All Episodes
Arista Wealth Podcast — 93 episodes
Episode 91 Dividends IRA Distribution and Timing Strategies for Better Tax Outcomes
Episode 90: Lessons From Berkshire Hathaway’s Annual Meeting
Episode 89: Guest Episode, Creating a High Performing Financial Team With Matt Swan, CPA
Episode 88: What the Iran Crisis Means for Investors
Episode 87: When It’s Time to Hire a CPA With Matt Swan, CPA
Episode 86: How Dividends, Options, and Margin Can Change Your Tax Outcome
Episode 85: Reviewing 2025 and the Power of Staying Invested
Episode 84: Smarter Ways to Give Through Strategic Philanthropy
Episode 83: Capital Gains and Loss Strategies for Smarter Tax Planning
Episode 82: How Business Owners Can Reduce Taxes and Build Smarter Plans
Episode 81: Structuring Fixed Income for Stability and Tax Efficiency
Episode 80 Asset Allocation, Asset Location, and Smarter Investment Structure
Episode 79: Using the Augusta Rule to Create Tax Free Income
Episode 78 Your Year End Financial Checklist for 2025
Episode 77: Five High Impact Planning Strategies That Add Real Value
Guest Edition: Beyond the Basics, A Clear Guide to Medicare With Taylor Cole
Special Episode: Lessons from Baseball, Leadership, and Life with Major League Pitcher Taylor Cole
Episode 75: The Government Shutdown and Its Impact on the Economy
Episode 74: Social Security and Medicare Changes Under the One Big Beautiful Bill
Episode 73: Additional Provisions and Planning Opportunities Under the One Big Beautiful Bill
Episode 72: Major Tax Changes Under the One Big Beautiful Bill Act
Episode 71: Focus on What You Can Control: A Guide to Smarter Investing
Episode 70: Looking Beyond the Headlines: Staying Focused on Your Financial Goals
Episode 69: Managing Your Emotions: The Key to Better Financial Decisions
Episode 68: The Cost of Timing the Market
Episode 67: The Pitfall of Chasing Performance
Episode 66: Maximize Your Credit Card Points: Travel Smart, Spend Smarter with Colin Stroud
Episode 65: What the Latest Bain & Company Study Reveals About Luxury Spending
Episode 64: Global Diversification: Why It Matters More Than Ever
Episode 63: Lessons from Omaha: Warren Buffett’s Final Address and Timeless Wisdom
Episode 62: Gold: Is It Really As Valuable As We Think? The Myths and Realities
Episode 61: Celebrating the 2024 Paris Olympics: What Athletes Can Teach Us About Life
Episode 60: How Will the Great Wealth Transfer Impact the Markets?
Episode 59: Berkshire Hathaway Annual Shareholder Meeting - 2024 Takeaways
Episode 58: Best Retirement Plans for 2024
Episode 57: Tracking Record High’s in the Stock Market
Episode 56: Secure 2.0 Updates for 2024
Episode 55: How a Gas Station Employee Grew an $8 Million Fortune Through Investing
Episode 54: 10 Takeaways from the Warren Buffett Annual 2024 Letter to Shareholders
Episode 53: Optimizing Investment Strategies
Episode 52: Understanding the Basics of a 401(k)
Episode 51: Pros and Cons of Self-Directed IRAs
Episode 50: What Is a Dividend and How Does It Work?
Episode 49: Diversification in the Global Stock Market
Episode 48: Government Shutdowns in American History
Episode 47: Medicare Overview: What You Need To Know About Open Enrollment
Episode 46: Affects of War on Your Wealth
Episode 45: Warren Buffett's 2023 Annual Meeting Recap
Episode 44: Transforming Your Business with John Mautner
Episode 43: Securing Your Future with Life Insurance
Episode 42: Is The US Dollar Losing Its Status?
Episode 41: Powerful Lessons From Warren Buffett's 2023 Shareholder Letter
Episode 44: Recent Bank Failures and FDIC Insurance
Fostering Generational Success with Aaron Shelley
Episode 40: Breaking Through Your Limiting Beliefs with Nina Cooke
Episode 39: Openly Aging with Allison O'Shea
Episode 38: Purging Your Way to Calm and Peace with Christine Stone
Episode 37: How to Just Move Forward with Bobbi Kahler
Episode 36: The Behavioral Investor with Dr. Daniel Crosby
Episode 35: How to Simplify Your Social Security with Devin Carroll
Episode 34: Restoring Community with a Heart of Service, with Laura Templeton
Episode 33: The Sunshine Quotient with Catherine Chadwick
Episode 32: Rookie Father With Kendall Smith
Episode 31: Shifting Your Mindset w/ Kyle Gillette
Episode 30: Making Space for Things That Matters with Daniel Sih
Episode 29: Interactions Versus Transactions with Ryan Lindner
Episode 28: Happiness Habits w/ Chief Happiness Officer Anthony Poponi.
Episode 27: The Meaning of Life w/ Nathanael Garret Novosel
Episode 26: Good Things Happen While Hard Changes Occur
Episode 25: January 2022 Market Review
Episode 24: 2021 Market Review w/ David Boyd
Episode 23: President Biden's Proposed Tax Plan w/ Tyler Hunt
Episode 22: Real Estate Trends w/ Felice Katz-Bobo
Episode 21: Gettin' Unbusy w/ Garland Vance
Episode 20: Debt Management W/ David Boyd
Episode 19: Tax Strategies W/ Stephen Nance
Episode 18: Accomplishing Your Health Goals w/ Chelsi Goulart
Episode 17: Conquering the Iditarod w/ Dr. Kelly Maixner
Episode 16: Managing Life & Workplace Burnout w/ Scott Anderson
Episode 15: Crushing Your Goals w/ Rick Heyland
Episode 14: Living a Happy & Healthy Life w/ Hadlee Garrison
Episode 13: Understanding Cash Balance & Defined Benefit Plans w/ Karl Willman
Episode 12: Money Management as a Millennial w/ Erin Lowry
Episode 11: Beating Procrastination w/ Eric Twiggs
Episode 10: Understanding Medicare w/ David Karel
Episode 9: Work Life Balance w/ Dr. Travis Parry
Episode 8: Simplify your Life w/ Jermane Chetham
Episode 7: Lessons from Climbing Mt. Everest w/ John Beede
Episode 6: Redefining Diet and Heart Health Through Culinary Medicine w/ "Chef Dr. Mike"
Episode 5: Labor and Unemployment w/ Jason Guinasso
Episode 4: Financial Coaching w/ Christine & Teh
Episode 3: Financial Planning Opportunities, During & After COVID-19 w/ Jeff Rattiner
Episode 1: Navigating Recent Tax Code Changes w/ Matt Swan