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Great Points

Matt Schroeder

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.

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163 Folgen

  1. Making sense of headlines and the state of Investment Markets in 2026: with Great Point CIO, Peter Disch 38:24
  2. Health Care in Retirement: A conversation with Independent Insurance broker Randall Gregory 21:21
  3. Considering a move but getting stuck in today's Real Estate Market? A conversation with Realtors Shea Pilsbury and Matt Munson 38:25
  4. What should I do with all my stuff? An interview with Charlotte McAleer of North Shore Move Management 26:59
  5. Considering buying a new car? Here's where to start 15:41
  6. Wellness and Longevity with Nicole Pichette of Live Well Collaborative 30:24
  7. Bank Accounts and Cash Management 101 24:30
  8. Tales from the Barber Shop 15:25
  9. Empty Nesting 14:36
  10. Planning for Longevity: Making the most of your years 24:05
  11. Financial Competence: Weekly habits to build on 17:41
  12. The Four Fundamental Rules of Investing 15:22
  13. How to use your 2025 tax return to plan for 2026 17:58
  14. The Patriots made the Super Bowl! Should I go? 7:42
  15. Setting Financial Goals that Stick 14:37
  16. I received a gift or inheritance, what should I do with it? 14:30
  17. Financial Education Case Study 45:50
  18. Medicare and Open Enrollment: Interview with Randall Gregory 31:40
  19. What is the new "Trump account" and does it make sense for me? 17:58
  20. Swift, Kelce, and Financial Planning? 8:13
  21. Family and Divorce Law: Interview with Attorney Teresa La Vita 46:24
  22. Building Financial Foundations for Adulthood 23:07
  23. Are you "tax scrambling" or tax planning? 24:21
  24. Managing your emotions during Market Volatility 19:34
  25. Using planning to reduce stress in periods of Market Volatility 11:56
  26. What's going to happen to my Social Security benefits? 13:45
  27. Is retirement actually bad for your brain? 14:20
  28. Panel Discussion: Buying your First Home 59:35
  29. How can planning help me minimize the impact of capital gains taxes? 15:16
  30. Is it a good idea to help my adult child to buy a home? 27:39
  31. Interview with Elderly Care Manager, Linda Savarese 23:17
  32. Know your Net Worth 18:05
  33. Loving your current home, with builder Ken Kumph 30:07
  34. Conversation with Property Manager, Shawn Grenier 32:13
  35. Love it or List it, with Realtors Shea and Matt Munson 44:05
  36. Considering a career as a Financial Advisor? 30:42
  37. How do you merge onto the highway? 15:39
  38. Tales from the Barber Shop: Buying a car and using your time wisely 18:37
  39. Critical Reading: Digesting Financial News 14:02
  40. Talking Financial Literacy with BU Student, Ben Brosnahan 38:51
  41. Rising Prices with Peter Disch, President of Great Point Wealth Advisors 31:43
  42. Getting off to a fast start 17:49
  43. Interview with Ashley Ganem of the North Shore CDC 37:46
  44. Getting Intentional about Charitable Giving 19:45
  45. Tips and Myths on Nutrition, with Dr. Mike Stare 40:44
  46. I'm going on vacation, would it make sense to buy a vacation home instead of renting? 16:18
  47. Aging in your current home with Ken Kumph of Premier Builders 32:05
  48. Interview with Marcos Baugh, President of Urban Golf Club 24:31
  49. Interview with Eric Brotman, CFP® Professional and Author 34:11
  50. Should I change my investment strategy? 11:51