ABOUT THIS PODCAST 🔗
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.
Hosts:
Update frequency:
every 8 days
Average audio length:
14 minutes
English
United States
110 episodes
since Aug. 22, 2020
episodic
LATEST EPISODE 🔗
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 …
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Search past episodes of Arista Wealth Podcast.
PREVIOUS EPISODES 🔗
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 an…
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 …
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 a…
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, t…
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 significan…
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. Emm…
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…
In this milestone 100th episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa reflect on the most valuable lessons they've shared over the past six years of the Risk to Wealth Podcast. After one hundred episodes covering investing, taxes…
President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss an often overlooked but critically important topic for pilots and aviation enthusiasts: aviation exclusions in life insurance policies. Prompted by real life client experiences, they explai…
Disclaimer: The podcast and artwork embedded on this page are from Paul L. Moffat, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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