Claim OwnershipArista Wealth Podcast
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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.
61 Episodes
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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 familie...
It’s that time of year again, Open Enrollment! This is a time when you can sign up for health insurance, adjust your current plan or cancel your plan.In this episode, Paul Moffat, president & senior financial planner, is joined by Jordan Naffa, the director of financial planning, to discuss the very timely topic about open enrollment. They discuss several crucial aspects and topics of Medicare. In this episode:What is Medicare and who is it for.Significant dates to be aware of.New Me...
Concerned about what impact wars may have on your portfolio?There is so much global devastating news in the world right now. There is a surge of violence and instability, and it is horrible to watch. A lot of people have been asking Paul Moffat and Zachary Taylor of Arista Wealth about how this is going to impact money and portfolios. In this episode, Paul and Zach dive into what impact global conflict has on investments, portfolios and highlight key data points that will ease your worri...
Want to know what insights and lessons can be gained from Warren Buffett's 2023 Annual Meeting? Tune in to this episode of Arista Wealth Podcast with our very own President, Paul L. Moffat, and Lead Financial Planner, Zachary Taylor. In this informative and engaging discussion, they'll break down the highlights of the meeting and share their expert opinions on how you can apply them to your own financial journey. Don't miss out on this valuable opportunity to learn from the best in the busine...
In today's episode of Arista Wealth Podcast we interview John Mautner, a best selling author, business coach, and successful entrepreneur. John shares about how he has been able to resuscitate hundreds of struggling businesses with his "voice-of-the-people" coaching philosophy. He explains the benefits of helping CEO's avoid bottlenecking their company through micromanagement, and instead seek solutions from the talented people who work there. As John says, “Nobody knows the company better th...
Having an understanding of the role of life insurance can aid you in organizing your family's long-term financial security. In this Arista Wealth Podcast episode, Paul L. Moffat, CEO and Senior Financial Planner, and Samantha Foster, Client Communications Manager, share more about the benefits of securing life insurance and the different kinds of life insurance policies.🌟Get in touch with us by clicking the links below!🌟 Go to Aristawealth.com for other tools, tips, and resources. Websi...
There has been speculation lately that the U.S. dollar is on the verge of a major decline and might even lose its status as the world's major reserve currency. In this Arista Wealth Podcast episode, Paul L. Moffat, CEO and Senior Financial Planner, and Samantha Foster, Client Communications Manager, discuss the history of the world's major reserve currency and data behind the current state of the US dollar to put your mind at ease!🌟Get in touch with us by clicking the links below!🌟 Go to Aris...
Calling all investors! If you want to learn from the best, tune in to this episode of the Arista Wealth Podcast. Our experts Paul L. Moffat and Zachary Taylow are breaking down Warren Buffett's 2023 letter to Berkshire Hathaway investors and sharing the 10 most valuable lessons with you. From tips on smart investing to strategies for success, you won't want to miss this insightful discussion. So grab your notebook, get comfortable, and let's dive into the mind of the legendary Warren Buffett....
It's not every day that we witness the downfall of a financial giant, but that's exactly what happened yesterday. First Republic Bank has been seized, making it the second-largest bank failure in U.S. history. This leaves many people wondering about the safety of their hard-earned money. Luckily, the Arista Wealth Podcast is here to help you navigate through this tough situation. Tune in to our pop-up episode, where our CEO and Senior Financial Planner, Paul L. Moffat, and Financial Planner, ...
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 se...
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 appr...
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 eff...
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. No...
About DanielDr. 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...
Episode: 35Devin Carroll is a financial planner who is passionate about simplifying Social Security. In addition to his role as lead advisor at Carroll Advisory Group, he is the publisher of Social Security Intelligence, a retirement education platform that now reaches more than 1,000,000 monthly users through his YouTube channel and blog.He’s been asked to contribute his Social Security expertise to numerous publications including CNBC, Forbes, The Wall Street Journal, Inc., and many others....
Restoring Community with a Heart of Service, with Laura TempletonEpisode 34: Show NotesIn a world of increasing turmoil and isolation, we need to actively nurture community and connection. Today, we are joined by the ever-inspiring global speaker, author, connector, and consultant, Laura Templeton. Laura’s niche business is based on the deep need within the network community to create a clear, concise, confident message that connects with one’s ideal clients and patients. She believes in the ...
The Sunshine Quotient with Catherine ChadwickEpisode 33: Show NotesOf the 70,000 thoughts we usually have in a day, 90 percent of them are recurring and only 10% percent are new. In light of this, it is so important that those recurring thoughts are positive. Joining us to discuss how we can prioritize our mental fitness training, resilience, and adaptability is Catherine Chadwick, a practitioner of applied positive psychology. Catherine is a certified legal nurse consultant and a certified l...
Rookie Father with Kendall SmithEpisode 32Raised by a single mom, when Kendall Smith became a dad, he wanted to avoid the mistakes made by his parents, stay married, and provide a more positive environment for his son. As a published author, this inspired him to create a self-help book for other men who had never experienced fatherhood before. Today he joins us to discuss Rookie Father: A Playbook for Men Experiencing Fatherhood for the First Time. Tuning in you’ll hear about the “Aha!” momen...
Episode 31: Show NotesThe world is full of negativity, and it’s so easy to get caught up in the issues of the day (such as the declining markets). However, while there are many things we can’t control, what we do have control over is our mindset. In today’s episode, Kyle Gillette, founder of SAGE Mindset Coaching, is here to give us a lesson in shifting our mindsets, which is the key to living a fulfilled life! SAGE stands for Self-awareness, Accountability, Growth, and Empowerment, and it’s ...
The average American spends 9 hours looking at a screen everyday. This addiction that so many have to our devices is causing us to be disconnected from the people in front of us, the natural world around us, and our spiritual side. It’s also changing our brains. Daniel Sih, the founder and director of Spacemakers Australia, is working hard to help people change their relationship with the digital world, and make space for the things that really matter. In this episode, Daniel provides an over...
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