Arista Wealth Podcast

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 changes impact retirement planning, healthcare costs, and benefit timing for millions of Americans approaching or already in retirement. Paul and Jordan break down...

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 opportunities that could reshape personal and retirement strategies. Paul and Jordan explore how expanded 529 plan benefits, new savings vehicles, and advanced tax-p...

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 exclusions, and temporary adjustments set to impact millions of Americans, understanding how these updates affect your personal and business finances is essential....

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 reacting to market noise or trying to predict the future, successful investing comes from building a disciplined plan, diversifying wisely, and staying committed...

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, the media thrives on fear and urgency, often prompting investors to make emotional, short-term decisions that can derail long-term success. Paul and Jordan s...

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-host Director of Financial Planning Jordan Naffa discuss how emotions influence financial decision-making and why mastering them is crucial to achieving investme...

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 Financial Planning, Jordan Naffa, break down the real cost of trying to beat the market and why staying invested is almost always the wiser strategy. From...

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, and co-host, Director of Financial Planning, Jordan Naffa,break down why chasing past performance is one of the most common and costly mistakes investors make...

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 through credit card rewards. Colin shares his top credit card recommendations, explains the differences between cash back and flexible travel points, and provides real-life examples of h...

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 and Senior Financial Planner, Paul Moffat and co-host, Director of Financial Planning, Jordan Naffa, unpack the implications of this trend, exploring how aspirational cons...

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 hearing daily: Why are my international investments doing better than my U.S. holdings? Together, they unpack the power of global diversification, how it reduces risk, and why it...

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 Planning Jordan recap their recent trip to the Berkshire Hathaway Annual Meeting in Omaha. With 20,000+ attendees and Warren Buffett’s official retirement announcement, the event...

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 truly the safeguard against inflation that many believe it to be?  ●      Historical Perspective: Looking at the price of gold from January 1980 to today. ●      Comparing Investments: Com...

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. athletes, who won 126 medals, and discuss the inspiring stories of athletes like cyclist Christine Faulkner, sprinter Noah Lyles, swimmer Bobby Fink, gymnast Simone B...

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 and Founder of Arista Wealth Management, shares more about what the Great Wealth Transfer is, and what this means for the financial industry. In this episode: What is the great wealth tran...

Paul Moffat and Preston Pugmire had the privilege of visiting Omaha, NE for the Berkshire Hathaway Annual Shareholder Meeting this month, and in this episode they share their takeaways.  There were over 40,000 shareholders that attended this event, with people traveling from all over the world to listen to Warren Buffett and other leaders. Paul and Preston both share what they learned in this epis...

What are the best retirement plans for 2024? There are so many intricacies to consider when picking out a retirement plan, so in this episode expert’s Paul Moffat and Zach Taylor discuss all things retirement plans.  This is a topic that Arista Wealth Management helps their clients with all the time. There are specific strategies and tax breaks on retirement accounts to secure a comfortable future...

“The stock market is at an all time high, is now the time to invest?”  This is a question we have been getting daily at the Arista Wealth Management office, so today, Paul Moffat and Zach Taylor discuss this very important topic.  If you look at the media, they create buzz to grab your attention around the best time to buy and sell stocks, which can be very confusing. This episode brings you the f...

There are some new changes to retirement plans through the Secure Act 2.0, and in this episode, Paul Moffat and Zach Taylor discuss them.  The Secure Act 2.0 was a 1300 page legislation with various changes, some of which are discussed in this episode today.  The Secure Act 2.0 is revolutionizing retirement planning, but can be complex, so it is advised to reach out to Arista Wealth Management, or...

Join Paul Moffat and Zach Taylor as they discuss the remarkable story of Ronald Read, a man who’s life and legacy offers profound lessons in the power of investing and frugality. Through wise and frugal investing, Ronald Read quietly gained a fortune of nearly $8 million dollars as a gas station attendant.  Listen to learn about his valuable insights into effective investing strategies, despite hi...

Warren Buffett’s 2024 annual letter to shareholders was recently published, and your host, Paul Moffett and co-host, Preston Pugmire, share the top 10 takeaways.  Bring a pen and paper, and get ready to take notes on these top 10 takeaways! If you want to read the full letter, which Paul strongly recommends, you can find it here: https://www.cnbc.com/2024/02/24/read-warren-buffetts-2024-annual-let...

Welcome to another insightful episode of the Arista Wealth Podcast, where financial experts Paul Moffat and Jordan Naffa discuss investment strategies. In today's episode, they unpack Dollar Cost Averaging (DCA) versus Lump Sum Investing (LSI) and explore the impact these strategies can have on your financial journey.  Topics in this episode: Dollar Cost Averaging vs Lump Sum Investing  The i...

In this episode, Zach and Jordan share key 401(k) basics that you should know if you are a business owner and considering a 401(k) plan.  They delve into 401(k) retirement accounts, breaking down the jargon and complexities around so you can understand them better. A 401(k) plan is a tax-advantaged retirement account offered by many employers.  Topics in this episode: - Basics of 401(k) - Company...

In this episode of the Arista Wealth podcast, Zach and Jordan talk all about the benefits and common pitfalls of Self-Directed IRAs. A self-directed individual retirement account is an individual retirement account which allows alternative investments for retirement savings. This episode is inspired by the increasing number of questions that we have received at the Arista Wealth office about Self-...

In this episode of the Arista Wealth Podcast, Zach and Jordan talk all about the world of dividends – which are periodic payouts that investors love. This is an important financial strategy that helps build financial resilience.  Dividends are regular profit-sharing payments made between a company and its investors. A company's board of directors determines the price per share, when and how o...