PODCAST · business
Paragon Financial Partners
by Paragon Financial Partners
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: [email protected]
Episodes
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Year-End Tax-Loss Harvesting
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 with the Paragon Podcast and our written Insights by signing up for our…
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Social Security Part 2: Is Social Security Taxed?
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. Stay up to date with the Paragon Podcast and our written Insights by signing…
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Social Security Part 1: An Overview of Social Security Benefits
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, Evan Shorten and Elean Mendoza provide you with an overview of Social...
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Four Often Underestimated Retirement Expenses
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 previously considered. This episode of the Paragon Podcast discusses four often...
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SECURE Act 2.0 - What Took Effect in 2024 and What Didn't
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 others have been delayed. In this episode of the Paragon Podcast, Evan…
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Tax-Loss Harvesting Before Year End
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 Shorten and Elean Mendoza discuss the ins and outs of tax-loss harvesting and how...
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The Secure Act 2.0 - Convert 529 College Savings Plans to Roth IRAs
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 assets into Roth IRAs. In this episode, Evan Shorten and Elean Mendoza discuss...
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The SECURE Act 2.0 Brings MAJOR Changes to Your Retirement Accounts
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 impacting employer sponsored retirement accounts, IRAs, Roth contribution…
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Are Your Assets Safe With Your Broker?
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 Podcast and Evan Shorten and Elean Mendoza discuss how brokerage firms…
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Market Declines Make Roth Conversions More Attractive
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 their tax-free retirement income or try to maximize their estates. Tune in to…
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September 2022 Market Update
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 in our September market update. Stay up to date with the Paragon Podcast and…
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Creditor Protections and Your Retirement Accounts
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 retirement accounts. Stay up to date with the Paragon Podcast and our written...
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Deferring Capital Gains Taxes with a 1031 Exchange and Delaware Statutory Trusts
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, Evan Shorten and Elean Mendoza discuss the possibility of...
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How to Deal With Rising Rates and Rising Inflation
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 date with the Paragon Podcast and our written Insights by signing up for our...
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June 2022 - Market Update
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 markets - how we got here, what's happening, and where it could go. Stay up…
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May 2022 - Market Update
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. Stay up to date with the Paragon Podcast and our written Insights by…
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The SECURE Act and Its Impact On Large Balance IRAs
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. Stay up to date with the Paragon Podcast and our written Insights by signing up...
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NFTs - A Simple Explanation
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 third episode in our digital assets podcast series. Stay up to date with the...
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February 2022 - Economic and Market Update
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 consequences are starting to show. Have a listen as Evan Shorten and Elean Mendoza give...
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Ethereum - A Simple Explanation
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 our digital assets podcast series. Stay up to date with the Paragon Podcast…
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Bitcoin - A Simple Explanation
Are you still trying to figure out Bitcoin? In this episode Evan Shorten and Elean Mendoza discuss Bitcoin in simple English. You won't hear any buzz words or tech jargon in this episode. Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE.…
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4 Things to do in the 4 Years Before College
Paying for college is a big financial undertaking. Next to buying a home, paying for college will often be the next largest expense a family will usually make. In this episode of the Paragon Podcast Evan Shorten and Elean Mendoza discuss four things you should do in the four year before your…
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Moving to a Different State
Did you know not all states tax 401k, IRAs, and other retirement accounts? Some states don't tax your income and others don't tax Social Security Benefits. In this episode of the Paragon Podcast, Evan Shorten and Elean Mendoza discuss and compare some of the advantages of moving to a lower cost...
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How to Deal With Low Rates and Rising Inflation
In this episode Evan Shorten and Elean Mendoza discuss a few ways investors and retirees can deal with rising inflation in a low interest rate environment. Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE. For more information regarding…
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Must Have Documents Before Sending Kids To College
You have gone through the arduous process of vising colleges, buying all the bedding, and making the first tuition payment. But, before you get in the car to drop off your child at college, there is still one more task that needs to be completed. - Estate documents. In this episode Evan Shorten…
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Social Security Benefits for High Income Earners
One of the biggest questions high income earners have about Social Security is if they are "too rich" to receive Social Security benefits. In this episode Evan Shorten and Elean Mendoza give a brief overview of what high income and high net-worth individuals may expect with regards to Social...
