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
63 episodes
Gold: Is It Really As Valuable As We Think? The Myths and Realities
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...
•
Episode 62
•
6:54
.png)
Celebrating the 2024 Paris Olympics: What Athletes Can Teach Us About Life
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. athlete...
•
Episode 61
•
12:46
How Will the Great Wealth Transfer Impact the Markets?
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 ...
•
Episode 60
•
10:30
Berkshire Hathaway Annual Shareholder Meeting - 2024 Takeaways
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 atten...
•
Episode 59
•
15:16
Best Retirement Plans for 2024
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 ...
•
Episode 58
•
7:54
Tracking Record High’s in the Stock Market
“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.&nbs...
•
Episode 57
•
5:48
Secure 2.0 Updates for 2024
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 ...
•
Episode 56
•
7:15
How a Gas Station Employee Grew an $8 Million Fortune Through Investing
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 f...
•
Episode 55
•
7:25
10 Takeaways from the Warren Buffett Annual 2024 Letter to Shareholders
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 tak...
•
Episode 54
•
12:18
Optimizing Investment Strategies
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) ...
•
Episode 53
•
16:53
Understanding the Basics of a 401(k)
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...
•
Episode 52
•
8:11
Pros and Cons of Self-Directed IRAs
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 inve...
•
Episode 51
•
6:22
What Is a Dividend and How Does It Work?
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. Div...
•
Episode 50
•
4:39
Diversification in the Global Stock Market
In this episode of the Arista Wealth podcast, Zach and Jordan talk all about the advantage of spreading your investments across the world. Diversifying an investment portfolio is often considered a fundamental strategy for managing risk and max...
•
Episode 49
•
5:36
Government Shutdowns in American History
Politicians have never gotten along, so why are we surprised by the issues now?Are you concerned about your investments and portfolios during a government shutdown? Join Paul L. Moffat and Zachary Taylor of Arista Wealth as they share i...
•
Episode 48
•
5:23
Medicare Overview: What You Need To Know About Open Enrollment
It’s that time of year again, Open Enrollment! This is a time when you can sign up for health insurance, adjust your current plan or cancel your plan.In this episode, Paul Moffat, president & senior financial planner, is joined by Jo...
•
Season 1
•
Episode 47
•
11:21
Affects of War on Your Wealth
Concerned about what impact wars may have on your portfolio?There is so much global devastating news in the world right now. There is a surge of violence and instability, and it is horrible to watch. A lot of people have be...
•
Season 1
•
Episode 46
•
6:43
Warren Buffett's 2023 Annual Meeting Recap
Want to know what insights and lessons can be gained from Warren Buffett's 2023 Annual Meeting? Tune in to this episode of Arista Wealth Podcast with our very own President, Paul L. Moffat, and Lead Financial Planner, Zachary Taylor. In this in...
•
Season 1
•
Episode 45
•
18:04
Transforming Your Business with John Mautner
In today's episode of Arista Wealth Podcast we interview John Mautner, a best selling author, business coach, and successful entrepreneur. John shares about how he has been able to resuscitate hundreds of struggling businesses with his "voice-o...
•
Season 1
•
Episode 44
•
29:00
.jpg)
Securing Your Future with Life Insurance
Having an understanding of the role of life insurance can aid you in organizing your family's long-term financial security. In this Arista Wealth Podcast episode, Paul L. Moffat, CEO and Senior Financial Planner, and Samantha Foster, Clie...
•
Season 1
•
Episode 43
•
12:58
Is The US Dollar Losing Its Status?
There has been speculation lately that the U.S. dollar is on the verge of a major decline and might even lose its status as the world's major reserve currency. In this Arista Wealth Podcast episode, Paul L. Moffat, CEO and Senior Financial Plan...
•
Season 1
•
Episode 42
•
10:37
Powerful Lessons From Warren Buffett's 2023 Shareholder Letter
Calling all investors! If you want to learn from the best, tune in to this episode of the Arista Wealth Podcast. Our experts Paul L. Moffat and Zachary Taylow are breaking down Warren Buffett's 2023 letter to Berkshire Hathaway investors and sh...
•
Season 1
•
Episode 41
•
21:07
Recent Bank Failures and FDIC Insurance
It's not every day that we witness the downfall of a financial giant, but that's exactly what happened yesterday. First Republic Bank has been seized, making it the second-largest bank failure in U.S. history. This leaves many people wondering ...
•
Season 1
•
Episode 44
•
12:39
.jpg)
Fostering Generational Success with Aaron Shelley
When it comes to business, we understand how value comes from forging strategic partnerships and building relationships with clients. What would happen if we applied those techniques and mindsets to our own personal life and family? That is wha...
•
Season 2
•
Episode 1
•
14:56
.jpg)
Breaking Through Your Limiting Beliefs with Nina Cooke
Limiting beliefs are negative thought patterns that hinder our decision-making abilities, prevent us from reaching our full potential, and can cause harm to the people around us. As Nina Cooke explains during this episode, there is no such thin...
•
Season 1
•
Episode 40
•
29:36
