Arista Wealth Podcast
By: Paul L. Moffat
Language: en-us
Categories: Business, Investing, Entrepreneurship, Education, How To
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
Using the Augusta Rule to Create Tax Free Income
Jan 08, 2026In this episode, President and Senior Financial Planner Paul L. Moffat is joined by Director of Financial Planning Jordan Naffa to break down the Augusta Rule, a powerful and often overlooked tax planning strategy for business owners. Properly implemented, this rule allows qualified homeowners to generate tax-free income while their business receives a legitimate deduction.
Paul and Jordan explain the history of the Augusta Rule, how it works under IRS Section 280A, and why documentation is critical to its proper execution. They walk listeners through the step-by-step process business owners should follow, including meeting...
Duration: 00:06:42Episode 78 Your Year End Financial Checklist for 2025
Dec 31, 2025In this episode, President and Senior Financial Planner Paul L. Moffat is joined by Director of Financial Planning Jordan Naffa to walk through ten critical actions investors should complete before the end of 2025. As the year closes, many financial opportunities disappear once the calendar turns, making proactive planning essential. Paul and Jordan outline a clear and practical checklist designed to help listeners stay organized, avoid costly mistakes, and position themselves for long term success.
The conversation blends personal, financial, and tax planning priorities, covering everything from goal setting and beneficiary reviews to retirement contributions...
Duration: 00:12:53Episode 77: Five High Impact Planning Strategies That Add Real Value
Dec 04, 2025In this episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa break down five powerful financial planning strategies that help clients protect wealth, reduce taxes, and build long term financial security. With laws constantly changing and new opportunities emerging, many investors are unaware of the tools available to them. Paul and Jordan shine a light on the strategies that can make a meaningful difference in a client’s financial life.
They cover topics ranging from real estate tax strategies and rebalancing to modern 529 uses, backdoor Roth contributions, an...
Duration: 00:11:11Guest Edition: Beyond the Basics, A Clear Guide to Medicare With Taylor Cole
Nov 26, 2025This episode of the Arista Wealth Management Podcast, host Paul L. Moffat is joined by former Major League Baseball pitcher and Medicare specialist Taylor Cole for a practical and easy-to-understand conversation on navigating Medicare. Whether you are turning sixty-five, already enrolled, or helping a family member through the process, this episode breaks down what Medicare covers, how the different parts work, and the choices that matter most when evaluating your options.
Paul and Taylor explain how Parts A, B, D, Medicare Advantage, and Medicare supplement plans fit together, what costs to expect, and...
Duration: 00:14:42Special Episode: Lessons from Baseball, Leadership, and Life with Major League Pitcher Taylor Cole
Nov 20, 2025In this episode, President and Senior Financial Planner Paul L. Moffat sits down with Major League Baseball pitcher Taylor Cole for a conversation that goes far beyond the field. They discuss the 2025 World Series between the Los Angeles Dodgers and Toronto Blue Jays, the mental toughness it takes to play at the highest level, and the leadership lessons that apply to both sports and investing.
Taylor shares behind-the-scenes stories from his time in the big leagues, including his experience with legends like Albert Pujols and Shohei Ohtani, and the emotional no-hitter thrown by the...
Duration: 00:20:07Episode 75: The Government Shutdown and Its Impact on the Economy
Nov 13, 2025In this episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa take a closer look at the 2025 government shutdown and its real impact on the U.S. economy and investors. Despite political noise and media headlines, history shows that markets have remained resilient through previous shutdowns and often even posted gains.
Paul and Jordan discuss the difference between disruption and collapse, explain what continues to function during a shutdown, and share how investors can maintain perspective amid political uncertainty. They highlight lessons from past shutdowns, explore why...
Duration: 00:08:54Episode 74: Social Security and Medicare Changes Under the One Big Beautiful Bill
Oct 30, 2025In 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 how the gradual increase in full retirement age, enhanced delayed retirement credits, and Medicare coverage expansions create both challenges and new planning opportunities. They also explain how these adjustments fit into a broader retirement income...
