Podcast
Your Next Money Move
Hosted by Derek Lawson PhD, CFP® and Trent Porter CPA, CFP® · EN
Welcome to Your Next Money Move with Certified Financial Planners Derek Lawson Ph.D. and Trent Porter. One's a money researcher and professor, the other a CPA and life coach, and together, they draw on their combined experience to help take your finances to the next level.
If you've worked hard for your money but don't know how to make it best work for you, get ready to find out Your Next Money Move.
Derek and Trent will help you understand the psychology of money, saving for retirement, estate planning, tax optimization, evidence-based investing, and more. And better yet, they make it simple and tangible.
These two money gurus have shared their knowledge in the Wall Street Journal, CNBC, MarketWatch, CBS News, Bloomberg, and on NPR.
New episodes release every Monday, so be sure to subscribe on Apple Podcasts or Spotify to never miss an episode.
All of that to say, are you ready to find out your next money move? Let's do this!
10episodes
Episodes
Newest firstAll episodes
Do New ETFs Make Investing in Bitcoin More Attractive?
Jan 22, 202400:16:10Tap to summarizeIn the wake of new Bitcoin ETFs being approved by the SEC and made accessible to investors, Trent and Derek discuss the pros and cons of investing in Bitcoin with these new options available. Check out our website, where you can sign up for our newsletter and find other free resources: Your Next Money Move Connect with us on social media: Your Next Money Move on Instagram Your Next Money Move on Twitter Derek Lawson on LinkedIn Trent Porter on LinkedIn
Transcribe →Financially Preparing to Start a Family
Jan 8, 202400:19:02Tap to summarizeStarting a family is one of the biggest milestones in your life and comes with many changes. In this episode we cover the best ways to prepare your financial life for your new bundle of joy! Check out our website, where you can sign up for our newsletter and find other free resources: Your Next Money Move Connect with us on social media: Your Next Money Move on Instagram Your Next Money Move on Twitter Derek Lawson on LinkedIn Trent Porter on LinkedIn
Transcribe →How to Organize Your Financial Documents and Paperwork
Dec 11, 202300:14:51Tap to summarizePaperwork may not be everyone's favorite topic, but when it comes to your personal finances, keeping organized records is an important piece of your financial health. Receipts, tax returns, estate documents… and more… Listen to figure out what needs to be kept, for how long, and the best way to stay organized. Check out our website, where you can sign up for our newsletter and find other free resources: Your Next Money Move Connect with us on social media: Your Next Money Move on Instagram Your Next Money Move on Twitter Derek Lawson on LinkedIn Trent Porter on LinkedIn
Transcribe →Using Donor Advised Funds to Maximize Charitable Giving
Nov 27, 202300:15:03Tap to summarizeListen in as Trent and Derek talk about a Donor Advised Funds - a way to amplify your charitable giving power and reduce taxes at the same time. Check out our website, where you can sign up for our newsletter and find other free resources: Your Next Money Move Connect with us on social media: Your Next Money Move on Instagram Your Next Money Move on Twitter Derek Lawson on LinkedIn Trent Porter on LinkedIn
Transcribe →Paying Yourself When You're Self-Employed
Nov 13, 202300:20:16Tap to summarizeIf you're self-employed – or thinking about becoming self-employed – you may wonder how to pay yourself as a business owner. This week's episode covers the different types of business entities, why they matter for taxes, how to pay yourself when self-employed, and some tips and tricks for managing your business finances! Check out our website, where you can sign up for our newsletter and find other free resources: Your Next Money Move Connect with us on social media: Your Next Money Move on Instagram Your Next Money Move on Twitter Derek Lawson on LinkedIn Trent Porter on LinkedIn
Transcribe →Health Shares and Health Insurance Alternatives
Oct 30, 202300:16:44Tap to summarizeHealth Shares are an often less expensive alternative to health insurance, especially for people who are self-employed, but are they a good fit for you? In this episode, Trent and Derek discuss how Health Shares work, their pros and cons, and a few other alternatives to traditional health insurance. Check out our website, where you can sign up for our newsletter and find other free resources: Your Next Money Move Connect with us on social media: Your Next Money Move on Instagram Your Next Money Move on Twitter Derek Lawson on LinkedIn Trent Porter on LinkedIn
Transcribe →Choosing Your Portfolio Allocation
Oct 16, 202300:25:45Tap to summarizeOnce you have decided to start your investing journey, choosing your asset allocation is potentially one of the most important decisions you have to make. What you invest in and how your portfolio is allocated depends on numerous factors like your time horizon, specific goals, personal risk tolerance, and more! Listen in as the YNMM team breaks it down in this week's episode! Check out our website, where you can sign up for our newsletter and find other free resources: Your Next Money Move Connect with us on social media: Your Next Money Move on Instagram Your Next Money Move on Twitter Derek Lawson on LinkedIn Trent Porter on LinkedIn
Transcribe →How Often Should You Check Your Portfolio?
Oct 2, 202300:17:06Tap to summarizeDo you check on your portfolio every day? If so, you are likely causing yourself more stress than you need to! How often should you really be checking - the answer may surprise you. Take a dive into when and why you should (or shouldn't!) be checking your portfolio, and what to be looking for when you do. Check out our website, where you can sign up for our newsletter and find other free resources: Your Next Money Move Connect with us on social media: Your Next Money Move on Instagram Your Next Money Move on Twitter Derek Lawson on LinkedIn Trent Porter on LinkedIn
Transcribe →What Is Asset Location and How Do I Use It?
Sep 18, 202300:30:12Tap to summarizeThis week, listen as Trent and Derek tackle the listener question "I have heard of asset location, but I am unsure of what exactly it is and if or how I should be doing it". They talk through what exactly Asset Location is and how it relates to the various types of investment accounts and the tax implications of different investment types. Check out our website, where you can sign up for our newsletter and find other free resources: Your Next Money Move Connect with us on social media: Your Next Money Move on Instagram Your Next Money Move on Twitter Derek Lawson on LinkedIn Trent Porter on LinkedIn
Transcribe →Should You Invest in a Short-Term Rental Property?
Sep 4, 202300:18:50Tap to summarizeShort-term rentals are often touted as a quick and easy way to make "mailbox money". But do they live up to the hype in reality? Dive into the risks and benefits of short-term rentals in this episode, and see if they're a good fit for you! Check out our website, where you can sign up for our newsletter and find other free resources: Your Next Money Move Connect with us on social media: Your Next Money Move on Instagram Your Next Money Move on Twitter Derek Lawson on LinkedIn Trent Porter on LinkedIn
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