Arista Wealth Podcast
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.
Podcasting since 2020 • 89 episodes
Arista Wealth Podcast
Latest Episodes
Episode 87: When It’s Time to Hire a CPA With Matt Swan, CPA
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...
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10:33
Episode 86: How Dividends, Options, and Margin Can Change Your Tax Outcome
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....
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8:55
Episode 85: Reviewing 2025 and the Power of Staying Invested
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 ...
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16:44
Episode 84: Smarter Ways to Give Through Strategic Philanthropy
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 effe...
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10:00
Episode 83: Capital Gains and Loss Strategies for Smarter Tax Planning
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 f...
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8:59