Duration: 00:11:25Episode 73: Additional Provisions and Planning Opportunities Under the One Big Beautiful Bill
Oct 23, 2025In 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-planning tools can help build long-term financial flexibility. They also discuss how Roth conversions and Life Insurance Retirement Plans (LIRPs) can work together to create tax-efficient retirement income streams in light of recent legislative changes.
<...
Duration: 00:09:21Episode 72: Major Tax Changes Under the One Big Beautiful Bill Act
Oct 15, 2025In 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.
Paul and Jordan explain how these provisions build upon existing tax law, what has been extended or made permanent, and where taxpayers should be especially mindful as they plan for 2025 and beyond. They also highlight planning strategies to...
Duration: 00:11:48Episode 71: Focus on What You Can Control: A Guide to Smarter Investing
Sep 17, 2025In 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 through all conditions.
Paul and Jordan outline a step-by-step framework for smarter investing, from creating a personalized plan and structuring a portfolio for expected returns to managing costs and maintaining discipline when volatility strikes. They...
Duration: 00:11:46Episode 70: Looking Beyond the Headlines: Staying Focused on Your Financial Goals
Aug 27, 2025In 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 share examples from recent years, highlight the psychology behind headline-driven reactions, and explain why tuning out the noise is essential for protecting your portfolio. They also discuss how having a professional “referee” between you and your investments can help you...
Duration: 00:07:22Episode 69: Managing Your Emotions: The Key to Better Financial Decisions
Aug 20, 2025Market 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 investment success. As human beings, we’re wired to feel fear, excitement, greed, pride, and anxiety—but when those emotions drive market moves, they can sabotage even the best strategies.
Paul and Jordan share lessons from 2025’s market v...
Duration: 00:12:13Episode 68: The Cost of Timing the Market
Jul 30, 2025Trying 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 Warren Buffett’s wisdom to hard data spanning 25 years, Paul and Jordan explore:
Why timing the market is so tempting… yet so costlyEye-opening stats on what happens when you miss the market’s best... Duration: 00:06:59Episode 67: The Pitfall of Chasing Performance
Jul 25, 2025Have 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, you’ll learn:
Why media hype can cloud your investment decisionsHistorical data on how top-performing companies often underperform after gaining popularityHow diversification across global markets helps mi... Duration: 00:11:01Episode 66: Maximize Your Credit Card Points: Travel Smart, Spend Smarter with Colin Stroud
Jul 10, 2025In 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 high-value redemptions. If you're spending $100K+ a year (or more), this is a strategy you can’t afford to ignore.
Personal Travel Cards:
Capital One Ve... Duration: 00:27:07Episode 65: What the Latest Bain & Company Study Reveals About Luxury Spending
Jun 13, 2025According 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 consumption is impacting financial behavior, net worth growth, and long-term planning. They contrast short-term consumer psychology with disciplined wealth-building strategies, highlighting the difference between looking successful and building true financial security.
If yo...
Duration: 00:09:51Episode 64: Global Diversification: Why It Matters More Than Ever
Jun 04, 2025If 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’s essential to long-term investment success.
They explore the performance trends across different decades, the difference between international and emerging markets, and how diversification helps...
Duration: 00:07:13Episode 63: Lessons from Omaha: Warren Buffett’s Final Address and Timeless Wisdom
May 29, 2025What 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 was filled with powerful insights on leadership, investing, and legacy.
They break down Buffett’s timeless advice on staying calm during market volatility, surrounding yourself with smart people, and th...
Duration: 00:21:06Episode 62: Gold: Is It Really As Valuable As We Think? The Myths and Realities
Sep 04, 2024Paul 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: Comparing gold to equities, specifically the S&P 500, which has seen an astounding 49-fold increase since 1980.
● The Power of Dividends: The critical role divid...
Duration: 00:06:54Episode 61: Celebrating the 2024 Paris Olympics: What Athletes Can Teach Us About Life
Aug 21, 2024In 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 Biles, golfer Scotty Scheffler, and swimmer Katie Ledecky.
The episode also provides five key steps to achieving greatness, drawn from the athletes' experiences!
If you have any questions, call the Arista Wealth Management office located in L...
Duration: 00:12:46Episode 60: How Will the Great Wealth Transfer Impact the Markets?
