Arista Wealth Podcast: Recent Episodes
Paul L. Moffat
Building wealth seems harder than it actually is. This podcast is designed to be a roadmap, cutting through the clutter, to teach you about important topics that show you how invest in yourself and save money the right way. We will also be your life coach through important financial and educational topics, teaching you what is important and how to navigate each topic.
President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa explore the life-changing power of gratitude through the groundbreaking research of Dr. Robert Emmons, one of the world's leading experts on gratitude. For more than twenty-five years, Dr. Emmons' research has demonstrated that practicing gratitude can improve happiness, strengthen relationships, reduce stress, improve sleep, and even enhance physical health.
Paul and Jordan discuss Dr. Emmons' simple three-step gratitude practice: identifying three positive moments each day, reflecting on why they happened, and pausing to genuinely experience thankfulness. They explain how this daily habit can help retrain the brain to focus on blessings, opportunities, and meaningful relationships instead of problems and negativity.
The conversation also explores the science behind gratitude, why our brains naturally focus on threats and challenges, and how developing intentional systems can transform both our mindset and overall well-being. The episode concludes with the introduction of Arista Wealth's new Gratitude Journal, designed to help listeners put these powerful principles into practice every day.
In this episode:
● The research behind gratitude and its impact on happiness and health
● Dr. Robert Emmons' three-step daily gratitude practice
● Why reflecting on why good things happen strengthens gratitude
● The importance of slowing down to truly experience thankfulness
● How gratitude helps retrain the brain toward positivity
● The connection between gratitude, relationships, stress reduction, and better sleep
● How a daily gratitude journal creates consistency and lasting habits
● Simple questions to help cultivate gratitude every day
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa explore lessons from Harvard's long-running study on happiness and what decades of research can teach us about living a meaningful and fulfilling life. While wealth management often focuses on investments, retirement, and financial security, true wealth extends far beyond the numbers in a portfolio.
Paul and Jordan discuss eight important components of happiness, including the quality of our relationships, the consequences of loneliness, the importance of purpose, and the connection between health and overall well-being. They also examine the role money plays in happiness, including how financial security can reduce stress and create opportunities without guaranteeing fulfillment on its own.
The conversation highlights how technology can be used to strengthen meaningful connections, why positive changes can be made at any stage of life, and how even a small circle of close relationships can contribute to greater happiness. Ultimately, this episode offers a broader perspective on wealth and the importance of creating a financial plan that supports the people, experiences, purpose, and goals that make life meaningful.
In this episode:
● Why the quality of relationships matters more than quantity
● The impact of loneliness and social connection on well-being
● How having a sense of purpose contributes to fulfillment
● Why financial security matters, but money alone cannot create happiness
● The connection between physical health, mental health, and quality of life
● Using technology to strengthen relationships rather than replace them
● Why it is never too late to make meaningful changes
● How introverts can thrive through a few strong, supportive relationships
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this milestone 100th episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa reflect on the most valuable lessons they've shared over the past six years of the Risk to Wealth Podcast. After one hundred episodes covering investing, taxes, retirement planning, business strategies, market volatility, and financial planning, one truth has remained constant: successful financial planning is built on timeless principles, not short term headlines.
Paul and Jordan count down their ten most important financial lessons, including focusing on what you can control, the power of compounding, diversification, patience, tax planning, automation, and maintaining a long term perspective. They explain why investor behavior often matters more than market performance and why financial planning extends far beyond simply choosing investments.
Whether you're just beginning your financial journey or preparing for retirement, this special milestone episode offers practical guidance and enduring principles designed to help you build wealth with confidence over the long term.
In this episode:
● Focus on what you can control and ignore unnecessary distractions
● Why time in the market matters more than timing the market
● Financial planning is more than investment performance alone
● How investor behavior impacts long term success
● The importance of filtering out market noise and media headlines
● Why diversification remains one of the most effective risk management tools
● Patience as a competitive advantage for investors
● Building wealth to support the life you want to live
● The benefits of automating savings and investing
● Thinking long term in a world focused on short term results
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss an often overlooked but critically important topic for pilots and aviation enthusiasts: aviation exclusions in life insurance policies. Prompted by real life client experiences, they explain how certain policy exclusions can dramatically affect coverage and why reviewing insurance contracts before a claim is ever needed is essential.
Paul and Jordan walk through what aviation exclusions are, why insurance companies include them, and how underwriting decisions can vary depending on occupation, flight activity, certifications, and policy language. They also discuss the importance of regularly reviewing life insurance, disability coverage, estate planning, and emergency savings as part of a comprehensive financial plan.
This episode serves as an important reminder that protecting your family requires more than simply owning a life insurance policy. It requires understanding exactly what your policy covers and what it may exclude.
In this episode:
● What an aviation exclusion is and why it matters
● How life insurance companies evaluate aviation risk
● Questions every pilot should ask before purchasing or renewing coverage
● Why policy language varies between insurance carriers
● The importance of reviewing coverage after career or lifestyle changes
● How disability insurance, estate planning, and emergency savings complement life insurance
● Why proactive planning can prevent costly surprises during a claim
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa examine one of the most discussed economic topics facing investors today: the growing U.S. national debt. With debt levels continuing to reach new highs, many investors wonder whether government borrowing should influence their investment decisions or long term financial plans.
Paul and Jordan explain how the national debt has grown, why it matters, and how rising interest costs can affect the broader economy. More importantly, they separate legitimate economic concerns from media driven headlines and discuss why history has shown that markets can continue to grow through periods of rising debt, inflation, political uncertainty, and economic challenges.
The conversation emphasizes the importance of focusing on what investors can control, including diversification, proper asset allocation, and maintaining a disciplined long term investment strategy rather than reacting to short term news cycles.
In this episode:
● How the U.S. national debt has grown over time
● Why government debt matters and how it affects the economy
● The relationship between debt, interest rates, and inflation
● Why investors should avoid emotional decisions based on headlines
● Historical market performance during periods of rising debt
● The importance of diversification and proper asset allocation
● Why long term planning remains the foundation of successful investing
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss Trump Accounts, a new tax-advantaged savings program designed to help families invest for their children's future. Launching on July 4, 2026, these custodial investment accounts provide eligible children with a government-funded contribution and allow families to continue building wealth through additional annual contributions.
Paul and Jordan explain how the accounts work, who qualifies, contribution limits, investment options, and the long-term benefits of starting early. They also discuss how these accounts can promote financial literacy, encourage long-term investing habits, and demonstrate the power of compounding growth over multiple decades.
Unlike traditional education-focused savings vehicles, Trump Accounts offer flexibility for future goals, including home purchases, business opportunities, retirement savings, and other wealth-building objectives. This episode provides a practical overview of one of the newest savings programs available to American families.
In this episode:
● What Trump Accounts are and who qualifies
● The government's $1,000 contribution for eligible children
● Annual contribution opportunities for parents, grandparents, and guardians
● Investment options available within the accounts
● How the accounts transition at age eighteen
● The power of compounding and long-term investing
● Ways these accounts can support future financial goals beyond education
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss one of the most influential positions in the global financial system: the Chairman of the Federal Reserve. With Kevin Warsh taking over leadership of the Federal Reserve, investors are closely watching how his policies, communication style, and economic priorities may impact markets, interest rates, inflation, and long-term financial planning.
Paul and Jordan explain the role of the Federal Reserve, how monetary policy influences everything from mortgage rates and borrowing costs to savings yields and investment returns, and why leadership changes often create market reactions before any actual policy changes occur. They also discuss inflation, housing affordability, interest rate cycles, and the importance of maintaining a disciplined investment approach regardless of short-term market headlines.
This episode provides a practical perspective on how Federal Reserve decisions affect everyday investors and why a well-constructed financial plan remains critical through changing economic environments.
In this episode:
● The role and responsibilities of the Federal Reserve
● How interest rate decisions impact markets and the economy
● Kevin Warsh's leadership style and potential policy direction
● The relationship between inflation, borrowing costs, and economic growth
● Why investors should pay attention to Federal Reserve communication
● Understanding market reactions during Fed policy transitions
● The importance of discipline and long-term investing during changing rate environments
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss the highly anticipated SpaceX IPO and the investment lessons investors can learn from one of the most talked about companies in the world. As SpaceX prepares to enter the public markets, investors are evaluating both the opportunities and risks associated with a company operating across aerospace, satellite communications, artificial intelligence, and emerging technology sectors.
Paul and Jordan explore SpaceX's business segments, including Starlink, Starshield, launch services, satellite manufacturing, and artificial intelligence initiatives. They also discuss valuation considerations, historical IPO performance, market volatility, and why a great company does not always translate into a great investment at any price.
The conversation focuses on maintaining perspective during periods of market excitement and reinforces the importance of diversification, risk management, and aligning investment decisions with long term financial goals rather than short term headlines.
In this episode:
● An overview of the SpaceX IPO and its anticipated market debut
● SpaceX's business segments, including Starlink and artificial intelligence initiatives
● Potential opportunities and risks associated with high profile IPOs
● Why valuation matters even for exceptional companies
● Historical IPO performance and investor expectations
● The role of diversification and risk management
● How long term investors should evaluate major investment opportunities
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa take a deep dive into the Southwest Airlines Pilots Association (SWAPA) retirement system and the advanced planning opportunities available to Southwest pilots. While the retirement program offers some of the most robust benefits in the airline industry, understanding how the various components work together requires careful planning and expertise.
Paul and Jordan break down the key elements of the SWAPA retirement structure, including 401(k) contributions, non-elective company contributions, profit sharing, deferred compensation plans, and market-based cash balance plans. They discuss how pilots can effectively manage retirement plan overflow, navigate tax planning opportunities, and make informed decisions about long-term wealth accumulation.
The conversation also explores the risks associated with non-qualified plans, the importance of diversification, and how advanced planning strategies can help pilots maximize retirement income while maintaining flexibility throughout their careers and retirement years.
In this episode:
● Understanding the SWAPA retirement system and its key components
● How Southwest's non-elective contributions and profit sharing work
● Deferred compensation and market-based cash balance plan strategies
● Risks associated with non-qualified retirement plans
● Managing retirement plan overflow and tax efficiency
● Personal Choice Retirement Accounts and expanded investment flexibility
● Advanced retirement income and distribution planning strategies
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss the unique financial planning challenges airline pilots face and the strategies that can help them manage taxes, retirement planning, and long-term financial risk. With career paths shaped by seniority, fluctuating income, mandatory retirement ages, and specialized benefit structures, pilots often require a more customized approach to financial planning than traditional professionals.
Paul and Jordan break down the complexities of deferred compensation plans, retirement account coordination, concentrated company stock exposure, and FAA-related career risks. They also explore the importance of cash flow management, disability planning, and the balance between tax-deferred savings and future tax liabilities. Drawing on years of experience working with aviation professionals, the episode provides practical insights into how pilots can build financial stability while navigating the unique demands of the airline industry.
