Paragon Financial Partners
by Paragon Financial PartnersWelcome 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.
Copyright: Copyright 2014 . All rights reserved.
Episodes
The SECURE Act and Your IRA
8m · PublishedWelcome 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: [email protected] 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
10m · PublishedWelcome 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: [email protected] 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
7m · PublishedWelcome 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: [email protected] 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
10m · PublishedWelcome 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: [email protected] 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?
6m · PublishedWelcome 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: [email protected] 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
6m · PublishedWelcome 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: [email protected] 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
8m · PublishedWelcome 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: [email protected] 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?
8m · PublishedIs 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: [email protected] 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?
8m · PublishedIs 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: [email protected] 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?
12m · PublishedHave 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: [email protected] 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 has 81 episodes in total of non- explicit content. Total playtime is 12:51:11. The language of the podcast is English. This podcast has been added on August 30th 2022. It might contain more episodes than the ones shown here. It was last updated on April 24th, 2024 15:12.
