Paragon Financial Partners

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 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

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

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

 

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. 

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 Security benefits. 

 

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. 

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 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. 

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. 

 

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. 

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 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. 

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 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. 

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 the play button and listen to Evan Shorten and Elean Mendoza discuss their thoughts. 

 

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.