Best Berkshire Plan It Podcasts (2024)

1
How Will the Great Wealth Transfer Impact the Markets? 10:30

16d ago10:30

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 industr…

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

24d ago15:16

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 …

1
Best Retirement Plans for 2024 7:54

1M ago7:54

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 r…

1
AUDIO: A conversation with Ralph Nader 39:05

1M ago39:05

39:05

Earlier this year, the consumer advocate, public-interest lawyer, and (still controversial) former presidential candidate Ralph Nader turned ninety years old. In this Berkshire Argus Podcast conversation, we discuss the American Museum of Tort Law that he established in his hometown of Winsted, Connecticut, his faith in the jury system, and his bel…

1
Tracking Record High’s in the Stock Market 5:48

1M ago5:48

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 …

1
Secure 2.0 Updates for 2024 7:15

2M ago7:15

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 advi…

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

2M ago7:25

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 insight…

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

3M ago12:18

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.co…

1
Optimizing Investment Strategies 16:53

4M ago16:53

16:53

Welcome to another insightful episode of the Arista Wealth Podcast, where financial experts Paul Moffat 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…

1
AUDIO: A conversation with Matt Tannenbaum of 'Hello, Bookstore' 1:02:29

5M ago1:02:29

1:02:29

In this episode of the Berkshire Argus podcast, Bill Shein speaks with Matt Tannenbaum, proprietor—since 1976—of The Bookstore in Lenox, Massachusetts, and subject of the 2022 documentary, “Hello, Bookstore.” Tannenbaum recalls learning the book trade as a stock boy at the storied Gotham Book Mart in midtown Manhattan and working for a book distrib…

1
Understanding the Basics of a 401(k) 8:11

5M ago8:11

8:11

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. Topic…

1
Pros and Cons of Self-Directed IRAs 6:22

5M ago6:22

6:22

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 hav…

1
What Is a Dividend and How Does It Work? 4:39

5M ago4:39

4:39

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 de…

1
AUDIO: Great Barrington's Affordable Housing Trust takes on the community's largest economic challenge 1:02:52

6M ago1:02:52

1:02:52

There’s no discussion of the economic future of the southern Berkshires that doesn’t have the cost and availability of housing at its center. Trends well underway in the last decade were accelerated by the COVID19 pandemic: The cost of houses to buy or rent has skyrocketed, fueled by an increase in properties acquired by part-time residents and oth…

1
Diversification in the Global Stock Market 5:36

6M ago5:36

5:36

In this episode of the Arista Wealth podcast, Zach 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 baske…

1
AUDIO: Is it possible to have civil online conversations? 1:18:35

6M ago1:18:35

1:18:35

Is it possible to have a thoughtful, constructive conversation about important issues, including politics, in a social media comment thread? About any issue? In 2016, Jon Rosen, fresh off his Ph.D. studies in philosophy at the University of Massachusetts Amherst, started a Facebook discussion group called Fair Game, where members engage in conversa…

1
Government Shutdowns in American History 5:23

7M ago5:23

5:23

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 shut…

1
Medicare Overview: What You Need To Know About Open Enrollment 11:21

7M ago11:21

11:21

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…

1
Affects of War on Your Wealth 6:43

8M ago6:43

6:43

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 epis…

1
AUDIO: What's next for the nonprofit Triplex Cinema in Great Barrington? 59:47

9M ago59:47

59:47

When residents of Great Barrington, Massachusetts learned that a movie theater central to their community’s cultural life and a key component of their downtown economy might close for good, they quickly organized to find a way to save it. In just a few months, volunteers formed a nonprofit, raised $800,000, and purchased the theater. They’re now ma…

1
AUDIO: Bob Jones on plans for a PCB dump in Lee, Massachusetts 50:34

11M ago50:34

50:34

When news headlines refer to “the Housatonic River clean-up,” some assume that the GE-funded and U.S. Environmental Protection Agency (EPA)-approved remediation work will remove all PCB contamination and return the river to a safe, healthy state. But as Bob Jones, chair of the Select Board in the Town of Lee, Massachusetts, explains in this podcast…