May 29, 2024Baby 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 transfer?How will the great wealth transfer impact t... Duration: 00:10:30Episode 59: Berkshire Hathaway Annual Shareholder Meeting - 2024 Takeaways
May 22, 2024Paul 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 episode, including the importance of loving what you are investing your money into, and why you need to be patient, disciplined, and stay invested for the long term.
In this episode:
Pa... Duration: 00:15:16Episode 58: Best Retirement Plans for 2024
May 15, 2024What 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 that you should know about.
There is something for everyone, so be sure to talk to an expert, such as Arista Wealth Management, for more information on what retirement acco...
Duration: 00:07:54Episode 57: Tracking Record High’s in the Stock Market
May 08, 2024“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 facts that you need to know to cut through the noise around when is the best time to buy and sell your s...
Duration: 00:05:48Episode 56: Secure 2.0 Updates for 2024
May 01, 2024There 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 other experts.
In this episode:
The key provisions of Secure Act 2.0How the Secure Act 2.0 will impact retirement plansWhat to expect from this change.If you...
Duration: 00:07:15Episode 55: How a Gas Station Employee Grew an $8 Million Fortune Through Investing
Apr 24, 2024Join 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 his modest income.
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with...
Duration: 00:07:25Episode 54: 10 Takeaways from the Warren Buffett Annual 2024 Letter to Shareholders
Mar 13, 2024Warren 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-letter-to-shareholders.html
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
<... Duration: 00:12:18Episode 53: Optimizing Investment Strategies
Feb 07, 2024Welcome 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 impact these can have on your money and wealth How time Horizons Effects these strategiesKey statistics to know about LSI v DCAIf you have any questions, call the Arista Wea...
Duration: 00:16:53Episode 52: Understanding the Basics of a 401(k)
Jan 17, 2024In 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 Matching
- Yearly contribution limits
- 5 steps to becoming a 401K Millionaire
The world of r...
Duration: 00:08:11Episode 51: Pros and Cons of Self-Directed IRAs
Jan 10, 2024In 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-Directed IRAs, specifically around purchasing real estate through a self-directed IRA.
In this episode:
What is a Self-Directed IRA?Common pitfalls that can cost you money.What you need to know before opening a Self-Directed... Duration: 00:06:22Episode 50: What Is a Dividend and How Does It Work?
Jan 04, 2024In 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 often dividend payments are made. Dividend stocks can provide a stream of income, which can be especially valuable during inflationary periods.
In this episode, they discuss:
What are dividends and why are they so... Duration: 00:04:39Episode 49: Diversification in the Global Stock Market
Dec 20, 2023In 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 maximizing potential returns.
In this episode:
Why you should not be putting your “eggs” (money) in one basket, but instead, putting your “eggs” in many baskets.How diversification can minimize risk.What countries have the top performing investments. Arista Wealth’s advice on diversification.If you have any questions, call the Arista Wealth Management office located in L...
Duration: 00:05:36Episode 48: Government Shutdowns in American History
Nov 15, 2023Politicians 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 invaluable data points to alleviate your worries about your investments in the face of a prolonged government shutdown.
The US has experienced 14 funding gaps since 1981, 10 of which resulted in shutdowns. What is happening now is nothing new.
In this episode:
Learn about the impact of government shutdowns on your investments.
Data and i...
Episode 47: Medicare Overview: What You Need To Know About Open Enrollment
Nov 08, 2023It’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 Jordan Naffa, the director of financial planning, to discuss the very timely topic about open enrollment. They discuss several crucial aspects and topics of Medicare.
In this episode:
What is Medicare and who is it for.Significant dates to be aware of.New Medicare available plans that may be available to... Duration: 00:11:21Episode 46: Affects of War on Your Wealth
Nov 01, 2023Concerned 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 been asking Paul Moffat and Zachary Taylor of Arista Wealth about how this is going to impact money and portfolios. In this episode, Paul and Zach dive into what impact global conflict has on investments, portfolios and highlight key data points that will ease your worries.
In this episode:
Episode 45: Warren Buffett's 2023 Annual Meeting Recap
Jun 07, 2023Want 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 informative and engaging discussion, they'll break down the highlights of the meeting and share their expert opinions on how you can apply them to your own financial journey. Don't miss out on this valuable opportunity to learn from the best in the business! Hit that play button now and let's get started. And hey, if you find this content...
