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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 115: Five Questions to Clarify Your Plan: What Happens After Your First Meeting
Saturday, 7 November, 2026
The first meeting with a financial planner can feel uncertain, especially if you're not sure what to expect or what you'll be asked. What should happen between that first conversation and the decisions about your retirement accounts?In Episode 115 of the Arista Wealth Management Podcast, President and Senior Financial Planner Paul L. Moffat and Director of Financial Planning Jordan Naffa walk through five questions that can bring clarity to what happens between your first planning meeting and your financial goals.Paul and Jordan explain why these questions are open-ended, with no right or wrong answers, and how the responses help shape a financial plan built around your goals, concerns and definition of success.They discuss why it matters to understand your worries and where the pain is, and how a plan, which they call a battle plan, can help you prepare for the ups and downs of the economy and the markets. They also highlight the importance of knowing the professionals on your team, such as your estate planning attorney, accountant and tax planner.The episode closes with what Paul and Jordan hope every listener takes away from a first meeting: feeling heard, understood and supported.In this episode:What should happen between a first planning meeting and your retirement accountsWhy open-ended questions have no right or wrong answersQuestion 1: your goals, how you define success and your family visionQuestion 2: your worries and what keeps you up at nightQuestion 3: where the pain isQuestion 4: what success looks like to youQuestion 5: who the professionals on your team areWhy a financial plan can work like a battle planHow feeling heard and understood shapes the planning relationshipWhile every person's answers are different, thoughtful questions can help turn a first meeting into a plan that reflects what matters to you.As Paul and Jordan emphasize, a good financial plan starts with understanding what matters to you.The opinions expressed in this podcast are for general purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. It is not intended to provide tax or legal advice. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed in this program is not a guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested in directly. As always, please remember that investing involves risk and the possible loss of principal. Please seek advice from a licensed professional.Arista Wealth Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Arista Wealth Management unless a client service agreement is in place.🌟Get in touch with us by clicking the links below!🌟Go to Aristawealth.com for other tools, tips, and resources.Website: https://www.aristawealth.com/Facebook: https://www.facebook.com/AristaWealth/LinkedIn: https://www.linkedin.com/company/arista-wealth-management/
