Arista Wealth Podcast

What happens when the world's most legendary investor announces his retirement? We were there to witness it, and the wisdom he left behind is priceless.In this episode, host Paul Moffett and co-host, Director of Financial Planning Jordan recap their recent trip to the Berkshire Hathaway Annual Meeting in Omaha. With 20,000+ attendees and Warren Buffett's official retirement announcement, the event was filled with powerful insights on leadership, investing, and legacy.They break down Buffett's timeless advice on staying calm during market volatility, surrounding yourself with smart people, and thinking long term, even at 94. Hear what's next for Berkshire Hathaway and how you can apply these lessons to your own financial life.If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970Connect with Arista Wealth:Website: https://www.aristawealth.comEmail: support@aristawealth.comCall our office: 702-309-9970The 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.

Paul Moffat and Preston Pugmire sit down in this episode to discuss a topic that's been creating buzz in the financial world—gold as a hedge against inflation.In this episode:●     Gold and Inflation: Is gold truly the safeguard against inflation that many believe it to be? ●     Historical Perspective: Looking at the price of gold from January 1980 to today.●     Comparing Investments: Comparing gold to equities, specifically the S&P 500, which has seen an astounding 49-fold increase since 1980. ●     The Power of Dividends: The critical role dividends play in growing wealth through equity investments, something that gold simply cannot offer.If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970Connect with Arista Wealth:Website: https://www.aristawealth.comEmail: support@aristawealth.comCall our office: 702-309-9970The 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. 

In this episode, Paul Moffat, president & senior financial planner and Brandilyn Hallcroft, marketing coordinator, share their excitement and recap about the 2024 Paris Olympics. They highlight the outstanding performance of U.S. athletes, who won 126 medals, and discuss the inspiring stories of athletes like cyclist Christine Faulkner, sprinter Noah Lyles, swimmer Bobby Fink, gymnast Simone Biles, golfer Scotty Scheffler, and swimmer Katie Ledecky. The episode also provides five key steps to achieving greatness, drawn from the athletes' experiences!If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970Connect with Arista Wealth:Website: https://www.aristawealth.comEmail: support@aristawealth.comCall our office: 702-309-9970The 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. 

Baby Boomers own about half of the US wealth right now, and with them aging and transferring their wealth to their heirs, this brings up a big question - what is going to happen to the markets? Paul Moffat, CEO and Founder of Arista Wealth Management, shares more about what the Great Wealth Transfer is, and what this means for the financial industry.In this episode:What is the great wealth transfer?How will the great wealth transfer impact the markets?The implications and downsides of this transfer. The different ways that generations spend money. Advice for having money conversations with your family.  The importance of becoming more educated about money If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970Connect with Arista Wealth:Website: https://www.aristawealth.comEmail: support@aristawealth.comCall our office: 702-309-9970The 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. 

Paul Moffat and Preston Pugmire had the privilege of visiting Omaha, NE for the Berkshire Hathaway Annual Shareholder Meeting this month, and in this episode they share their takeaways. There were over 40,000 shareholders that attended this event, with people traveling from all over the world to listen to Warren Buffett and other leaders. Paul and Preston both share what they learned in this episode, including the importance of loving what you are investing your money into, and why you need to be patient, disciplined, and stay invested for the long term. In this episode:Paul and Preston's takeaways from the 2024 Berkshire Hathaway Annual Shareholder MeetingThe mindset that investors need to adopt about the stock market. How AI is impacting the world of investing. Everything you need to know about the event. If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970Connect with Arista Wealth:Website: https://www.aristawealth.comEmail: support@aristawealth.comCall our office: 702-309-9970The 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. 

What are the best retirement plans for 2024? There are so many intricacies to consider when picking out a retirement plan, so in this episode expert's Paul Moffat and Zach Taylor discuss all things retirement plans. This is a topic that Arista Wealth Management helps their clients with all the time. There are specific strategies and tax breaks on retirement accounts to secure a comfortable future that you should know about. There is something for everyone, so be sure to talk to an expert, such as Arista Wealth Management, for more information on what retirement account would be best for you. In this episode:The different types of retirement plans The retirement landscape in 2024How IRA play an important part in picking your retirement planOptions for self employed people If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970Connect with Arista Wealth:Website: https://www.aristawealth.comEmail: support@aristawealth.comCall our office: 702-309-9970The 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. 

