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. 

Paragon Financial Partners

Tax-Loss Harvesting (Repost)

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. 

Increased Market Volatility in the Short-Term

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.  

Required Minimum Distribution (RMD) Strategies for 2020

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.  

The Coronavirus: Staying Healthy and Market Updates

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.  

The Coronavirus and the Market Correction

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.  

The SECURE Act and Your IRA

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.  

How to Rollover Your Retirement Accounts Into Your IRA

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.  

How to Rebalance Your Portfolio

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.  

How to Prepare for a Potential Recession

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.  

Why Work with a Financial Advisor?

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.  

How to Deal with Conflicting Market Sentiment

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.  

June 2019 - Market Update

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.  

Is My IRA Safe From Creditors?

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.  

Who Should I Designate as My IRA Beneficiary?

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.  

Social Security Episode 4: Spousal Benefits - What You Need To Know

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.

hubhopper

Paragon Financial Partners

hubhopper