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
6 Financial Risks of Retirement
10m · PublishedWelcome 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 your nest egg, we also believe there needs to be a discussion with regards to safeguarding your nest egg once you reach retirement. Enjoy!
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 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.
6 Financial Risks of Retirement
10m · PublishedWelcome 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 your nest egg, we also believe there needs to be a discussion with regards to safeguarding your nest egg once you reach retirement. Enjoy!
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 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.
Greece and China
6m · PublishedWelcome 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 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.
Greece and China
6m · PublishedWelcome 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 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.
Gifting Strategies
8m · PublishedWelcome 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:
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.
Gifting Strategies
8m · PublishedWelcome 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:
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.
Preparing For Taxes
9m · PublishedWelcome 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 regarding this topic, or to learn about our services, 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.
Preparing For Taxes
9m · PublishedWelcome 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 regarding this topic, or to learn about our services, 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.
Elder Abuse and Exploitation
9m · PublishedWelcome to the second episode of the Paragon FinancialPartners Podcast. In this episode Evan Shorten discusses elder abuse andexploitation. He shares some of the warning signs to look for and provides sometips on how to potentially minimize the chances of becoming a victim.
For more information regarding this topic, or to learn aboutour services, 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.
Elder Abuse and Exploitation
9m · PublishedWelcome to the second episode of the Paragon FinancialPartners Podcast. In this episode Evan Shorten discusses elder abuse andexploitation. He shares some of the warning signs to look for and provides sometips on how to potentially minimize the chances of becoming a victim.
For more information regarding this topic, or to learn aboutour services, 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 82 episodes in total of non- explicit content. Total playtime is 13:06:23. 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 May 22nd, 2024 15:43.