“The stock market is at an all time high, is now the time to invest?” This is a question we have been getting daily at the Arista Wealth Management office, so today, Paul Moffat and Zach Taylor discuss this very important topic. If you look at the media, they create buzz to grab your attention around the best time to buy and sell stocks, which can be very confusing. This episode brings you the facts that you need to know to cut through the noise around when is the best time to buy and sell your stocks. In this episode:The stats about the stock market's lows and highsThe facts, such as the S&P 500 has hit a new high every 16 days on average and what this means. The importance of thinking long term about your investments If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970Connect with Arista Wealth:Website: https://www.aristawealth.comEmail: support@aristawealth.comCall our office: 702-309-9970The 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. 

There are some new changes to retirement plans through the Secure Act 2.0, and in this episode, Paul Moffat and Zach Taylor discuss them.  The Secure Act 2.0 was a 1300 page legislation with various changes, some of which are discussed in this episode today. The Secure Act 2.0 is revolutionizing retirement planning, but can be complex, so it is advised to reach out to Arista Wealth Management, or other experts. In this episode:The key provisions of Secure Act 2.0How the Secure Act 2.0 will impact retirement plansWhat to expect from this change. If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970Connect with Arista Wealth:Website: https://www.aristawealth.comEmail: support@aristawealth.comCall our office: 702-309-9970The 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. 

Join Paul Moffat and Zach Taylor as they discuss the remarkable story of Ronald Read, a man who's life and legacy offers profound lessons in the power of investing and frugality. Through wise and frugal investing, Ronald Read quietly gained a fortune of nearly $8 million dollars as a gas station attendant. Listen to learn about his valuable insights into effective investing strategies, despite his modest income. If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970Connect with Arista Wealth:Website: https://www.aristawealth.comEmail: support@aristawealth.comCall our office: 702-309-9970The 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. 

Warren Buffett's 2024 annual letter to shareholders was recently published, and your host, Paul Moffett and co-host, Preston Pugmire, share the top 10 takeaways. Bring a pen and paper, and get ready to take notes on these top 10 takeaways!If you want to read the full letter, which Paul strongly recommends, you can find it here: https://www.cnbc.com/2024/02/24/read-warren-buffetts-2024-annual-letter-to-shareholders.htmlIf you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970Connect with Arista Wealth:Website: https://www.aristawealth.comEmail: support@aristawealth.comCall our office: 702-309-9970The 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.

Welcome to another insightful episode of the Arista Wealth Podcast, where financial experts Paul Moffett and Jordan Naffa discuss investment strategies. In today's episode, they unpack Dollar Cost Averaging (DCA) versus Lump Sum Investing (LSI) and explore the impact these strategies can have on your financial journey. Topics in this episode:Dollar Cost Averaging vs Lump Sum Investing The impact these can have on your money and wealth How time Horizons Effects these strategiesKey statistics to know about LSI v DCAIf you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970Connect with Arista Wealth:Website: https://www.aristawealth.comEmail: support@aristawealth.comCall our office: 702-309-9970The 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.

In this episode, Zach and Jordan share key 401(k) basics that you should know if you are a business owner and considering a 401(k) plan. They delve into 401(k) retirement accounts, breaking down the jargon and complexities around so you can understand them better. A 401(k) plan is a tax-advantaged retirement account offered by many employers. Topics in this episode:- Basics of 401(k)- Company Matching- Yearly contribution limits- 5 steps to becoming a 401K Millionaire   The world of retirement savings is constantly evolving, so it is a good  practice to review your plan and seek advice from financial professionals, like Arista Wealth Management,  to ensure that your strategy is optimal and you are on track to reach your retirement goals.If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970Connect with Arista Wealth:Website: https://www.aristawealth.comEmail: support@aristawealth.comCall our office: 702-309-9970The 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.

In this episode of the Arista Wealth podcast, Zach and Jordan talk all about the benefits and common pitfalls of Self-Directed IRAs. A self-directed individual retirement account is an individual retirement account which allows alternative investments for retirement savings.This episode is inspired by the increasing number of questions that we have received at the Arista Wealth office about Self-Directed IRAs, specifically around purchasing real estate through a self-directed IRA.In this episode:What is a Self-Directed IRA?Common pitfalls that can cost you money.What you need to know before opening a Self-Directed IRA.Who can open a Self-Directed IRA.How to contact Arista Wealth if you have questions about this type of retirement account.If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970Connect with Arista Wealth:Website: https://www.aristawealth.comEmail: support@aristawealth.comCall our office: 702-309-9970The 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.