In this episode:
● Why airline pilots require specialized financial planning
● The impact of seniority, overtime, and career transitions on income
● Understanding deferred compensation and retirement plan complexities
● Risks associated with concentrated company stock positions
● FAA medical requirements and mandatory retirement considerations
● Why emergency reserves and disability planning are critical
● Balancing taxes, retirement income, and long-term investment strategy
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa break down the Augusta Rule and other strategic tax planning opportunities available to business owners. Inspired by the Masters Tournament in Augusta, Georgia, this IRS provision allows homeowners to rent their personal residence for up to 14 days per year and potentially receive tax-free income when properly structured.
Paul and Jordan explain how business owners can use their homes for meetings, retreats, and planning sessions while creating legitimate business deductions and tax-efficient income opportunities. They also discuss the importance of documentation, fair market pricing, written agreements, and coordinating with qualified tax professionals to ensure compliance.
The conversation expands to include additional planning concepts, such as the “wrap a weekend” strategy for business travel, deductible business expenses, and the difference between compliant and non-compliant tax strategies. This episode provides practical insight into how thoughtful planning and proper structure can create meaningful long-term tax savings.
In this episode:
● What the Augusta Rule is and how it works
● How business owners can create tax-free income through home rental strategies
● The importance of documentation and fair market pricing
● Why written agreements and business purpose matter
● Understanding deductible versus non-deductible business expenses
● How the “wrap a weekend” strategy can maximize legitimate deductions
● Why strategic tax planning can create long-term financial advantages
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss IRA distribution and timing strategies, and how thoughtful planning around withdrawals and contributions can improve long-term tax outcomes. With tax brackets, retirement rules, and distribution requirements constantly evolving, understanding when and how to take distributions has become increasingly important for investors and retirees alike.
Paul and Jordan explain how strategic timing decisions can help investors better manage taxable income, maintain bracket control, and reduce lifetime tax liability. The conversation covers Roth conversions, pre-age-59½ withdrawal rules, Net Unrealized Appreciation strategies for concentrated stock positions, and the importance of selecting the right retirement account structure for business owners and entrepreneurs.
This episode provides practical insight into how coordinated retirement planning can create greater flexibility, tax efficiency, and long-term financial confidence.
In this episode:
● Why timing IRA and Roth IRA distributions matters
● How bracket control can reduce lifetime taxes
● Roth conversion strategies and tax planning opportunities
● Rule 72(t) and Rule of 55 withdrawal considerations
● Net Unrealized Appreciation strategies for employer stock
● Differences between retirement account types and plan structures
● Why reviewing retirement plans and distribution rules is essential
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa share key takeaways from the Berkshire Hathaway Annual Meeting, offering insights into one of the world's most respected investment organizations. With the transition to Greg Abel’s leadership, this year’s meeting highlighted a shift from founder-driven decision-making to a process-driven and disciplined approach focused on long-term durability.
Paul and Jordan break down major themes from the meeting, including Berkshire’s significant cash reserves, its commitment to patience and disciplined capital allocation, and the importance of operational excellence across its portfolio of companies. They also explore how Berkshire’s decentralized structure, strong corporate culture, and focus on high-quality leadership continue to drive long-term success.
The discussion highlights lessons for everyday investors, including the importance of staying disciplined, maintaining a long-term perspective, and focusing on fundamentals rather than short-term market noise. This episode provides a behind-the-scenes look at how one of the world’s most successful companies approaches investing, leadership, and value creation.
In this episode:
● Key themes from the Berkshire Hathaway Annual Meeting
● The transition to Greg Abel and a process-driven investment approach
● Why Berkshire holds significant cash and waits for the right opportunities
● The importance of discipline, patience, and long-term investing
● How culture and decentralized leadership drive success
● Lessons from Berkshire’s investment in Apple
● Why operational excellence and efficiency matter across all businesses
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
President and Senior Financial Planner Paul L. Moffat sits down with certified public accountant Matt Swan, former managing partner of Swan and Gardner CPAs, to discuss the importance of building a coordinated financial team. As financial lives become more complex, relying on a single advisor is often no longer enough. Instead, success comes from assembling a group of professionals who each play a specific role in protecting and growing wealth.
Paul and Matt walk through the key members of an effective financial team, including the client, legal counsel, financial advisor, CPA, and banking relationships. They explain how each role contributes to long-term success, from estate planning and tax strategy to lending and investment coordination. The conversation highlights real-world examples in which effective collaboration helped avoid costly mistakes and improve outcomes for clients and their families.
This episode emphasizes the value of communication, proactive planning, and having the right professionals working together throughout the year, not just during tax season or major life events.
In this episode:
● The five key roles in a well-structured financial team
● Why coordination between advisors leads to better outcomes
● The importance of estate planning and legal guidance
● How CPAs and financial advisors work together on tax strategy
● The role of banking relationships in supporting growth and liquidity
● Why proactive communication throughout the year matters
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss the recent geopolitical developments involving Iran and how global conflict can impact financial markets. With increased volatility, rising oil prices, and heightened uncertainty, investors are often left wondering how these events affect their portfolios and what actions they should take.
Paul and Jordan break down how markets reacted in the short term, including declines in major sectors and rising energy costs, while also putting these events into a broader historical context. They explain how global disruptions influence inflation, interest rates, and overall market sentiment, and why these moments often create both challenges and opportunities for disciplined investors.
The episode emphasizes the importance of maintaining a long-term perspective, staying diversified, and avoiding emotional reactions to headlines. With data showing that markets have historically recovered and grown despite periods of conflict and uncertainty, this discussion provides reassurance and actionable guidance for investors navigating today’s environment.
In this episode:
● How geopolitical events impact market volatility and investor sentiment
● The relationship between energy prices, inflation, and interest rates
● Short-term market reactions across key sectors
● Why global diversification helps reduce risk during uncertainty
● Key strategies for staying disciplined during market disruptions
● How long-term investors benefit from market resilience
● Using volatility as an opportunity rather than a threat
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode, President and Senior Financial Planner Paul L. Moffat sits down with certified public accountant Matt Swan, former managing partner of Swan and Gardner CPAs, for an insightful conversation about the growing complexity of the U.S. tax system and why professional guidance is becoming more important than ever.
Drawing from decades of experience advising individuals and business owners, Matt explains when it makes sense to hire a CPA firm, how tax complexity has increased over time, and why proactive planning can save taxpayers both time and money. From managing multiple 1099 forms and investment reporting to navigating the ever expanding tax code, this discussion highlights the practical value of working with an experienced tax professional.
Paul and Matt also discuss the importance of organization, communication with your tax advisor, and why addressing tax questions throughout the year can prevent problems during filing season. This episode provides valuable insight for business owners, investors, and individuals who want to better understand the role a CPA plays in protecting their financial future.
In this episode:
● When individuals and business owners should consider hiring a CPA
● Why increasing tax complexity makes professional guidance essential
● The expanding number of 1099 forms and reporting requirements
● How organization and documentation improve the tax preparation process
● The benefits of proactive tax planning throughout the year
● Why having a CPA on your team can help resolve issues with the IRS
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss how dividends, margin usage, stock options, and certain market transactions can significantly impact tax outcomes. While these strategies can enhance income and portfolio flexibility, they also introduce nuanced tax rules that investors must understand to avoid unintended consequences.
Paul and Jordan explain the importance of qualified dividend treatment, how margin can alter tax classification, and why timing matters when purchasing dividend paying stocks, ETFs, or mutual funds. They also cover alternative minimum tax considerations related to incentive stock options and highlight the risks of concentration in high dividend stocks.
This episode reinforces the need for disciplined planning, careful coordination with tax professionals, and a long term perspective when implementing dividend and option strategies.
In this episode:
● The difference between qualified and ordinary dividend treatment
● How margin usage can affect dividend tax status
● Holding period requirements for favorable dividend taxation
● Dividend timing considerations for stocks, ETFs, and mutual funds
● Alternative minimum tax exposure with incentive stock options
● Risks of concentrating in high dividend paying companies
● Why protecting after tax returns requires careful planning
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa take a comprehensive look back at the market performance of 2025 and the key lessons investors can carry forward. Despite widespread predictions of a lackluster year, global markets delivered strong and in many cases exceptional returns across multiple asset classes.
Paul and Jordan break down performance across U.S. equities, international developed markets, emerging markets, real estate, and fixed income. They highlight how globally diversified portfolios benefited from strength outside the United States, and why investors who stayed disciplined during periods of volatility were ultimately rewarded. The discussion also covers sector performance within large growth, small value, and emerging markets, along with a review of commodities and their long-term track record.
This episode reinforces the importance of diversification, long-term perspective, and resisting short-term predictions that often miss the mark.
In this episode:
● U.S., international, and emerging market performance in 2025
● How the “steady five” asset classes compare to historical averages
● Sector breakdowns within U.S. and global equity markets
● Why international and emerging markets outperformed expectations
● Fixed income results and the role of bonds in portfolios
● Commodity performance and long-term historical perspective
● The value of discipline and global diversification
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode, President and Senior Financial Planner Paul L. Moffat is joined by Director of Financial Planning Jordan Naffa to explore charitable and philanthropic planning strategies that allow individuals and families to give more effectively while managing taxes. With year-end gifting fresh on many minds, Paul and Jordan walk through the wide range of vehicles available for charitable giving and how each can be used to align generosity with long-term financial goals.
They discuss popular structures such as donor-advised funds, charitable remainder trusts, charitable lead trusts, and private foundations, as well as retirement-based giving strategies such as qualified charitable distributions from IRAs. The conversation also highlights the benefits of donating appreciated assets, coordinating deductions across multiple years, and understanding contribution limits. This episode provides practical guidance for those looking to give intentionally, reduce tax exposure, and create a lasting philanthropic legacy.
In this episode:
● Key charitable giving vehicles and how they differ
● Donor-advised funds and private foundations for long term philanthropy
● Using charitable remainder and lead trusts strategically
● Retirement-based giving through qualified charitable distributions
● Donating appreciated assets instead of cash
● Understanding charitable deduction limits and planning considerations
● Coordinating charitable, tax, and estate planning efforts
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode, President and Senior Financial Planner Paul L. Moffat is joined by Director of Financial Planning Jordan Naffa to discuss capital gains and loss strategies, and how proactive portfolio management can reduce taxes, increase flexibility, and improve long term outcomes. With taxes acting as a constant drag on investment returns, Paul and Jordan explain why having a clear strategy around gains and losses is essential for taxable accounts.
They walk through how the IRS treats taxable, tax deferred, and tax free assets differently, and why timing matters when realizing gains. The conversation also explores strategic gain harvesting, capital loss harvesting, and how realized losses can offset income today and carry forward into future years. In addition, Paul and Jordan explain the importance of the step up in basis and how thoughtful estate planning can help minimize taxes for the next generation. This episode provides practical insight for investors looking to stay disciplined, prepared, and tax aware through both market ups and downs.
