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Hosted by Unknown Host · 🇺🇸 US · EN · 63 episodes
Established thought leaders with verified media credentials.
Welcome to the Paragon Financial Partners podcast with Evan Shorten and Elean Mendoza. Our goal is to provide you with timely commentary and insight regarding the financial markets, long-term investing, wealth management, and your money mindset. For more information regarding the topics discussed or to learn about our services please contact us at the following:Paragon Financial Partners 5850 Canoga Ave, Suite 400Woodland Hills, CA 91367P: (310) 557-1515E: info@paragonfinancialpartners.com
Unknown Host hosts Paragon Financial Partners, a business show with 63 episodes published.
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 minute strategy to help lower your tax liability before year end. Stay up to date
Welcome to the second episode in our Social Security series. In this episode Evan Shorten and Elean Mendoza discuss whether your Social Security benefits may be subject to taxation. Listen to this episode and find out. S
Social Security is one of the most important topics in retirement planning. It represents one of the largest sources of retirement income for many Americans. Unfortunately, Social Security can be complex. In this episode
We have noticed there tends to be a couple of expenses pre-retirees often underestimate when planning for retirement. Some items may be obvious and despite that are still underestimated and other may not have been previo
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. It's now 2024 and many of the changes we discussed have gone into effect while
With a little over three months left in 2023, it’s a good time to start thinking about charitable donations, retirement plan contributions, and the focus of this episode – tax-loss harvesting. In this episode, Evan Short
Starting January 2024 one of the most notable rules changes to 529 College Savings Plans goes into effect. Families with excess funds in their 529 College Savings Plans will be allowed to convert those 529 Savings plan a
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 in as Evan Shorten and Elean Mendoza review some of the most important changes i
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 safety of your assets held with your broker. Listen to this episode of the Paragon Po
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 view can now better take advantage of Roth conversions in order to increase the
With the Federal Reserve raising interest rates and markets in decline, you might be wondering what is going on? Hit the play button and tune in as Evan Shorten and Elean Mendoza discuss rates, markets, and the economy i
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 Shorten and Elean Mendoza discuss the creditor protections covering your retire
With real-estate markets having peaked many investors are now considering selling off some of their properties, but with highly appreciated real-estate prices the liability of high capital gains taxes is a real concern.
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 rising inflation - a combination we have not seen since the 1970's. Stay up to d
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 hear Evan Shorten and Elean Mendoza give an update on the current state of the
What's happening with financial markets in 2022? The reality is - everything. Tune in to the latest episode of the Paragon Podcast to hear Evan Shorten and Elean Mendoza give an update on the current state of the markets
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 SECURE Act and its most recent rule change on your IRA and IRA beneficiaries. St
Are you still trying to figure out NFTs (aka Non-Fungible Tokens)? In this episode Evan Shorten and Elean Mendoza discuss NFTs in simple English. You won't hear any buzz words or tech jargon in this episode. This is the
The start of this year has been much different for financial markets than prior years. The events and corresponding policy response of the last two years have finally made their way through the economy and the consequenc
Are you still trying to figure out Ethereum? In this episode Evan Shorten and Elean Mendoza discuss Ethereum in simple English. You won't hear any buzz words or tech jargon in this episode. This is the second episode in
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Paragon Financial Partners is hosted by Unknown Host. The show is categorised under business (investing) and has published 63 episodes.
Paragon Financial Partners has published 63 episodes.
Paragon Financial Partners regularly covers business, investing. It sits in the business category, with a investing focus.
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