In this episode of the Arista Wealth Podcast, Zach and Jordan talk all about the world of dividends – which are periodic payouts that investors love. This is an important financial strategy that helps build financial resilience. Dividends are regular profit-sharing payments made between a company and its investors. A company's board of directors determines the price per share, when and how often dividend payments are made. Dividend stocks can provide a stream of income, which can be especially valuable during inflationary periods.In this episode, they discuss:What are dividends and why are they so important in your portfolio?What type of dividend payments are out there?How Arista Wealth helps their client's portfolios with dividends. What conversation you should be having with your advisor about dividends. If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970Connect with Arista Wealth:Website: https://www.aristawealth.comEmail: support@aristawealth.comCall our office: 702-309-9970The 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.

In this episode of the Arista Wealth podcast, Zack and Jordan talk all about the advantage of spreading your investments across the world. Diversifying an investment portfolio is often considered a fundamental strategy for managing risk and maximizing potential returns. In this episode:Why you should not be putting your “eggs” (money) in one basket, but instead, putting your “eggs” in many baskets.How diversification can minimize risk.What countries have the top performing investments. Arista Wealth's advice on diversification.If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970Connect with Arista Wealth:Website: https://www.aristawealth.comEmail: support@aristawealth.comCall our office: 702-309-9970The 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 noguarantee 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.

Politicians have never gotten along, so why are we surprised by the issues now?Are you concerned about your investments and portfolios during a government shutdown? Join Paul L. Moffat and Zachary Taylor of Arista Wealth as they share invaluable data points to alleviate your worries about your investments in the face of a prolonged government shutdown.The US has experienced 14 funding gaps since 1981, 10 of which resulted in shutdowns. What is happening now is nothing new. In this episode:Learn about the impact of government shutdowns on your investments.Data and insights about how stocks tend to perform during prolonged shutdowns.Key information you need to know about the current state of the government.If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970Remember to take the long term view in a short term world. Connect with Arista Wealth:Website: https://www.aristawealth.comEmail: support@aristawealth.comCall our office: 702-309-9970

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 Medicare available plans that may be available to you.Where to find a trusted source of information about Medicare and Open Enrollment.Next Steps of ActionEssential insights to safeguard yourself Medicare scams.Medicare is complex, and having a trusted partner and Arista Wealth as fiduciaries is very important.  Open enrollment is open until December 7th, so don't procrastinate and give us a call at Arista Wealth Management. If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970Connect with Arista Wealth:Website: https://www.aristawealth.comEmail: support@aristawealth.comCall our office: 702-309-9970

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 worries. In this episode:The importance of diversification in investments to minimize risk.  How global conflict may impact your portfolios. Strategies for protecting your investments. Only 1.1% of the portfolios at Arista Wealth are in the Middle East and Africa. If you have any questions, call the Arista Wealth Management office located in Las Vegas, NV at 702-309-9970Remember to take the long term view in a short term world. Connect with Arista Wealth:Website: https://www.aristawealth.comEmail: support@aristawealth.comCall our office: 702-309-9970

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 business! Hit that play button now and let's get started. And hey, if you find this content helpful, give us a thumbs up, comment below your thoughts, and don't forget to subscribe for more great content like this.

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 than the people that have worked there for years and years."About John Mautner:John Mautner is a number one best selling author of The Profit Pattern: Top 10 Tools To Transform Your Business, Drive Performance, Empower Your People, Accelerate Productivity and Profitability. He is an international business coach and serial entrepreneur, who started five successful companies. John's first company became one of the 500 fastest growing companies in America and has been coaching small businesses how to become best in class for over 21 years. John has worked with thousands of business owners and managers. He is passionate about seeing people realize their dreams and goals faster than ever before. To learn more about John Mautner and the Cycle of Success Institute, visit http://www.johnmautner.com/.

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.

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!

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. And don't forget to like, subscribe, and share with your fellow investors!

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, Zachary Taylor, shed some light on what happened, how it impacts your finances, and how FDIC Insurance plays a crucial role in protecting your money during bank failures.Don't miss out on this insightful discussion - listen now!

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 families throughout history, this book outlines the principles that made them successful and shows you how to apply these principles to turn your family into a lasting success story of your own."Key Points From This Episode:How to invest and build a successful family while learning the habits of some of the world's most successful people.How to quickly identify small things you can change on a day-to-day basis to improve your finances, relationships, health, and happiness.How to build a flywheel that harnesses your most valuable resource – your family – and teaches them how to take care of themselves while they take care of you.How to support generational wealth by educating your children on how to utilize money and teaching them the values and systems that brought you financial success.Links Mentioned in Today's Episode:Aaron Shelley Linkedin: https://www.linkedin.com/in/aaronshelley/"The Family Flywheel" Book website: https://thefamilyflywheel.com/Arista Wealth Management: https://www.aristawealth.com/Arista Wealth Facebook: https://www.facebook.com/AristaWealth/Paul Moffatt on LinkedIn: https://www.linkedin.com/in/aristify/© 2023 Arista Wealth Podcast

