Arista Wealth Podcast

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...

In this episode, President and Senior Financial Planner Paul L. Moffat is joined by Director of Financial Planning Jordan Naffa to walk through ten critical actions investors should complete before the end of 2025. As the year closes, many financial opportunities disappear once the calendar turns, making proactive planning essential. Paul and Jordan outline a clear and practical checklist designed to help listeners stay organized, ...

In this episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa break down five powerful financial planning strategies that help clients protect wealth, reduce taxes, and build long term financial security. With laws constantly changing and new opportunities emerging, many investors are unaware of the tools available to them. Paul and Jordan shine a light on the strategies that...

This episode of the Arista Wealth Management Podcast, host Paul L. Moffat is joined by former Major League Baseball pitcher and Medicare specialist Taylor Cole for a practical and easy-to-understand conversation on navigating Medicare. Whether you are turning sixty-five, already enrolled, or helping a family member through the process, this episode breaks down what Medicare covers, how the different parts work, and the choices that...

In this episode, President and Senior Financial Planner Paul L. Moffat sits down with Major League Baseball pitcher Taylor Cole for a conversation that goes far beyond the field. They discuss the 2025 World Series between the Los Angeles Dodgers and Toronto Blue Jays, the mental toughness it takes to play at the highest level, and the leadership lessons that apply to both sports and investing.

Taylor shares behind-the-scenes stories...

In this episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa take a closer look at the 2025 government shutdown and its real impact on the U.S. economy and investors. Despite political noise and media headlines, history shows that markets have remained resilient through previous shutdowns and often even posted gains.

Paul and Jordan discuss the difference between disruption a...

In this episode, President and Senior Financial Planner Paul L. Moffat and co-host Director of Financial Planning Jordan Naffa discuss the major updates to Social Security and Medicare introduced under the One Big Beautiful Bill. These changes impact retirement planning, healthcare costs, and benefit timing for millions of Americans approaching or already in retirement.

Paul and Jordan break down how the gradual increase in full ret...

In this episode, President and Senior Financial Planner Paul L. Moffat and co-host Director of Financial Planning Jordan Naffa continue their discussion of the One Big Beautiful Bill, focusing on additional provisions and new planning opportunities that could reshape personal and retirement strategies.

Paul and Jordan explore how expanded 529 plan benefits, new savings vehicles, and advanced tax-planning tools can help build long-te...

In this episode, President and Senior Financial Planner Paul L. Moffat and co-host Director of Financial Planning Jordan Naffa break down the key tax changes introduced under the One Big Beautiful Bill Act. With new deductions, expanded exclusions, and temporary adjustments set to impact millions of Americans, understanding how these updates affect your personal and business finances is essential.

Paul and Jordan explain how these p...

In this episode, President and Senior Financial Planner Paul L. Moffat and co-host Director of Financial Planning Jordan Naffa discuss how investors can cut through uncertainty by focusing on the factors within their control. Rather than reacting to market noise or trying to predict the future, successful investing comes from building a disciplined plan, diversifying wisely, and staying committed through all conditions.

Paul and Jor...

In this episode, President and Senior Financial Planner Paul L. Moffat and co-host Director of Financial Planning Jordan Naffa tackle the distraction and anxiety caused by sensational financial headlines. From tariff disputes to market drops, the media thrives on fear and urgency, often prompting investors to make emotional, short-term decisions that can derail long-term success.

Paul and Jordan share examples from recent years, hig...

Market swings don’t just test your portfolio; they test your emotions. How you react can determine the difference between long-term success and costly mistakes.

In this episode, President and Senior Financial Planner Paul L. Moffat and co-host Director of Financial Planning Jordan Naffa discuss how emotions influence financial decision-making and why mastering them is crucial to achieving investment success. As human beings, we’re w...

Trying to time the stock market might sound like a smart move, but the reality? It often leads to missed opportunities and emotional decision-making. In this episode, President and Senior Financial Planner, Paul Moffat, and co-host, Director of Financial Planning, Jordan Naffa, break down the real cost of trying to beat the market and why staying invested is almost always the wiser strategy.

From Warren Buffett’s wisdom to hard data...

Have you ever felt the urge to jump into a “hot” stock or mutual fund after seeing it dominate the headlines? You’re not alone, and that instinct is exactly what this episode is all about. President and Senior Financial Planner, Paul Moffat, and co-host, Director of Financial Planning, Jordan Naffa,break down why chasing past performance is one of the most common and costly mistakes investors make.

In this episode, you’ll learn:

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In this episode, host Paul Moffat welcomes points and travel expert Colin Stroud, founder of Go Somewhere, to discuss how everyday spending, especially for business owners, can turn into luxury travel experiences through credit card rewards.

Colin shares his top credit card recommendations, explains the differences between cash back and flexible travel points, and provides real-life examples of high-value redemptions. If you're...