Duration: 00:18:04Episode 44: Transforming Your Business with John Mautner
May 31, 2023In 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-of-the-people" coaching philosophy. He explains the benefits of helping CEO's avoid bottlenecking their company through micromanagement, and instead seek solutions from the talented people who work there. As John says, “Nobody knows the company better than the people that have worked there for years and years."
About John Mautner:
John Mautner is a number one best selling author of...
Episode 43: Securing Your Future with Life Insurance
May 17, 2023Having 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, Client Communications Manager, share more about the benefits of securing life insurance and the different kinds of life insurance policies.
🌟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/
L...
Duration: 00:12:58Episode 42: Is The US Dollar Losing Its Status?
May 10, 2023There 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 Planner, and Samantha Foster, Client Communications Manager, discuss the history of the world's major reserve currency and data behind the current state of the US dollar to put your mind at ease!
🌟Get in touch with us by clicking the links below!🌟
Go to Aristawealth.com for other tools, tips, and resources.
...
Duration: 00:10:37Episode 41: Powerful Lessons From Warren Buffett's 2023 Shareholder Letter
May 03, 2023Calling 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 sharing the 10 most valuable lessons with you. From tips on smart investing to strategies for success, you won't want to miss this insightful discussion. So grab your notebook, get comfortable, and let's dive into the mind of the legendary Warren Buffett. And don't forget to like, subscribe, and share with your fellow investors!
🌟Get in touch with us...
Duration: 00:21:07Episode 44: Recent Bank Failures and FDIC Insurance
May 02, 2023It'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 about the safety of their hard-earned money. Luckily, the Arista Wealth Podcast is here to help you navigate through this tough situation. Tune in to our pop-up episode, where our CEO and Senior Financial Planner, Paul L. Moffat, and Financial Planner, Zachary Taylor, shed some light on what happened, how it impacts your finances, and how FDIC Insurance plays...
Duration: 00:12:39Fostering Generational Success with Aaron Shelley
Feb 21, 2023When 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 what Aaron Shelley, author of "The Family Flywheel" discusses in this episode of the Arista Wealth Podcast.
"The Family Flywheel" is a "dive deep into a systematic guide to family success for generations. Based on the experiences of successful families throughout history, this book outlines the principles that made them successful and shows you how to apply these principles t...
Episode 40: Breaking Through Your Limiting Beliefs with Nina Cooke
Nov 02, 2022Limiting 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 thing as objective reality, and the way we perceive our circumstances is what causes us to succeed or fail. In other words, it’s all about your mindset! There are so many different types of mindset blocks that we humans have, and so many ways in which we self-sabotage, but thankfully, there is also another way. Tune in today to hear ho...
Duration: 00:29:36Episode 39: Openly Aging with Allison O'Shea
Oct 21, 2022Despite the fact that aging is inevitable, it’s a conversation that many people choose to avoid at all costs. But today, Allison O’Shea joins us to explain why talking openly about aging is the key to aging gracefully and eliminating ageism. After 17 years of working as an Executive Director for various assisted living companies, Allison founded Openly Aging with the mission of changing how we talk about aging. During this episode, she runs us through the 5 questions that everyone who is approximately 10 years away from retirement age should be asking themselves. From identifying your support system to k...
Duration: 00:19:53Episode 38: Purging Your Way to Calm and Peace with Christine Stone
Sep 16, 2022We all have a little weakness in our life, and it has to do with organizing. Joining us today to help declutter our lives, is the dynamic, energetic, snappy, cutting-edge, high-performing Professional Organizer, Christine Stone. She is a professional organizer who loves to bring calm and peace to her clients and their homes. Christine tells us what her superpower is, before explaining the differences between organized and unorganized environments. She then goes on to share the devastating effects of a cluttered space while giving us the benefits of an organized one. You’ll learn why Christine is the “purg...
Duration: 00:26:33Episode 37: How to Just Move Forward with Bobbi Kahler
Aug 31, 2022Most people haven’t heard a doctor tell them, “You shouldn't be alive.” Bobbi has. And her personal story of re-building her health to become a vibrant athlete is inspiring and offers hope to listeners that anything is possible for them.
