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, we...
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 m...
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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 t...
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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 ...
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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 ep...
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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 Parago...
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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 ...
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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. D ownload your Cyber Security Checklist  HERE .  St...
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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  ...
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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 wit...
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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 regardi...
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Welcome to the Paragon Podcast. Listen on as Evan Shorten and Elean Mendoza discuss the British Exit Referendum (Brexit) and the historical events leading up to it.  Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list  HERE . For ...
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Welcome to another episode of the Paragon Podcast. In this episode Evan Shorten discusses a few tips to help couples better organize and understand their finances in order to work together as a team.  Stay up to date with the Paragon Podcast and our written Insights by signing up for our...
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Welcome to the tenth episode of the Paragon Podcast. In this episode Evan Shorten discusses essential estate planning documents every person should have in place.  For more information regarding this topic, or to download a transcript of this episode, you may contact us at the following: ...
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Welcome to the Paragon Podcast. In this episode Evan Shorten discuss a few tips to help you cope with market volatility. Listen to find out more. To subscribe to our notifications and updates, follow the link  HERE .    For more information regarding this topic, or to learn about our servi...
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Welcome to the Paragon Podcast. We hope you had a Happy New Year. In this episode Evan Shorten provide you with a market update discussing the recent downward trend of the U.S. financial markets.  For more information regarding this topic, or to learn about our services, you may contact us at t...
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Welcome to the Paragon Podcast. In this episode Evan Shorten discuss how to best handle a financial windfall. Evan discuss the emotional, financial, and family aspects of acquiring new wealth.  For more information regarding this topic, or to learn about our services, you may contact us at the ...
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Welcome to the Paragon Podcast. In this episode Evan Shorten discusses the 6 financial risks of retirement. A lot of the discussion surrounding retirement planning focuses on how to build your retirement nest egg. While it is certainly important to properly plan for the long-term while creating ...
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Welcome to the Paragon Podcast. In this quick episode Evan Shorten addresses market volatility associated with Greece and China. For more information regarding this topic, or to learn about our services, you may contact us at the following: Paragon Financial Partners 1901 Avenue of the Star...
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Welcome to the fourth episode of the Paragon Financial Partners Podcast. In this episode Evan Shorten discuss gifting strategies, donor advised funds, and private foundations. For more information regarding this topic, or to learn about our services, you may contact us at the following: Parag...
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Welcome to the third episode of the Paragon Financial Partners Podcast. In this episode Evan Shorten brings to your attention two important tax items that should be addressed; the importance of realizing tax losses and changes to retirement account contribution limits. For more information reg...
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