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
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.
Social Security Episode 4: Spousal Benefits - What You Need To Know
13m · PublishedWelcome 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: [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.
Social Security Episode 4: Spousal Benefits - What You Need To Know
13m · PublishedWelcome 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: [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.
Social Security Episode 3: Social Security Benefits Do - Over
6m · PublishedWelcome 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 episode to learn more about whose eligible and the process to redo your social security benefits application.
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.
Social Security Episode 3: Social Security Benefits Do - Over
6m · PublishedWelcome 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 episode to learn more about whose eligible and the process to redo your social security benefits application.
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.
Social Security Episode 2: Is My Social Security Income Taxable?
7m · PublishedParagon 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.
Social Security Episode 2: Is My Social Security Income Taxable?
7m · PublishedParagon 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.
Social Security Episode 1: Working While Receiving Social Security Benefits
9m · PublishedWelcome 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 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.
Social Security Episode 1: Working While Receiving Social Security Benefits
9m · PublishedWelcome 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 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.
Protect Yourself from Fraud
10m · PublishedWelcome 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. Download your Cyber Security Checklist HERE.
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.
