Paragon Financial Partners

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. 

Required Minimum Distribution (RMD) Strategies for 2020

Welcome to the Paragon Podcast. The financial crisis stemming from the COVID-19 fallout has led to a lot of one-off changes with regards to retirement plans in 2020. Most notably, the CARES Act has created some unique options that older investors may find appealing. Mainly, most required minimum distributions (RMDs) have been suspended for 2020 leading to a few interesting RMD 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. 

The Coronavirus: Staying Healthy and Market Updates

Welcome to the Paragon Podcast. The Coronavirus is beginning to spread at an exponential rate in the United States causing Federal and State governments to react. Listen to the latest episode of the Paragon Podcast as Evan Shorten and Elean Mendoza discuss the current events surrounding the Coronavirus affecting the economy and equity 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 Coronavirus and the Market Correction

Welcome to the Paragon Podcast. The Coronavirus has created a lot of uncertainty and volatility in equity markets around the world culminating in a sudden market correction that took place on Monday, March 2nd. Listen to the latest episode of the Paragon Podcast as Evan Shorten and Elean Mendoza discuss the current events affecting equity 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 Your IRA

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.  

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.