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 self-sabotage, but thankfully, there is also another way. Tune in today to hear how Nina has changed people's lives by coaching them through their limiting beliefs, andwhat you can start doing today to overcome yours.Key Points From This Episode:• Nina explains how our perception of our reality helps us or harms us.• What it looks like when we make decisions from a place of fear.• The difference between intentional and default decision-making.• When many of our limiting beliefs begin to form.• Why limiting beliefs are so dangerous.• A real-world example that highlights how your limiting beliefs can affect your income.• Nina shares a story of how our confidence levels affect our work.• Some of the most common types of mental blocks people experience.• The best way to get people to listen to you.• Why we should all try to be more present.• The importance of practicing self-care.Tweetables:“It's never people or the situation or the circumstances that block us and get in the way, we do it all on our own.” — @YourInnerGame [0:03:25]“It is the thoughts and the feelings that we have about what we can achieve that will make or break us.” — @YourInnerGame [0:04:44]“We don't have to wait for things to change from the outside, we can take our control back, our power back, and make things happen for us.” — @YourInnerGame [0:15:38]“When people speak with real integrity and they're aligned with their values and what they believe in, then people listen to them.” — @YourInnerGame [0:19:34]Links Mentioned in Today's Episode:Nina Cooke WebsiteScorecardArista Wealth ManagementArista Wealth Management on FacebookPaul Moffatt on LinkedIn© 2022 Arista Wealth Podcast

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 approximately 10 years away from retirement age should be asking themselves. From identifying your support system to knowing your financial situation, you'll leave this episode with a better understanding of how to take control of the aging process in a way that will benefit you and your loved ones!Key Points From This Episode:Allison shares what motivated her to found Openly Aging, LLC.The importance of identifying your aging support system years before you are likely to need them.How understanding your financial circumstances will stand you in good stead during your later years.The various care options available for aging populations.Examples of information that you should be communicating with your aging support system.The length of time you should expect to be waitlisted prior to entering a retirement community.How aging can cause tension between you and your loved ones if you don't listen to them.An overview of the aging plan that Allison creates with her clients.Where you can find more valuable information about Openly Aging.Tweetables:“Your support system should be somebody that you can have full disclosure about your goals, finances and any concerns that you have.” — Allison O'Shea [0:08:55]“Where I see people are most successful living independently as long as they can, [is] if they're willing to accept support here and there.” — Allison O'Shea [0:11:11]“We also have to be aware, as we're aging, our ideal blueprint may have to change. The course of care due to a new diagnosis, due to a medical emergency may have to be altered. You have to trust the support system you have put into place that they have your best interests in mind.” — Allison O'Shea [0:13:17]“If we have a plan in place that we've communicated, we keep control of our aging to the best of our ability, which will then eradicate ageism. My goal is to help people keep control of their aging as long as possible.” — Allison O'Shea [0:16:45]

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 effects of a cluttered space while giving us the benefits of an organized one. You'll learn why Christine is the “purge professional”, why it's important to both purge and declutter, what sentimental clutter is and why you need to get rid of it, and the different phases in your life where you may be collecting more than you should. Our guest urges all listeners to take professional organizing seriously and she explains exactly how she ended up doing what she loves. To hear how to add value, bring calm, and instill peace when organizing someone's home, tune in now!Key Points From This Episode:The difference between organized and unorganized environments. The unhealthy effects of an unorganized environment, and whether there's an in-between. Why Christine is the go-to person to help ease your anxiety and bring you peace of mind. Why it's important to purge as well as declutter. What sentimental clutter is and why it also needs to go. Phases in your life to be aware of when you may be collecting what you shouldn't.Organizing as a profession to be taken seriously. How our guest ended up doing what she loves. The certifications required to be a professional organizer. How to add value, bring calm, and instill peace when organizing someone's home. 

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.  Nothing happens until you do.  No progress can be made, and no learning can be created until we put ourselves in the game.  Bobbi offers listeners proven ways to get off the bench and move towards their goals and dreams.  Ideas for Episode Titles / Main Focus·      5 Mistakes that Keep Strivers Stuck·      How to Silence the Just Wait Voice and Move Forward Faster·      How to Turn Adversity into Growth?·      How to Learn Your Way Forward?·      Self-Coaching Recipes with the Personal Change Chef Questions Bobbi Is Always Ready To Answer·      What are some of the mistakes that people make when they are starting something new?·      How do you manage the "Just Wait" voice that discourages us from taking action?·      How do you "Just Start" when you are pursuing something new or making a change?·      What do you mean by "learn your way forward?"·      How do you "learn your way forward?"·      What's the most productive way to think about change, challenge and uncertainty?