One of Bobbi’s signature strengths is in helping people to “Just Start” and to learn their way forward. This is rooted in her belief that while goal setting and having a vision is important, it is more important to just start. Nothing happens until you do. No progress can be made, and no learning can be created until we p...
Episode 36: The Behavioral Investor with Dr. Daniel Crosby
Aug 18, 2022About Daniel
Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations understand the intersection of mind and markets. Dr. Crosby's first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New York Times bestseller. His second book, The Laws of Wealth, was named the best investment book of 2017 by the Axiom Business Book Awards and has been translated into 10 languages. His latest work, The Behavioral Investor, was Axiom's best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. When he's...
Duration: 00:32:20Episode 35: How to Simplify Your Social Security with Devin Carroll
Aug 04, 2022Episode: 35
Devin Carroll is a financial planner who is passionate about simplifying Social Security. In addition to his role as lead advisor at Carroll Advisory Group, he is the publisher of Social Security Intelligence, a retirement education platform that now reaches more than 1,000,000 monthly users through his YouTube channel and blog.
He’s been asked to contribute his Social Security expertise to numerous publications including CNBC, Forbes, The Wall Street Journal, Inc., and many others.
Ideas For Episode Titles / Main Focus
· Spousal benefits
· Taxation of benefits...
Duration: 00:19:58Episode 34: Restoring Community with a Heart of Service, with Laura Templeton
Jul 12, 2022Restoring Community with a Heart of Service, with Laura Templeton
Episode 34: Show Notes
In a world of increasing turmoil and isolation, we need to actively nurture community and connection. Today, we are joined by the ever-inspiring global speaker, author, connector, and consultant, Laura Templeton. Laura’s niche business is based on the deep need within the network community to create a clear, concise, confident message that connects with one’s ideal clients and patients. She believes in the power of building people up, restoring a sense of pride in our...
Duration: 00:16:54Episode 33: The Sunshine Quotient with Catherine Chadwick
Jun 28, 2022The Sunshine Quotient with Catherine Chadwick
Episode 33: Show Notes
Of the 70,000 thoughts we usually have in a day, 90 percent of them are recurring and only 10% percent are new. In light of this, it is so important that those recurring thoughts are positive. Joining us to discuss how we can prioritize our mental fitness training, resilience, and adaptability is Catherine Chadwick, a practitioner of applied positive psychology. Catherine is a certified legal nurse consultant and a certified life mastery consultant, specializing in transformational coaching. Tuning in, you’ll find out what she means by ‘the sunshine quot...
Duration: 00:20:03Episode 32: Rookie Father With Kendall Smith
Jun 14, 2022Rookie Father with Kendall Smith
Episode 32
Raised by a single mom, when Kendall Smith became a dad, he wanted to avoid the mistakes made by his parents, stay married, and provide a more positive environment for his son. As a published author, this inspired him to create a self-help book for other men who had never experienced fatherhood before. Today he joins us to discuss Rookie Father: A Playbook for Men Experiencing Fatherhood for the First Time. Tuning in you’ll hear about the “Aha!” moment Kendall had when writing this book a...
Duration: 00:21:53Episode 31: Shifting Your Mindset w/ Kyle Gillette
Jun 01, 2022Episode 31: Show Notes
The world is full of negativity, and it’s so easy to get caught up in the issues of the day (such as the declining markets). However, while there are many things we can’t control, what we do have control over is our mindset. In today’s episode, Kyle Gillette, founder of SAGE Mindset Coaching, is here to give us a lesson in shifting our mindsets, which is the key to living a fulfilled life! SAGE stands for Self-awareness, Accountability, Growth, and Empowerment, and it’s not the only acronym you are...
Duration: 00:28:08Episode 30: Making Space for Things That Matters with Daniel Sih
Apr 26, 2022The average American spends 9 hours looking at a screen everyday. This addiction that so many have to our devices is causing us to be disconnected from the people in front of us, the natural world around us, and our spiritual side. It’s also changing our brains. Daniel Sih, the founder and director of Spacemakers Australia, is working hard to help people change their relationship with the digital world, and make space for the things that really matter. In this episode, Daniel provides an overview of what Spacemakers does, shares the five principles from his book, Sp...
