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Recent Videos

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Gene Pal: Expert Wealth Manager and Financial Planner | Gene Pal - Wealth Advisor and Planner of Paragon Capital Management, Ltd.
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Nily Levy: Veteran Wealth Manager and Asset Protection Expert | Nily Levy - Wealth Advisor - California, Paragon Capital Management, Ltd.
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Guerry Harris: Seasoned Wealth Manager and CFP® Professional | Guerry Harris - Wealth Advisor - Texas, Paragon Capital Management, Ltd.
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Structured Notes Explained: Risk, Cost, and Fee Reduction Strategies | Craig Novorr - President and CIO of Paragon Capital Management, Ltd.
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Why Entrepreneurs Choose Paragon Capital: Wisdom, Mentorship, and Expert Management | Howard Jacobson - Founder of Paragon Capital Management, Ltd.
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From Intern to Owner: Craig Novorr's Journey to Leading Paragon Capital | Howard Jacobson - Founder of Paragon Capital Management, Ltd.
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Inside the Home and Hearts of Mark Zuckerberg and Priscilla Chan|Mark Zuckerberg, CEO,Facebook
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Avoiding Financial Scams and Fraud with Robert Persichitte | R Persichitte, CFP of Delagify Financial
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Key Principles of Tax Planning for Retirement | PAUL STAIB - CFP of Staib Financial Planning, LLC
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Bucket Strategy for Retirement Income | PAUL STAIB - CFP of Staib Financial Planning, LLC
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Leaders in Holistic Financial Planning and Impact Investing - Interview with Panoramix | Rebecca Kennedy - PARTNER, FINANCIAL PLANNER of IMPACTfolio
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Impact Investing Before, During & After the Pandemic: A Webinar by IMPACTfolio and CoPeace | Julie McDaniel - PARTNER, FINANCIAL PLANNER of IMPACTfolio
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Unlocking Retirement Freedom: Insights from 'Your Retirement Quest | Dan Danford - FOUNDER AND CHAIRMAN OF THE BOARD of Family Investment Center
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Election Insights & Investment Tips: FIC Q&A Episode 1 | Dan Danford - FOUNDER AND CHAIRMAN OF THE BOARD of Family Investment Center
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Richard Salmen Joins FIC: Elevating Financial Freedom in 2018 | Dan Danford - FOUNDER AND CHAIRMAN OF THE BOARD of Family Investment Center
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Prepare Your Business for 2026 Tax Overhaul: Act Now | ROBERT J. PYLE - CFP, PRESIDENT of Diversified Asset Management, Inc.
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Revamp Your Estate Plan: Essential Updates You Can't Ignore | ROBERT J. PYLE - CFP, PRESIDENT of Diversified Asset Management, Inc.
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Inheriting Prosperity: Inside The Wealth Conservancy | MYRA SALZER - CFP of The Wealth Conservancy, Inc.
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Friend or Finance? Navigating Money Requests | MYRA SALZER - CFP of The Wealth Conservancy, Inc.
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Shaping Your Portfolio: Values-Based Investing | MYRA SALZER - CFP of The Wealth Conservancy, Inc.

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