Episodes
Monday Apr 17, 2017
Social Security Episode 3: Social Security Benefits Do - Over
Monday Apr 17, 2017
Monday Apr 17, 2017
Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss the possibility of a social security do-over. That's right, if you regret taking social security benefits early, there may be the possibility for you to change your mind and do it over again. Listen to this episode to learn more about whose eligible and the process to redo your social security benefits application.
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.
Friday Mar 31, 2017
Social Security Episode 2: Is My Social Security Income Taxable?
Friday Mar 31, 2017
Friday Mar 31, 2017
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.
Monday Mar 20, 2017
Social Security Episode 1: Working While Receiving Social Security Benefits
Monday Mar 20, 2017
Monday Mar 20, 2017
Welcome to the Paragon Podcast. In this episode we launch a four episode mini series covering some of the most popular social security questions. In this first episode we discuss how and when working may affect your social security benefits. Come listen to learn about social security.
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.
Monday Nov 07, 2016
Protect Yourself from Fraud
Monday Nov 07, 2016
Monday Nov 07, 2016
Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss examples of fraud they have encountered while working with clients and provide you tips on how to protect yourself and your sensitive information. Download your Cyber Security Checklist HERE.
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.
Monday Oct 24, 2016
Tax-Loss Harvesting
Monday Oct 24, 2016
Monday Oct 24, 2016
Welcome to the Paragon Podcast. With the end of year approaching, Evan Shorten discusses tax-loss harvesting and how it can be used to potentially reduce capital gains tax liabilities.
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.
Tuesday Sep 06, 2016
529 ABLE Savings Plan
Tuesday Sep 06, 2016
Tuesday Sep 06, 2016
Welcome to the Paragon Podcast. In this episode Evan Shorten discusses the 529 Able Savings Plan. The 529 Able plan is a new type of savings vehicle created to help individuals with disabilities establish long-term savings. Listen to our newest episode to learn more.
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.
Monday Aug 22, 2016
August 2016 - Market Update
Monday Aug 22, 2016
Monday Aug 22, 2016
Welcome to the Paragon Podcast. In this episode Evan Shorten discusses the most recent market rally in U.S. equities that began in mid July.
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.
Wednesday Jun 29, 2016
The British Exit Referendum - "Brexit"
Wednesday Jun 29, 2016
Wednesday Jun 29, 2016
Welcome to the Paragon Podcast. Listen on as Evan Shorten and Elean Mendoza discuss the British Exit Referendum (Brexit) and the historical events leading up to it.
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.
Thursday Jun 16, 2016
Couples and Money
Thursday Jun 16, 2016
Thursday Jun 16, 2016
Welcome to another episode of the Paragon Podcast. In this episode Evan Shorten discusses a few tips to help couples better organize and understand their finances in order to work together as a team.
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.
Thursday Jun 02, 2016
Essential Estate Planning Documents
Thursday Jun 02, 2016
Thursday Jun 02, 2016
Welcome to the tenth episode of the Paragon Podcast. In this episode Evan Shorten discusses essential estate planning documents every person should have in place.
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.