Paragon Financial Partners

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 e...

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 epi...

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 comp...

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 ...

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 gon...

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...

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 thos...

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...

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 episo...

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 ...

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, marke...

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...

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 taxe...

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...

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 ...

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...

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 ...

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 e...

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 econom...

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 th...

Are you still trying to figure out Bitcoin? In this episode Evan Shorten and Elean Mendoza discuss Bitcoin in simple English. You won't hear any buzz words or tech jargon in this episode.    Stay up t...

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 E...

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...

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 ...

  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...

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 o...

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 surround...

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 M...

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 forwar...

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...

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 ear...

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 cr...

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 P...

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, ...

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 chang...

Welcome to the Paragon Podcast. Whether you are changing jobs or retiring, an important question you are going to have is how to rollover your retirement accounts into an IRA. Make sure to hit the pla...

Welcome to the Paragon Podcast. With increased volatility this year a lot of investors are beginning to ask about rebalancing their portfolios. Listen in as Evan Shorten and Elean Mendoza discuss two ...

Welcome to the Paragon Podcast. This year has brought a lot of insecurity to investors with rising fears of an economic slowdown and the possibility of a potential recession. Listen to this episode of...

Welcome to the Paragon Podcast. One of the questions we get asked often is "Why should I work with a financial advisor?" In this episode we discuss some of the reasons why an individual or family may ...

Welcome to the Paragon Podcast. Lately, it seems like the media is continually giving us conflicting market news. One week the market is on a rally that can't be stopped and the next week it's about t...

Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss some of the major events that have occurred through the first half of 2019. Topics discussed include trade wars, ...

Is your IRA safe during bankruptcy? Can the IRS levy your IRA assets? Listen to this episode of the Paragon Podcast as Evan Shorten and Elean Mendoza discuss what protections are available for your IR...

Have you ever wondered who you should list as the beneficiary to your IRA? Did you know that different beneficiaries are subject to different tax implications? Listen to Evan Shorten and Elean Mendoza...

Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss the lesser known Social Security topics of spousal and survivor benefits. Many individuals who are married, or we...

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, ...

Hello and welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza continue the social security mini series covering some of the most common social security questions. Today we d...

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 ...

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 yoursel...

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.  Stay up to ...

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 estab...