Welcome to the Paragon Financial Partners podcast. Our goal is to provide you with timely commentary and insights regarding long-term investing, wealth management, and your money mindset.
Paragon Financial Partners' Evan Shorten and Elean Mendoza explain how tax-loss harvesting can lower your year-end tax liability and optimize your financial strategy.
13 Sept 2024
Social Security Part 2: Is Social Security Taxed?
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 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@paragonfinancialpartners.com www.paragonfinancialpartners.com
Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE.
24 Jun 2024
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. 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.
Stay up to date with the Paragon Podcast and our written Insights by signing up for our mailing list HERE (http://paragonfinancialpartners.com/).
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@paragonfinancialpartners.com (mailto:info@paragonfinancialpartners.com)
www.paragonfinancialpartners.com (http://paragonfinancialpartners.com/)
Disclaimer: The topics discussed in the Paragon Podcast are for informational purposes only and should not be taken as direct investment advice. To read our disclosures and download a copy of our Form ADV, click HERE (http://paragonfinancialpartners.com/disclosures/).
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