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 4 de 8

The Art of Networking: it's not just for job seekers 07/06/2023
Three Questions with Life Coach Sharon Billings 31/05/2023
With inflation still so high, should I own I bonds? 26/05/2023
Is buying a house a good investment in today's housing market? 24/05/2023
Three Questions with wellness coach, Heather Tharpe 15/05/2023
Market Chat with Pete Disch: How can we make sense of recent headlines? 11/05/2023
Monthly Financial Exercise: Complete an Annual Investment Checkup 09/05/2023
When is it the right time for me to retire? 11/04/2023
Monthly Financial Exercise: Summer Budget Planning 03/04/2023
Season 4 Episode 9: Deep Dive on Medicare with Randy Gregory 16/03/2023
Season 4 Episode 8: Interview with Dr. Joe Coughlin, Director of MIT AgeLab 13/03/2023
Season 4 Episode 7: This month's financial exercise: Filing your tax return 09/03/2023
Season 4 Episode 6: I have a million dollars in an IRA, what should I do with it? 02/03/2023
Season 4 Episode 5: Questions with Matt - Kelly DeFelice of Eastern Bank 27/02/2023
Season 4 Episode 4: Meet Matt Farley, the most prolific songwriter in the world 13/02/2023
Season 4 Episode 3: This month's financial exercise: What does your cash flow look like? 06/02/2023
Season 4 Episode 2: Questions with Matt - Ken Kumph of Premier Builders 30/01/2023
Season 4 Episode 1: Do You Know Your Credit Report? 24/01/2023
Season 3 Episode 19: 2022 Year End Recap 31/12/2022
Season 3 Episode 18: How should I pay for my child's upcoming college tuition? Let's look at the math. 20/12/2022
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