Arista Wealth Podcast Paul L. Moffat

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 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 to turn your family into a lasting success story of your own."


Key Points From This Episode:
How to invest and build a successful family while learning the habits of some of the world's most successful people.How to quickly identify small things you can change on a day-to-day basis to improve your finances, relationships, health, and happiness.How to build a flywheel that harnesses your most valuable resource – your family – and teaches them how to take care of themselves while they take care of you.How to support generational wealth by educating your children on how to utilize money and teaching them the values and systems that brought you financial success.

Links Mentioned in Today’s Episode:
Aaron Shelley Linkedin: https://www.linkedin.com/in/aaronshelley/

"The Family Flywheel" Book website: https://thefamilyflywheel.com/
Arista Wealth Management: https://www.aristawealth.com/
Arista Wealth Facebook: https://www.facebook.com/AristaWealth/
Paul Moffatt on LinkedIn: https://www.linkedin.com/in/aristify/


© 2023 Arista Wealth Podcast


🌟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/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
🌟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/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/

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 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 how Nina has changed people’s lives by coaching them through their limiting beliefs, and
what you can start doing today to overcome yours.

Key Points From This Episode:
• Nina explains how our perception of our reality helps us or harms us.
• What it looks like when we make decisions from a place of fear.
• The difference between intentional and default decision-making.
• When many of our limiting beliefs begin to form.
• Why limiting beliefs are so dangerous.
• A real-world example that highlights how your limiting beliefs can affect your income.
• Nina shares a story of how our confidence levels affect our work.
• Some of the most common types of mental blocks people experience.
• The best way to get people to listen to you.
• Why we should all try to be more present.
• The importance of practicing self-care.
Tweetables:
“It’s never people or the situation or the circumstances that block us and get in the way, we do it all on our own.” — @YourInnerGame [0:03:25]
“It is the thoughts and the feelings that we have about what we can achieve that will make or break us.” — @YourInnerGame [0:04:44]
“We don’t have to wait for things to change from the outside, we can take our control back, our power back, and make things happen for us.” — @YourInnerGame [0:15:38]
“When people speak with real integrity and they’re aligned with their values and what they believe in, then people listen to them.” — @YourInnerGame [0:19:34]

Links Mentioned in Today’s Episode:
Nina Cooke Website
Scorecard
Arista Wealth Management
Arista Wealth Management on Facebook
Paul Moffatt on LinkedIn



© 2022 Arista Wealth Podcast


🌟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/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/

Despite 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 knowing your financial situation, you’ll leave this episode with a better understanding of how to take control of the aging process in a way that will benefit you and your loved ones!
Key Points From This Episode:


Allison shares what motivated her to found Openly Aging, LLC.The importance of identifying your aging support system years before you are likely to need them.How understanding your financial circumstances will stand you in good stead during your later years.The various care options available for aging populations.Examples of information that you should be communicating with your aging support system.The length of time you should expect to be waitlisted prior to entering a retirement community.How aging can cause tension between you and your loved ones if you don’t listen to them.An overview of the aging plan that Allison creates with her clients.Where you can find more valuable information about Openly Aging.

Tweetables:


“Your support system should be somebody that you can have full disclosure about your goals, finances and any concerns that you have.” — Allison O’Shea [0:08:55]


“Where I see people are most successful living independently as long as they can, [is] if they're willing to accept support here and there.” — Allison O’Shea [0:11:11]


“We also have to be aware, as we're aging, our ideal blueprint may have to change. The course of care due to a new diagnosis, due to a medical emergency may have to be altered. You have to trust the support system you have put into place that they have your best interests in mind.” — Allison O’Shea [0:13:17]


“If we have a plan in place that we've communicated, we keep control of our aging to the best of our ability, which will then eradicate ageism. My goal is to help people keep control of their aging as long as possible.” — Allison O’Shea [0:16:45]




🌟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/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/

We 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 “purge professional”, why it’s important to both purge and declutter, what sentimental clutter is and why you need to get rid of it, and the different phases in your life where you may be collecting more than you should. Our guest urges all listeners to take professional organizing seriously and she explains exactly how she ended up doing what she loves. To hear how to add value, bring calm, and instill peace when organizing someone’s home, tune in now!


Key Points From This Episode:
The difference between organized and unorganized environments. The unhealthy effects of an unorganized environment, and whether there’s an in-between. Why Christine is the go-to person to help ease your anxiety and bring you peace of mind. Why it’s important to purge as well as declutter. What sentimental clutter is and why it also needs to go. Phases in your life to be aware of when you may be collecting what you shouldn’t.Organizing as a profession to be taken seriously. How our guest ended up doing what she loves. The certifications required to be a professional organizer. How to add value, bring calm, and instill peace when organizing someone’s home. 🌟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/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/

Most 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 put ourselves in the game.  Bobbi offers listeners proven ways to get off the bench and move towards their goals and dreams.
 
 Ideas for Episode Titles / Main Focus
·      5 Mistakes that Keep Strivers Stuck
·      How to Silence the Just Wait Voice and Move Forward Faster
·      How to Turn Adversity into Growth?
·      How to Learn Your Way Forward?
·      Self-Coaching Recipes with the Personal Change Chef
 
Questions Bobbi Is Always Ready To Answer
·      What are some of the mistakes that people make when they are starting something new?
·      How do you manage the "Just Wait" voice that discourages us from taking action?
·      How do you "Just Start" when you are pursuing something new or making a change?
·      What do you mean by "learn your way forward?"
·      How do you "learn your way forward?"
·      What's the most productive way to think about change, challenge and uncertainty?
🌟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/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/

About 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 not decoding market psychology, Daniel is a father of 3, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef. 

 
Questions Daniel is Ready to Answer
1.     What is the value that an advisor brings?
2.     What study is the most influential that you have seen as a behavioral psychologist?
3.     Referring to your first podcast, What are the top 5 regrets of the dying?
4.     How important is the media and the environment on our wealth?
5.     What are 3 things that you would shout from the mountain top about wealth management?
🌟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/
LinkedIn: https://www.linkedin.com/company/arista-wealth-management/