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

Mostrando página 3 de 8

Living longer, better. A discussion on aging well with Mike Stare 18/03/2024
Basics of Estate Planning with Steve DiGregorio 08/02/2024
Is College worth the cost? 05/02/2024
Lessons from Schitt's Creek: Talking to your kids about money 18/01/2024
Cash or credit? 18/01/2024
What can we learn from Barry Sanders, former NFL running back? 11/12/2023
It's giving season...how can giving back fit in my plan? 04/12/2023
Business Succession Planning with guest Bill Hooper 13/11/2023
At 5% interest or more, are CDs as good a deal as they seem right now? 06/11/2023
The Holiday Season is approaching, here are some tips for staying within your budget 30/10/2023
Special Live Episode: Financial Conversations from the Barber Shop 12/10/2023
Open Enrollment: Spend a few minutes reviewing your benefits this fall 09/10/2023
Considering a job change? Here are some things to think about 11/09/2023
Limited time to dedicate to your household finances? Here's where to focus your energy 28/08/2023
August Exercise: Check in on your goals 01/08/2023
Is it time to shed my Golden Handcuffs? 24/07/2023
Could I actually spend....more money? 17/07/2023
What should I read at the beach or pool this summer? 05/07/2023
Three Questions with Jason Roberts, Salesperson and Father of Four 26/06/2023
Is the idea of retirement changing? 12/06/2023
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