Paragon Financial Partners

Paragon Financial Partners

Paragon Financial Partners

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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....
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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....
Read More
Episodes (34)
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Tax-Loss Harvesting (Repo...

04 Dec 2020 | 10 mins 24 secs

Tax-Loss Harvesting ...

04 Dec 2020 | 10 mins 24 secs

Increased Market Volatili...

02 Nov 2020 | 08 mins 26 secs

Increased Market Vol...

02 Nov 2020 | 08 mins 26 secs

Required Minimum Distribu...

08 May 2020 | 07 mins 22 secs

Required Minimum Dis...

08 May 2020 | 07 mins 22 secs

The Coronavirus: Staying ...

21 Mar 2020 | 08 mins 54 secs

The Coronavirus: Sta...

21 Mar 2020 | 08 mins 54 secs

The Coronavirus and the M...

11 Mar 2020 | 07 mins 16 secs

The Coronavirus and ...

11 Mar 2020 | 07 mins 16 secs

The SECURE Act and Your I...

05 Feb 2020 | 08 mins 38 secs

The SECURE Act and Y...

05 Feb 2020 | 08 mins 38 secs

How to Rollover Your Reti...

31 Oct 2019 | 10 mins 22 secs

How to Rollover Your...

31 Oct 2019 | 10 mins 22 secs

How to Rebalance Your Por...

16 Oct 2019 | 07 mins 44 secs

How to Rebalance You...

16 Oct 2019 | 07 mins 44 secs

How to Prepare for a Pote...

19 Sep 2019 | 10 mins 50 secs

How to Prepare for a...

19 Sep 2019 | 10 mins 50 secs

Why Work with a Financial...

15 Aug 2019 | 06 mins 50 secs

Why Work with a Fina...

15 Aug 2019 | 06 mins 50 secs

How to Deal with Conflict...

01 Aug 2019 | 06 mins 59 secs

How to Deal with Con...

01 Aug 2019 | 06 mins 59 secs

June 2019 - Market Update

05 Jun 2019 | 08 mins 32 secs

June 2019 - Market U...

05 Jun 2019 | 08 mins 32 secs

Is My IRA Safe From Credi...

23 Aug 2017 | 08 mins 22 secs

Is My IRA Safe From ...

23 Aug 2017 | 08 mins 22 secs

Who Should I Designate as...

15 Jun 2017 | 12 mins 30 secs

Who Should I Designa...

15 Jun 2017 | 12 mins 30 secs

Social Security Episode 4...

11 May 2017 | 13 mins 58 secs

Social Security Epis...

11 May 2017 | 13 mins 58 secs