Paragon Financial Partners

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.  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 Partne...

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.  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:...

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.  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, yo...

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.  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...

Welcome to the Paragon Podcast. In this episode Evan Shorten discuss a few tips to help you cope with market volatility. Listen to find out more. To subscribe to our notifications and updates, follow the link  HERE .    For more information regarding this topic, or to learn about our services, you may contact us at the following: Paragon Financial Partners 1901 Avenue of the Stars, 2nd Floor Los A...

Welcome to the Paragon Podcast. We hope you had a Happy New Year. In this episode Evan Shorten provide you with a market update discussing the recent downward trend of the U.S. financial markets.  For more information regarding this topic, or to learn about our services, you may contact us at the following: Paragon Financial Partners 1901 Avenue of the Stars, 2nd Floor Los Angeles, CA 90067 T: (31...

Welcome to the Paragon Podcast. In this episode Evan Shorten discuss how to best handle a financial windfall. Evan discuss the emotional, financial, and family aspects of acquiring new wealth.  For more information regarding this topic, or to learn about our services, you may contact us at the following: Paragon Financial Partners 1901 Avenue of the Stars, 2nd Floor Los Angeles, CA 90067 T: (310)...

Welcome to the Paragon Podcast. In this episode Evan Shorten discusses the 6 financial risks of retirement. A lot of the discussion surrounding retirement planning focuses on how to build your retirement nest egg. While it is certainly important to properly plan for the long-term while creating your nest egg, we also believe there needs to be a discussion with regards to safeguarding your nest egg...

Welcome to the Paragon Podcast. In this quick episode Evan Shorten addresses market volatility associated with Greece and China. For more information regarding this topic, or to learn about our services, 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.paragonfinancia...

Welcome to the fourth episode of the Paragon Financial Partners Podcast. In this episode Evan Shorten discuss gifting strategies, donor advised funds, and private foundations. For more information regarding this topic, or to learn about our services, 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@p...

Welcome to the third episode of the Paragon Financial Partners Podcast. In this episode Evan Shorten brings to your attention two important tax items that should be addressed; the importance of realizing tax losses and changes to retirement account contribution limits. For more information regarding this topic, or to learn about our services, you may contact us at the following: Paragon Financial...

Welcome to the second episode of the Paragon FinancialPartners Podcast. In this episode Evan Shorten discusses elder abuse andexploitation. He shares some of the warning signs to look for and provides sometips on how to potentially minimize the chances of becoming a victim. For more information regarding this topic, or to learn aboutour services, you may contact us at the following: Paragon Financ...

In the first Paragon Podcast episode Evan Shorten discusses his opinions regarding recent market volatility. In addition, Evan discuses his comfort level with the equity markets as both a financial advisor and investor. For more information regarding this topic, or to learn about our services, you may contact us at the following: Paragon Financial Partners 1901 Avenue of the Stars, 2nd Floor Los A...