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6 Myths and Misconceptions About Social Security
Social Security is a very complex topic with a lot of misrepresented and misunderstood information. In this episode Evan Shorten and Elean Mendoza discuss 6 prevalent myths and misconceptions surrounding Social Security. Stay up to date with the Paragon Podcast and our written Insights by signing...
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Inflation and Investing
Why do you really invest? Everyone likes to make investment gains but in reality investing should focus on keeping pace, or even outpacing, the inflation rate. In this episode Evan Shorten and Elean Mendoza discuss inflation, its effects on your purchasing power, and a few investing strategies....
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Preparing for Taxes
In this episode Evan Shorten and Elean Mendoza discuss a few important considerations to keep mind as you prepare to file your 2020 taxes. Some of the topics covered include: -Tax loss carry forward -Capital gains -CARES Act -Home office deduction -Medical deductions Stay up to date with the...
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Tax-Loss Harvesting (Repost)
With the end of the year approaching, it's time to take advantage of last minute tax strategies. In this episode we discuss tax-loss harvesting, a tax strategy where you sell assets at a loss in order to offset and reduce capital gains taxes. Stay up to date with the Paragon Podcast and our…
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Increased Market Volatility in the Short-Term
The week leading up the the 2020 presidential election introduced new market volatility into US equity markets. With the possibility of a contested election; the reemergence of COVID-19; and lower earnings forecast; we believe heightened volatility is going to be with us in the short-term. Hit…
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Required Minimum Distribution (RMD) Strategies for 2020
Welcome to the Paragon Podcast. The financial crisis stemming from the COVID-19 fallout has led to a lot of one-off changes with regards to retirement plans in 2020. Most notably, the CARES Act has created some unique options that older investors may find appealing. Mainly, most required minimum...
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The Coronavirus: Staying Healthy and Market Updates
Welcome to the Paragon Podcast. The Coronavirus is beginning to spread at an exponential rate in the United States causing Federal and State governments to react. Listen to the latest episode of the Paragon Podcast as Evan Shorten and Elean Mendoza discuss the current events surrounding the...
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The Coronavirus and the Market Correction
Welcome to the Paragon Podcast. The Coronavirus has created a lot of uncertainty and volatility in equity markets around the world culminating in a sudden market correction that took place on Monday, March 2nd. Listen to the latest episode of the Paragon Podcast as Evan Shorten and Elean Mendoza...
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The SECURE Act and Your IRA
Welcome 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...
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How to Rollover Your Retirement Accounts Into Your IRA
Welcome 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...
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How to Rebalance Your Portfolio
Welcome 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...
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How to Prepare for a Potential Recession
Welcome 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…
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Why Work with a Financial Advisor?
Welcome 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...
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How to Deal with Conflicting Market Sentiment
Welcome 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...
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June 2019 - Market Update
Welcome 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…
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Is My IRA Safe From Creditors?
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…
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Who Should I Designate as My IRA Beneficiary?
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 to date...
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Social Security Episode 4: Spousal Benefits - What You Need To Know
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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Social Security Episode 3: Social Security Benefits Do - Over
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...
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Social Security Episode 2: Is My Social Security Income Taxable?
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 Paragon...
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Social Security Episode 1: Working While Receiving Social Security Benefits
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 up to...
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Protect Yourself from Fraud
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. Download your Cyber Security Checklist HERE. Stay up to date…
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Tax-Loss Harvesting
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 HERE. For...
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529 ABLE Savings Plan
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 with the...
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ABOUT THIS SHOW
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: [email protected]
HOSTED BY
Paragon Financial Partners
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How many episodes does Paragon Financial Partners have?
Paragon Financial Partners currently has 63 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Paragon Financial Partners about?
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...
How often does Paragon Financial Partners release new episodes?
Paragon Financial Partners has 63 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Paragon Financial Partners?
You can listen to Paragon Financial Partners on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Paragon Financial Partners?
Paragon Financial Partners is created and hosted by Paragon Financial Partners.
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