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.
Arista Wealth Podcast
Latest Episodes
Episode 91 Dividends IRA Distribution and Timing Strategies for Better Tax Outcomes
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 ...
Episode 90: Lessons From Berkshire Hathaway’s Annual Meeting
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 organiz...
Episode 89: Guest Episode, Creating a High Performing Financial Team With Matt Swan, CPA
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 li...
Episode 88: What the Iran Crisis Means for Investors
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 inc...
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...
