Advertise on podcast: Arista Wealth Podcast

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 break down how markets reacted in the short term, including declines in major sectors and rising energy costs, while also putting these events into a broader historical context. They explain how global disruptions influence inflation, interest rates, and overall market sentiment, and why these moments often create both challenges and opportunities for disciplined investors. The episode emphasizes the importance of maintaining a long-term perspective, staying diversified, and avoiding emotional reactions to headlines. With data showing that markets have historically recovered and grown despite periods of conflict and uncertainty, this discussion provides reassurance and actionable guidance for investors navigating today’s environment. In this episode:  ● How geopolitical events impact market volatility and investor sentiment  ● The relationship between energy prices, inflation, and interest rates  ● Short-term market reactions across key sectors  ● Why global diversification helps reduce risk during uncertainty  ● Key strategies for staying disciplined during market disruptions  ● How long-term investors benefit from market resilience  ● Using volatility as an opportunity rather than a threat 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 in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. 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/

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 to hire a CPA firm, how tax complexity has increased over time, and why proactive planning can save taxpayers both time and money. From managing multiple 1099 forms and investment reporting to navigating the ever expanding tax code, this discussion highlights the practical value of working with an experienced tax professional. Paul and Matt also discuss the importance of organization, communication with your tax advisor, and why addressing tax questions throughout the year can prevent problems during filing season. This episode provides valuable insight for business owners, investors, and individuals who want to better understand the role a CPA plays in protecting their financial future. In this episode:  ● When individuals and business owners should consider hiring a CPA  ● Why increasing tax complexity makes professional guidance essential  ● The expanding number of 1099 forms and reporting requirements  ● How organization and documentation improve the tax preparation process  ● The benefits of proactive tax planning throughout the year  ● Why having a CPA on your team can help resolve issues with the IRS 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 in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. 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/

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 explain the importance of qualified dividend treatment, how margin can alter tax classification, and why timing matters when purchasing dividend paying stocks, ETFs, or mutual funds. They also cover alternative minimum tax considerations related to incentive stock options and highlight the risks of concentration in high dividend stocks. This episode reinforces the need for disciplined planning, careful coordination with tax professionals, and a long term perspective when implementing dividend and option strategies. In this episode:  ● The difference between qualified and ordinary dividend treatment  ● How margin usage can affect dividend tax status  ● Holding period requirements for favorable dividend taxation  ● Dividend timing considerations for stocks, ETFs, and mutual funds  ● Alternative minimum tax exposure with incentive stock options  ● Risks of concentrating in high dividend paying companies  ● Why protecting after tax returns requires careful planning 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 in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. 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/

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. equities, international developed markets, emerging markets, real estate, and fixed income. They highlight how globally diversified portfolios benefited from strength outside the United States, and why investors who stayed disciplined during periods of volatility were ultimately rewarded. The discussion also covers sector performance within large growth, small value, and emerging markets, along with a review of commodities and their long-term track record. This episode reinforces the importance of diversification, long-term perspective, and resisting short-term predictions that often miss the mark. In this episode:  ● U.S., international, and emerging market performance in 2025  ● How the “steady five” asset classes compare to historical averages  ● Sector breakdowns within U.S. and global equity markets  ● Why international and emerging markets outperformed expectations  ● Fixed income results and the role of bonds in portfolios  ● Commodity performance and long-term historical perspective  ● The value of discipline and global diversification 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 in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. 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/

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 generosity with long-term financial goals. They discuss popular structures such as donor-advised funds, charitable remainder trusts, charitable lead trusts, and private foundations, as well as retirement-based giving strategies such as qualified charitable distributions from IRAs. The conversation also highlights the benefits of donating appreciated assets, coordinating deductions across multiple years, and understanding contribution limits. This episode provides practical guidance for those looking to give intentionally, reduce tax exposure, and create a lasting philanthropic legacy. In this episode:  ● Key charitable giving vehicles and how they differ  ● Donor-advised funds and private foundations for long term philanthropy  ● Using charitable remainder and lead trusts strategically  ● Retirement-based giving through qualified charitable distributions  ● Donating appreciated assets instead of cash  ● Understanding charitable deduction limits and planning considerations  ● Coordinating charitable, tax, and estate planning efforts 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 in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. 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/

