Your Next Money Move

Jan 22 2024 59 ep. 19 mins

Your Next Money Move Podcast artwork

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!

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Do New ETFs Make Investing in Bitcoin More Attractive?

Jan 22 2024 16 mins

In 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 N

Financially Preparing to Start a Family

Jan 08 2024 19 mins

Starting 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 Nex

How to Organize Your Financial Documents and Paperwork

Dec 11 2023 14 mins

Paperwork 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

Using Donor Advised Funds to Maximize Charitable Giving

Nov 27 2023 15 mins

Listen 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 Linked

Paying Yourself When You're Self-Employed

Nov 13 2023 20 mins

If 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 ou

Health Shares and Health Insurance Alternatives

Oct 30 2023 16 mins

Health 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 fr

Choosing Your Portfolio Allocation

Oct 16 2023 25 mins

Once 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! C

How Often Should You Check Your Portfolio?

Oct 02 2023 17 mins

Do 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

What Is Asset Location and How Do I Use It?

Sep 18 2023 30 mins

This 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 ca

Should You Invest in a Short-Term Rental Property?

Sep 04 2023 18 mins

Short-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