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 6 de 8

Season 2 Episode 22: Tax Refunds 28/03/2022
Season 2 Episode 21: Should I Sell My House? 21/03/2022
Season 2 Episode 20: Do I Do My Own Taxes 07/03/2022
Season 2 Episode 19: Are All Annuities Bad? 22/02/2022
Season 2 Episode 18: Roth Conversion 14/02/2022
Season 2 Episode 17: 3 Questions with Matt: Alex Ray 07/02/2022
Season 2 Episode 16: Home Buying Goals 02/02/2022
Season 2 Episode 15: Estate Planning Goals 31/01/2022
Season 2 Episode 14: Setting Retirement Goals 17/01/2022
Season 2 Episode 13: College Goal Setting 10/01/2022
Season 2 Episode 12: New Years Resolutions Challenge 03/01/2022
Season 2 Episode 11: 3 Questions with Matt: Peter Disch 27/12/2021
Season 2 Episode 10: 3 Questions with Matt: Adaias Souza 20/12/2021
Season 2 Episode 9: Understanding Marginal Tax 13/12/2021
Season 2 Episode 8: 10 Minute Tidbits: US Savings Bonds 06/12/2021
Season 2 Episode 7: Giving Tuesday 29/11/2021
Season 2 Episode 6: 3 Questions with Matt: Rob Famulare 22/11/2021
Season 2 Episode 5: 3 Questions With Matt - Retiree Questions on Gifting 15/11/2021
Season 2 Episode 4: 3 Questions with Matt: Katie Boucher 08/11/2021
Season 2 Episode 3: 3 Questions with Matt- Laurie LaBrie 01/11/2021
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