Arista Wealth Podcast

Key Points From This Episode: Introducing today's topic: the Fed Fund Rate. Paul explains what the Fed Fund Rate is and what it does.  Hear what the market did in the previous eight cycles like this.  Some of the numbers around how the interest rates historically rise and fall.  Why people don't need to panic despite the perceived volatility of the market.  Hear a story of why turbulence...

Welcome to our new monthly market update! Today we’ll be reviewing the market for January 2022. We know that this past month has been volatile, but it’s important to prioritize a long-term view and look at the markets from a broader perspective. Tuning in you’ll hear a breakdown of how the market has behaved this past month, from the Dow Jones industrial average to the international and emerging m...

Episode 4 At the start of a new year, it’s always useful to look back on the past year and see how far we have come. In today’s episode, Paul is joined by David Boyd, a financial planner at Arista Wealth Management, to discuss this very topic. The Covid-19 pandemic made 2021 an unusual year in many ways, but as you’ll hear in today’s episode, for many investors it turned out to be one of their bes...

Tyler Hunt is the Vice President & Senior Financial Planner at Arista Wealth Management. His years of industry experience lend a helping hand as we discuss President Biden's proposed tax plan.  Stick around to the end to learn about all of the new proposed tax changes and how they could potentially effect you. Arista Wealth Management 8876 Spanish Ridge Ave. Suite 202 Las Vegas, NV 89148...

Felice is the co-owner of HomeSmart Professionals and leader of The Bobo Team. Felice lives in Arizona with her husband John who is the designated broker for the franchise. Besides being a wealth of knowledge in the real estate industry Felice leads a dedicated team of 10, and more than 60 agents Felice Katz - Bobo Website: www.theboboteam.com Cell Phone: 928.242.2200 Arista Wealth Management 8876...

Garland cofounded Advanced with his wife, Dorothy and he is the author of Gettin' Unbusy. Garland helps individuals and organizations know their why while living and leading with greater sense of peace. Garland worked while earning his doctorate and helped raise three kids. He started experiencing migraines, heart palpitations, and exhaustion.  That's when he learned he was stressed out...

David Boyd is a Junior Financial Planner at Arista Wealth Management. He recently graduated with a Bachelor’s in Personal Financial Planning and a Minor in Business Management at Utah Valley University. David is passionate about helping clients achieve financial success. This passion drives him to find new solutions and tips to save his clients money and help them achieve their goals. Stick around...

Stephen Nance is a partner and CPA with Drilldown Solutions. Before working at Drilldown Solutions Stephen was an auditor with the Utah State Tax Commission. He helps clients save thousands of dollars in penalties and assessments and he is excited to share some of his knowledge with us. Stick around to the end to learn how a new president can affect your taxes and some strategies you can use to sa...

Chelsi Goulart is a military wife, mother, personal trainer, Miss- Utah runner up and has her degree in health. She is obsessed with health, wellness and helping people improve their confidence to take accountability for their own lives so they can be empowered to make better choices for their health. Stick around until the end to learn how you can live a mentally, physically, and financially heal...

Dr. Kelly Maixner has raced the Iditarod race in Alaska also known as "the last great race on earth a staggering 8 times. Listen to this episode as Dr. Maixner helps us understand the mental grit and physical endurance it takes to run this 938 mile race. Stick around through the end to hear about how young men can grow up to be the best men they can be, and can use The Warrior Challenge to be...

Scott Anderson shares his expertise as a licensed mental health therapist to help us understand life and work place burnout. He will walk us thru what causes burnout and what we can do to avoid feeling burnt out. Stick around to the end to listen to Scott's tips and tricks to regain motivation and passion in every aspect of your life. Scott Anderson DoubleDare Website: https://https://doubled...

Rick Heyland wrote his purpose statement as a 26-year-old and has been perfecting his goal accomplishment system for the last 50 years. Rick is a successful consulting executive who loves living and managing his life by purpose, goals and effective stress management principles.  Stick around to the end to learn useful goal setting tools to help you succeed in every aspect of your life. Rick Heylan...

