Your Next Money Move

About Your Next Money Move

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!

Publisher

Derek Lawson PhD, CFP® and Trent Porter CPA, CFP®

Category

business · business

Language

en

Explicit

No

First episode

2 Aug 2022

Latest episode

22 Jan 2024

Latest episodes

3 of 59 episodes have a transcript.

1. 

   22 Jan 2024TRANSCRIPT

   Do New ETFs Make Investing in Bitcoin More Attractive?

   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 Next Money Move on Twitter Derek Lawson on LinkedIn Trent Porter on LinkedIn

2. 

   8 Jan 2024TRANSCRIPT

   Financially Preparing to Start a Family

   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

3. 

   11 Dec 2023TRANSCRIPT

   How to Organize Your Financial Documents and Paperwork

   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

Inside a recent episode

Do New ETFs Make Investing in Bitcoin More Attractive?

Published 22 Jan 2024 · Transcript excerpt

[…] And then it tracks the actual cost of Bitcoin a little more closely. That futures funds, the performance was always pretty dang similar though. So I don't think that's a big driver in and of itself. So bottom line is, no, Bitcoin is still super volatile, just as volatile as it always has been. And the availability of using this fund, it's convenient, right? And for those listeners out there, quick recap and exchange traded fund, similar to a mutual fund, it's something that you can invest in inside of your portfolio, which that was a big development when they made the futures ETF. Because before you had had like a digital wallet and if you lost the hard drive or the password, it's gone. […]

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

21 ratings

Spotify

5.0 / 5

6 ratings

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Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.