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 5 de 8

Season 3 Episode 17: What Should I Do With This $30,000? 13/12/2022
Season 3 Episode 16: What does risk mean in investing? Will Andrew Have One Million Dollars Saved for Retirement. 06/12/2022
Season 3 Episode 15: Is the Financial World Today Truly Different for Millennial Investors? (Interview with Di Ciruolo) 28/11/2022
Season 3 Episode 14: Three Tips For Open Enrollment 21/11/2022
Season 3 Episode 13: What does it take to be a professional golfer? 07/11/2022
Season 3 Episode 12: How Much Money Should You Have Saved by Retirement? 31/10/2022
Season 3 Episode 11: Do You Know What You Should Do? 25/10/2022
Season 3 Episode 10: It's Time to Go To The Fair 18/10/2022
Season 3 Episode 9: Would You Get an "F" If We Were Grading Your Financial Planning? 03/10/2022
Season 3 Episode 8: Managing Stress About Finances 19/09/2022
Season 3 Episode7: Should I Buy a Ski House? 13/09/2022
Season 3 Episode 6: Selling and Buying CD's 06/09/2022
Season 3 Episode 5: Congratulations Graduates! 18/07/2022
Season 3 Episode 4: "I Want to be a Billionaire" 29/06/2022
Season 3 Episode 3: Financial Wisdom from a Lacrosse Goalie - Part 2 21/06/2022
Season 3 Episode 2: Financial Wisdom from a Lacrosse Goalie - Part 1 13/06/2022
Season 3 Episode 1: 2022 Stock Markets 31/05/2022
Season 2 Episode 25: Matts Top 10 from Season 2 19/04/2022
Season 2 Episode 24: Saving Some Money While Saving The Planet 11/04/2022
Season 2 Episode 23: Should I Put My Home In a Trust? 04/04/2022
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