Hadlee Garrison is a graduate with her B.S. in Biopsychology, Cognition, and Neuroscience and an M.P.H in Health Behavior and Health Education. She coaches people in modern science and behavior change and helps clients learn to trust their intuition and implement happy, healthy habits. Stick around through the end to hear how can take small steps to start living a happy and healthy lifestyle. Hadl...

Karl Willman helps us better understand what a cash balance & a defined benefit plan are. Karl has over 10 years of experience administering and designing defined benefit plans, specializing in cash balance plans. He uses his experience to walk us thru the basics of these plans. Stick around to the end to learn the basics of cash balance plans and how you can potentially benefit from a cash ba...

Erin Lowry is an author, business analyst, and the founder of BrokeMillennial.com. Erin has helped many people succeed with her books and she has appeared on The Rachel Ray Show and BBC News. Erin has seen the opportunity to make and save money from a young age. As she became an adult she saw that most of her friends had no insight on how to save money or what they would need for retirement. This...

 Episode 11 Eric M. Twiggs is a founding partner and president of The What Now Movement. His mission is to build high performing entrepreneurs, authors, and career professionals, who can become prepared for life’s unexpected curve balls.  He is author of The Discipline Of Now: 12 Practical Principles To Overcome Procrastination. Stick around to the end to learn about the What Now Movement, where y...

Episode 10 David Karel, of the David Karel Insurance Group, teaches us about Medicare as we have been hearing so much about it during this time of year. Dave understands Medicare and as a broker has no ulterior motives to getting you the plan best suited for you. In the best of times Medicare can be confusing, but rest assured, we are here to help.  Stick around to the end to learn how working wit...

Episode: 9 Dr. Travis G. Parry is the founder of the Make Time Institute. He’s earned several degrees in family and social science to better understand goal achievement and family relationships. He helps business owners and financial professionals achieve work/life balance. More importantly he is a father of 6 incredible children and the husband to 1 amazing and talented wife of almost 18 years. T...

Episode 8 Jermane Cheatham discusses living simply, and getting rid of things that don't bring you happiness. He talks about some of the best practices how to simplify and focus on the things that really make you happy. Stick around to the end to learn how Jermane travels the world full time, and lives fluidly in the decisions he encounters which has led him to some of his favorite countries...

Episode: 7 John Beede, a 7 summits climber, motivational speaker, author and avid adventurer, teaches us from lessons that can truly only be learned by experience. His unique perspective of swimming with hammerhead sharks, competing in wind surfing and summiting Mt. Everest are few things we learn from in this episode. Stick around through the end to hear about how young men can grow up to be the...

Episode 6 Michael Fenster, MD, known to his friends and fans as simply "Chef Dr. Mike" is America's only board-certified interventional cardiologist and professional chef. Paul asks Chef Dr. Mike about diets, heart health, and how we can improve our lives. Stick around through the end to hear Chef Dr. Mike talk about the Harvard Happiness Study, where he explains what leads to a lon...

Episode: 5 Jason Guinasso, labor and employment attorney of Hutchison & Steffen, discusses how the changing workforce affects business owners, building owners, & employees. Stick around to the end to get some interesting insight about how working from home has brought up some interesting workers compensation dilemmas. Jason Guinasso Hutchison & Steffen, PLLC 500 Damonte Ranch Parkway,...

Episode 4 Christine Teh, of Teh Financial Coaching, shares her tips and tricks of how she helps her clients build a relationship with money. Stick around to the end to listen to Christine's advice on compulsive spending. Christine Teh Teh Financial Coaching ​Phone: (510) 367-0789 Email: Christine@TehFinancialCoaching.com Website: https://www.tehfinancialcoaching.com/ Arista Wealth Management...

Episode 3 Jeff Rattiner, president of JR Financial Group, iscusses the financial decisions you could be making during and after COVID-19. From IRA changes, loans from your retirement accounts, to cashflow planning and life insurance, Jeff Rattiner discusses many things that can help you make informed financial decisions. Stick around to the end where Jeff and Paul talk about having the hard conver...

Episode 1 Matt Swan of Swan & Gardiner discusses the SECURE, CARES, & Flexibility (PPPFA) Act, and the changes that have been made to the tax code, that may be applicable to you or your business. Matt talks about some of the best practices of CPAs and how we can best help them with our tax situation, before taxes come due. Stick around to the end to learn how Matt was able to save one of h...