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Recent Episodes
Episode 86: How Dividends, Options, and Margin Can Change Your Tax Outcome
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
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
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
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
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
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
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
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
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
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
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…
Special Episode: Lessons from Baseball, Leadership, and Life with Major League Pitcher Taylor Cole
In 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…
Episode 75: The Government Shutdown and Its Impact on the Economy
In 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…
Episode 74: Social Security and Medicare Changes Under the One Big Beautiful Bill
In 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…
Episode 73: Additional Provisions and Planning Opportunities Under the One Big Beautiful Bill
In 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…
Episode 72: Major Tax Changes Under the One Big Beautiful Bill Act
In 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…
Episode 71: Focus on What You Can Control: A Guide to Smarter Investing
In 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…
Episode 70: Looking Beyond the Headlines: Staying Focused on Your Financial Goals
In 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…
Episode 69: Managing Your Emotions: The Key to Better Financial Decisions
Market 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…
Episode 68: The Cost of Timing the Market
Trying 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…
Frequently Asked Questions
Arista Wealth Podcast has published 88 episodes since August 2020, covering topics in Business, Education.
Arista Wealth Podcast is currently highly active with new episodes weekly. Average episode length is 14m.
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