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 is a business podcast hosted by Paul L. Moffat, with 105 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Paul L. Moffat hosts Arista Wealth Podcast, a business show with 105 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Arista Wealth Podcast

  Episode 104: 6 Tax Strategies for W-2 Employees

  Aug 20, 20268 min

  President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss six strategies W-2 employees can explore to help reduce their tax burden. While employees generally have fewer tax planning opportunities than business owners and independent contractors, thoughtful planning can still create meaningful opportunities. Paul and Jordan cover strategies ranging from maximizing employer retirement plans and fully funding Health Savings Accounts to exploring short-term rentals, real estate professional status, and tax-advantaged alternative investments. They also discuss how building a legitimate business outside of your primary employment can create additional planning opportunities when properly structured. Throughout the conversation, Paul and Jordan emphasize that tax benefits should never be the sole reason for making an investment or business decision. Many of these strategies involve complex IRS requirements, additional risks, and strict qualification rules, making coordination with qualified tax, financial, and legal professionals essential. In this episode: ● Maximizing employer retirement plan contributions and available matching ● Using Health Savings Accounts as a tax-advantaged planning tool ● Short-term rentals, material participation, and cost segregation strategies ● Understanding real estate professional status and its strict qualification requirements ● Exploring tax-advantaged alternative investments ● Building a legitimate business to create additional planning opportunities ● Why proactive planning and professional guidance are essential when evaluating tax strategies The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional. Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place. Get in touch with us by clicking the links below! Go to Aristawealth.com for other tools, tips, and resources. Website: https://www.aristawealth.com/ Facebook: https://www.facebook.com/AristaWealth/ LinkedIn: https://www.linkedin.com/company/arista-wealth-management/

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  Arista Wealth Podcast

  Episode 103: Rebuilding Financial Stability After Divorce or Loss

  Aug 13, 202611 min

  President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss ten important steps for rebuilding financial stability and independence following divorce or the loss of a spouse. While these life events begin very differently, both can create significant changes in income, expenses, responsibilities, and long-term financial goals. Paul and Jordan explain why it can be important to avoid rushing into major financial decisions during an emotional transition. They walk through creating a clear picture of your finances, rebuilding cash flow, reviewing insurance and estate documents, establishing individual credit, updating beneficiaries, and evaluating future income needs. The conversation also addresses the emotional side of financial decision-making and the importance of reevaluating goals as circumstances change. Paul and Jordan emphasize the value of having the right financial, tax, legal, and estate-planning professionals in place to help navigate complex decisions and build a strong foundation for the future. In this episode: ● Why major financial decisions may need to wait during a significant life transition ● Taking inventory of income, expenses, assets, debts, and financial documents ● Rebuilding cash flow and establishing an emergency fund ● Reviewing insurance, wills, powers of attorney, and health care directives ● Establishing and maintaining credit in your own name ● Updating account ownership and beneficiary designations ● Evaluating income and career needs after a major change ● Avoiding emotional and reactionary financial decisions ● Reevaluating your financial goals and priorities ● Building a trusted team of financial, tax, legal, and estate professionals The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional. Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place. Get in touch with us by clicking the links below! Go to Aristawealth.com for other tools, tips, and resources. Website: https://www.aristawealth.com/ Facebook: https://www.facebook.com/AristaWealth/ LinkedIn: https://www.linkedin.com/company/arista-wealth-management/