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 for taxable accounts. They walk through how the IRS treats taxable, tax deferred, and tax free assets differently, and why timing matters when realizing gains. The conversation also explores strategic gain harvesting, capital loss harvesting, and how realized losses can offset income today and carry forward into future years. In addition, Paul and Jordan explain the importance of the step up in basis and how thoughtful estate planning can help minimize taxes for the next generation. This episode provides practical insight for investors looking to stay disciplined, prepared, and tax aware through both market ups and downs. In this episode:  ● How capital gains are taxed in taxable investment accounts  ● Strategic gain harvesting and the potential for reduced or zero capital gains tax  ● Using capital loss harvesting to offset income and future gains  ● How market volatility creates planning opportunities  ● The role of rebalancing in managing gains and losses  ● Understanding the step up in basis and its estate planning benefits  ● Why proactive planning matters before markets move 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/

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 outcomes. They explore how proper entity structure lays the foundation for every strategy, along with tools such as the Qualified Business Income deduction, paying family members for legitimate work, bonus depreciation, cost segregation, research and development credits, and strategic gifting. The conversation also covers buy sell planning, exit strategies, and the importance of coordinating with tax and estate professionals. This episode provides a clear roadmap for business owners looking to reduce unnecessary complexity, retain more earnings, and plan confidently for the future. In this episode:  ● Why business structure is the foundation of effective tax planning  ● Common entity mistakes that create unnecessary complexity  ● Key deductions and credits business owners often overlook  ● How bonus depreciation and cost segregation can reduce taxable income  ● Strategies for paying family members and shifting income responsibly  ● Buy sell agreements and exit planning considerations  ● Coordinating tax, estate, and financial planning for better outcomes 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/

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 investors focused on preservation and stability. They discuss how proper bond placement across taxable, tax-deferred, and tax-free accounts can improve after-tax outcomes, along with strategies for managing high-income years. The conversation also covers municipal bonds, tax equivalent yields, and deferral techniques that allow investors to maintain income while controlling adjusted gross income. This episode provides a practical framework for understanding how bonds fit into a well-structured and tax-aware portfolio. In this episode:  ● Why bonds play a critical role in income-focused portfolios  ● How tax efficiency impacts bond placement decisions  ● Strategies to manage high-income years using fixed-income tools  ● The benefits and tradeoffs of municipal bonds  ● Understanding tax equivalent yield and its importance  ● How tax-deferred accounts can reduce income volatility  ● Aligning fixed income strategies with long-term financial goals 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/

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 role in building and preserving wealth. The conversation walks through how the IRS views investments across tax free, tax deferred, and taxable accounts, and why placing the right assets in the right accounts matters. They also explore active rebalancing, automation, tax efficient investing, and tax lot management, highlighting how thoughtful structure and strategy can reduce unnecessary tax drag and help investors stay aligned with their goals over time. In this episode:  ● The difference between asset allocation and asset location  ● How tax free, tax deferred, and taxable accounts are treated differently  ● Why placing the right investments in the right accounts matters  ● How active rebalancing supports long term goals while managing taxes  ● The benefits of automated investing and removing emotion from decisions  ● Why low turnover and tax efficient funds matter  ● How tax lot management can reduce future tax liabilities 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/

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, how it works under IRS Section 280A, and why documentation is critical to its proper execution. They walk listeners through the step-by-step process business owners should follow, including meeting requirements, fair market pricing, invoicing, and recordkeeping. This episode provides a practical roadmap for those looking to reduce taxes and improve cash flow using strategies already available in the tax code. In this episode:  ● What the Augusta Rule is and how it creates tax-free income  ● The history and intent behind IRS Section 280A  ● Who qualifies to use the Augusta Rule and why it matters for business owners  ● The six documentation steps required to properly implement the strategy  ● How to set reasonable rental rates using local comparables  ● Why coordination with your tax advisor is essential 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/

