Arista Wealth Podcast

Paul L. Moffat
  • 4.6 (22)
  • Investing
  • Updated Biweekly

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.

  1. 5d ago

    Episode 108: Paul Moffat and Taylor Cole Explain What to Consider When Choosing Medicare Coverage

    Choosing Medicare coverage can be complicated, and the right option depends on much more than simply reaching age 65. In Episode 108 of the Arista Wealth Management Podcast, President and Senior Financial Planner Paul L. Moffat is joined by Medicare specialist and former MLB pitcher Taylor Cole to discuss some of the most important factors to consider when evaluating Medicare coverage. Taylor explains the differences between Original Medicare, Medicare Supplement plans, Medicare Advantage plans, and prescription drug coverage. He also discusses why prescriptions, preferred doctors, health care needs, employer coverage, and overall costs should all be considered when comparing options. With the annual enrollment period approaching, Paul and Taylor also discuss important enrollment dates, annual plan changes, Nevada's Medicare Supplement Birthday Rule, considerations for people contributing to an HSA, and common mistakes that can create unnecessary complications. The goal is not simply to choose a plan, but to understand your options and make an informed decision based on your individual health care needs and circumstances.  In this episode: ● What to consider when choosing Medicare coverage ● Original Medicare, Medicare Supplement, and Medicare Advantage plans ● How prescriptions and preferred providers can affect your decision ● Why Medicare plans should be reviewed as coverage and costs change ● The October 15 through December 7 annual enrollment period ● Nevada's Medicare Supplement Birthday Rule ● Medicare considerations for people with employer coverage and HSAs ● The seven-month initial enrollment window around age 65 ● Common Medicare enrollment mistakes to avoid ● Why working with a knowledgeable local Medicare professional can help The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional. Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place. 🌟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/

  2. Sep 24

    Episode 107: Paul Moffat Talks Baseball with Former MLB Pitcher Taylor Cole

    Former Major League pitcher Taylor Cole returns to the Arista Wealth Management Podcast for a conversation with President and Senior Financial Planner Paul L. Moffat about what is happening both on and off the field in professional baseball. Taylor shares his perspective on the postseason, teams and players to watch, and how quickly momentum can change during the playoffs. Drawing from his own MLB career, he also provides an inside look at the financial realities facing professional baseball players, including league minimum salaries, team control, movement between the major and minor leagues, service time, and the long road to free agency. Paul and Taylor also discuss Major League Baseball's collective bargaining process, the relationship between players and team owners, and why labor negotiations can have such a significant impact on the sport. The conversation concludes with Taylor's firsthand perspective on clubhouse culture and the pressures players can face when difficult situations unfold inside an organization.  In this episode: ● Taylor Cole's perspective on the MLB postseason  ● Teams and players that could make an impact in October  ● The financial realities facing many professional baseball players  ● League minimum salaries, service time, and team control  ● Why reaching MLB free agency can take years  ● The role of the MLB Players Association  ● Collective bargaining and the relationship between players and owners  ● Taylor's firsthand perspective on clubhouse culture and professional baseball The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional. Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place. 🌟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/

  3. Sep 10

    Episode 106: What Are You Really Saving For?

    Why does time seem to move faster as we get older, and what does that have to do with financial planning? In Episode 106 of the Arista Wealth Management Podcast, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa explore our perception of time and an important question that can sometimes get lost in the process of saving for the future: Are you enjoying the life you're building today? Paul and Jordan discuss the idea proposed by French philosopher Paul Janet that as we age, each year represents a smaller percentage of the life we have already experienced. They connect this perspective to financial planning, where so much attention is placed on preparing for retirement, managing taxes, saving for health care, and building a legacy. While preparing for tomorrow is essential, accumulating the largest portfolio possible does not have to be the ultimate goal. A thoughtful financial plan can also provide the freedom and confidence to travel, spend time with family, pursue passions, support the people and causes you care about, and enjoy what you have worked to build. In this episode: ● Why time can seem to move faster as we get older ● How our perception of time changes throughout life ● The difference between lifespan and health span ● Why accumulating wealth should not be the only financial goal ● Identifying what you actually want your money to accomplish ● Giving yourself permission to spend and enjoy what you've built ● Using money intentionally for family, experiences, passions, and causes ● Balancing enjoying life today with protecting your financial future The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional. Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place. 🌟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/

  4. Sep 4

    Episode 105: 529 Plans, More Than Just College Savings

    President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa take a closer look at 529 plans and how these tax-advantaged accounts can help families prepare for education expenses while creating opportunities for long-term, multigenerational planning. Paul and Jordan explain how 529 plans work, the tax advantages they offer, and an often-overlooked feature: lifetime contribution limits. Because maximum account limits are set at the state level and vary significantly, understanding these limits can be an important part of a family's education and estate-planning strategy. The conversation also explores the expanding flexibility of 529 plans, including qualified education expenses, K-12 tuition, graduate and specialized education programs, and opportunities for unused funds. Paul and Jordan discuss how changing beneficiaries may allow assets to benefit future generations, transforming a traditional college savings account into what they describe as a potential "college legacy plan." In this episode: ● How 529 plans work and their potential tax advantages ● Understanding state lifetime contribution limits ● Why families are not necessarily limited to their home state's plan ● Qualified expenses beyond traditional college tuition ● Using 529 funds for K-12 and other eligible education programs ● Planning opportunities for unused 529 funds ● Changing beneficiaries to support future generations ● How 529 plans can become part of a broader family legacy strategy The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional. Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place. 🌟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/

