Arista Wealth Podcast Paul L. Moffat
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- Business
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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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Tracking Record High’s in the Stock Market
“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 and sell your stocks.
In this episode:
The stats about the stock market’s lows and highsThe facts, such as the S&P 500 has hit a new high every 16 days on average and what this means. The importance of thinking long term about your investments
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
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 during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: 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/ -
Secure 2.0 Updates for 2024
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 Act 2.0 will impact retirement plansWhat to expect from this change.
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
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 during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: 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/ -
How a Gas Station Employee Grew an $8 Million Fortune Through Investing
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 located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
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 during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: 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/ -
10 Takeaways from the Warren Buffett Annual 2024 Letter to Shareholders
Warren Buffett’s 2024 annual letter to shareholders was recently published, and your host, Paul Moffett and co-host, Preston Pugmire, share the top 10 takeaways.
Bring a pen and paper, and get ready to take notes on these top 10 takeaways!
If you want to read the full letter, which Paul strongly recommends, you can find it here: https://www.cnbc.com/2024/02/24/read-warren-buffetts-2024-annual-letter-to-shareholders.html
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
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 during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: 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/ -
Optimizing Investment Strategies
Welcome to another insightful episode of the Arista Wealth Podcast, where financial experts Paul Moffett and Jordan Naffa discuss investment strategies. In today's episode, they unpack Dollar Cost Averaging (DCA) versus Lump Sum Investing (LSI) and explore the impact these strategies can have on your financial journey.
Topics in this episode:
Dollar Cost Averaging vs Lump Sum Investing The impact these can have on your money and wealth How time Horizons Effects these strategiesKey statistics to know about LSI v DCA
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
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 during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: 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/ -
Understanding the Basics of a 401(k)
In this episode, Zach and Jordan share key 401(k) basics that you should know if you are a business owner and considering a 401(k) plan.
They delve into 401(k) retirement accounts, breaking down the jargon and complexities around so you can understand them better. A 401(k) plan is a tax-advantaged retirement account offered by many employers.
Topics in this episode:
- Basics of 401(k)
- Company Matching
- Yearly contribution limits
- 5 steps to becoming a 401K Millionaire
The world of retirement savings is constantly evolving, so it is a good practice to review your plan and seek advice from financial professionals, like Arista Wealth Management, to ensure that your strategy is optimal and you are on track to reach your retirement goals.
If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970
Connect with Arista Wealth:
Website: https://www.aristawealth.com
Email: support@aristawealth.com
Call our office: 702-309-9970
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 during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital: 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/
Customer Reviews
Interesting learnings about wealth management
Paul has a lot of experience with the wealth management and tries to bring different angles to help people with this complex topic.
Great Energy
Paul’s energy is contagious! He asked great questions and I enjoyed our overall conversation about Openly Aging.
Would definitely recommend
Chatting with Paul was a great experience. It’s all about helping others be their best.