Duration: 00:19:41Episode 29: Interactions Versus Transactions with Ryan Lindner
Apr 12, 2022Interactions Versus Transactions with Ryan Lindner
When confronted with your own mortality, it’s hard not to walk away with a profound new take on life. Our guest today is a consultant and coach, a personal development specialist, and an organizational change-maker. Ryan Lindner has had not one, but two near-death experiences and it is evident, through speaking with him, that he has come out the other side with unmatched wisdom. In our conversation with Ryan, he walks us through the science of first impressions and explains our need for meaningful interactions, rather than th...
Duration: 00:22:27Episode 28: Happiness Habits w/ Chief Happiness Officer Anthony Poponi.
Apr 04, 2022Happiness Habits w/ Anthony Popon
Today on the podcast we have a high-performing person in so many areas: he is a professional speaker, he is an author, he is a corporate trainer, he’s a team-building facilitator, he can do it all! Anthony Poponi joins us from Bend, Oregon to talk through what people need in order to stay a high-performer in this negative world we live in. Jumping straight in, Anthony outlines the episodic nature of elation, sharing that the micro-moments between stimulating activities are as important as the times when you're feeling th...
Duration: 00:21:49Episode 27: The Meaning of Life w/ Nathanael Garret Novosel
Mar 08, 2022We will all ask ourselves this question at one point or another in our lifetime: what is the meaning of life? Believe it or not, there is actually an answer! To help us tackle this profound question, we are joined by author, professional researcher, and advisor, Nathanael Garrett Novosel. Nathanael has over 20 years of experience studying individual and group behavior. Over that time, he has researched psychology, evolutionary biology, organizational best practices, leadership decision making, business, technology, finance, and philosophy to understand how the world as we know it works and why. Nathanael has spent much of his career...
Duration: 00:18:11Episode 26: Good Things Happen While Hard Changes Occur
Feb 22, 2022Key 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 doesn't always mean a crash.How the broad markets always make a positive return to investors who take a long view.🌟Get in touch with us by clicking the links b...
Duration: 00:06:20Episode 25: January 2022 Market Review
Feb 11, 2022Welcome 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 markets. We also discuss how the Federal Reserve’s decision to raise interest rates has impacted those numbers and why. We wrap things up by covering the unemployment rate, co...
Duration: 00:05:40Episode 24: 2021 Market Review w/ David Boyd
Feb 02, 2022Episode 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 best financial years yet! This conversation also covers the various changes that have taken place at the start of 2022, the economic...
Episode 23: President Biden's Proposed Tax Plan w/ Tyler Hunt
Jun 25, 2021Tyler 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
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do you have a question or a topic you would like discussed? M...
Episode 22: Real Estate Trends w/ Felice Katz-Bobo
Apr 30, 2021Felice 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 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do...
Episode 21: Gettin' Unbusy w/ Garland Vance
Apr 01, 2021Garland 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 due to busyness. That experience let him to focus his doctoral work on the effects of busyness on leaders and how to beat it.
Stick around to the end to learn how you can start managing your time a...
Episode 20: Debt Management W/ David Boyd
Mar 05, 2021David 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 to the end to learn new about new strategies and resources to help you accomplish managing your debt.
David Boyd
david@aristawealth.com
Arista Wealth Ma...
Episode 19: Tax Strategies W/ Stephen Nance
Feb 12, 2021Stephen 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 save money on those taxes.
Stephen Nance
Email: snance@drilldownsolutions.com
Website: https://www.drilldownsolution.com/
Arista Wealth...
Episode 18: Accomplishing Your Health Goals w/ Chelsi Goulart
Feb 05, 2021Chelsi 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 healthier life.
Chelsi Goulart
Instagram: https://www.instagram.com/chelsigoulart/
Website: https://www.chelsigoulart.com/
Podcast: https://podcasts.apple.com/us/podcast/unlimited-with-chelsi-goulart/id1439243504<...
Episode 17: Conquering the Iditarod w/ Dr. Kelly Maixner
Jan 29, 2021Dr. 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 better their young lives.
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309...
Episode 16: Managing Life & Workplace Burnout w/ Scott Anderson
Jan 22, 2021Scott 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://doubledareyou.us/
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email...
