Year-End Tax-Loss Harvesting
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...
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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.
Episodes
20 of 63 episodesSocial 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 Secu...
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 fo...
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 obvi...
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....
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,...
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 the...
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...
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 safet...
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...
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 tun...
Creditor Protections and Your Retirement Accounts
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...
Deferring Capital Gains Taxes with a 1031 Exchange and Delaware Statutory Trusts
With real-estate markets having peaked many investors are now considering selling off some of their properties, but with highly appreciated...
How to Deal With Rising Rates and Rising Inflation
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...
June 2022 - Market Update
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...
May 2022 - Market Update
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...
The SECURE Act and Its Impact On Large Balance IRAs
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...
NFTs - A Simple Explanation
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...
February 2022 - Economic and Market Update
The start of this year has been much different for financial markets than prior years. The events and corresponding policy response of the l...
Ethereum - A Simple Explanation
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...