Paragon Financial Partners

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 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 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 tran...

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...

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 informa...

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...

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 w...

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...

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 wr...

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 ou...

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 wit...

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 play button and listen to this episode as we are discussing this very topic. What types of accounts can be rolled over? Should you rollover? How do you exactly do a rollover?  Stay up to date with the Pa...

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 of the easiest ways to rebalance your portfolio.  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 to...

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 the Paragon Podcast as Evan Shorten and Elean Mendoza discuss some potential strategies on how to navigating through a potential recession.   Stay up to date with the Paragon Podcast and our written...

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 want to work with a financial advisor/financial planner/money manager.  Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list  HERE .    For more informa...

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 to come tumbling down. In this episode Evan Shorten and Elean Mendoza discuss a few a ways for you to deal with conflicting market news and sentiment.  Stay up to date with the Paragon Podcast and our...

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, tension in Europe, and the global economy.  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, o...

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 IRA. 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 episod...

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 as they discuss the tax implications of the four most common IRA beneficiaries.   Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list  HERE .    For m...

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 were married in the past, may qualify for higher Social Security benefits based on their spouse's earnings. Listen to this episode to learn more.   Stay up to date with the Paragon Podcast and our writt...

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 applicati...

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 discuss the question, "is my social security income taxable?"   Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list  HERE .    For more information rega...

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.  Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list  HERE .    F...

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 .  Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list  HERE . For more...

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 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 u...

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.  Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list  HERE . For more information r...