  5. Aug 20

    Episode 104: 6 Tax Strategies for W-2 Employees

    President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss six strategies W-2 employees can explore to help reduce their tax burden. While employees generally have fewer tax planning opportunities than business owners and independent contractors, thoughtful planning can still create meaningful opportunities. Paul and Jordan cover strategies ranging from maximizing employer retirement plans and fully funding Health Savings Accounts to exploring short-term rentals, real estate professional status, and tax-advantaged alternative investments. They also discuss how building a legitimate business outside of your primary employment can create additional planning opportunities when properly structured. Throughout the conversation, Paul and Jordan emphasize that tax benefits should never be the sole reason for making an investment or business decision. Many of these strategies involve complex IRS requirements, additional risks, and strict qualification rules, making coordination with qualified tax, financial, and legal professionals essential. In this episode: ● Maximizing employer retirement plan contributions and available matching ● Using Health Savings Accounts as a tax-advantaged planning tool ● Short-term rentals, material participation, and cost segregation strategies ● Understanding real estate professional status and its strict qualification requirements ● Exploring tax-advantaged alternative investments ● Building a legitimate business to create additional planning opportunities ● Why proactive planning and professional guidance are essential when evaluating tax strategies The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional. Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place. 🌟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/

  6. Aug 13

    Episode 103: Rebuilding Financial Stability After Divorce or Loss

    President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss ten important steps for rebuilding financial stability and independence following divorce or the loss of a spouse. While these life events begin very differently, both can create significant changes in income, expenses, responsibilities, and long-term financial goals. Paul and Jordan explain why it can be important to avoid rushing into major financial decisions during an emotional transition. They walk through creating a clear picture of your finances, rebuilding cash flow, reviewing insurance and estate documents, establishing individual credit, updating beneficiaries, and evaluating future income needs. The conversation also addresses the emotional side of financial decision-making and the importance of reevaluating goals as circumstances change. Paul and Jordan emphasize the value of having the right financial, tax, legal, and estate-planning professionals in place to help navigate complex decisions and build a strong foundation for the future. In this episode: ● Why major financial decisions may need to wait during a significant life transition ● Taking inventory of income, expenses, assets, debts, and financial documents ● Rebuilding cash flow and establishing an emergency fund ● Reviewing insurance, wills, powers of attorney, and health care directives ● Establishing and maintaining credit in your own name ● Updating account ownership and beneficiary designations ● Evaluating income and career needs after a major change ● Avoiding emotional and reactionary financial decisions ● Reevaluating your financial goals and priorities ● Building a trusted team of financial, tax, legal, and estate professionals The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional. Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place. 🌟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/

  7. Aug 6

    Episode 102: The Importance of Gratitude in Our Lives

    President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa explore the life-changing power of gratitude through the groundbreaking research of Dr. Robert Emmons, one of the world's leading experts on gratitude. For more than twenty-five years, Dr. Emmons' research has demonstrated that practicing gratitude can improve happiness, strengthen relationships, reduce stress, improve sleep, and even enhance physical health. Paul and Jordan discuss Dr. Emmons' simple three-step gratitude practice: identifying three positive moments each day, reflecting on why they happened, and pausing to genuinely experience thankfulness. They explain how this daily habit can help retrain the brain to focus on blessings, opportunities, and meaningful relationships instead of problems and negativity. The conversation also explores the science behind gratitude, why our brains naturally focus on threats and challenges, and how developing intentional systems can transform both our mindset and overall well-being. The episode concludes with the introduction of Arista Wealth's new Gratitude Journal, designed to help listeners put these powerful principles into practice every day. In this episode: ● The research behind gratitude and its impact on happiness and health ● Dr. Robert Emmons' three-step daily gratitude practice ● Why reflecting on why good things happen strengthens gratitude ● The importance of slowing down to truly experience thankfulness ● How gratitude helps retrain the brain toward positivity ● The connection between gratitude, relationships, stress reduction, and better sleep ● How a daily gratitude journal creates consistency and lasting habits ● Simple questions to help cultivate gratitude every day The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional. Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place. 🌟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/

  8. Jul 31

    Episode 101: Beyond Financial Wealth: What Really Makes Us Happy?

    President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa explore lessons from Harvard's long-running study on happiness and what decades of research can teach us about living a meaningful and fulfilling life. While wealth management often focuses on investments, retirement, and financial security, true wealth extends far beyond the numbers in a portfolio. Paul and Jordan discuss eight important components of happiness, including the quality of our relationships, the consequences of loneliness, the importance of purpose, and the connection between health and overall well-being. They also examine the role money plays in happiness, including how financial security can reduce stress and create opportunities without guaranteeing fulfillment on its own. The conversation highlights how technology can be used to strengthen meaningful connections, why positive changes can be made at any stage of life, and how even a small circle of close relationships can contribute to greater happiness. Ultimately, this episode offers a broader perspective on wealth and the importance of creating a financial plan that supports the people, experiences, purpose, and goals that make life meaningful. In this episode: ● Why the quality of relationships matters more than quantity ● The impact of loneliness and social connection on well-being ● How having a sense of purpose contributes to fulfillment ● Why financial security matters, but money alone cannot create happiness ● The connection between physical health, mental health, and quality of life ● Using technology to strengthen relationships rather than replace them ● Why it is never too late to make meaningful changes ● How introverts can thrive through a few strong, supportive relationships The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional. Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place. 🌟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/

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4.6
out of 5
22 Ratings

About

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.

Information

  • Creator
    Paul L. Moffat
  • Years Active
    2020 - 2026
  • Episodes
    110
  • Rating
    Clean
  • Copyright
    © 2026 Arista Wealth Podcast
  • Show Website
    Arista Wealth Podcast

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