Arista Wealth podcast

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تمت الإضافة منذ قبل four أعوام

المحتوى المقدم من Paul L. Moffat. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Paul L. Moffat أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Netflix Sports Club Podcast

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America’s Sweethearts: Dallas Cowboys Cheerleaders Season 2 - Tryouts, Tears, & Texas 32:48

منذ 23 يومًا32:48

التشغيل لاحقا

قوائم

إعجاب

احب

32:48

America’s Sweethearts: Dallas Cowboys Cheerleaders is back for its second season! Kay Adams welcomes the women who assemble the squad, Kelli Finglass and Judy Trammell, to the Netflix Sports Club Podcast. They discuss the emotional rollercoaster of putting together the Dallas Cowboys Cheerleaders. Judy and Kelli open up about what it means to embrace flaws in the pursuit of perfection, how they identify that winning combo of stamina and wow factor, and what it’s like to see Thunderstruck go viral. Plus, the duo shares their hopes for the future of DCC beyond the field. Netflix Sports Club Podcast Correspondent Dani Klupenger also stops by to discuss the NBA Finals, basketball’s biggest moments with Michael Jordan and LeBron, and Kevin Durant’s international dominance. Dani and Kay detail the rise of Coco Gauff’s greatness and the most exciting storylines heading into Wimbledon. We want to hear from you! Leave us a voice message at www.speakpipe.com/NetflixSportsClub Find more from the Netflix Sports Club Podcast @NetflixSports on YouTube, TikTok, Instagram, Facebook, and X. You can catch Kay Adams @heykayadams and Dani Klupenger @daniklup on IG and X. Be sure to follow Kelli Finglass and Judy Trammel @kellifinglass and @dcc_judy on IG. Hosted by Kay Adams, the Netflix Sports Club Podcast is an all-access deep dive into the Netflix Sports universe! Each episode, Adams will speak with athletes, coaches, and a rotating cycle of familiar sports correspondents to talk about a recently released Netflix Sports series. The podcast will feature hot takes, deep analysis, games, and intimate conversations. Be sure to watch, listen, and subscribe to the Netflix Sports Club Podcast on YouTube, Spotify, Tudum, or wherever you get your podcasts. New episodes on Fridays every other week.…

Arista Wealth Podcast

منزل السلاسل•Feed

Building wealth seems harder than it actually is. This podcast is designed to be a roadmap, cutting through the clutter, to teach you about important topics that show you how invest in yourself and save money the right way. We will also be your life coach through important financial and educational topics, teaching you what is important and how to navigate each topic.

67 حلقات

#Trading #Entrepreneur #Business #Paul L. Moffat #Podcasting Education #Finance #Wealth Management #Financial #Investing #Money #Retirement #401k

Arista Wealth Podcast

updated منذ 4 أيام

منزل السلاسل•Feed

67 حلقات

#Trading #Entrepreneur #Business #Paul L. Moffat #Podcasting Education #Finance #Wealth Management #Financial #Investing #Money #Retirement #401k

كل الحلقات

1
Maximize Your Credit Card Points: Travel Smart, Spend Smarter with Colin Stroud 27:07

منذ 4 أيام27:07

27:07

In this episode, host Paul Moffat welcomes points and travel expert Colin Stroud, founder of Go Somewhere , to discuss how everyday spending, especially for business owners, can turn into luxury travel experiences through credit card rewards. Colin shares his top credit card recommendations, explains the differences between cash back and flexible travel points, and provides real-life examples of high-value redemptions. If you're spending $100K+ a year (or more), this is a strategy you can’t afford to ignore. Personal Travel Cards: Capital One Venture X American Express Gold Card Chase Sapphire Preferred Business Travel Cards: Chase Ink Preferred / Ink Unlimited Capital One Venture X Business American Express Business Platinum & Gold Websites that help find and optimize point redemptions: Point.me – Finds flight deals using points across multiple airlines Seats.aero – Real-time award seat availability tool Roame.travel – Award travel deal search engine PointsYeah – Another tool for comparing award availability MaxMyPoint – For finding the best hotel redemption opportunities Connect with Colin: Website: www.gosomewhere.world LinkedIn: Colin Stroud 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: support@aristawealth.com Call our office: 702-309-9970 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/…

