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
Latest Episodes
Episode 115: Five Questions to Clarify Your Plan: What Happens After Your First Meeting
The first meeting with a financial planner can feel uncertain, especially if you're not sure what to expect or what you'll be asked. What should happen between that first conversation and the decisions about your retirement accounts?In ...
Episode 114: Choosing Financial Help: Comparing What Different Services Actually Do
Choosing financial help can feel overwhelming when every provider describes their service differently. How do you know which kind of help fits your situation, and what will still be your responsibility?In Episode 114 of the Arista Wealth...
Episode 113: The Complexity Ceiling: When to Hand Off Your Financial Life
As wealth grows, so does the number of financial decisions that depend on one another. At what point does managing it all yourself stop working?In Episode 113 of the Arista Wealth Management Podcast, President and Senior Financial Plann...
Episode 112: Politics and Your Portfolio: Keeping Emotions Out of Investing
Election seasons can bring strong emotions, uncertainty, and a constant stream of headlines. But should the outcome of an election influence how you manage your investment portfolio?In Episode 112 of the Arista Wealth Management Podcast,...
Episode 111: Beyond Cash: Tax-Smart Charitable Giving with Paul Moffat and Benson Blake
Charitable giving is an opportunity to support the organizations and causes that matter most to you. But how you give can be just as important as how much you give.In Episode 111 of the Arista Wealth Management Podcast, President and Sen...
