| 1 | SECURE Act 2.0 - What Took Effect in 2024 and What Didn't 2024-04-18 |
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| 2 | Tax-Loss Harvesting Before Year End 2023-09-14 |
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| 3 | The Secure Act 2.0 - Convert 529 College Savings Plans to Roth IRAs 2023-08-25 |
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| 4 | The SECURE Act 2.0 Brings MAJOR Changes to Your Retirement Accounts 2023-08-03 |
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| 5 | Are Your Assets Safe With Your Broker? 2023-05-12 |
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| 6 | Market Declines Make Roth Conversions More Attractive 2022-10-21 |
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| 7 | September 2022 Market Update 2022-09-23 |
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| 8 | Creditor Protections and Your Retirement Accounts 2022-09-08 |
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| 9 | Deferring Capital Gains Taxes with a 1031 Exchange and Delaware Statutory Trusts 2022-08-17 |
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| 10 | How to Deal With Rising Rates and Rising Inflation 2022-07-07 |
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Paragon Financial Partners
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.
