Great Points
Are you interested in improving your relationship with money? Matthew D. Schroeder, CFP®, is a Wealth Advisor and the Director of Financial Planning at Great Point Wealth Advisors. A Certified Financial Planner designee with 20 years of experience, Matt has been recognized a number of times by Boston Magazine as a 5-Star Wealth Manager. In this show, he provides financial insights for improving your relationship with money. Matt shares observations, learnings, and insights he's accumulated throughout his extensive career and helps listeners make more confident financial decisions to preserve and improve their financial wellbeing.
Podcasting since 2020 • 150 episodes
Great Points
Latest Episodes
The Patriots made the Super Bowl! Should I go?
On today's special episode of Great Points, Matt reacts to the Patriots' big win yesterday. Now that the Pats are suddenly off to Santa Clara, CA for the Super Bowl...many New Englanders will make the snap decision to make the trip to wat...
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Season 7
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Episode 3
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7:42
Setting Financial Goals that Stick
On today's episode of Great Points, Matt talks about setting financial goals and how you can make those goals a reality. There is value in big ambitious long-term goals, but how you handle medium and even short-term goals ultimately plays...
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Season 7
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Episode 2
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14:37
I received a gift or inheritance, what should I do with it?
On today's episode of Great Points, Matt runs through a scenario where a younger person receives a gift or an inheritance. As with any chunk of money, there are a variety of options what you might do with it. What would a $19k gift ...
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Season 7
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Episode 1
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14:30
Financial Education Case Study
On today's episode of Great Points, Matt speaks with long-time friends Matthew and Natasha about their own financial journey and how they're teaching their kids about finances. From a start as self-proclaimed "F minus" financial students,...
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Season 6
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Episode 18
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45:50
Medicare and Open Enrollment: Interview with Randall Gregory
On today's episode of Great Points, Matt speaks with Randall Gregory, an independent benefits consultant at Core Benefits Group. As we enter into Open Enrollment season, they talk about the various terms related to Medicare enrollment and...
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Season 6
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Episode 17
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31:40