Episode 15: Crushing Your Goals w/ Rick Heyland
Jan 07, 2021Rick 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 Heyland
Website: https://ci4life.org
Facebook: https://www.facebook.com/CI4lifer/
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Episode 14: Living a Happy & Healthy Life w/ Hadlee Garrison
Dec 25, 2020Hadlee 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.
Hadlee Garrison
Website: https://happyhealthyhadlee.com/
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
...
Episode 13: Understanding Cash Balance & Defined Benefit Plans w/ Karl Willman
Dec 18, 2020Karl 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 balance or a defined benefit plan.
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth...
Episode 12: Money Management as a Millennial w/ Erin Lowry
Dec 12, 2020Erin 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 started Erin on her path to create the Broke Millennial brand and help millennials succeed financially.
Stick around to t...
Duration: 00:22:36Episode 11: Beating Procrastination w/ Eric Twiggs
Nov 28, 2020Episode 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 you can learn to pivot, to stay flexible and to be ready to change when they face uncertain circumstances.
Eric M. Twiggs
The What Now Movement
Episode 10: Understanding Medicare w/ David Karel
Nov 21, 2020Episode 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 with a broker can help provide you an unbiased opinion, when you have so many options available.
David Karel
Episode 9: Work Life Balance w/ Dr. Travis Parry
Nov 14, 2020Episode: 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. Travis knows well the struggles that individuals deal with to keep a healthy balance between building a business and enjoying life outside of it.
Stick around to the end to learn how taking a...
Episode 8: Simplify your Life w/ Jermane Chetham
Nov 07, 2020Episode 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 that he has encountered in the world.
Jermane Cheatham
Creators Learn
Website: https://creatorslearn.com/
Arista Wealth...
Episode 7: Lessons from Climbing Mt. Everest w/ John Beede
Oct 24, 2020Episode: 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 best men they can be, and can use The Warrior Challenge to better their young lives.
John Beede
Books: Link to his books
Website...
Episode 6: Redefining Diet and Heart Health Through Culinary Medicine w/ "Chef Dr. Mike"
Oct 03, 2020Episode 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 long, healthy and happy life.
Michael Fenster, MD
Chef Dr. Mike
Books: Link to his books
Email: info@chefdrmike.com
Website: https://chefdrmike.com/<...
Episode 5: Labor and Unemployment w/ Jason Guinasso
Sep 05, 2020Episode: 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, Suite 980
Reno NV 89521
Phone: (775) 853-8746
Email: jguinasso@hutchlegal.com
Website: https://hutchlegal.com/
Arista Wealth Management
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Emai...
Episode 4: Financial Coaching w/ Christine & Teh
Aug 29, 2020Episode 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
8876 Spanish Ridge Ave.
Suite 202
Las Vegas, NV 89148
Phone: (877) 309-9970
Email: support@aristawealth.com
Website: https://aristawealth.com/
Do you have a qu...
Episode 3: Financial Planning Opportunities, During & After COVID-19 w/ Jeff Rattiner
Aug 22, 2020Episode 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 conversations and being prepared for anything.
Jeff Rattiner
JR Financial Group
6410 South Quebec St.
Centennial, CO 80111
Phone: (720) 529-1888
Website: https://www.jrfinancialgroup.com/
...
Mortgage Rates Amid COVID-19 w/ Michelle Bonfiglio
Aug 22, 2020Michelle Bonfiglio of Axia Home Loans discusses What has been recently happening with mortgages rates, and the tings you need to know about how to finance and the things you need.
Stick around to the end to learn how Michelle was able to be creative for her clients, and get them a refinance even after being laid-off.
Michelle Bonfiglio
Axia Home Loans - Las Vegas Branch
6180 Brent Thurman Way,
Suite A 260
Las Vegas, NV 89148
Phone: (702) 869-9700
Email: Michelle.Bonfiglio@axiahomeloans.com
Arista Wealth Management<...
Episode 1: Navigating Recent Tax Code Changes w/ Matt Swan
Aug 22, 2020Episode 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 his clients $24,000 a year on their taxes.
Matt Gardiner
Swan + Gardiner
9005 West Sahara Ave
Las Vegas...