Arista Wealth Podcast Paul L. Moffat

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 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 the markets?The implications and downsides of th...

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 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 n...

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 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 e...

“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 a...

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 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 ...

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 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 loc...