55 episodes

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.

Arista Wealth Podcast Paul L. Moffat

    • Business
    • 4.6 • 20 Ratings

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.

    10 Takeaways from the Warren Buffett Annual 2024 Letter to Shareholders

    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/

    • 12 min
    Optimizing Investment Strategies

    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/

    • 16 min
    Understanding the Basics of a 401(k)

    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/

    • 8 min
    Pros and Cons of Self-Directed IRAs

    Pros and Cons of Self-Directed IRAs

    In this episode of the Arista Wealth podcast, Zach and Jordan talk all about the benefits and common pitfalls of Self-Directed IRAs. A self-directed individual retirement account is an individual retirement account which allows alternative investments for retirement savings.
    This episode is inspired by the increasing number of questions that we have received at the Arista Wealth office about Self-Directed IRAs, specifically around purchasing real estate through a self-directed IRA.
    In this episode:
    What is a Self-Directed IRA?Common pitfalls that can cost you money.What you need to know before opening a Self-Directed IRA.Who can open a Self-Directed IRA.How to contact Arista Wealth if you have questions about this type of retirement account.
    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/

    • 6 min
    What Is a Dividend and How Does It Work?

    What Is a Dividend and How Does It Work?

    In this episode of the Arista Wealth Podcast, Zach and Jordan talk all about the world of dividends – which are periodic payouts that investors love. This is an important financial strategy that helps build financial resilience. 
    Dividends are regular profit-sharing payments made between a company and its investors. A company's board of directors determines the price per share, when and how often dividend payments are made. Dividend stocks can provide a stream of income, which can be especially valuable during inflationary periods.
    In this episode, they discuss:
    What are dividends and why are they so important in your portfolio?What type of dividend payments are out there?How Arista Wealth helps their client’s portfolios with dividends. What conversation you should be having with your advisor about dividends. 

    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/

    • 4 min
    Diversification in the Global Stock Market

    Diversification in the Global Stock Market

    In this episode of the Arista Wealth podcast, Zach and Jordan talk all about the advantage of spreading your investments across the world. Diversifying an investment portfolio is often considered a fundamental strategy for managing risk and maximizing potential returns. 
    In this episode:
    Why you should not be putting your “eggs” (money) in one basket, but instead, putting your “eggs” in many baskets.How diversification can minimize risk.What countries have the top performing investments. Arista Wealth’s advice on diversification.

    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/

    • 5 min

Customer Reviews

4.6 out of 5
20 Ratings

20 Ratings

AKShelley ,

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.

Allison O'Shea ,

Great Energy

Paul’s energy is contagious! He asked great questions and I enjoyed our overall conversation about Openly Aging.

Ryan Lindner ,

Would definitely recommend

Chatting with Paul was a great experience. It’s all about helping others be their best.

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