Paragon Financial Partners

Nov 22 2024 63 ep. 9 mins 4
Paragon Financial Partners Podcast artwork

Welcome to the Paragon Financial Partners podcast with Evan Shorten and Elean Mendoza. Our goal is to provide you with timely commentary and insight regarding the financial markets, long-term investing, wealth management, and your money mindset. For more information regarding the topics discussed or to learn about our services please contact us at the following: Paragon Financial Partners 5850 Canoga Ave, Suite 400 Woodland Hills, CA 91367 P: (310) 557-1515 E: [email protected]

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Year-End Tax-Loss Harvesting

Nov 22 2024 9 mins  
Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss tax-loss harvesting and how it can be a great last minute strategy to help lower your tax liability before year end. 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 transc

Social Security Part 2: Is Social Security Taxed?

Sep 13 2024 7 mins  
Welcome to the second episode in our Social Security series. In this episode Evan Shorten and Elean Mendoza discuss whether your Social Security benefits may be subject to taxation. Listen to this episode and find out. 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 do

Social Security Part 1: An Overview of Social Security Benefits

Jun 24 2024 13 mins  
Social Security is one of the most important topics in retirement planning. It represents one of the largest sources of retirement income for many Americans. Unfortunately, Social Security can be complex. In this episode, Evan Shorten and Elean Mendoza provide you with an overview of Social Security benefits. Make sure to subscribe as this is part 1 in a multi-part series covering

Four Often Underestimated Retirement Expenses

May 20 2024 15 mins  
We have noticed there tends to be a couple of expenses pre-retirees often underestimate when planning for retirement. Some items may be obvious and despite that are still underestimated and other may not have been previously considered. This episode of the Paragon Podcast discusses four often underestimated retirement expenses. Stay up to date with the Paragon Podcast and our wr

SECURE Act 2.0 - What Took Effect in 2024 and What Didn't

Apr 18 2024 13 mins  
Last year we discussed several of the upcoming changes to retirement accounts stemming from the SECURE Act 2.0 that was passed back in 2022. It's now 2024 and many of the changes we discussed have gone into effect while others have been delayed. In this episode of the Paragon Podcast, Evan Shorten and Elean Mendoza discuss the most important rules changes that are now in effect for

Tax-Loss Harvesting Before Year End

Sep 14 2023 10 mins  
With a little over three months left in 2023, it’s a good time to start thinking about charitable donations, retirement plan contributions, and the focus of this episode – tax-loss harvesting. In this episode, Evan Shorten and Elean Mendoza discuss the ins and outs of tax-loss harvesting and how you can use it to possibly lower your tax liability. Please subscribe and give the

The Secure Act 2.0 - Convert 529 College Savings Plans to Roth IRAs

Aug 25 2023 11 mins  
Starting January 2024 one of the most notable rules changes to 529 College Savings Plans goes into effect. Families with excess funds in their 529 College Savings Plans will be allowed to convert those 529 Savings plan assets into Roth IRAs. In this episode, Evan Shorten and Elean Mendoza discuss everything you need to know regarding the conversion process. Stay up to date with

The SECURE Act 2.0 Brings MAJOR Changes to Your Retirement Accounts

Aug 03 2023 11 mins  
At the very end of 2022 Congress passed the SECURE Act 2.0 and with it come wide sweeping changes to almost all retirement accounts. Listen in as Evan Shorten and Elean Mendoza review some of the most important changes impacting employer sponsored retirement accounts, IRAs, Roth contribution rules, and even 529 college savings plans. Don't forget to follow and subscribe! Stay up

Are Your Assets Safe With Your Broker?

May 12 2023 8 mins  
It has been a rough year for banks culminating in the closure of four regional banks so far. With that, you may be wondering about the safety of your assets held with your broker. Listen to this episode of the Paragon Podcast and Evan Shorten and Elean Mendoza discuss how brokerage firms safeguard your assets. Stay up to date with the Paragon Podcast and our written Insights by s

Market Declines Make Roth Conversions More Attractive

Oct 21 2022 10 mins  
It's been a rough year for investors with declining markets across the globe. However, not everything is all bad. Investors with a long-term view can now better take advantage of Roth conversions in order to increase their tax-free retirement income or try to maximize their estates. Tune in to this episode as Evan Shorten and Elean Mendoza dive into Roth conversions. Stay up to d