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 • 85 episodes
Arista Wealth Podcast
Latest Episodes
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
Episode 82: How Business Owners Can Reduce Taxes and Build Smarter Plans
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 yea...
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10:18
Episode 81: Structuring Fixed Income for Stability and Tax Efficiency
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 incom...
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7:40
Episode 80 Asset Allocation, Asset Location, and Smarter Investment Structure
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 signific...
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10:05
Episode 79: Using the Augusta Rule to Create Tax Free Income
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. Proper...
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6:42