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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.
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 mi...
Welcome to the second episode in our Social Security series. In this episode Evan Shorten and Elean Mendoza discuss whether your Social Secu...
Social Security is one of the most important topics in retirement planning. It represents one of the largest sources of retirement income fo...
We have noticed there tends to be a couple of expenses pre-retirees often underestimate when planning for retirement. Some items may be obvi...
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....
With a little over three months left in 2023, it’s a good time to start thinking about charitable donations, retirement plan contributions,...
Starting January 2024 one of the most notable rules changes to 529 College Savings Plans goes into effect. Families with excess funds in the...
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...
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 safet...
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...
With the Federal Reserve raising interest rates and markets in decline, you might be wondering what is going on? Hit the play button and tun...
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...
With real-estate markets having peaked many investors are now considering selling off some of their properties, but with highly appreciated...
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...
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...
What's happening with financial markets in 2022? The reality is - everything. Tune in to the latest episode of the Paragon Podcast to hear E...
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...
Are you still trying to figure out NFTs (aka Non-Fungible Tokens)? In this episode Evan Shorten and Elean Mendoza discuss NFTs in simple Eng...
The start of this year has been much different for financial markets than prior years. The events and corresponding policy response of the l...
Are you still trying to figure out Ethereum? In this episode Evan Shorten and Elean Mendoza discuss Ethereum in simple English. You won't he...
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...
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...
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 Sec...
In this episode Evan Shorten and Elean Mendoza discuss a few ways investors and retirees can deal with rising inflation in a low interest ra...
You have gone through the arduous process of vising colleges, buying all the bedding, and making the first tuition payment. But, before you...
One of the biggest questions high income earners have about Social Security is if they are "too rich" to receive Social Security benefits. I...
Social Security is a very complex topic with a lot of misrepresented and misunderstood information. In this episode Evan Shorten and Elean M...
Why do you really invest? Everyone likes to make investment gains but in reality investing should focus on keeping pace, or even outpacing,...
In this episode Evan Shorten and Elean Mendoza discuss a few important considerations to keep mind as you prepare to file your 2020 taxes. S...
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 harvest...
The week leading up the the 2020 presidential election introduced new market volatility into US equity markets. With the possibility of a co...
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...
Welcome to the Paragon Podcast. The Coronavirus is beginning to spread at an exponential rate in the United States causing Federal and State...
Welcome to the Paragon Podcast. The Coronavirus has created a lot of uncertainty and volatility in equity markets around the world culminati...
Welcome to the Paragon Podcast. On January 1st of 2020 the Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effe...
Welcome to the Paragon Podcast. Whether you are changing jobs or retiring, an important question you are going to have is how to rollover yo...
Welcome to the Paragon Podcast. With increased volatility this year a lot of investors are beginning to ask about rebalancing their portfoli...
Welcome to the Paragon Podcast. This year has brought a lot of insecurity to investors with rising fears of an economic slowdown and the pos...
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...
Welcome to the Paragon Podcast. Lately, it seems like the media is continually giving us conflicting market news. One week the market is on...
Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss some of the major events that have occurred through t...
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 Elea...
Have you ever wondered who you should list as the beneficiary to your IRA? Did you know that different beneficiaries are subject to differen...
Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss the lesser known Social Security topics of spousal an...
Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss the possibility of a social security do-over. That's...
Hello and welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza continue the social security mini series covering s...
Welcome to the Paragon Podcast. In this episode we launch a four episode mini series covering some of the most popular social security quest...
Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss examples of fraud they have encountered while working...
Welcome to the Paragon Podcast. With the end of year approaching, Evan Shorten discusses tax-loss harvesting and how it can be used to poten...
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...