In this episode:
● How capital gains are taxed in taxable investment accounts
● Strategic gain harvesting and the potential for reduced or zero capital gains tax
● Using capital loss harvesting to offset income and future gains
● How market volatility creates planning opportunities
● The role of rebalancing in managing gains and losses
● Understanding the step up in basis and its estate planning benefits
● Why proactive planning matters before markets move
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode, President and Senior Financial Planner Paul L. Moffat is joined by Director of Financial Planning Jordan Naffa to discuss tax planning strategies designed specifically for business owners and entrepreneurs. After another year end filled with frustration around tax bills, Paul and Jordan walk through practical and proactive ways businesses can improve tax efficiency, simplify structure, and create better long term outcomes.
They explore how proper entity structure lays the foundation for every strategy, along with tools such as the Qualified Business Income deduction, paying family members for legitimate work, bonus depreciation, cost segregation, research and development credits, and strategic gifting. The conversation also covers buy sell planning, exit strategies, and the importance of coordinating with tax and estate professionals. This episode provides a clear roadmap for business owners looking to reduce unnecessary complexity, retain more earnings, and plan confidently for the future.
In this episode:
● Why business structure is the foundation of effective tax planning
● Common entity mistakes that create unnecessary complexity
● Key deductions and credits business owners often overlook
● How bonus depreciation and cost segregation can reduce taxable income
● Strategies for paying family members and shifting income responsibly
● Buy sell agreements and exit planning considerations
● Coordinating tax, estate, and financial planning for better outcomes
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode, President and Senior Financial Planner Paul L. Moffat is joined by Director of Financial Planning Jordan Naffa to explore bonds and fixed income strategies, and how investors can use them to manage volatility, generate income, and reduce taxes. While equities often dominate investment conversations, Paul and Jordan highlight the significant role fixed income plays for institutions, foundations, and high-net-worth investors focused on preservation and stability.
They discuss how proper bond placement across taxable, tax-deferred, and tax-free accounts can improve after-tax outcomes, along with strategies for managing high-income years. The conversation also covers municipal bonds, tax equivalent yields, and deferral techniques that allow investors to maintain income while controlling adjusted gross income. This episode provides a practical framework for understanding how bonds fit into a well-structured and tax-aware portfolio.
In this episode:
● Why bonds play a critical role in income-focused portfolios
● How tax efficiency impacts bond placement decisions
● Strategies to manage high-income years using fixed-income tools
● The benefits and tradeoffs of municipal bonds
● Understanding tax equivalent yield and its importance
● How tax-deferred accounts can reduce income volatility
● Aligning fixed income strategies with long-term financial goals
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode, President and Senior Financial Planner Paul L. Moffat is joined by Director of Financial Planning Jordan Naffa for an in depth discussion on asset allocation, investment structure, and why proper asset placement can significantly improve long term outcomes. While many investors focus on returns alone, Paul and Jordan explain how taxes, account type, and disciplined portfolio management play an equally important role in building and preserving wealth.
The conversation walks through how the IRS views investments across tax free, tax deferred, and taxable accounts, and why placing the right assets in the right accounts matters. They also explore active rebalancing, automation, tax efficient investing, and tax lot management, highlighting how thoughtful structure and strategy can reduce unnecessary tax drag and help investors stay aligned with their goals over time.
In this episode:
● The difference between asset allocation and asset location
● How tax free, tax deferred, and taxable accounts are treated differently
● Why placing the right investments in the right accounts matters
● How active rebalancing supports long term goals while managing taxes
● The benefits of automated investing and removing emotion from decisions
● Why low turnover and tax efficient funds matter
● How tax lot management can reduce future tax liabilities
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode, President and Senior Financial Planner Paul L. Moffat is joined by Director of Financial Planning Jordan Naffa to break down the Augusta Rule, a powerful and often overlooked tax planning strategy for business owners. Properly implemented, this rule allows qualified homeowners to generate tax-free income while their business receives a legitimate deduction.
Paul and Jordan explain the history of the Augusta Rule, how it works under IRS Section 280A, and why documentation is critical to its proper execution. They walk listeners through the step-by-step process business owners should follow, including meeting requirements, fair market pricing, invoicing, and recordkeeping. This episode provides a practical roadmap for those looking to reduce taxes and improve cash flow using strategies already available in the tax code.
In this episode:
● What the Augusta Rule is and how it creates tax-free income
● The history and intent behind IRS Section 280A
● Who qualifies to use the Augusta Rule and why it matters for business owners
● The six documentation steps required to properly implement the strategy
● How to set reasonable rental rates using local comparables
● Why coordination with your tax advisor is essential
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode, President and Senior Financial Planner Paul L. Moffat is joined by Director of Financial Planning Jordan Naffa to walk through ten critical actions investors should complete before the end of 2025. As the year closes, many financial opportunities disappear once the calendar turns, making proactive planning essential. Paul and Jordan outline a clear and practical checklist designed to help listeners stay organized, avoid costly mistakes, and position themselves for long term success.
The conversation blends personal, financial, and tax planning priorities, covering everything from goal setting and beneficiary reviews to retirement contributions and tax strategies. With a mix of qualitative questions and quantitative action items, this episode serves as a year end roadmap for individuals and families who want to finish the year strong and start the next one with confidence.
In this episode:
● Reviewing personal and financial goals before year-end
● Confirming beneficiaries after life changes
● Prioritizing health, wellness, and financial readiness
● Planning charitable contributions strategically
● Ensuring emergency funds are properly funded
● Understanding required minimum distributions and deadlines
● Making timely IRA contributions
● Using tax loss harvesting to manage tax exposure
● Maximizing retirement plan contributions and catch up opportunities
● Taking action before year-end deadlines expire
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa break down five powerful financial planning strategies that help clients protect wealth, reduce taxes, and build long term financial security. With laws constantly changing and new opportunities emerging, many investors are unaware of the tools available to them. Paul and Jordan shine a light on the strategies that can make a meaningful difference in a client’s financial life.
They cover topics ranging from real estate tax strategies and rebalancing to modern 529 uses, backdoor Roth contributions, and the step up in basis at death. Through real examples and clear explanations, they show how thoughtful planning can help cut unnecessary taxes, grow assets more efficiently, and support multigenerational wealth.
In this episode:
● How 1031 exchanges can defer taxes on investment properties
● New ways 529 plans can support education and long term planning
● Why rebalancing and asset location matter for growth and tax efficiency
● How backdoor Roth IRA contributions create powerful tax free opportunities
● The importance of the step up in basis and how it protects inherited wealth
● Why proactive planning helps reduce taxes and maximize long term outcomes
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.comEmail: support@aristawealth.com
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
This episode of the Arista Wealth Management Podcast, host Paul L. Moffat is joined by former Major League Baseball pitcher and Medicare specialist Taylor Cole for a practical and easy-to-understand conversation on navigating Medicare. Whether you are turning sixty-five, already enrolled, or helping a family member through the process, this episode breaks down what Medicare covers, how the different parts work, and the choices that matter most when evaluating your options.
Paul and Taylor explain how Parts A, B, D, Medicare Advantage, and Medicare supplement plans fit together, what costs to expect, and how recent rule changes affect retirees. They also discuss common misconceptions, including why Medicare is not completely free and when penalties can apply. With clear guidance on plan design, out-of-pocket costs, drug coverage, and doctor networks, listeners will walk away with the confidence to make informed healthcare decisions in retirement.
In this episode:
● What Medicare Parts A and B cover, how enrollment works, and what it costs
● The differences between Medicare Advantage and Medicare supplement plans
● How drug coverage and the new out-of-pocket caps function
● When a zero-premium plan makes sense and when a supplement plan may be the better fit
● How networks, referrals, and access to specialists vary by plan type
● Why plan selection should be based on both medical and financial needs
● When underwriting applies and why timing your decision matters
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.comEmail: support@aristawealth.com
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode, President and Senior Financial Planner Paul L. Moffat sits down with Major League Baseball pitcher Taylor Cole for a conversation that goes far beyond the field. They discuss the 2025 World Series between the Los Angeles Dodgers and Toronto Blue Jays, the mental toughness it takes to play at the highest level, and the leadership lessons that apply to both sports and investing.
Taylor shares behind-the-scenes stories from his time in the big leagues, including his experience with legends like Albert Pujols and Shohei Ohtani, and the emotional no-hitter thrown by the Angels in honor of teammate Tyler Skaggs. From discipline and preparation to humility and resilience, this episode explores the mindset that drives success in any arena—athletics, business, or life.
In this episode:
● Insights from the 2025 World Series and what separates great teams from good ones
● Lessons from playing with MLB icons Albert Pujols and Shohei Ohtani
● The inspiring story behind the Angels’ combined no-hitter honoring Tyler Skaggs
● How professional athletes manage setbacks and maintain focus under pressure
● Parallels between baseball, investing, and long-term performance
● Why consistency, humility, and preparation are key to achieving lasting success
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.comEmail: support@aristawealth.com
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/Facebook: https://www.facebook.com/AristaWealth/LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa take a closer look at the 2025 government shutdown and its real impact on the U.S. economy and investors. Despite political noise and media headlines, history shows that markets have remained resilient through previous shutdowns and often even posted gains.
Paul and Jordan discuss the difference between disruption and collapse, explain what continues to function during a shutdown, and share how investors can maintain perspective amid political uncertainty. They highlight lessons from past shutdowns, explore why the economy rarely comes to a standstill, and outline practical steps for investors to stay disciplined and focused on long-term goals.
In this episode:
● What a government shutdown actually is and how it affects essential vs. non-essential services
● Why markets historically remain stable or even positive during shutdowns
● The difference between political noise and true economic impact
● How investor behavior can influence outcomes more than headlines
● Key steps investors can take now: review your plan, rebalance portfolios, and stay the course
● How diversification and global exposure can buffer against domestic disruptions
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.comEmail: support@aristawealth.com
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/Facebook: https://www.facebook.com/AristaWealth/LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode, President and Senior Financial Planner Paul L. Moffat and co-host Director of Financial Planning Jordan Naffa discuss the major updates to Social Security and Medicare introduced under the One Big Beautiful Bill. These changes impact retirement planning, healthcare costs, and benefit timing for millions of Americans approaching or already in retirement.
Paul and Jordan break down how the gradual increase in full retirement age, enhanced delayed retirement credits, and Medicare coverage expansions create both challenges and new planning opportunities. They also explain how these adjustments fit into a broader retirement income strategy that includes tax efficiency and healthcare coordination.
In this episode:
● Gradual rise in full retirement age to 68 for those born after 1970
● Increased delayed retirement credits for those waiting until age 70
● Higher earnings limits before Social Security benefit reductions apply
● Cost-of-living adjustments now tied to a more accurate “Senior CPI”
● Medicare premium caps and new coverage for dental, vision, and hearing care
● Prescription drug cost cap and long-term care pilot program
● Strategies for optimizing benefit timing, coverage choices, and tax-efficient income
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.comEmail: support@aristawealth.com
Call our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.Website: https://www.aristawealth.com/Facebook: https://www.facebook.com/AristaWealth/LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode, President and Senior Financial Planner Paul L. Moffat and co-host Director of Financial Planning Jordan Naffa continue their discussion of the One Big Beautiful Bill, focusing on additional provisions and new planning opportunities that could reshape personal and retirement strategies.
