All Episodes
Paragon Financial Partners — 63 episodes
Year-End Tax-Loss Harvesting
Social Security Part 2: Is Social Security Taxed?
Social Security Part 1: An Overview of Social Security Benefits
Four Often Underestimated Retirement Expenses
SECURE Act 2.0 - What Took Effect in 2024 and What Didn't
Tax-Loss Harvesting Before Year End
The Secure Act 2.0 - Convert 529 College Savings Plans to Roth IRAs
The SECURE Act 2.0 Brings MAJOR Changes to Your Retirement Accounts
Are Your Assets Safe With Your Broker?
Market Declines Make Roth Conversions More Attractive
September 2022 Market Update
Creditor Protections and Your Retirement Accounts
Deferring Capital Gains Taxes with a 1031 Exchange and Delaware Statutory Trusts
How to Deal With Rising Rates and Rising Inflation
June 2022 - Market Update
May 2022 - Market Update
The SECURE Act and Its Impact On Large Balance IRAs
NFTs - A Simple Explanation
February 2022 - Economic and Market Update
Ethereum - A Simple Explanation
Bitcoin - A Simple Explanation
4 Things to do in the 4 Years Before College
Moving to a Different State
How to Deal With Low Rates and Rising Inflation
Must Have Documents Before Sending Kids To College
Social Security Benefits for High Income Earners
6 Myths and Misconceptions About Social Security
Inflation and Investing
Preparing for Taxes
Tax-Loss Harvesting (Repost)
Increased Market Volatility in the Short-Term
Required Minimum Distribution (RMD) Strategies for 2020
The Coronavirus: Staying Healthy and Market Updates
The Coronavirus and the Market Correction
The SECURE Act and Your IRA
How to Rollover Your Retirement Accounts Into Your IRA
How to Rebalance Your Portfolio
How to Prepare for a Potential Recession
Why Work with a Financial Advisor?
How to Deal with Conflicting Market Sentiment
June 2019 - Market Update
Is My IRA Safe From Creditors?
Who Should I Designate as My IRA Beneficiary?
Social Security Episode 4: Spousal Benefits - What You Need To Know
Social Security Episode 3: Social Security Benefits Do - Over
Social Security Episode 2: Is My Social Security Income Taxable?
Social Security Episode 1: Working While Receiving Social Security Benefits
Protect Yourself from Fraud
Tax-Loss Harvesting
529 ABLE Savings Plan
August 2016 - Market Update
The British Exit Referendum - "Brexit"
Couples and Money
Essential Estate Planning Documents
How to Cope with Market Volatility
January 2016 - Market Update
Managing a Financial Windfall
6 Financial Risks of Retirement
Greece and China
Gifting Strategies
Preparing For Taxes
Elder Abuse and Exploitation
Episode 1 - Volatility In The Markets