Arista Wealth Podcast

President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss Trump Accounts, a new tax-advantaged savings program designed to help families invest for their children's future. Launching on July 4, 2026, these custodial investment accounts provide eligible children with a government-funded contribution and allow families to continue building wealth through additional annual contributi...

In this episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss one of the most influential positions in the global financial system: the Chairman of the Federal Reserve. With Kevin Warsh taking over leadership of the Federal Reserve, investors are closely watching how his policies, communication style, and economic priorities may impact markets, interest rates, inflati...

President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss the highly anticipated SpaceX IPO and the investment lessons investors can learn from one of the most talked about companies in the world. As SpaceX prepares to enter the public markets, investors are evaluating both the opportunities and risks associated with a company operating across aerospace, satellite communications, ...

President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa take a deep dive into the Southwest Airlines Pilots Association (SWAPA) retirement system and the advanced planning opportunities available to Southwest pilots. While the retirement program offers some of the most robust benefits in the airline industry, understanding how the various components work together requires careful planni...

In this episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss the unique financial planning challenges airline pilots face and the strategies that can help them manage taxes, retirement planning, and long-term financial risk. With career paths shaped by seniority, fluctuating income, mandatory retirement ages, and specialized benefit structures, pilots often require a...

President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa break down the Augusta Rule and other strategic tax planning opportunities available to business owners. Inspired by the Masters Tournament in Augusta, Georgia, this IRS provision allows homeowners to rent their personal residence for up to 14 days per year and potentially receive tax-free income when properly structured.

Paul and J...

President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss IRA distribution and timing strategies, and how thoughtful planning around withdrawals and contributions can improve long-term tax outcomes. With tax brackets, retirement rules, and distribution requirements constantly evolving, understanding when and how to take distributions has become increasingly important for investors...

President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa share key takeaways from the Berkshire Hathaway Annual Meeting, offering insights into one of the world's most respected investment organizations. With the transition to Greg Abel’s leadership, this year’s meeting highlighted a shift from founder-driven decision-making to a process-driven and disciplined approach focuse...

President and Senior Financial Planner Paul L. Moffat sits down with certified public accountant Matt Swan, former managing partner of Swan and Gardner CPAs, to discuss the importance of building a coordinated financial team. As financial lives become more complex, relying on a single advisor is often no longer enough. Instead, success comes from assembling a group of professionals who each play a specific role in protecting and gr...

In this episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss the recent geopolitical developments involving Iran and how global conflict can impact financial markets. With increased volatility, rising oil prices, and heightened uncertainty, investors are often left wondering how these events affect their portfolios and what actions they should take.

Paul and Jordan br...

In this episode, President and Senior Financial Planner Paul L. Moffat sits down with certified public accountant Matt Swan, former managing partner of Swan and Gardner CPAs, for an insightful conversation about the growing complexity of the U.S. tax system and why professional guidance is becoming more important than ever.

Drawing from decades of experience advising individuals and business owners, Matt explains when it makes sense...

In this episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa discuss how dividends, margin usage, stock options, and certain market transactions can significantly impact tax outcomes. While these strategies can enhance income and portfolio flexibility, they also introduce nuanced tax rules that investors must understand to avoid unintended consequences.

Paul and Jordan explai...

In this episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa take a comprehensive look back at the market performance of 2025 and the key lessons investors can carry forward. Despite widespread predictions of a lackluster year, global markets delivered strong and in many cases exceptional returns across multiple asset classes.

Paul and Jordan break down performance across U.S...

In this episode, President and Senior Financial Planner Paul L. Moffat is joined by Director of Financial Planning Jordan Naffa to explore charitable and philanthropic planning strategies that allow individuals and families to give more effectively while managing taxes. With year-end gifting fresh on many minds, Paul and Jordan walk through the wide range of vehicles available for charitable giving and how each can be used to align...

In this episode, President and Senior Financial Planner Paul L. Moffat is joined by Director of Financial Planning Jordan Naffa to discuss capital gains and loss strategies, and how proactive portfolio management can reduce taxes, increase flexibility, and improve long term outcomes. With taxes acting as a constant drag on investment returns, Paul and Jordan explain why having a clear strategy around gains and losses is essential f...

In this episode, President and Senior Financial Planner Paul L. Moffat is joined by Director of Financial Planning Jordan Naffa to discuss tax planning strategies designed specifically for business owners and entrepreneurs. After another year end filled with frustration around tax bills, Paul and Jordan walk through practical and proactive ways businesses can improve tax efficiency, simplify structure, and create better long term o...

In this episode, President and Senior Financial Planner Paul L. Moffat is joined by Director of Financial Planning Jordan Naffa to explore bonds and fixed income strategies, and how investors can use them to manage volatility, generate income, and reduce taxes. While equities often dominate investment conversations, Paul and Jordan highlight the significant role fixed income plays for institutions, foundations, and high-net-worth i...

In this episode, President and Senior Financial Planner Paul L. Moffat is joined by Director of Financial Planning Jordan Naffa for an in depth discussion on asset allocation, investment structure, and why proper asset placement can significantly improve long term outcomes. While many investors focus on returns alone, Paul and Jordan explain how taxes, account type, and disciplined portfolio management play an equally important rol...

In this episode, President and Senior Financial Planner Paul L. Moffat is joined by Director of Financial Planning Jordan Naffa to break down the Augusta Rule, a powerful and often overlooked tax planning strategy for business owners. Properly implemented, this rule allows qualified homeowners to generate tax-free income while their business receives a legitimate deduction.

Paul and Jordan explain the history of the Augusta Rule, ho...