Paul and Jordan explore how expanded 529 plan benefits, new savings vehicles, and advanced tax-planning tools can help build long-term financial flexibility. They also discuss how Roth conversions and Life Insurance Retirement Plans (LIRPs) can work together to create tax-efficient retirement income streams in light of recent legislative changes.
In this episode:
● Expanded 529 plan coverage for homeschooling, tutoring, and professional credentials
● Introduction of the MAGA Savings Account with government contributions for minors
● Strategic use of Roth conversions before required minimum distribution age
● Benefits of Life Insurance Retirement Plans for tax-deferred growth and income
● Coordinating multiple strategies to achieve tax-free or tax-efficient retirement income
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.comEmail: support@aristawealth.com
Call our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/Facebook: https://www.facebook.com/AristaWealth/LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn:
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode, President and Senior Financial Planner Paul L. Moffat and co-host Director of Financial Planning Jordan Naffa break down the key tax changes introduced under the One Big Beautiful Bill Act. With new deductions, expanded exclusions, and temporary adjustments set to impact millions of Americans, understanding how these updates affect your personal and business finances is essential.
Paul and Jordan explain how these provisions build upon existing tax law, what has been extended or made permanent, and where taxpayers should be especially mindful as they plan for 2025 and beyond. They also highlight planning strategies to navigate phase-outs, temporary provisions, and estate considerations in light of potential future policy changes.
In this episode:
● Overview of tax rate changes and continued benefits from the Tax Cuts and Jobs Act
● Expanded standard deduction and enhanced senior deductions for 2025
● Tip and overtime income exclusions for 2025–2028
● New automobile loan interest deduction limits and phase-outs
● SALT deduction cap increases through 2029
● Above-the-line charitable deduction opportunities
● Key updates to mortgage and business-related deductions
● Estate tax exemption changes and long-term planning considerations
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
🌟Get in touch with us by clicking the links below!🌟
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode, President and Senior Financial Planner Paul L. Moffat and co-host Director of Financial Planning Jordan Naffa discuss how investors can cut through uncertainty by focusing on the factors within their control. Rather than reacting to market noise or trying to predict the future, successful investing comes from building a disciplined plan, diversifying wisely, and staying committed through all conditions.
Paul and Jordan outline a step-by-step framework for smarter investing, from creating a personalized plan and structuring a portfolio for expected returns to managing costs and maintaining discipline when volatility strikes. They emphasize how focusing on controllable actions leads to stronger long-term outcomes and less emotional decision-making.
In this episode:
● Building a personalized investment plan that aligns with goals and risk tolerance
● Structuring portfolios for expected returns through factor-based and strategic allocation
● Diversifying globally to reduce reliance on a single market and build resilience
● Controlling costs by managing fees, turnover, and taxes
● Staying disciplined through rebalancing, consistent investing, and professional guidance
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.comEmail: support@aristawealth.comCall our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/Facebook: https://www.facebook.com/AristaWealth/LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode, President and Senior Financial Planner Paul L. Moffat and co-host Director of Financial Planning Jordan Naffa tackle the distraction and anxiety caused by sensational financial headlines. From tariff disputes to market drops, the media thrives on fear and urgency, often prompting investors to make emotional, short-term decisions that can derail long-term success.
Paul and Jordan share examples from recent years, highlight the psychology behind headline-driven reactions, and explain why tuning out the noise is essential for protecting your portfolio. They also discuss how having a professional “referee” between you and your investments can help you stay disciplined when markets get volatile.
In this episode:
● Headlines are designed to capture attention, not guide your financial plan.
● Media often plays on emotions like fear, greed, and urgency to drive clicks and sales.
● Successful investors focus on discipline and long-term strategy, not daily news cycles.
● Emotional decision-making can be reduced by working with a trusted financial advisor.
● Your financial success is built on sticking to your plan, not reacting to headlines.
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
Market swings don’t just test your portfolio; they test your emotions. How you react can determine the difference between long-term success and costly mistakes.
In this episode, President and Senior Financial Planner Paul L. Moffat and co-host Director of Financial Planning Jordan Naffa discuss how emotions influence financial decision-making and why mastering them is crucial to achieving investment success. As human beings, we’re wired to feel fear, excitement, greed, pride, and anxiety—but when those emotions drive market moves, they can sabotage even the best strategies.
Paul and Jordan share lessons from 2025’s market volatility, explain how to identify your emotional triggers, and outline ways to maintain a “state of prepared readiness.” From prepping yourself for downturns to distinguishing between self-worth and net worth, this conversation provides practical tools to keep your plan—and your mindset—on track.
In this episode:
● Fear, greed, guilt, pride, and envy are natural—but dangerous—in investing.
● A resilient portfolio can help you stay calm during downturns.
● Preconditioning for volatility builds confidence and clarity.
● Your self-worth should never be tied to your net worth.
● A trusted financial advisor can act as a “referee” for emotionally charged decisions.
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
Trying to time the stock market might sound like a smart move, but the reality? It often leads to missed opportunities and emotional decision-making. In this episode, President and Senior Financial Planner, Paul Moffat, and co-host, Director of Financial Planning, Jordan Naffa, break down the real cost of trying to beat the market and why staying invested is almost always the wiser strategy.
From Warren Buffett’s wisdom to hard data spanning 25 years, Paul and Jordan explore:
- Why timing the market is so tempting… yet so costly
- Eye-opening stats on what happens when you miss the market’s best days, weeks, or months
- Real-world examples from the COVID crash, Brexit, and recent tariff changes
- Why a disciplined, long-term investment approach wins
- How Arista clients benefit from staying in their seats when volatility hits
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
Have you ever felt the urge to jump into a “hot” stock or mutual fund after seeing it dominate the headlines? You’re not alone, and that instinct is exactly what this episode is all about. President and Senior Financial Planner, Paul Moffat, and co-host, Director of Financial Planning, Jordan Naffa,break down why chasing past performance is one of the most common and costly mistakes investors make.
In this episode, you’ll learn:
- Why media hype can cloud your investment decisions
- Historical data on how top-performing companies often underperform after gaining popularity
- How diversification across global markets helps mitigate risk and capture long-term gains
- Why a slow and steady approach tends to outperform emotional, reaction-based investing
- What a surprising Fidelity study reveals about the best-performing investors
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode, host Paul Moffat welcomes points and travel expert Colin Stroud, founder of Go Somewhere, to discuss how everyday spending, especially for business owners, can turn into luxury travel experiences through credit card rewards.
Colin shares his top credit card recommendations, explains the differences between cash back and flexible travel points, and provides real-life examples of high-value redemptions. If you're spending $100K+ a year (or more), this is a strategy you can’t afford to ignore.
Personal Travel Cards:
- Capital One Venture X
- American Express Gold Card
- Chase Sapphire Preferred
Business Travel Cards:
- Chase Ink Preferred / Ink Unlimited
- Capital One Venture X Business
- American Express Business Platinum & Gold
Websites that help find and optimize point redemptions:
- Point.me – Finds flight deals using points across multiple airlines
- Seats.aero – Real-time award seat availability tool
- Roame.travel – Award travel deal search engine
- PointsYeah – Another tool for comparing award availability
- MaxMyPoint – For finding the best hotel redemption opportunities
Connect with Colin:
Website: www.gosomewhere.worldLinkedIn: Colin Stroud
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV, at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
According to a new report released by Bain & Company in May 2025 reveals that up to 75% of luxury goods spending is driven not by high-net-worth individuals—but by middle- and lower-income earners.
In this episode, President and Senior Financial Planner, Paul Moffat and co-host, Director of Financial Planning, Jordan Naffa, unpack the implications of this trend, exploring how aspirational consumption is impacting financial behavior, net worth growth, and long-term planning. They contrast short-term consumer psychology with disciplined wealth-building strategies, highlighting the difference between looking successful and building true financial security.
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
If U.S. markets are lagging, why is your globally diversified portfolio still performing? Let’s break it down.
In this episode, host Paul Moffat and co-host, Director of Financial Planning Jordan answer a question they’re hearing daily: Why are my international investments doing better than my U.S. holdings? Together, they unpack the power of global diversification, how it reduces risk, and why it’s essential to long-term investment success.
They explore the performance trends across different decades, the difference between international and emerging markets, and how diversification helps investors stay the course during volatility. Plus, they explain how strategic rebalancing turns short-term market dips into long-term opportunities.
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
What happens when the world’s most legendary investor announces his retirement? We were there to witness it, and the wisdom he left behind is priceless.
In this episode, host Paul Moffat and co-host, Director of Financial Planning Jordan recap their recent trip to the Berkshire Hathaway Annual Meeting in Omaha. With 20,000+ attendees and Warren Buffett’s official retirement announcement, the event was filled with powerful insights on leadership, investing, and legacy.
They break down Buffett’s timeless advice on staying calm during market volatility, surrounding yourself with smart people, and thinking long term, even at 94. Hear what’s next for Berkshire Hathaway and how you can apply these lessons to your own financial life.
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
Paul Moffat and Preston Pugmire sit down in this episode to discuss a topic that’s been creating buzz in the financial world—gold as a hedge against inflation.
In this episode:
● Gold and Inflation: Is gold truly the safeguard against inflation that many believe it to be?
● Historical Perspective: Looking at the price of gold from January 1980 to today.
● Comparing Investments: Comparing gold to equities, specifically the S&P 500, which has seen an astounding 49-fold increase since 1980.
● The Power of Dividends: The critical role dividends play in growing wealth through equity investments, something that gold simply cannot offer.
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode, Paul Moffat, president & senior financial planner and Brandilyn Hallcroft, marketing coordinator, share their excitement and recap about the 2024 Paris Olympics. They highlight the outstanding performance of U.S. athletes, who won 126 medals, and discuss the inspiring stories of athletes like cyclist Christine Faulkner, sprinter Noah Lyles, swimmer Bobby Fink, gymnast Simone Biles, golfer Scotty Scheffler, and swimmer Katie Ledecky.
The episode also provides five key steps to achieving greatness, drawn from the athletes' experiences!
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
Baby Boomers own about half of the US wealth right now, and with them aging and transferring their wealth to their heirs, this brings up a big question - what is going to happen to the markets?
Paul Moffat, CEO and Founder of Arista Wealth Management, shares more about what the Great Wealth Transfer is, and what this means for the financial industry.
In this episode:
- What is the great wealth transfer?
- How will the great wealth transfer impact the markets?
- The implications and downsides of this transfer.
- The different ways that generations spend money.
- Advice for having money conversations with your family.
- The importance of becoming more educated about money
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
Paul Moffat and Preston Pugmire had the privilege of visiting Omaha, NE for the Berkshire Hathaway Annual Shareholder Meeting this month, and in this episode they share their takeaways.
There were over 40,000 shareholders that attended this event, with people traveling from all over the world to listen to Warren Buffett and other leaders. Paul and Preston both share what they learned in this episode, including the importance of loving what you are investing your money into, and why you need to be patient, disciplined, and stay invested for the long term.
In this episode:
- Paul and Preston’s takeaways from the 2024 Berkshire Hathaway Annual Shareholder Meeting
- The mindset that investors need to adopt about the stock market.