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 best investment book of 2019 and is a comprehensive look at the neurology, physiology and psychology of sound financial decision-making. When he's not decoding market psychology, Daniel is a father of 3, a fanatical follower of the St. Louis Cardinals, an explorer of the American South, and an amateur hot sauce chef.  Questions Daniel is Ready to Answer1.     What is the value that an advisor brings?2.     What study is the most influential that you have seen as a behavioral psychologist?3.     Referring to your first podcast, What are the top 5 regrets of the dying?4.     How important is the media and the environment on our wealth?5.     What are 3 things that you would shout from the mountain top about wealth management?

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. Ideas For Episode Titles / Main Focus·      Spousal benefits·      Taxation of benefits·      Survivor benefits

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 power of building people up, restoring a sense of pride in our communities, companies, and families, and helping people find their personal message. In our conversation with Laura, we discuss the loneliness epidemic and what can be done on an individual level to overcome it. Tune in to hear Laura's secrets to building meaningful relationships, restoring a sense of pride in our community, connecting to others with a heart of service, and giving without expectation! This episode will leave you inspired to get out there, reach out, and start making a difference.Key Points From This Episode:Introducing Laura Templeton, the work she does, and the positive attitude she does it with!The loss of community driving the loneliness epidemic.How to combat loneliness and restore a sense of pride in our companies and communities.The advantage introverts have when it comes to networking with intention.The secret to building meaningful relationships: having a heart of service.Giving without expectation.Links Mentioned in Today's Episode:30 Second SuccessLaura Templeton on LinkedInLaura Templeton on Twitter30 Second Success: Ditch the Pitch and Start ConnectingArista Wealth Management Arista Wealth Management on FacebookArista Wealth Management on TwitterPaul Moffatt on LinkedInDavid Boyd on LinkedIn

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 life mastery consultant, specializing in transformational coaching. Tuning in, you'll find out what she means by ‘the sunshine quotient' and how she uses this as a mindfulness tool. You'll also discover the importance of being protective of your thoughts, the role of the vagus nerve in your mental health, and what a ‘mind diet' is and why it can be so beneficial. Catherine believes that your mind is like a garden. You need to nurture it, provide it with sunshine, and be positive in a negative world. To find out how to do this, make sure not to miss today's conversation!Key Points From This Episode:An introduction to Catherine and her career as a practitioner of applied positive psychology. What it means to prioritize your mental fitness training, resilience, and adaptability. The importance of being protective of your thoughts and thinking positive things. What Catherine means by the “sunshine quotient” and how she uses it as a mindfulness tool. The role of the vagus nerve in the parasympathetic nervous system  What a “mind diet” is and why it's so useful.  The benefits of a TV, media, or internet ‘diet'.How you can find out more about the sunshine quotient and Catherine's work. Her closing words on how life is supposed to be fun.Links Mentioned in Today's Episode:Catherine Chadwick The Art of Self Craftsmanship The Sunshine Quotient Arista Wealth Management Arista Wealth Management on FacebookArista Wealth Management on TwitterPaul Moffatt on LinkedIn

Rookie Father with Kendall SmithEpisode 31Raised 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!” moment Kendall had when writing this book and how, together with his experience at Men's Health, he reverse-engineered the book and structured it as a playbook. He talks about who he interviewed for the book, why he chose to interview them, and some of the takeaways that he learned from them, as well as how he managed to come up with 131 different plays. To hear about this helpful book as well as some of Kendall's best tips for dads regarding marriage, time management, and investing, tune in today!Key Points From This Episode:An introduction to today's guest Kendall Smith and his latest book Rookie Father. How he reverse-engineered the book and what he learned from his decade at Men's Health. The “Aha!” moment he had when writing this book. Why he chose to structure the book like a playbook.One of the best tidbits Kendall wrote about in this book. How he came up with 131 ideas for plays in his playbook.Who he interviewed for the book and why he chose them.  Some of the key takeaways from the book for those who've never had a father themselves. Kendall's tips for taking small steps with your wealth as a young father.How the publishing of the book was postponed because of COVID.An investment success story from when Kendall graduated from college. Links Mentioned in Today's Episode:Rookie FatherAlan KatzDana GlazerThe Evolution of DadKendall Smith EmailRookie Father on FacebookRookie Father on InstagramRookie Father on TwitterArista Wealth Management Arista Wealth Management on FacebookArista Wealth Management on TwitterPaul Moffatt on LinkedIn

