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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 77: Five High Impact Planning Strategies That Add Real Value
Thursday, 4 December, 2025
In this episode, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa break down five powerful financial planning strategies that help clients protect wealth, reduce taxes, and build long term financial security. With laws constantly changing and new opportunities emerging, many investors are unaware of the tools available to them. Paul and Jordan shine a light on the strategies that can make a meaningful difference in a client’s financial life.They cover topics ranging from real estate tax strategies and rebalancing to modern 529 uses, backdoor Roth contributions, and the step up in basis at death. Through real examples and clear explanations, they show how thoughtful planning can help cut unnecessary taxes, grow assets more efficiently, and support multigenerational wealth.In this episode: ● How 1031 exchanges can defer taxes on investment properties ● New ways 529 plans can support education and long term planning ● Why rebalancing and asset location matter for growth and tax efficiency ● How backdoor Roth IRA contributions create powerful tax free opportunities ● The importance of the step up in basis and how it protects inherited wealth ● Why proactive planning helps reduce taxes and maximize long term outcomesIf 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.comThe 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/
