Episodes 97
Avg. Duration 13m
Activity Highly Active
Since Aug 2020
Latest Episode Jun 2026

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Schedule
Weekly
Format
Episodic
Consistency
46%
Hosting
rss.buzzsprout.com

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About This 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.

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Recent Episodes

Episode 95: The SpaceX IPO and Lessons for Long Term Investors

Jun 11, 2026 7m

President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss the highly anticipated SpaceX IPO and the investment lessons investors can learn from one…

Episode 94: Advanced Retirement Planning for Southwest Airlines Pilots

Jun 04, 2026 11m

President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa take a deep dive into the Southwest Airlines Pilots Association (SWAPA) retirement system and the…

Episode 93: Financial Planning Strategies for Airline Pilots

May 28, 2026 11m

In this episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss the unique financial planning challenges airline pilots face and the…

Episode 92: The Masters Tax Playbook for Business Owners

May 21, 2026 10m

President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa break down the Augusta Rule and other strategic tax planning opportunities available to business…

Episode 91: Dividends IRA Distribution and Timing Strategies for Better Tax Outcomes

May 14, 2026 7m

President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss IRA distribution and timing strategies, and how thoughtful planning around withdrawals…

Episode 90: Lessons From Berkshire Hathaway’s Annual Meeting

May 07, 2026 15m

President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa share key takeaways from the Berkshire Hathaway Annual Meeting, offering insights into one of the…

Episode 89: Guest Episode, Creating a High Performing Financial Team With Matt Swan, CPA

Apr 30, 2026 14m

President and Senior Financial Planner Paul L. Moffat sits down with certified public accountant Matt Swan, former managing partner of Swan and Gardner CPAs, to discuss the importance of building a…

Episode 88: What the Iran Crisis Means for Investors

Apr 23, 2026 6m

In this episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss the recent geopolitical developments involving Iran and how global…

Episode 87: When It’s Time to Hire a CPA With Matt Swan, CPA

Mar 09, 2026 10m

In this episode, President and Senior Financial Planner Paul L. Moffat sits down with certified public accountant Matt Swan, former managing partner of Swan and Gardner CPAs, for an insightful…

Episode 86: How Dividends, Options, and Margin Can Change Your Tax Outcome

Feb 26, 2026 8m

In this episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss how dividends, margin usage, stock options, and certain market…

Episode 85: Reviewing 2025 and the Power of Staying Invested

Feb 20, 2026 16m

In this episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa take a comprehensive look back at the market performance of 2025 and the key…

Episode 84: Smarter Ways to Give Through Strategic Philanthropy

Feb 12, 2026 10m

In this episode, President and Senior Financial Planner Paul L. Moffat is joined by Director of Financial Planning Jordan Naffa to explore charitable and philanthropic planning strategies that allow…

Episode 83: Capital Gains and Loss Strategies for Smarter Tax Planning

Feb 05, 2026 8m

In this episode, President and Senior Financial Planner Paul L. Moffat is joined by Director of Financial Planning Jordan Naffa to discuss capital gains and loss strategies, and how proactive…

Episode 82: How Business Owners Can Reduce Taxes and Build Smarter Plans

Jan 29, 2026 10m

In this episode, President and Senior Financial Planner Paul L. Moffat is joined by Director of Financial Planning Jordan Naffa to discuss tax planning strategies designed specifically for business…

Episode 81: Structuring Fixed Income for Stability and Tax Efficiency

Jan 22, 2026 7m

In this episode, President and Senior Financial Planner Paul L. Moffat is joined by Director of Financial Planning Jordan Naffa to explore bonds and fixed income strategies, and how investors can use…

Episode 80 Asset Allocation, Asset Location, and Smarter Investment Structure

Jan 15, 2026 10m

In this episode, President and Senior Financial Planner Paul L. Moffat is joined by Director of Financial Planning Jordan Naffa for an in depth discussion on asset allocation, investment structure,…

Episode 79: Using the Augusta Rule to Create Tax Free Income

Jan 08, 2026 6m

In 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…

Episode 78 Your Year End Financial Checklist for 2025

Dec 31, 2025 12m

In 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…

Episode 77: Five High Impact Planning Strategies That Add Real Value

Dec 04, 2025 11m

In 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…

Guest Edition: Beyond the Basics, A Clear Guide to Medicare With Taylor Cole

Nov 26, 2025 14m

This 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…

Frequently Asked Questions

How many episodes does Arista Wealth Podcast have?

Arista Wealth Podcast has published 97 episodes since August 2020, covering topics in Business, Education.

Is Arista Wealth Podcast still active?

Arista Wealth Podcast is currently highly active with new episodes weekly. Average episode length is 13m.

How do I contact Arista Wealth Podcast for sponsorship or guest appearances?

Sign up on Grep.FM to access contact details for Arista Wealth Podcast, including email and social media links.

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