Insights

The Secure Act and Your IRA

Feb 5, 2020Feb 13, 2020 Paragon Financial Partners

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 with significant assets in their IRAs.

The SECURE Act and Sweeping Retirement Plan Changes

Jan 7, 2020Mar 4, 2020 Paragon Financial Partners

On December 20, 2019, President Trump signed a $1.4 trillion spending package that included the SECURE Act, short for Setting Every Community Up for Retirement Enhancement. The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade.

How to Rollover Your Retirement Accounts into Your IRA

Nov 1, 2019Nov 1, 2019 Paragon Financial Partners

https://youtu.be/5E2Nw9FelsA 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...

How to Rebalance Your Portfolio

Oct 16, 2019Nov 1, 2019 Paragon Financial Partners

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.

How to Prepare for a Potential Recession

Sep 19, 2019Nov 1, 2019 Paragon Financial Partners

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.

Why Work With a Financial Advisor?

Aug 15, 2019Nov 1, 2019 Paragon Financial Partners

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.

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