Paragon Financial Partners

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 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 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 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. 

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 deferring capital gains taxes with the combination of a 1031 exchange and a Delaware statutory trust. 

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. 

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 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 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 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. 

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. 

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. 

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. 

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. 

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.