Your Next Money Move

De : Derek Lawson PhD CFP® and Trent Porter CPA CFP®
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  • Résumé

  • 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!
    2022
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Economie Finances privées
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    Épisodes
    • Do New ETFs Make Investing in Bitcoin More Attractive?

      Do New ETFs Make Investing in Bitcoin More Attractive?
      Jan 22 2024

      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. 

       

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      Your Next Money Move

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      Your Next Money Move on Instagram

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      Derek Lawson on LinkedIn

      Trent Porter on LinkedIn

       
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      16 min
    • Financially Preparing to Start a Family

      Financially Preparing to Start a Family
      Jan 8 2024

      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 Next Money Move on Twitter

      Derek Lawson on LinkedIn

      Trent Porter on LinkedIn

       
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      19 min
    • How to Organize Your Financial Documents and Paperwork

      How to Organize Your Financial Documents and Paperwork
      Dec 11 2023

      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 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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      15 min

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