Episode 32: 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 not the only acronym you are going to want to incorporate into your life after this show! Kyle also explains how the accountability PASS will help you take the leap from decision to commitment, and how his WISER strategy can turn you into a much better listener. We also discuss the importance of being present, why you should focus more on your strengths than your weaknesses, and the value of measuring the progress you are making in all areas of your life.  Key Points From This Episode:The main goal that Kyle aims to achieve through his business, SAGE mindset coaching.A recent example from Kyle's life which highlights the power of a mindset shift.Why being present is such a valuable skill for leaders to learn.Advice for investors who are worried about the current state of the markets.Why you should focus more on your strengths than your weaknesses.The problem with overextending your strengths.Kyle explains the SAGE acronym using a house-building analogy.An overview of Kyle's accountability PASS.The huge difference between deciding and committing.Paul's skydiving experience as an example of the accountability PASS in action.The value that lies in measuring where you are at in all areas of your life.A lesson in how to listen better using the WISER method.Links Mentioned in Today's Episode:SAGE Mindset CoachingSAGE Mindset Coaching on LinkedInSAGE Mindset Coaching on FacebookSAGE Mindset Coaching on YouTubeSAGE Mindset PodcastArista Wealth Management Arista Wealth Management on FacebookArista Wealth Management on TwitterPaul Moffatt on LinkedIn

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 overview of what Spacemakers does, shares the five principles from his book, Spacemaker (which won the award for Best Personal Development Book in Australia in 2021), and explains why incorporating a “digital Sabbath” into your life will be so beneficial. Key Points From This Episode:A brief overview of Daniel's work and personal life.The unhealthy relationship that many people have developed with the online world.What neuroplasticity is.9 hours; the amount of time that the average American spends looking at a screen everyday, and how this is affecting our brains.The purpose of Daniel's book, Spacemaker.What we lose by spending too much time looking at a screen.5 principles for unplugging which Daniel highlights in his book.Advice for parents around giving your child a phone.The value of incorporating a Sabbath (day of rest) into your life.Links Mentioned in Today's Episode:Daniel Sih on LinkedInDaniel Sih on InstagramSpacemakersSpacemaker: How to Unplug, Unwind and Think Clearly in the Digital AgeArista Wealth Management Arista Wealth Management on FacebookPaul Moffatt on LinkedIn

Interactions Versus Transactions with Ryan LindnerEpisode 29: Show NotesWhen confronted with your own mortality, it's hard not to walk away with a profound new take on life. Our guest today is a consultant and coach, a personal development specialist, and an organizational change-maker. Ryan Lindner has had not one, but two near-death experiences and it is evident, through speaking with him, that he has come out the other side with unmatched wisdom. In our conversation with Ryan, he walks us through the science of first impressions and explains our need for meaningful interactions, rather than the transactions we've become accustomed to as a society. We learn about the power of presence, the important distinction between pivoting and multitasking, as well as the true nature of time management. Tune in for another inspiring installment of the Arista Wealth Podcast!Key Points From This Episode:Introducing Ryan Linder and the inspiring work he does to help people navigate change.The science of first impressions.The need for interactions over transactions.The power of presence.The difference between pivoting and multitasking.How Ryan's two unexpected near-death experiences changed his view on life.What time management is, essentially.How to circumvent defensiveness when sharing feedback.Links Mentioned in Today's Episode:Ryan LindnerRyan Lindner on LinkedInRyan Lindner on InstagramThe Half‑Known LifeThe Half-Known Life websiteArista Wealth Management Arista Wealth Management on FacebookArista Wealth Management on TwitterPaul Moffatt on LinkedInDavid Boyd on LinkedIn

Happiness Habits w/ Anthony Poponi Episode 28: Show Notes. Today on the podcast we have a high-performing person in so many areas: he is a professional speaker, he is an author, he is a corporate trainer, he's a team-building facilitator, he can do it all! Anthony Poponi joins us from Bend, Oregon to talk through what people need in order to stay a high-performer in this negative world we live in. Jumping straight in, Anthony outlines the episodic nature of elation, sharing that the micro-moments between stimulating activities are as important as the times when you're feeling the neurochemical response from a pleasurable activity. From there we look at the importance of finding your uniqueness, before doing a deep dive into the wiring of our brains and how to unwind and rewire them so that we can be more peaceful and grateful. From uncertainty to negativity bias to the 'mullet brain', this episode distills the art of living a stress-free life into actionable nuggets of understanding. Tune in to hear some top habits and activities that will get you out of your head and into a life full of meaning and laughter! Key Points From This Episode: Anthony shares what our brains need to stay a high performer in a negative world.Diving into the myth of human happiness and the episodic nature of elation.The importance of little moments of micro-connection with yourself and others.Talking us through our locus of control: the two boxes we can use to find balance.How our brains respond to the chaos and uncertainty from the media.Addressing where fear-based patterns come from and the importance of unwinding them.The role of ruminating, and how to get out of your head.Anthony shares a gratitude activity to honor the things in your life that make you happy.The three things that happened that changed his life. What his coach taught him about how to not undermine himself.How wealth can lead us to move from self-centered to other-centered. Hear about some of the offerings on his website Links Mentioned in Today's Episode: Anthony PoponiAnthony Poponi on Twitter Anthony Poponi on LinkedIn

