Paragon Financial Partners
The SECURE Act and Your IRA

The SECURE Act and Your IRA

February 5, 2020

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 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.  

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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: info@paragonfinancialpartners.com 
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

How to Rollover Your Retirement Accounts Into Your IRA

October 31, 2019

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 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: info@paragonfinancialpartners.com 
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

How to Rebalance Your Portfolio

October 16, 2019

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 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: info@paragonfinancialpartners.com 
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

How to Prepare for a Potential Recession

September 19, 2019

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 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: info@paragonfinancialpartners.com 
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?

Why Work with a Financial Advisor?

August 15, 2019

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 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: info@paragonfinancialpartners.com 
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

How to Deal with Conflicting Market Sentiment

August 1, 2019

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 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: info@paragonfinancialpartners.com 
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

June 2019 - Market Update

June 5, 2019

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 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: info@paragonfinancialpartners.com 
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?

Is My IRA Safe From Creditors?

August 23, 2017

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 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: info@paragonfinancialpartners.com 
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?

Who Should I Designate as My IRA Beneficiary?

June 15, 2017

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 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: info@paragonfinancialpartners.com
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

Social Security Episode 4: Spousal Benefits - What You Need To Know

May 11, 2017

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 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: info@paragonfinancialpartners.com
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.