- How AI is impacting the world of investing.
- Everything you need to know about the event.
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
What are the best retirement plans for 2024? There are so many intricacies to consider when picking out a retirement plan, so in this episode expert’s Paul Moffat and Zach Taylor discuss all things retirement plans.
This is a topic that Arista Wealth Management helps their clients with all the time. There are specific strategies and tax breaks on retirement accounts to secure a comfortable future that you should know about.
There is something for everyone, so be sure to talk to an expert, such as Arista Wealth Management, for more information on what retirement account would be best for you.
In this episode:
- The different types of retirement plans
- The retirement landscape in 2024
- How IRA play an important part in picking your retirement plan
- Options for self employed people
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
“The stock market is at an all time high, is now the time to invest?”
This is a question we have been getting daily at the Arista Wealth Management office, so today, Paul Moffat and Zach Taylor discuss this very important topic.
If you look at the media, they create buzz to grab your attention around the best time to buy and sell stocks, which can be very confusing. This episode brings you the facts that you need to know to cut through the noise around when is the best time to buy and sell your stocks.
In this episode:
- The stats about the stock market’s lows and highs
- The facts, such as the S&P 500 has hit a new high every 16 days on average and what this means.
- The importance of thinking long term about your investments
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
There are some new changes to retirement plans through the Secure Act 2.0, and in this episode, Paul Moffat and Zach Taylor discuss them. The Secure Act 2.0 was a 1300 page legislation with various changes, some of which are discussed in this episode today.
The Secure Act 2.0 is revolutionizing retirement planning, but can be complex, so it is advised to reach out to Arista Wealth Management, or other experts.
In this episode:
- The key provisions of Secure Act 2.0
- How the Secure Act 2.0 will impact retirement plans
- What to expect from this change.
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
Join Paul Moffat and Zach Taylor as they discuss the remarkable story of Ronald Read, a man who’s life and legacy offers profound lessons in the power of investing and frugality. Through wise and frugal investing, Ronald Read quietly gained a fortune of nearly $8 million dollars as a gas station attendant.
Listen to learn about his valuable insights into effective investing strategies, despite his modest income.
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
Warren Buffett’s 2024 annual letter to shareholders was recently published, and your host, Paul Moffett and co-host, Preston Pugmire, share the top 10 takeaways.
Bring a pen and paper, and get ready to take notes on these top 10 takeaways!
If you want to read the full letter, which Paul strongly recommends, you can find it here: https://www.cnbc.com/2024/02/24/read-warren-buffetts-2024-annual-letter-to-shareholders.html
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
Welcome to another insightful episode of the Arista Wealth Podcast, where financial experts Paul Moffett and Jordan Naffa discuss investment strategies. In today's episode, they unpack Dollar Cost Averaging (DCA) versus Lump Sum Investing (LSI) and explore the impact these strategies can have on your financial journey.
Topics in this episode:
- Dollar Cost Averaging vs Lump Sum Investing
- The impact these can have on your money and wealth
- How time Horizons Effects these strategies
- Key statistics to know about LSI v DCA
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode, Zach and Jordan share key 401(k) basics that you should know if you are a business owner and considering a 401(k) plan.
They delve into 401(k) retirement accounts, breaking down the jargon and complexities around so you can understand them better. A 401(k) plan is a tax-advantaged retirement account offered by many employers.
Topics in this episode:
-
Basics of 401(k)
-
Company Matching
-
Yearly contribution limits
-
5 steps to becoming a 401K Millionaire
The world of retirement savings is constantly evolving, so it is a good practice to review your plan and seek advice from financial professionals, like Arista Wealth Management, to ensure that your strategy is optimal and you are on track to reach your retirement goals.
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode of the Arista Wealth podcast, Zach and Jordan talk all about the benefits and common pitfalls of Self-Directed IRAs. A self-directed individual retirement account is an individual retirement account which allows alternative investments for retirement savings.
This episode is inspired by the increasing number of questions that we have received at the Arista Wealth office about Self-Directed IRAs, specifically around purchasing real estate through a self-directed IRA.
In this episode:
- What is a Self-Directed IRA?
- Common pitfalls that can cost you money.
- What you need to know before opening a Self-Directed IRA.
- Who can open a Self-Directed IRA.
- How to contact Arista Wealth if you have questions about this type of retirement account.
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional. Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode of the Arista Wealth Podcast, Zach and Jordan talk all about the world of dividends – which are periodic payouts that investors love. This is an important financial strategy that helps build financial resilience.
Dividends are regular profit-sharing payments made between a company and its investors. A company's board of directors determines the price per share, when and how often dividend payments are made. Dividend stocks can provide a stream of income, which can be especially valuable during inflationary periods.
In this episode, they discuss:
- What are dividends and why are they so important in your portfolio?
- What type of dividend payments are out there?
- How Arista Wealth helps their client’s portfolios with dividends.
- What conversation you should be having with your advisor about dividends.
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In this episode of the Arista Wealth podcast, Zach and Jordan talk all about the advantage of spreading your investments across the world. Diversifying an investment portfolio is often considered a fundamental strategy for managing risk and maximizing potential returns.
In this episode:
- Why you should not be putting your “eggs” (money) in one basket, but instead, putting your “eggs” in many baskets.
- How diversification can minimize risk.
- What countries have the top performing investments.
- Arista Wealth’s advice on diversification.
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no
guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: please seek advice from a licensed professional.
Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
Politicians have never gotten along, so why are we surprised by the issues now?
Are you concerned about your investments and portfolios during a government shutdown? Join Paul L. Moffat and Zachary Taylor of Arista Wealth as they share invaluable data points to alleviate your worries about your investments in the face of a prolonged government shutdown.
The US has experienced 14 funding gaps since 1981, 10 of which resulted in shutdowns. What is happening now is nothing new.
In this episode:
Learn about the impact of government shutdowns on your investments.
Data and insights about how stocks tend to perform during prolonged shutdowns.
Key information you need to know about the current state of the government.
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Remember to take the long term view in a short term world.
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
It’s that time of year again, Open Enrollment! This is a time when you can sign up for health insurance, adjust your current plan or cancel your plan.
In this episode, Paul Moffat, president & senior financial planner, is joined by Jordan Naffa, the director of financial planning, to discuss the very timely topic about open enrollment. They discuss several crucial aspects and topics of Medicare.
In this episode:
- What is Medicare and who is it for.
- Significant dates to be aware of.
- New Medicare available plans that may be available to you.
- Where to find a trusted source of information about Medicare and Open Enrollment.
- Next Steps of Action
- Essential insights to safeguard yourself Medicare scams.
Medicare is complex, and having a trusted partner and Arista Wealth as fiduciaries is very important. Open enrollment is open until December 7th, so don’t procrastinate and give us a call at Arista Wealth Management.
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
Concerned about what impact wars may have on your portfolio?
There is so much global devastating news in the world right now. There is a surge of violence and instability, and it is horrible to watch.
A lot of people have been asking Paul Moffat and Zachary Taylor of Arista Wealth about how this is going to impact money and portfolios. In this episode, Paul and Zach dive into what impact global conflict has on investments, portfolios and highlight key data points that will ease your worries.
In this episode:
- The importance of diversification in investments to minimize risk.
- How global conflict may impact your portfolios.
- Strategies for protecting your investments.
- Only 1.1% of the portfolios at Arista Wealth are in the Middle East and Africa.
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Remember to take the long term view in a short term world.
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
Want to know what insights and lessons can be gained from Warren Buffett's 2023 Annual Meeting? Tune in to this episode of Arista Wealth Podcast with our very own President, Paul L. Moffat, and Lead Financial Planner, Zachary Taylor. In this informative and engaging discussion, they'll break down the highlights of the meeting and share their expert opinions on how you can apply them to your own financial journey. Don't miss out on this valuable opportunity to learn from the best in the business! Hit that play button now and let's get started. And hey, if you find this content helpful, give us a thumbs up, comment below your thoughts, and don't forget to subscribe for more great content like this.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
In today's episode of Arista Wealth Podcast we interview John Mautner, a best selling author, business coach, and successful entrepreneur. John shares about how he has been able to resuscitate hundreds of struggling businesses with his "voice-of-the-people" coaching philosophy. He explains the benefits of helping CEO's avoid bottlenecking their company through micromanagement, and instead seek solutions from the talented people who work there. As John says, “Nobody knows the company better than the people that have worked there for years and years."
About John Mautner:
John Mautner is a number one best selling author of The Profit Pattern: Top 10 Tools To Transform Your Business, Drive Performance, Empower Your People, Accelerate Productivity and Profitability. He is an international business coach and serial entrepreneur, who started five successful companies. John’s first company became one of the 500 fastest growing companies in America and has been coaching small businesses how to become best in class for over 21 years. John has worked with thousands of business owners and managers. He is passionate about seeing people realize their dreams and goals faster than ever before. To learn more about John Mautner and the Cycle of Success Institute, visit http://www.johnmautner.com/.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
Having an understanding of the role of life insurance can aid you in organizing your family's long-term financial security. In this Arista Wealth Podcast episode, Paul L. Moffat, CEO and Senior Financial Planner, and Samantha Foster, Client Communications Manager, share more about the benefits of securing life insurance and the different kinds of life insurance policies.
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
There has been speculation lately that the U.S. dollar is on the verge of a major decline and might even lose its status as the world's major reserve currency. In this Arista Wealth Podcast episode, Paul L. Moffat, CEO and Senior Financial Planner, and Samantha Foster, Client Communications Manager, discuss the history of the world's major reserve currency and data behind the current state of the US dollar to put your mind at ease!
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Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
Calling all investors! If you want to learn from the best, tune in to this episode of the Arista Wealth Podcast. Our experts Paul L. Moffat and Zachary Taylow are breaking down Warren Buffett's 2023 letter to Berkshire Hathaway investors and sharing the 10 most valuable lessons with you. From tips on smart investing to strategies for success, you won't want to miss this insightful discussion. So grab your notebook, get comfortable, and let's dive into the mind of the legendary Warren Buffett. And don't forget to like, subscribe, and share with your fellow investors!
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Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
It's not every day that we witness the downfall of a financial giant, but that's exactly what happened yesterday. First Republic Bank has been seized, making it the second-largest bank failure in U.S. history. This leaves many people wondering about the safety of their hard-earned money. Luckily, the Arista Wealth Podcast is here to help you navigate through this tough situation. Tune in to our pop-up episode, where our CEO and Senior Financial Planner, Paul L. Moffat, and Financial Planner, Zachary Taylor, shed some light on what happened, how it impacts your finances, and how FDIC Insurance plays a crucial role in protecting your money during bank failures.
Don't miss out on this insightful discussion - listen now!
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Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
When it comes to business, we understand how value comes from forging strategic partnerships and building relationships with clients. What would happen if we applied those techniques and mindsets to our own personal life and family? That is what Aaron Shelley, author of "The Family Flywheel" discusses in this episode of the Arista Wealth Podcast.
"The Family Flywheel" is a "dive deep into a systematic guide to family success for generations. Based on the experiences of successful families throughout history, this book outlines the principles that made them successful and shows you how to apply these principles to turn your family into a lasting success story of your own."
