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 end.

Year-End Tax-Loss Harvesting Source:https://www.podbean.com/eau/pb-sjknm-174ad36Welcome to the Paragon Podcast. In this episode Evan Shorten and Elean Mendoza discuss tax-loss harvesting...

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 all aspects of Social Security.

https://www.youtube.com/watch?v=ZQz0RlGw_kc

Social Security Part 1: An Overview of Social Security Benefits 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....

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.

https://www.youtube.com/watch?v=b0JXIr0A26A

Four Often Underestimated Retirement Expenses 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 t...

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.

https://youtu.be/nUarq3iqOU0

Tax-Loss Harvesting Before Year End 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 ...

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.

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

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!

The SECURE Act 2.0 Brings MAJOR Changes to Your Retirement Accounts 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 Shorte...

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.

https://www.youtube.com/watch?v=JpUEjezXGqI

Are Your Assets Safe With Your Broker 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 ...

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 covering your retirement accounts.

https://www.youtube.com/watch?v=HrrBMvEaW_k

Creditor Protections and Your Retirement Account 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 Elea...

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 taxes is a real concern. In this episode, Evan Shorten and Elean Mendoza discuss the possibility of deferring capital gains taxes with the combination of a 1031 exchange and a Delaware statutory trust.

https://youtu.be/6yWnidhzdVg

Deferring Capital Gains Taxes with a 1031 Exchange and Delaware Statutory Trust With real-estate markets having peaked many investors are now considering selling off some of their properties, but with highly appreciated real-estate price...

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 1970's.

https://youtu.be/EUrBcMtloVY

How to Deal With Rising Rates and Rising Inflation 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 ...

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 current state of the markets - how we got here, what's happening, and where it could go?

https://youtu.be/gCh2MAH2QaI

June 2022 - Market Update 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 Shorte...