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, avoid costly mistakes, and position themselves for long term success. The conversation blends personal, financial, and tax planning priorities, covering everything from goal setting and beneficiary reviews to retirement contributions and tax strategies. With a mix of qualitative questions and quantitative action items, this episode serves as a year end roadmap for individuals and families who want to finish the year strong and start the next one with confidence. In this episode:  ● Reviewing personal and financial goals before year-end  ● Confirming beneficiaries after life changes  ● Prioritizing health, wellness, and financial readiness  ● Planning charitable contributions strategically  ● Ensuring emergency funds are properly funded  ● Understanding required minimum distributions and deadlines  ● Making timely IRA contributions  ● Using tax loss harvesting to manage tax exposure  ● Maximizing retirement plan contributions and catch up opportunities  ● Taking action before year-end deadlines expire 🌟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/

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 can make a meaningful difference in a client’s financial life. They cover topics ranging from real estate tax strategies and rebalancing to modern 529 uses, backdoor Roth contributions, and the step up in basis at death. Through real examples and clear explanations, they show how thoughtful planning can help cut unnecessary taxes, grow assets more efficiently, and support multigenerational wealth. In this episode:  ● How 1031 exchanges can defer taxes on investment properties  ● New ways 529 plans can support education and long term planning  ● Why rebalancing and asset location matter for growth and tax efficiency  ● How backdoor Roth IRA contributions create powerful tax free opportunities  ● The importance of the step up in basis and how it protects inherited wealth  ● Why proactive planning helps reduce taxes and maximize long term outcomes 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: [email protected] 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/

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 matter most when evaluating your options. Paul and Taylor explain how Parts A, B, D, Medicare Advantage, and Medicare supplement plans fit together, what costs to expect, and how recent rule changes affect retirees. They also discuss common misconceptions, including why Medicare is not completely free and when penalties can apply. With clear guidance on plan design, out-of-pocket costs, drug coverage, and doctor networks, listeners will walk away with the confidence to make informed healthcare decisions in retirement. In this episode:  ● What Medicare Parts A and B cover, how enrollment works, and what it costs  ● The differences between Medicare Advantage and Medicare supplement plans  ● How drug coverage and the new out-of-pocket caps function  ● When a zero-premium plan makes sense and when a supplement plan may be the better fit  ● How networks, referrals, and access to specialists vary by plan type  ● Why plan selection should be based on both medical and financial needs  ● When underwriting applies and why timing your decision matters 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: [email protected] 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/

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 from his time in the big leagues, including his experience with legends like Albert Pujols and Shohei Ohtani, and the emotional no-hitter thrown by the Angels in honor of teammate Tyler Skaggs. From discipline and preparation to humility and resilience, this episode explores the mindset that drives success in any arena—athletics, business, or life. In this episode:  ● Insights from the 2025 World Series and what separates great teams from good ones  ● Lessons from playing with MLB icons Albert Pujols and Shohei Ohtani  ● The inspiring story behind the Angels’ combined no-hitter honoring Tyler Skaggs  ● How professional athletes manage setbacks and maintain focus under pressure  ● Parallels between baseball, investing, and long-term performance  ● Why consistency, humility, and preparation are key to achieving lasting success 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: [email protected] 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/ 🌟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/

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 and collapse, explain what continues to function during a shutdown, and share how investors can maintain perspective amid political uncertainty. They highlight lessons from past shutdowns, explore why the economy rarely comes to a standstill, and outline practical steps for investors to stay disciplined and focused on long-term goals. In this episode:  ● What a government shutdown actually is and how it affects essential vs. non-essential services  ● Why markets historically remain stable or even positive during shutdowns  ● The difference between political noise and true economic impact  ● How investor behavior can influence outcomes more than headlines  ● Key steps investors can take now: review your plan, rebalance portfolios, and stay the course  ● How diversification and global exposure can buffer against domestic disruptions 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: [email protected] 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/ 🌟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/