Key Points From This Episode:
- How to invest and build a successful family while learning the habits of some of the world's most successful people.
- How to quickly identify small things you can change on a day-to-day basis to improve your finances, relationships, health, and happiness.
- How to build a flywheel that harnesses your most valuable resource – your family – and teaches them how to take care of themselves while they take care of you.
- How to support generational wealth by educating your children on how to utilize money and teaching them the values and systems that brought you financial success.
Links Mentioned in Today’s Episode:
Aaron Shelley Linkedin: https://www.linkedin.com/in/aaronshelley/
"The Family Flywheel" Book website: https://thefamilyflywheel.com/
Arista Wealth Management: https://www.aristawealth.com/
Arista Wealth Facebook: https://www.facebook.com/AristaWealth/
Paul Moffatt on LinkedIn: https://www.linkedin.com/in/aristify/
© 2023 Arista Wealth Podcast
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Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
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Go to Aristawealth.com for other tools, tips, and resources.
Website: https://www.aristawealth.com/
Facebook: https://www.facebook.com/AristaWealth/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
Limiting beliefs are negative thought patterns that hinder our decision-making abilities, prevent us from reaching our full potential, and can cause harm to the people around us. As Nina Cooke explains during this episode, there is no such thing as objective reality, and the way we perceive our circumstances is what causes us to succeed or fail. In other words, it’s all about your mindset! There are so many different types of mindset blocks that we humans have, and so many ways in which we self-sabotage, but thankfully, there is also another way. Tune in today to hear how Nina has changed people’s lives by coaching them through their limiting beliefs, and
what you can start doing today to overcome yours.
Key Points From This Episode:
• Nina explains how our perception of our reality helps us or harms us.
• What it looks like when we make decisions from a place of fear.
• The difference between intentional and default decision-making.
• When many of our limiting beliefs begin to form.
• Why limiting beliefs are so dangerous.
• A real-world example that highlights how your limiting beliefs can affect your income.
• Nina shares a story of how our confidence levels affect our work.
• Some of the most common types of mental blocks people experience.
• The best way to get people to listen to you.
• Why we should all try to be more present.
• The importance of practicing self-care.
Tweetables:
“It’s never people or the situation or the circumstances that block us and get in the way, we do it all on our own.” — @YourInnerGame [0:03:25]
“It is the thoughts and the feelings that we have about what we can achieve that will make or break us.” — @YourInnerGame [0:04:44]
“We don’t have to wait for things to change from the outside, we can take our control back, our power back, and make things happen for us.” — @YourInnerGame [0:15:38]
“When people speak with real integrity and they’re aligned with their values and what they believe in, then people listen to them.” — @YourInnerGame [0:19:34]
Links Mentioned in Today’s Episode:
Nina Cooke Website
Scorecard
Arista Wealth Management
Arista Wealth Management on Facebook
Paul Moffatt on LinkedIn
© 2022 Arista Wealth Podcast
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Website: Arista Wealth Management Linked In: Arista Wealth Management Facebook: Arista Wealth Management
Despite the fact that aging is inevitable, it’s a conversation that many people choose to avoid at all costs. But today, Allison O’Shea joins us to explain why talking openly about aging is the key to aging gracefully and eliminating ageism. After 17 years of working as an Executive Director for various assisted living companies, Allison founded Openly Aging with the mission of changing how we talk about aging. During this episode, she runs us through the 5 questions that everyone who is approximately 10 years away from retirement age should be asking themselves. From identifying your support system to knowing your financial situation, you’ll leave this episode with a better understanding of how to take control of the aging process in a way that will benefit you and your loved ones!
Key Points From This Episode:
- Allison shares what motivated her to found Openly Aging, LLC.
- The importance of identifying your aging support system years before you are likely to need them.
- How understanding your financial circumstances will stand you in good stead during your later years.
- The various care options available for aging populations.
- Examples of information that you should be communicating with your aging support system.
- The length of time you should expect to be waitlisted prior to entering a retirement community.
- How aging can cause tension between you and your loved ones if you don’t listen to them.
- An overview of the aging plan that Allison creates with her clients.
- Where you can find more valuable information about Openly Aging.
Tweetables:
“Your support system should be somebody that you can have full disclosure about your goals, finances and any concerns that you have.” — Allison O’Shea [0:08:55]
“Where I see people are most successful living independently as long as they can, [is] if they're willing to accept support here and there.” — Allison O’Shea [0:11:11]
“We also have to be aware, as we're aging, our ideal blueprint may have to change. The course of care due to a new diagnosis, due to a medical emergency may have to be altered. You have to trust the support system you have put into place that they have your best interests in mind.” — Allison O’Shea [0:13:17]
“If we have a plan in place that we've communicated, we keep control of our aging to the best of our ability, which will then eradicate ageism. My goal is to help people keep control of their aging as long as possible.” — Allison O’Shea [0:16:45]
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
Website: Arista Wealth Management Linked In: Arista Wealth Management Facebook: Arista Wealth Management
We all have a little weakness in our life, and it has to do with organizing. Joining us today to help declutter our lives, is the dynamic, energetic, snappy, cutting-edge, high-performing Professional Organizer, Christine Stone. She is a professional organizer who loves to bring calm and peace to her clients and their homes. Christine tells us what her superpower is, before explaining the differences between organized and unorganized environments. She then goes on to share the devastating effects of a cluttered space while giving us the benefits of an organized one. You’ll learn why Christine is the “purge professional”, why it’s important to both purge and declutter, what sentimental clutter is and why you need to get rid of it, and the different phases in your life where you may be collecting more than you should. Our guest urges all listeners to take professional organizing seriously and she explains exactly how she ended up doing what she loves. To hear how to add value, bring calm, and instill peace when organizing someone’s home, tune in now!
Key Points From This Episode:
- The difference between organized and unorganized environments.
- The unhealthy effects of an unorganized environment, and whether there’s an in-between.
- Why Christine is the go-to person to help ease your anxiety and bring you peace of mind.
- Why it’s important to purge as well as declutter.
- What sentimental clutter is and why it also needs to go.
- Phases in your life to be aware of when you may be collecting what you shouldn’t.
- Organizing as a profession to be taken seriously.
- How our guest ended up doing what she loves.
- The certifications required to be a professional organizer.
- How to add value, bring calm, and instill peace when organizing someone’s home.
Most people haven’t heard a doctor tell them, “You shouldn't be alive.” Bobbi has. And her personal story of re-building her health to become a vibrant athlete is inspiring and offers hope to listeners that anything is possible for them.
One of Bobbi’s signature strengths is in helping people to “Just Start” and to learn their way forward. This is rooted in her belief that while goal setting and having a vision is important, it is more important to just start. Nothing happens until you do. No progress can be made, and no learning can be created until we put ourselves in the game. Bobbi offers listeners proven ways to get off the bench and move towards their goals and dreams.
Ideas for Episode Titles / Main Focus
· 5 Mistakes that Keep Strivers Stuck
· How to Silence the Just Wait Voice and Move Forward Faster
· How to Turn Adversity into Growth?
· How to Learn Your Way Forward?
· Self-Coaching Recipes with the Personal Change Chef
Questions Bobbi Is Always Ready To Answer
· What are some of the mistakes that people make when they are starting something new?
· How do you manage the "Just Wait" voice that discourages us from taking action?
· How do you "Just Start" when you are pursuing something new or making a change?
· What do you mean by "learn your way forward?"
· How do you "learn your way forward?"
· What's the most productive way to think about change, challenge and uncertainty?
About Daniel
Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 10 languages. His latest work, The Behavioral Investor, was Axiom's best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. When he's not decoding market psychology, Daniel is a father of 3, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef.
Questions Daniel is Ready to Answer
1. What is the value that an advisor brings?
2. What study is the most influential that you have seen as a behavioral psychologist?
3. Referring to your first podcast, What are the top 5 regrets of the dying?
4. How important is the media and the environment on our wealth?
5. What are 3 things that you would shout from the mountain top about wealth management?
Episode: 35
Devin Carroll is a financial planner who is passionate about simplifying Social Security. In addition to his role as lead advisor at Carroll Advisory Group, he is the publisher of Social Security Intelligence, a retirement education platform that now reaches more than 1,000,000 monthly users through his YouTube channel and blog.
He’s been asked to contribute his Social Security expertise to numerous publications including CNBC, Forbes, The Wall Street Journal, Inc., and many others.
Ideas For Episode Titles / Main Focus
· Spousal benefits
· Taxation of benefits
· Survivor benefits
Restoring Community with a Heart of Service, with Laura Templeton
Episode 34: Show Notes
In a world of increasing turmoil and isolation, we need to actively nurture community and connection. Today, we are joined by the ever-inspiring global speaker, author, connector, and consultant, Laura Templeton. Laura’s niche business is based on the deep need within the network community to create a clear, concise, confident message that connects with one’s ideal clients and patients. She believes in the power of building people up, restoring a sense of pride in our communities, companies, and families, and helping people find their personal message. In our conversation with Laura, we discuss the loneliness epidemic and what can be done on an individual level to overcome it. Tune in to hear Laura’s secrets to building meaningful relationships, restoring a sense of pride in our community, connecting to others with a heart of service, and giving without expectation! This episode will leave you inspired to get out there, reach out, and start making a difference.
Key Points From This Episode:
- Introducing Laura Templeton, the work she does, and the positive attitude she does it with!
- The loss of community driving the loneliness epidemic.
- How to combat loneliness and restore a sense of pride in our companies and communities.
- The advantage introverts have when it comes to networking with intention.
- The secret to building meaningful relationships: having a heart of service.
- Giving without expectation.
Links Mentioned in Today’s Episode:
30 Second Success
Laura Templeton on LinkedIn
Laura Templeton on Twitter
30 Second Success: Ditch the Pitch and Start Connecting
Arista Wealth Management
Arista Wealth Management on Facebook
Arista Wealth Management on Twitter
Paul Moffatt on LinkedIn
David Boyd on LinkedIn
The Sunshine Quotient with Catherine Chadwick
Episode 33: Show Notes
Of the 70,000 thoughts we usually have in a day, 90 percent of them are recurring and only 10% percent are new. In light of this, it is so important that those recurring thoughts are positive. Joining us to discuss how we can prioritize our mental fitness training, resilience, and adaptability is Catherine Chadwick, a practitioner of applied positive psychology. Catherine is a certified legal nurse consultant and a certified life mastery consultant, specializing in transformational coaching. Tuning in, you’ll find out what she means by ‘the sunshine quotient’ and how she uses this as a mindfulness tool. You’ll also discover the importance of being protective of your thoughts, the role of the vagus nerve in your mental health, and what a ‘mind diet’ is and why it can be so beneficial. Catherine believes that your mind is like a garden. You need to nurture it, provide it with sunshine, and be positive in a negative world. To find out how to do this, make sure not to miss today’s conversation!
Key Points From This Episode:
- An introduction to Catherine and her career as a practitioner of applied positive psychology.
- What it means to prioritize your mental fitness training, resilience, and adaptability.