1
AUDIO: A housing discussion with Patrick White 58:01

11M ago58:01

58:01

With available and affordable housing remaining a top regional and national issue, last week I had a wide-ranging conversation with Patrick White, a member of the Stockbridge Select Board. White was recently re-elected overwhelmingly to his second three-year term on the board, where he has made housing proposals central. More than half of the homes…

1
Warren Buffett's 2023 Annual Meeting Recap 18:04

1y ago18:04

18:04

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…

1
Transforming Your Business with John Mautner 29:00

1y ago29:00

29:00

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 com…

1
Securing Your Future with Life Insurance 12:58

1y ago12:58

12:58

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 l…

1
Is The US Dollar Losing Its Status? 10:37

1y ago10:37

10:37

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 …

1
Powerful Lessons From Warren Buffett's 2023 Shareholder Letter 21:07

1y ago21:07

21:07

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 w…

1
Recent Bank Failures and FDIC Insurance 12:39

1y ago12:39

12:39

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 naviga…

1
Fostering Generational Success with Aaron Shelley 14:56

1+ y ago14:56

14:56

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. "…

1
Breaking Through Your Limiting Beliefs with Nina Cooke 29:36

1+ y ago29:36

29:36

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…

1
Openly Aging with Allison O'Shea 19:53

1+ y ago19:53

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 Op…

1
Purging Your Way to Calm and Peace with Christine Stone 26:33

1+ y ago26:33

26:33

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…

1
How to Just Move Forward with Bobbi Kahler 26:19

2y ago26:19

26:19

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 …

1
The Behavioral Investor with Dr. Daniel Crosby 32:20

2y ago32:20

32:20

About Daniel Dr. 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 invest…

1
How to Simplify Your Social Security with Devin Carroll 19:58

2y ago19:58

19:58

Episode: 35 Devin 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 be…

1
Restoring Community with a Heart of Service, with Laura Templeton 16:54

2y ago16:54

16:54

Restoring Community with a Heart of Service, with Laura Templeton Episode 34: Show Notes In 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…

1
The Sunshine Quotient with Catherine Chadwick 20:03

2y ago20:03

20:03

The Sunshine Quotient with Catherine Chadwick Episode 33: Show Notes Of 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…

1
Rookie Father With Kendall Smith 21:53

2y ago21:53

21:53

Rookie Father with Kendall Smith Episode 32 Raised 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. To…

1
Shifting Your Mindset w/ Kyle Gillette 28:08

2y ago28:08

28:08

Episode 31: Show Notes The 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 sh…

1
Making Space for Things That Matters with Daniel Sih 19:41

2y ago19:41

19:41

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 …

1
Interactions Versus Transactions with Ryan Lindner 22:27

2y ago22:27

22:27

Interactions Versus Transactions with Ryan Lindner When 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, thr…

1
Happiness Habits w/ Chief Happiness Officer Anthony Poponi. 21:49

2y ago21:49

21:49

Happiness Habits w/ Anthony Popon 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 n…

1
The Meaning of Life w/ Nathanael Garret Novosel 18:11

2+ y ago18:11

18:11

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 individua…

1
Good Things Happen While Hard Changes Occur 6:20

2+ y ago6:20

6:20

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 ma…

1
January 2022 Market Review 5:40

2+ y ago5:40

5:40

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 indu…

1
2021 Market Review w/ David Boyd 14:56

2+ y ago14:56

14:56

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 invest…

1
President Biden's Proposed Tax Plan w/ Tyler Hunt 14:10

3y ago14:10

14:10

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 Management 8876 Spanish R…

1
Real Estate Trends w/ Felice Katz-Bobo 14:34

3y ago14:34

14:34

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 - Bobo Website: www.theboboteam.com Cell…

1
Gettin' Unbusy w/ Garland Vance 22:26

3y ago22:26

22:26

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…

1
Debt Management W/ David Boyd 9:49

3+ y ago9:49

9:49

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 mon…

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Berkshire Plan It Podcasts

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