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Arista Wealth PodcastAuthor: Paul L. Moffat
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. Language: en-us Genres: Business, Entrepreneurship, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Episode 101: Beyond Financial Wealth: What Really Makes Us Happy?
Friday, 31 July, 2026
President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa explore lessons from Harvard's long-running study on happiness and what decades of research can teach us about living a meaningful and fulfilling life. While wealth management often focuses on investments, retirement, and financial security, true wealth extends far beyond the numbers in a portfolio.Paul and Jordan discuss eight important components of happiness, including the quality of our relationships, the consequences of loneliness, the importance of purpose, and the connection between health and overall well-being. They also examine the role money plays in happiness, including how financial security can reduce stress and create opportunities without guaranteeing fulfillment on its own.The conversation highlights how technology can be used to strengthen meaningful connections, why positive changes can be made at any stage of life, and how even a small circle of close relationships can contribute to greater happiness. Ultimately, this episode offers a broader perspective on wealth and the importance of creating a financial plan that supports the people, experiences, purpose, and goals that make life meaningful.In this episode:● Why the quality of relationships matters more than quantity● The impact of loneliness and social connection on well-being● How having a sense of purpose contributes to fulfillment● Why financial security matters, but money alone cannot create happiness● The connection between physical health, mental health, and quality of life● Using technology to strengthen relationships rather than replace them● Why it is never too late to make meaningful changes● How introverts can thrive through a few strong, supportive relationshipsThe opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional.Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.🌟Get in touch with us by clicking the links below!🌟Go to Aristawealth.com for other tools, tips, and resources.Website: https://www.aristawealth.com/Facebook: https://www.facebook.com/AristaWealth/LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