We will all ask ourselves this question at one point or another in our lifetime: what is the meaning of life? Believe it or not, there is actually an answer! To help us tackle this profound question, we are joined by author, professional researcher, and advisor, Nathanael Garrett Novosel. Nathanael has over 20 years of experience studying individual and group behavior. Over that time, he has researched psychology, evolutionary biology, organizational best practices, leadership decision making, business, technology, finance, and philosophy to understand how the world as we know it works and why. Nathanael has spent much of his career using the insights from his research to help the world's leading executives solve their most pressing organizational challenges and create their strategic plans and, in today's episode, he shares some of those insights with us. Tune in to learn about the eight key pillars of meaning that Nathanael outlines in his book, The Meaning of Life, before he sheds some light on the 'purpose generation' and why we need to break through this crisis of meaning by focusing on growth, helping others, and working hard. For all this and more, make sure not to miss this enlightening conversation! Key Points From This Episode: The story of how Nathanael came to write The Meaning of Life, which starts at age six.The eight key concepts: growth, experience, desire, belief, emotions, ethics, support, choice.Understanding that emotions equal desire plus belief plus experience.How you can employ cognitive dissonance to overcome limiting beliefs.Daily habits that will help you foster a more positive belief system, including mediation.Why Nathanael believes that young people today are experiencing a crisis of purpose.How to avoid a crisis in meaning by focusing on growth, helping others, and working hard.

Key Points From This Episode:Introducing today's topic: the Fed Fund Rate.Paul explains what the Fed Fund Rate is and what it does. Hear what the market did in the previous eight cycles like this. Some of the numbers around how the interest rates historically rise and fall. Why people don't need to panic despite the perceived volatility of the market. Hear a story of why turbulence doesn't always mean a crash.How the broad markets always make a positive return to investors who take a long view.

Welcome to our new monthly market update! Today we'll be reviewing the market for January 2022. We know that this past month has been volatile, but it's important to prioritize a long-term view and look at the markets from a broader perspective. Tuning in you'll hear a breakdown of how the market has behaved this past month, from the Dow Jones industrial average to the international and emerging markets. We also discuss how the Federal Reserve's decision to raise interest rates has impacted those numbers and why. We wrap things up by covering the unemployment rate, consumer sentiment, and inflation. For all this and more, make sure you tune in today!

At the start of a new year, it's always useful to look back on the past year and see how far we have come. In today's episode, Paul is joined by David Boyd, a financial planner at Arista Wealth Management, to discuss this very topic. The Covid-19 pandemic made 2021 an unusual year in many ways, but as you'll hear in today's episode, for many investors it turned out to be one of their best financial years yet! This conversation also covers the various changes that have taken place at the start of 2022, the economic health of the US market currently, and some words of wisdom regarding inflation and deflation. Join us for another insightful episode about all things financial planning! Arista Wealth Management8876 Spanish Ridge Ave.Suite 202Las Vegas, NV 89148Phone: (877) 309-9970Email: support@aristawealth.comWebsite: https://aristawealth.com/Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.

Tyler Hunt is the Vice President & Senior Financial Planner at Arista Wealth Management. His years of industry experience lend a helping hand as we discuss President Biden's proposed tax plan. Stick around to the end to learn about all of the new proposed tax changes and how they could potentially effect you.Arista Wealth Management8876 Spanish Ridge Ave.Suite 202Las Vegas, NV 89148Phone: (877) 309-9970Email: support@aristawealth.comWebsite: https://aristawealth.com/Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.

Felice is the co-owner of HomeSmart Professionals and leader of The Bobo Team. Felice lives in Arizona with her husband John who is the designated broker for the franchise. Besides being a wealth of knowledge in the real estate industry Felice leads a dedicated team of 10, and more than 60 agents Felice Katz - BoboWebsite: www.theboboteam.comCell Phone: 928.242.2200Arista Wealth Management8876 Spanish Ridge Ave.Suite 202Las Vegas, NV 89148Phone: (877) 309-9970Email: support@aristawealth.comWebsite: https://aristawealth.com/Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.

