. In this episode Evan Shorten and Elean Mendoza give a brief overview of what high income and high net-worth individuals may expect with regards to Social Security benefits.    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: info@paragonfinancialpartners.com  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. 

Social Security is a very complex topic with a lot of misrepresented and misunderstood information. In this episode Evan Shorten and Elean Mendoza discuss 6 prevalent myths and misconceptions surrounding 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: info@paragonfinancialpartners.com  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. 

Why do you really invest? Everyone likes to make investment gains but in reality investing should focus on keeping pace, or even outpacing, the inflation rate. In this episode Evan Shorten and Elean Mendoza discuss inflation, its effects on your purchasing power, and a few investing strategies.    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: info@paragonfinancialpartners.com  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. 

In this episode Evan Shorten and Elean Mendoza discuss a few important considerations to keep mind as you prepare to file your 2020 taxes.  Some of the topics covered include:   -Tax loss carry forward -Capital gains -CARES Act -Home office deduction -Medical deductions   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: info@paragonfinancialpartners.com  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. 

With the end of the year approaching, it's time to take advantage of last minute tax strategies. In this episode we discuss tax-loss harvesting, a tax strategy where you sell assets at a loss in order to offset and reduce capital gains taxes.    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: info@paragonfinancialpartners.com 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. 

The week leading up the the 2020 presidential election introduced new market volatility into US equity markets. With the possibility of a contested election; the reemergence of COVID-19; and lower earnings forecast; we believe heightened volatility is going to be with us in the short-term. Hit the play button and listen to Evan Shorten and Elean Mendoza discuss their thoughts.    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: info@paragonfinancialpartners.com 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. 

Welcome to the Paragon Podcast. The financial crisis stemming from the COVID-19 fallout has led to a lot of one-off changes with regards to retirement plans in 2020. Most notably, the CARES Act has created some unique options that older investors may find appealing. Mainly, most required minimum distributions (RMDs) have been suspended for 2020 leading to a few interesting RMD strategies.  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: info@paragonfinancialpartners.com 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. 

Welcome to the Paragon Podcast. The Coronavirus is beginning to spread at an exponential rate in the United States causing Federal and State governments to react. Listen to the latest episode of the Paragon Podcast as Evan Shorten and Elean Mendoza discuss the current events surrounding the Coronavirus affecting the economy and equity markets.    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: info@paragonfinancialpartners.com 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. 

Welcome to the Paragon Podcast. The Coronavirus has created a lot of uncertainty and volatility in equity markets around the world culminating in a sudden market correction that took place on Monday, March 2nd. Listen to the latest episode of the Paragon Podcast as Evan Shorten and Elean Mendoza discuss the current events affecting equity markets.    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: info@paragonfinancialpartners.com 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. 

Welcome to the Paragon Podcast. On January 1st of 2020 the Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect. The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade. While many of the provisions offer enhanced opportunities for individuals and small business owners, there is one notable drawback for investors with significant assets in their IRAs. Hit the play button to learn more about how the SECURE Act affects your IRA and future estate plan.   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: info@paragonfinancialpartners.com 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. 

Welcome to the Paragon Podcast. Whether you are changing jobs or retiring, an important question you are going to have is how to rollover your retirement accounts into an IRA. Make sure to hit the play button and listen to this episode as we are discussing this very topic. What types of accounts can be rolled over? Should you rollover? How do you exactly do a rollover?  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: info@paragonfinancialpartners.com 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. 

Welcome to the Paragon Podcast. With increased volatility this year a lot of investors are beginning to ask about rebalancing their portfolios. Listen in as Evan Shorten and Elean Mendoza discuss two of the easiest ways to rebalance your portfolio.  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: info@paragonfinancialpartners.com 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. 

Welcome to the Paragon Podcast. This year has brought a lot of insecurity to investors with rising fears of an economic slowdown and the possibility of a potential recession. Listen to this episode of the Paragon Podcast as Evan Shorten and Elean Mendoza discuss some potential strategies on how to navigating through a potential recession.   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: info@paragonfinancialpartners.com 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. 

Welcome to the Paragon Podcast. One of the questions we get asked often is "Why should I work with a financial advisor?" In this episode we discuss some of the reasons why an individual or family may want to work with a financial advisor/financial planner/money manager.  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: info@paragonfinancialpartners.com 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. 

Welcome to the Paragon Podcast. Lately, it seems like the media is continually giving us conflicting market news. One week the market is on a rally that can't be stopped and the next week it's about to come tumbling down. In this episode Evan Shorten and Elean Mendoza discuss a few a ways for you to deal with conflicting market news and sentiment.  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: info@paragonfinancialpartners.com 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. 

Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss some of the major events that have occurred through the first half of 2019. Topics discussed include trade wars, tension in Europe, and the global economy.  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: info@paragonfinancialpartners.com 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. 

Is your IRA safe during bankruptcy? Can the IRS levy your IRA assets? Listen to this episode of the Paragon Podcast as Evan Shorten and Elean Mendoza discuss what protections are available for your IRA. 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: info@paragonfinancialpartners.com 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. 

Have you ever wondered who you should list as the beneficiary to your IRA? Did you know that different beneficiaries are subject to different tax implications? Listen to Evan Shorten and Elean Mendoza as they discuss the tax implications of the four most common IRA beneficiaries.   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: info@paragonfinancialpartners.com 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. 

Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss the lesser known Social Security topics of spousal and survivor benefits. Many individuals who are married, or were married in the past, may qualify for higher Social Security benefits based on their spouse's earnings. Listen to this episode to learn more.   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: info@paragonfinancialpartners.com 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. 

Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss the possibility of a social security do-over. That's right, if you regret taking social security benefits early, there may be the possibility for you to change your mind and do it over again. Listen to this episode to learn more about whose eligible and the process to redo your social security benefits application.  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: info@paragonfinancialpartners.com 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. 

Hello and welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza continue the social security mini series covering some of the most common social security questions. Today we discuss the question, "is my social security income taxable?"   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: info@paragonfinancialpartners.com 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. 

Welcome to the Paragon Podcast. In this episode we launch a four episode mini series covering some of the most popular social security questions. In this first episode we discuss how and when working may affect your social security benefits. Come listen to learn about 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: info@paragonfinancialpartners.com 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. 

Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss examples of fraud they have encountered while working with clients and provide you tips on how to protect yourself and your sensitive information. Download your Cyber Security Checklist HERE.  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: info@paragonfinancialpartners.com 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. 

Welcome to the Paragon Podcast. With the end of year approaching, Evan Shorten discusses tax-loss harvesting and how it can be used to potentially reduce capital gains tax liabilities.  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: info@paragonfinancialpartners.com 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. 

Welcome to the Paragon Podcast. In this episode Evan Shorten discusses the 529 Able Savings Plan. The 529 Able plan is a new type of savings vehicle created to help individuals with disabilities establish long-term savings. Listen to our newest episode to learn more.  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: info@paragonfinancialpartners.com 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. 

Welcome to the Paragon Podcast. In this episode Evan Shorten discusses the most recent market rally in U.S. equities that began in mid July.  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: info@paragonfinancialpartners.com 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.