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What the Latest Bain & Company Study Reveals About Luxury Spending 9:51

منذ 4 weeks9:51

9:51

According to a new report released by Bain & Company in May 2025 reveals that up to 75% of luxury goods spending is driven not by high-net-worth individuals—but by middle- and lower-income earners. In this episode, President and Senior Financial Planner, Paul Moffat and co-host, Director of Financial Planning, Jordan Naffa, unpack the implications of this trend, exploring how aspirational consumption is impacting financial behavior, net worth growth, and long-term planning. They contrast short-term consumer psychology with disciplined wealth-building strategies, highlighting the difference between looking successful and building true financial security. 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: support@aristawealth.com Call our office: 702-309-9970 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/…

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Global Diversification: Why It Matters More Than Ever 7:13

منذ 6 weeks7:13

7:13

If U.S. markets are lagging, why is your globally diversified portfolio still performing? Let’s break it down. In this episode, host Paul Moffat and co-host, Director of Financial Planning Jordan answer a question they’re hearing daily: Why are my international investments doing better than my U.S. holdings? Together, they unpack the power of global diversification, how it reduces risk, and why it’s essential to long-term investment success. They explore the performance trends across different decades, the difference between international and emerging markets, and how diversification helps investors stay the course during volatility. Plus, they explain how strategic rebalancing turns short-term market dips into long-term opportunities. 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: support@aristawealth.com Call our office: 702-309-9970 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/…

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Lessons from Omaha: Warren Buffett’s Final Address and Timeless Wisdom 21:06

منذ 6 weeks21:06

21:06

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 Moffat 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 702-309-9970 Connect with Arista Wealth: Website: https://www.aristawealth.com Email: support@aristawealth.com Call our office: 702-309-9970 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/…

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Gold: Is It Really As Valuable As We Think? The Myths and Realities 6:54

منذ 45 weeks6:54

6:54

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 702-309-9970 Connect with Arista Wealth: Website: https://www.aristawealth.com Email: support@aristawealth.com Call our office: 702-309-9970 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/…

1
Celebrating the 2024 Paris Olympics: What Athletes Can Teach Us About Life 12:46

منذ 47 weeks12:46

12:46

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 702-309-9970 Connect with Arista Wealth: Website: https://www.aristawealth.com Email: support@aristawealth.com Call our office: 702-309-9970 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/…

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How Will the Great Wealth Transfer Impact the Markets? 10:30

منذ 1 year10:30

10:30

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 702-309-9970 Connect with Arista Wealth: Website: https://www.aristawealth.com Email: support@aristawealth.com Call our office: 702-309-9970 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/…

1
Berkshire Hathaway Annual Shareholder Meeting - 2024 Takeaways 15:16

منذ 1 year15:16

15:16

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 Meeting The 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 702-309-9970 Connect with Arista Wealth: Website: https://www.aristawealth.com Email: support@aristawealth.com Call our office: 702-309-9970 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/…

1
Best Retirement Plans for 2024 7:54

منذ 1 year7:54

7:54

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 2024 How IRA play an important part in picking your retirement plan Options for self employed people 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: support@aristawealth.com Call our office: 702-309-9970 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/…

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Tracking Record High’s in the Stock Market 5:48

منذ 1 year5:48

5:48

“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 highs The 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 702-309-9970 Connect with Arista Wealth: Website: https://www.aristawealth.com Email: support@aristawealth.com Call our office: 702-309-9970 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/…

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Secure 2.0 Updates for 2024 7:15

منذ 1 year7:15

7:15

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 2.0 How the Secure Act 2.0 will impact retirement plans What to expect from this change. 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: support@aristawealth.com Call our office: 702-309-9970 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/…

1
How a Gas Station Employee Grew an $8 Million Fortune Through Investing 7:25

منذ 1 year7:25

7:25

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 702-309-9970 Connect with Arista Wealth: Website: https://www.aristawealth.com Email: support@aristawealth.com Call our office: 702-309-9970 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/…

1
10 Takeaways from the Warren Buffett Annual 2024 Letter to Shareholders 12:18

منذ 1 year12:18

12:18

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.html 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: support@aristawealth.com Call our office: 702-309-9970 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/…

منذ 3 years19:53

19:53

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] 🌟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/…

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