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  Arista Wealth Podcast

  Episode 102: The Importance of Gratitude in Our Lives

  Aug 6, 202610 min

  President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa explore the life-changing power of gratitude through the groundbreaking research of Dr. Robert Emmons, one of the world's leading experts on gratitude. For more than twenty-five years, Dr. Emmons' research has demonstrated that practicing gratitude can improve happiness, strengthen relationships, reduce stress, improve sleep, and even enhance physical health. Paul and Jordan discuss Dr. Emmons' simple three-step gratitude practice: identifying three positive moments each day, reflecting on why they happened, and pausing to genuinely experience thankfulness. They explain how this daily habit can help retrain the brain to focus on blessings, opportunities, and meaningful relationships instead of problems and negativity. The conversation also explores the science behind gratitude, why our brains naturally focus on threats and challenges, and how developing intentional systems can transform both our mindset and overall well-being. The episode concludes with the introduction of Arista Wealth's new Gratitude Journal, designed to help listeners put these powerful principles into practice every day. In this episode: ● The research behind gratitude and its impact on happiness and health ● Dr. Robert Emmons' three-step daily gratitude practice ● Why reflecting on why good things happen strengthens gratitude ● The importance of slowing down to truly experience thankfulness ● How gratitude helps retrain the brain toward positivity ● The connection between gratitude, relationships, stress reduction, and better sleep ● How a daily gratitude journal creates consistency and lasting habits ● Simple questions to help cultivate gratitude every day The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional. Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place. Get in touch with us by clicking the links below! Go to Aristawealth.com for other tools, tips, and resources. Website: https://www.aristawealth.com/ Facebook: https://www.facebook.com/AristaWealth/ LinkedIn: https://www.linkedin.com/company/arista-wealth-management/

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  Arista Wealth Podcast

  Episode 101: Beyond Financial Wealth: What Really Makes Us Happy?

  Jul 31, 20269 min

  President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa explore lessons from Harvard's long-running study on happiness and what decades of research can teach us about living a meaningful and fulfilling life. While wealth management often focuses on investments, retirement, and financial security, true wealth extends far beyond the numbers in a portfolio. Paul and Jordan discuss eight important components of happiness, including the quality of our relationships, the consequences of loneliness, the importance of purpose, and the connection between health and overall well-being. They also examine the role money plays in happiness, including how financial security can reduce stress and create opportunities without guaranteeing fulfillment on its own. The conversation highlights how technology can be used to strengthen meaningful connections, why positive changes can be made at any stage of life, and how even a small circle of close relationships can contribute to greater happiness. Ultimately, this episode offers a broader perspective on wealth and the importance of creating a financial plan that supports the people, experiences, purpose, and goals that make life meaningful. In this episode: ● Why the quality of relationships matters more than quantity ● The impact of loneliness and social connection on well-being ● How having a sense of purpose contributes to fulfillment ● Why financial security matters, but money alone cannot create happiness ● The connection between physical health, mental health, and quality of life ● Using technology to strengthen relationships rather than replace them ● Why it is never too late to make meaningful changes ● How introverts can thrive through a few strong, supportive relationships The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional. Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place. Get in touch with us by clicking the links below! Go to Aristawealth.com for other tools, tips, and resources. Website: https://www.aristawealth.com/ Facebook: https://www.facebook.com/AristaWealth/ LinkedIn: https://www.linkedin.com/company/arista-wealth-management/

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  Arista Wealth Podcast

  Episode 100: The Top 10 Financial Lessons From Our First 100 Episodes

  Jul 23, 202617 min

  In this milestone 100th episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa reflect on the most valuable lessons they've shared over the past six years of the Risk to Wealth Podcast. After one hundred episodes covering investing, taxes, retirement planning, business strategies, market volatility, and financial planning, one truth has remained constant: successful financial planning is built on timeless principles, not short term headlines. Paul and Jordan count down their ten most important financial lessons, including focusing on what you can control, the power of compounding, diversification, patience, tax planning, automation, and maintaining a long term perspective. They explain why investor behavior often matters more than market performance and why financial planning extends far beyond simply choosing investments. Whether you're just beginning your financial journey or preparing for retirement, this special milestone episode offers practical guidance and enduring principles designed to help you build wealth with confidence over the long term. In this episode: ● Focus on what you can control and ignore unnecessary distractions ● Why time in the market matters more than timing the market ● Financial planning is more than investment performance alone ● How investor behavior impacts long term success ● The importance of filtering out market noise and media headlines ● Why diversification remains one of the most effective risk management tools ● Patience as a competitive advantage for investors ● Building wealth to support the life you want to live ● The benefits of automating savings and investing ● Thinking long term in a world focused on short term results The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional. Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place. Get in touch with us by clicking the links below! Go to Aristawealth.com for other tools, tips, and resources. Website: https://www.aristawealth.com/ Facebook: https://www.facebook.com/AristaWealth/ LinkedIn: https://www.linkedin.com/company/arista-wealth-management/

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