- The importance of being protective of your thoughts and thinking positive things.
- What Catherine means by the “sunshine quotient” and how she uses it as a mindfulness tool.
- The role of the vagus nerve in the parasympathetic nervous system
- What a “mind diet” is and why it’s so useful.
- The benefits of a TV, media, or internet ‘diet’.
- How you can find out more about the sunshine quotient and Catherine’s work.
- Her closing words on how life is supposed to be fun.
Links Mentioned in Today’s Episode:
Catherine Chadwick
The Art of Self Craftsmanship
The Sunshine Quotient
Arista Wealth Management
Arista Wealth Management on Facebook
Arista Wealth Management on Twitter
Paul Moffatt on LinkedIn
Rookie Father with Kendall Smith
Episode 31
Raised by a single mom, when Kendall Smith became a dad, he wanted to avoid the mistakes made by his parents, stay married, and provide a more positive environment for his son. As a published author, this inspired him to create a self-help book for other men who had never experienced fatherhood before. Today he joins us to discuss Rookie Father: A Playbook for Men Experiencing Fatherhood for the First Time. Tuning in you’ll hear about the “Aha!” moment Kendall had when writing this book and how, together with his experience at Men’s Health, he reverse-engineered the book and structured it as a playbook. He talks about who he interviewed for the book, why he chose to interview them, and some of the takeaways that he learned from them, as well as how he managed to come up with 131 different plays. To hear about this helpful book as well as some of Kendall’s best tips for dads regarding marriage, time management, and investing, tune in today!
Key Points From This Episode:
- An introduction to today’s guest Kendall Smith and his latest book Rookie Father.
- How he reverse-engineered the book and what he learned from his decade at Men’s Health.
- The “Aha!” moment he had when writing this book.
- Why he chose to structure the book like a playbook.
- One of the best tidbits Kendall wrote about in this book.
- How he came up with 131 ideas for plays in his playbook.
- Who he interviewed for the book and why he chose them.
- Some of the key takeaways from the book for those who've never had a father themselves.
- Kendall’s tips for taking small steps with your wealth as a young father.
- How the publishing of the book was postponed because of COVID.
- An investment success story from when Kendall graduated from college.
Links Mentioned in Today’s Episode:
Rookie Father
Alan Katz
Dana Glazer
The Evolution of Dad
Kendall Smith Email
Rookie Father on Facebook
Rookie Father on Instagram
Rookie Father on Twitter
Arista Wealth Management
Arista Wealth Management on Facebook
Arista Wealth Management on Twitter
Paul Moffatt on LinkedIn
Episode 32: Show Notes
The world is full of negativity, and it’s so easy to get caught up in the issues of the day (such as the declining markets). However, while there are many things we can’t control, what we do have control over is our mindset. In today’s episode, Kyle Gillette, founder of SAGE Mindset Coaching, is here to give us a lesson in shifting our mindsets, which is the key to living a fulfilled life! SAGE stands for Self-awareness, Accountability, Growth, and Empowerment, and it’s not the only acronym you are going to want to incorporate into your life after this show! Kyle also explains how the accountability PASS will help you take the leap from decision to commitment, and how his WISER strategy can turn you into a much better listener. We also discuss the importance of being present, why you should focus more on your strengths than your weaknesses, and the value of measuring the progress you are making in all areas of your life.
Key Points From This Episode:
- The main goal that Kyle aims to achieve through his business, SAGE mindset coaching.
- A recent example from Kyle’s life which highlights the power of a mindset shift.
- Why being present is such a valuable skill for leaders to learn.
- Advice for investors who are worried about the current state of the markets.
- Why you should focus more on your strengths than your weaknesses.
- The problem with overextending your strengths.
- Kyle explains the SAGE acronym using a house-building analogy.
- An overview of Kyle’s accountability PASS.
- The huge difference between deciding and committing.
- Paul’s skydiving experience as an example of the accountability PASS in action.
- The value that lies in measuring where you are at in all areas of your life.
- A lesson in how to listen better using the WISER method.
Links Mentioned in Today’s Episode:
SAGE Mindset Coaching
SAGE Mindset Coaching on LinkedIn
SAGE Mindset Coaching on Facebook
SAGE Mindset Coaching on YouTube
SAGE Mindset Podcast
Arista Wealth Management
Arista Wealth Management on Facebook
Arista Wealth Management on Twitter
Paul Moffatt on LinkedIn
The average American spends 9 hours looking at a screen everyday. This addiction that so many have to our devices is causing us to be disconnected from the people in front of us, the natural world around us, and our spiritual side. It’s also changing our brains. Daniel Sih, the founder and director of Spacemakers Australia, is working hard to help people change their relationship with the digital world, and make space for the things that really matter. In this episode, Daniel provides an overview of what Spacemakers does, shares the five principles from his book, Spacemaker (which won the award for Best Personal Development Book in Australia in 2021), and explains why incorporating a “digital Sabbath” into your life will be so beneficial.
Key Points From This Episode:
- A brief overview of Daniel’s work and personal life.
- The unhealthy relationship that many people have developed with the online world.
- What neuroplasticity is.
- 9 hours; the amount of time that the average American spends looking at a screen everyday, and how this is affecting our brains.
- The purpose of Daniel’s book, Spacemaker.
- What we lose by spending too much time looking at a screen.
- 5 principles for unplugging which Daniel highlights in his book.
- Advice for parents around giving your child a phone.
- The value of incorporating a Sabbath (day of rest) into your life.
Links Mentioned in Today’s Episode:
Daniel Sih on LinkedIn
Daniel Sih on Instagram
Spacemakers
Spacemaker: How to Unplug, Unwind and Think Clearly in the Digital Age
Arista Wealth Management
Arista Wealth Management on Facebook
Paul Moffatt on LinkedIn
Interactions Versus Transactions with Ryan Lindner
When confronted with your own mortality, it’s hard not to walk away with a profound new take on life. Our guest today is a consultant and coach, a personal development specialist, and an organizational change-maker. Ryan Lindner has had not one, but two near-death experiences and it is evident, through speaking with him, that he has come out the other side with unmatched wisdom. In our conversation with Ryan, he walks us through the science of first impressions and explains our need for meaningful interactions, rather than the transactions we’ve become accustomed to as a society. We learn about the power of presence, the important distinction between pivoting and multitasking, as well as the true nature of time management. Tune in for another inspiring installment of the Arista Wealth Podcast!
Key Points From This Episode:
- Introducing Ryan Linder and the inspiring work he does to help people navigate change.
- The science of first impressions.
- The need for interactions over transactions.
- The power of presence.
- The difference between pivoting and multitasking.
- How Ryan's two unexpected near-death experiences changed his view on life.
- What time management is, essentially.
- How to circumvent defensiveness when sharing feedback.
Links Mentioned in Today’s Episode:
Ryan Lindner
Ryan Lindner on LinkedIn
Ryan Lindner on Instagram
The Half‑Known Life
The Half-Known Life website
Arista Wealth Management
Arista Wealth Management on Facebook
Arista Wealth Management on Twitter
Paul Moffatt on LinkedIn
David Boyd on LinkedIn
Happiness Habits w/ Anthony Popon
Today on the podcast we have a high-performing person in so many areas: he is a professional speaker, he is an author, he is a corporate trainer, he’s a team-building facilitator, he can do it all! Anthony Poponi joins us from Bend, Oregon to talk through what people need in order to stay a high-performer in this negative world we live in. Jumping straight in, Anthony outlines the episodic nature of elation, sharing that the micro-moments between stimulating activities are as important as the times when you're feeling the neurochemical response from a pleasurable activity. From there we look at the importance of finding your uniqueness, before doing a deep dive into the wiring of our brains and how to unwind and rewire them so that we can be more peaceful and grateful. From uncertainty to negativity bias to the 'mullet brain', this episode distills the art of living a stress-free life into actionable nuggets of understanding. Tune in to hear some top habits and activities that will get you out of your head and into a life full of meaning and laughter!
Key Points From This Episode:
- Anthony shares what our brains need to stay a high performer in a negative world.
- Diving into the myth of human happiness and the episodic nature of elation.
- The importance of little moments of micro-connection with yourself and others.
- Talking us through our locus of control: the two boxes we can use to find balance.
- How our brains respond to the chaos and uncertainty from the media.
- Addressing where fear-based patterns come from and the importance of unwinding them.
- The role of ruminating, and how to get out of your head.
- Anthony shares a gratitude activity to honor the things in your life that make you happy.
- The three things that happened that changed his life.
- What his coach taught him about how to not undermine himself.
- How wealth can lead us to move from self-centered to other-centered.
- Hear about some of the offerings on his website
Links Mentioned in Today’s Episode:
Anthony Poponi
Anthony Poponi on Twitter
Anthony Poponi on LinkedIn
We will all ask ourselves this question at one point or another in our lifetime: what is the meaning of life? Believe it or not, there is actually an answer! To help us tackle this profound question, we are joined by author, professional researcher, and advisor, Nathanael Garrett Novosel. Nathanael has over 20 years of experience studying individual and group behavior. Over that time, he has researched psychology, evolutionary biology, organizational best practices, leadership decision making, business, technology, finance, and philosophy to understand how the world as we know it works and why. Nathanael has spent much of his career using the insights from his research to help the world’s leading executives solve their most pressing organizational challenges and create their strategic plans and, in today’s episode, he shares some of those insights with us. Tune in to learn about the eight key pillars of meaning that Nathanael outlines in his book, The Meaning of Life, before he sheds some light on the 'purpose generation’ and why we need to break through this crisis of meaning by focusing on growth, helping others, and working hard. For all this and more, make sure not to miss this enlightening conversation!
Key Points From This Episode:
- The story of how Nathanael came to write The Meaning of Life, which starts at age six.
- The eight key concepts: growth, experience, desire, belief, emotions, ethics, support, choice.
- Understanding that emotions equal desire plus belief plus experience.
- How you can employ cognitive dissonance to overcome limiting beliefs.
- Daily habits that will help you foster a more positive belief system, including mediation.
- Why Nathanael believes that young people today are experiencing a crisis of purpose.
- How to avoid a crisis in meaning by focusing on growth, helping others, and working hard.
Links Mentioned in Today’s Episode:
The Meaning of Life
The Meaning of Life
Nathanael Garrett Novosel on YouTube
Nathanael Garrett Novosel on Instagram
Arista Wealth Management
Arista Wealth Management on Facebook
Arista Wealth Management on Twitter
Paul Moffatt on LinkedIn
David Boyd on LinkedIn
Key Points From This Episode:
- Introducing today's topic: the Fed Fund Rate.
- Paul explains what the Fed Fund Rate is and what it does.
- Hear what the market did in the previous eight cycles like this.
- Some of the numbers around how the interest rates historically rise and fall.
- Why people don't need to panic despite the perceived volatility of the market.
- Hear a story of why turbulence doesn't always mean a crash.
- How the broad markets always make a positive return to investors who take a long view.
