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.
Episodes
85 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
Episode 78 Your Year End Financial Checklist for 2025
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 f...
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12:53
Episode 77: Five High Impact Planning Strategies That Add Real Value
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...
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11:11
Guest Edition: Beyond the Basics, A Clear Guide to Medicare With Taylor Cole
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. Wheth...
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14:42
Special Episode: Lessons from Baseball, Leadership, and Life with Major League Pitcher Taylor Cole
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 Dod...
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20:07
Episode 75: The Government Shutdown and Its Impact on the Economy
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 politica...
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8:54
Episode 74: Social Security and Medicare Changes Under the One Big Beautiful Bill
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 chang...
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11:25
Episode 73: Additional Provisions and Planning Opportunities Under the One Big Beautiful Bill
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 opport...
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Episode 73
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9:21
Episode 72: Major Tax Changes Under the One Big Beautiful Bill Act
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 exclusi...
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Episode 72
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11:48
Episode 71: Focus on What You Can Control: A Guide to Smarter Investing
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 rea...
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11:46
Episode 70: Looking Beyond the Headlines: Staying Focused on Your Financial Goals
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, t...
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7:22
Episode 69: Managing Your Emotions: The Key to Better Financial Decisions
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...
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12:13
Episode 68: The Cost of Timing the Market
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...
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6:59
Episode 67: The Pitfall of Chasing Performance
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, an...
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11:01
Episode 66: Maximize Your Credit Card Points: Travel Smart, Spend Smarter with Colin Stroud
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 throu...
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27:07
Episode 65: What the Latest Bain & Company Study Reveals About Luxury Spending
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...
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9:51
Episode 64: Global Diversification: Why It Matters More Than Ever
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 hearin...
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7:13
Episode 63: Lessons from Omaha: Warren Buffett’s Final Address and Timeless Wisdom
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 Planni...
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21:06
Episode 62: Gold: Is It Really As Valuable As We Think? The Myths and Realities
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...
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Episode 62
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6:54
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Episode 61: Celebrating the 2024 Paris Olympics: What Athletes Can Teach Us About Life
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. athlete...
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Episode 61
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12:46
Episode 60: How Will the Great Wealth Transfer Impact the Markets?
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 ...
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Episode 60
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10:30