Garland cofounded Advanced with his wife, Dorothy and he is the author of Gettin' Unbusy. Garland helps individuals and organizations know their why while living and leading with greater sense of peace. Garland worked while earning his doctorate and helped raise three kids. He started experiencing migraines, heart palpitations, and exhaustion.  That's when he learned he was stressed out due to busyness. That experience let him to focus his doctoral work on the effects of busyness on leaders and how to beat it.Stick around to the end to learn how you can start managing your time and start gettin' unbusy.Garland VanceWebsite: https://www.killbusy.comArista Wealth Management8876 Spanish Ridge Ave.Suite 202Las Vegas, NV 89148Phone: (877) 309-9970Email: support@aristawealth.comWebsite: https://aristawealth.com/Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.

David Boyd is a Junior Financial Planner at Arista Wealth Management. He recently graduated with a Bachelor’s in Personal Financial Planning and a Minor in Business Management at Utah Valley University. David is passionate about helping clients achieve financial success. This passion drives him to find new solutions and tips to save his clients money and help them achieve their goals.Stick around to the end to learn new about new strategies and resources to help you accomplish managing your debt.David Boyddavid@aristawealth.com Arista Wealth Management8876 Spanish Ridge Ave.Suite 202Las Vegas, NV 89148Phone: (877) 309-9970Email: support@aristawealth.comWebsite: https://aristawealth.com/Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.

Stephen Nance is a partner and CPA with Drilldown Solutions. Before working at Drilldown Solutions Stephen was an auditor with the Utah State Tax Commission. He helps clients save thousands of dollars in penalties and assessments and he is excited to share some of his knowledge with us.Stick around to the end to learn how a new president can affect your taxes and some strategies you can use to save money on those taxes.Stephen NanceEmail: snance@drilldownsolutions.com Website: https://www.drilldownsolution.com/Arista Wealth Management8876 Spanish Ridge Ave.Suite 202Las Vegas, NV 89148Phone: (877) 309-9970Email: support@aristawealth.comWebsite: https://aristawealth.com/Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.

Chelsi Goulart is a military wife, mother, personal trainer, Miss- Utah runner up and has her degree in health. She is obsessed with health, wellness and helping people improve their confidence to take accountability for their own lives so they can be empowered to make better choices for their health.Stick around until the end to learn how you can live a mentally, physically, and financially healthier life.Chelsi GoulartInstagram: https://www.instagram.com/chelsigoulart/Website: https://www.chelsigoulart.com/Podcast: https://podcasts.apple.com/us/podcast/unlimited-with-chelsi-goulart/id1439243504Arista Wealth Management8876 Spanish Ridge Ave.Suite 202Las Vegas, NV 89148Phone: (877) 309-9970Email: support@aristawealth.comWebsite: https://aristawealth.com/Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.

Dr. Kelly Maixner has raced the Iditarod race in Alaska also known as "the last great race on earth a staggering 8 times. Listen to this episode as Dr. Maixner helps us understand the mental grit and physical endurance it takes to run this 938 mile race.Stick around through the end to hear about how young men can grow up to be the best men they can be, and can use The Warrior Challenge to better their young lives.Arista Wealth Management8876 Spanish Ridge Ave.Suite 202Las Vegas, NV 89148Phone: (877) 309-9970Email: support@aristawealth.comWebsite: https://aristawealth.com/Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.

Scott Anderson shares his expertise as a licensed mental health therapist to help us understand life and work place burnout. He will walk us thru what causes burnout and what we can do to avoid feeling burnt out.Stick around to the end to listen to Scott's tips and tricks to regain motivation and passion in every aspect of your life.Scott AndersonDoubleDareWebsite: https://https://doubledareyou.us/Arista Wealth Management8876 Spanish Ridge Ave.Suite 202Las Vegas, NV 89148Phone: (877) 309-9970Email: support@aristawealth.comWebsite: https://aristawealth.com/Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.

Rick Heyland wrote his purpose statement as a 26-year-old and has been perfecting his goal accomplishment system for the last 50 years. Rick is a successful consulting executive who loves living and managing his life by purpose, goals and effective stress management principles. Stick around to the end to learn useful goal setting tools to help you succeed in every aspect of your life.Rick HeylandWebsite: https://ci4life.orgFacebook: https://www.facebook.com/CI4lifer/Arista Wealth Management8876 Spanish Ridge Ave.Suite 202Las Vegas, NV 89148Phone: (877) 309-9970Email: support@aristawealth.comWebsite: https://aristawealth.com/Do you have a question or a topic you would like discussed? Maybe you would like to be on our podcast. Reach out to us at support@aristawealth.com with the subject: Podcast.