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  • Do New ETFs Make Investing in Bitcoin More Attractive?
    2024/01/22

    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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    16 分
  • Financially Preparing to Start a Family
    2024/01/08

    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!

     

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    19 分
  • How to Organize Your Financial Documents and Paperwork
    2023/12/11

    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. 

     

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    Your Next Money Move

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    15 分
  • Using Donor Advised Funds to Maximize Charitable Giving
    2023/11/27

    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.

     

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    Your Next Money Move

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    15 分
  • Paying Yourself When You're Self-Employed
    2023/11/13

    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!

     

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    Your Next Money Move

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    20 分
  • Health Shares and Health Insurance Alternatives
    2023/10/30

    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.

     

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    Your Next Money Move

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    17 分
  • Choosing Your Portfolio Allocation
    2023/10/16

    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!

     

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    Your Next Money Move

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    Derek Lawson on LinkedIn

    Trent Porter on LinkedIn

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    26 分
  • How Often Should You Check Your Portfolio?
    2023/10/02

    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 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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    17 分