Welcome to our new monthly market update! Today we’ll be reviewing the market for January 2022. We know that this past month has been volatile, but it’s important to prioritize a long-term view and look at the markets from a broader perspective. Tuning in you’ll hear a breakdown of how the market has behaved this past month, from the Dow Jones industrial average to the international and emerging markets. We also discuss how the Federal Reserve’s decision to raise interest rates has impacted those numbers and why. We wrap things up by covering the unemployment rate, consumer sentiment, and inflation. For all this and more, make sure you tune in today!
At the start of a new year, it’s always useful to look back on the past year and see how far we have come. In today’s episode, Paul is joined by David Boyd, a financial planner at Arista Wealth Management, to discuss this very topic. The Covid-19 pandemic made 2021 an unusual year in many ways, but as you’ll hear in today’s episode, for many investors it turned out to be one of their best financial years yet! This conversation also covers the various changes that have taken place at the start of 2022, the economic health of the US market currently, and some words of wisdom regarding inflation and deflation. Join us for another insightful episode about all things financial planning!
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.
Tyler Hunt is the Vice President & Senior Financial Planner at Arista Wealth Management. His years of industry experience lend a helping hand as we discuss President Biden's proposed tax plan.
Stick around to the end to learn about all of the new proposed tax changes and how they could potentially effect you.
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.
Felice is the co-owner of HomeSmart Professionals and leader of The Bobo Team. Felice lives in Arizona with her husband John who is the designated broker for the franchise. Besides being a wealth of knowledge in the real estate industry Felice leads a dedicated team of 10, and more than 60 agents
Felice Katz - Bobo
Website: www.theboboteam.com
Cell Phone: 928.242.2200
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.
Garland cofounded Advanced with his wife, Dorothy and he is the author of Gettin' Unbusy. Garland helps individuals and organizations know their why while living and leading with greater sense of peace. Garland worked while earning his doctorate and helped raise three kids. He started experiencing migraines, heart palpitations, and exhaustion. That's when he learned he was stressed out due to busyness. That experience let him to focus his doctoral work on the effects of busyness on leaders and how to beat it.
Stick around to the end to learn how you can start managing your time and start gettin' unbusy.
Garland Vance
Website: https://www.killbusy.com
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.
David Boyd is a Junior Financial Planner at Arista Wealth Management. He recently graduated with a Bachelor’s in Personal Financial Planning and a Minor in Business Management at Utah Valley University. David is passionate about helping clients achieve financial success. This passion drives him to find new solutions and tips to save his clients money and help them achieve their goals.
Stick around to the end to learn new about new strategies and resources to help you accomplish managing your debt.
David Boyd
david@aristawealth.com
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.
Stephen Nance is a partner and CPA with Drilldown Solutions. Before working at Drilldown Solutions Stephen was an auditor with the Utah State Tax Commission. He helps clients save thousands of dollars in penalties and assessments and he is excited to share some of his knowledge with us.
Stick around to the end to learn how a new president can affect your taxes and some strategies you can use to save money on those taxes.
Stephen Nance
Email: snance@drilldownsolutions.com
Website: https://www.drilldownsolution.com/
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.
Chelsi Goulart is a military wife, mother, personal trainer, Miss- Utah runner up and has her degree in health. She is obsessed with health, wellness and helping people improve their confidence to take accountability for their own lives so they can be empowered to make better choices for their health.
Stick around until the end to learn how you can live a mentally, physically, and financially healthier life.
Chelsi Goulart
Instagram: https://www.instagram.com/chelsigoulart/
Website: https://www.chelsigoulart.com/
Podcast: https://podcasts.apple.com/us/podcast/unlimited-with-chelsi-goulart/id1439243504
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.
Dr. Kelly Maixner has raced the Iditarod race in Alaska also known as "the last great race on earth a staggering 8 times. Listen to this episode as Dr. Maixner helps us understand the mental grit and physical endurance it takes to run this 938 mile race.
Stick around through the end to hear about how young men can grow up to be the best men they can be, and can use The Warrior Challenge to better their young lives.
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.
Scott Anderson shares his expertise as a licensed mental health therapist to help us understand life and work place burnout. He will walk us thru what causes burnout and what we can do to avoid feeling burnt out.
Stick around to the end to listen to Scott's tips and tricks to regain motivation and passion in every aspect of your life.
Scott Anderson
DoubleDare
Website: https://https://doubledareyou.us/
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.
Rick Heyland wrote his purpose statement as a 26-year-old and has been perfecting his goal accomplishment system for the last 50 years. Rick is a successful consulting executive who loves living and managing his life by purpose, goals and effective stress management principles.
Stick around to the end to learn useful goal setting tools to help you succeed in every aspect of your life.
Rick Heyland
Website: https://ci4life.org
Facebook: https://www.facebook.com/CI4lifer/
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.
Hadlee Garrison is a graduate with her B.S. in Biopsychology, Cognition, and Neuroscience and an M.P.H in Health Behavior and Health Education. She coaches people in modern science and behavior change and helps clients learn to trust their intuition and implement happy, healthy habits.
Stick around through the end to hear how can take small steps to start living a happy and healthy lifestyle.
Hadlee Garrison
Website: https://happyhealthyhadlee.com/
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.
Karl Willman helps us better understand what a cash balance & a defined benefit plan are. Karl has over 10 years of experience administering and designing defined benefit plans, specializing in cash balance plans. He uses his experience to walk us thru the basics of these plans.
Stick around to the end to learn the basics of cash balance plans and how you can potentially benefit from a cash balance or a defined benefit plan.
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.
Erin Lowry is an author, business analyst, and the founder of BrokeMillennial.com. Erin has helped many people succeed with her books and she has appeared on The Rachel Ray Show and BBC News.
Erin has seen the opportunity to make and save money from a young age. As she became an adult she saw that most of her friends had no insight on how to save money or what they would need for retirement. This started Erin on her path to create the Broke Millennial brand and help millennials succeed financially.
Stick around to the end to learn how to handle tough conversations about money with your friends, how to ask your parents if they will need your help financially as they age, and how to handle the topic of money in your marriage.
Erin Lowry
The Broke Millennial
Website: www.brokemillennial.com
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.
Eric M. Twiggs is a founding partner and president of The What Now Movement. His mission is to build high performing entrepreneurs, authors, and career professionals, who can become prepared for life’s unexpected curve balls.
He is author of The Discipline Of Now: 12 Practical Principles To Overcome Procrastination.
Stick around to the end to learn about the What Now Movement, where you can learn to pivot, to stay flexible and to be ready to change when they face uncertain circumstances.
Eric M. Twiggs
The What Now Movement
Phone: (888) 812-4705
Email: eric@ericmtwiggs.com
Website: www.ericmtwiggs.com
Facebook Group: The What Now Movement
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.
David Karel, of the David Karel Insurance Group, teaches us about Medicare as we have been hearing so much about it during this time of year. Dave understands Medicare and as a broker has no ulterior motives to getting you the plan best suited for you. In the best of times Medicare can be confusing, but rest assured, we are here to help.
Stick around to the end to learn how working with a broker can help provide you an unbiased opinion, when you have so many options available.
David Karel
David Karel Insurance Group1313 Alderton Ln.
Las Vegas, NV 89144
Phone: (702) 403-6348
Email: david@medicareinlasvegas.com
Website: www.medicareinlasvegas.com
Video: Medicare Overview
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.
Dr. Travis G. Parry is the founder of the Make Time Institute. He’s earned several degrees in family and social science to better understand goal achievement and family relationships. He helps business owners and financial professionals achieve work/life balance. More importantly he is a father of 6 incredible children and the husband to 1 amazing and talented wife of almost 18 years. Travis knows well the struggles that individuals deal with to keep a healthy balance between building a business and enjoying life outside of it.
Stick around to the end to learn how taking a vacation may improve your business and work.
Dr. Travis G. Parry
Make Time Institute
Email: travis@travisparry.com
Website: www.travisparry.com
Book: https://www.travisparry.com/book
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.
Jermane Cheatham discusses living simply, and getting rid of things that don't bring you happiness. He talks about some of the best practices how to simplify and focus on the things that really make you happy.
Stick around to the end to learn how Jermane travels the world full time, and lives fluidly in the decisions he encounters which has led him to some of his favorite countries that he has encountered in the world.
Jermane Cheatham
Creators Learn
Website: https://creatorslearn.com/
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.
John Beede, a 7 summits climber, motivational speaker, author and avid adventurer, teaches us from lessons that can truly only be learned by experience. His unique perspective of swimming with hammerhead sharks, competing in wind surfing and summiting Mt. Everest are few things we learn from in this episode.
Stick around through the end to hear about how young men can grow up to be the best men they can be, and can use The Warrior Challenge to better their young lives.
John Beede
Books: Link to his books
Website: https://www.johnbeede.com/
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.
Michael Fenster, MD, known to his friends and fans as simply "Chef Dr. Mike" is America's only board-certified interventional cardiologist and professional chef. Paul asks Chef Dr. Mike about diets, heart health, and how we can improve our lives.
Stick around through the end to hear Chef Dr. Mike talk about the Harvard Happiness Study, where he explains what leads to a long, healthy and happy life.
Michael Fenster, MD
Chef Dr. MikeBooks: Link to his books
Email: info@chefdrmike.com
Website: https://chefdrmike.com/
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.
Jason Guinasso, labor and employment attorney of Hutchison & Steffen, discusses how the changing workforce affects business owners, building owners, & employees.
Stick around to the end to get some interesting insight about how working from home has brought up some interesting workers compensation dilemmas.
Jason Guinasso
Hutchison & Steffen, PLLC
500 Damonte Ranch Parkway, Suite 980
Reno NV 89521
Phone: (775) 853-8746
Email: jguinasso@hutchlegal.com
Website: https://hutchlegal.com/
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.
Christine Teh, of Teh Financial Coaching, shares her tips and tricks of how she helps her clients build a relationship with money.
Stick around to the end to listen to Christine's advice on compulsive spending.
Christine Teh
Teh Financial Coaching
Phone: (510) 367-0789
Email: Christine@TehFinancialCoaching.com
Website: https://www.tehfinancialcoaching.com/
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.
Jeff Rattiner, president of JR Financial Group, iscusses the financial decisions you could be making during and after COVID-19. From IRA changes, loans from your retirement accounts, to cashflow planning and life insurance, Jeff Rattiner discusses many things that can help you make informed financial decisions.
Stick around to the end where Jeff and Paul talk about having the hard conversations and being prepared for anything.
Jeff Rattiner
JR Financial Group
6410 South Quebec St.
Centennial, CO 80111
Phone: (720) 529-1888
Website: https://www.jrfinancialgroup.com/
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.
Matt Swan of Swan & Gardiner discusses the SECURE, CARES, & Flexibility (PPPFA) Act, and the changes that have been made to the tax code, that may be applicable to you or your business. Matt talks about some of the best practices of CPAs and how we can best help them with our tax situation, before taxes come due.
Stick around to the end to learn how Matt was able to save one of his clients $24,000 a year on their taxes.
Matt Gardiner
Swan + Gardiner
9005 West Sahara Ave
Las Vegas, NV 89117
Phone: (702) 869-9700
Website: https://www.swanandgardiner.com/
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.