Couples and Money

June 16, 2016

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. 


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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

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Essential Estate Planning Documents

June 2, 2016

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@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

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How to Cope with Market Volatility

February 19, 2016

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.

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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.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

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January 2016 - Market Update

January 19, 2016

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: (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

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Managing a Financial Windfall

October 14, 2015

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) 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

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6 Financial Risks of Retirement

July 28, 2015

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 once you reach retirement. Enjoy!

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.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

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Greece and China

July 8, 2015

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.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

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Gifting Strategies

May 1, 2015

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@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

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Preparing For Taxes

January 30, 2015

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 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

 

 

 

 

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Elder Abuse and Exploitation

December 1, 2014

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 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

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