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Your Next Money Move

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

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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!

Todos los episodios

59 episodios

episode How to Organize Your Financial Documents and Paperwork artwork

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 [https://yournextmoneymove.com/] Connect with us on social media: Your Next Money Move on Instagram [https://www.instagram.com/yournextmoneymove/] Your Next Money Move on Twitter [https://twitter.com/nextmoneymove] Derek Lawson on LinkedIn [https://www.linkedin.com/in/dereklawson] Trent Porter on LinkedIn [https://www.linkedin.com/in/priorityfp]

11 de dic de 2023 - 14 min
episode Paying Yourself When You're Self-Employed artwork

Paying Yourself When You're Self-Employed

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 our newsletter and find other free resources: Your Next Money Move [https://yournextmoneymove.com/] Connect with us on social media: Your Next Money Move on Instagram [https://www.instagram.com/yournextmoneymove/] Your Next Money Move on Twitter [https://twitter.com/nextmoneymove] Derek Lawson on LinkedIn [https://www.linkedin.com/in/dereklawson] Trent Porter on LinkedIn [https://www.linkedin.com/in/priorityfp]

13 de nov de 2023 - 20 min
Muy buenos Podcasts , entretenido y con historias educativas y divertidas depende de lo que cada uno busque. Yo lo suelo usar en el trabajo ya que estoy muchas horas y necesito cancelar el ruido de al rededor , Auriculares y a disfrutar ..!!
Muy buenos Podcasts , entretenido y con historias educativas y divertidas depende de lo que cada uno busque. Yo lo suelo usar en el trabajo ya que estoy muchas horas y necesito cancelar el ruido de al rededor , Auriculares y a disfrutar ..!!
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