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
93 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...
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....
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 ...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...