Great Points

Great Points

Por: 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. 
148 episodios disponibles

Latest episodes of the podcast Great Points

I received a gift or inheritance, what should I do with it? 07/01/2026
Financial Education Case Study 17/11/2025
Medicare and Open Enrollment: Interview with Randall Gregory 13/10/2025
What is the new "Trump account" and does it make sense for me? 30/09/2025
Swift, Kelce, and Financial Planning? 15/09/2025
Family and Divorce Law: Interview with Attorney Teresa La Vita 25/06/2025
Building Financial Foundations for Adulthood 23/06/2025
Are you "tax scrambling" or tax planning? 06/05/2025
Managing your emotions during Market Volatility 28/04/2025
Using planning to reduce stress in periods of Market Volatility 22/04/2025
What's going to happen to my Social Security benefits? 07/04/2025
Is retirement actually bad for your brain? 31/03/2025
Panel Discussion: Buying your First Home 24/03/2025
How can planning help me minimize the impact of capital gains taxes? 03/03/2025
Is it a good idea to help my adult child to buy a home? 18/02/2025
Interview with Elderly Care Manager, Linda Savarese 10/02/2025
Know your Net Worth 21/01/2025
Loving your current home, with builder Ken Kumph 13/01/2025
Conversation with Property Manager, Shawn Grenier 06/01/2025
Love it or List it, with Realtors Shea and Matt Munson 09/12/2024
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