Paragon Financial Partners
May 2022 - Market Update

May 2022 - Market Update

May 20, 2022

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 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

The SECURE Act and Its Impact On Large Balance IRAs

The SECURE Act and Its Impact On Large Balance IRAs

April 29, 2022

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 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

NFTs - A Simple Explanation

NFTs - A Simple Explanation

March 23, 2022
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 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

February 2022 - Economic and Market Update

February 2022 - Economic and Market Update

February 7, 2022
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 you an update of the economy and financial markets. 
 
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

Ethereum - A Simple Explanation

Ethereum - A Simple Explanation

October 1, 2021
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 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

Bitcoin - A Simple Explanation

Bitcoin - A Simple Explanation

September 8, 2021
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
 
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

4 Things to do in the 4 Years Before College

4 Things to do in the 4 Years Before College

August 18, 2021
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 child starts college. 
 
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

Moving to a Different State

Moving to a Different State

August 5, 2021
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 state. 
 
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 Low Rates and Rising Inflation

How to Deal With Low Rates and Rising Inflation

July 27, 2021
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 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

Must Have Documents Before Sending Kids To College

Must Have Documents Before Sending Kids To College

June 29, 2021
 
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 and Elean Mendoza discuss the must have documents before sending your children off to college. 
 
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

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