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 7 de 8

Season 2 Episode 2: 3 Questions with Matt: Emma Buckley 25/10/2021
Season 2 Episode 1: 3 Questions with Matt: Jesse DeBenedictis 18/10/2021
Season 2 Preview 15/10/2021
Episode #25: Matt's top 10 from Season 1 09/08/2021
Episode #24: Addressing the Inevitable 28/06/2021
Episode #23: Should I ever take a loan from my 401k? 21/06/2021
Episode #22: What should I do if I inherit a home, but already own one? 14/06/2021
Episode #21: How to Pick a Financial Advisor 03/05/2021
Episode #20: When is it the Right Time to Hire an Advisor 26/04/2021
Episode # 19: Should I Buy My Company Stock 12/04/2021
Episode #18: Discussion on Charitable giving with Beth Francis, CEO of Essex County Community Foundation 05/04/2021
Episode #17: I Just Got Laid Off 15/03/2021
Episode #16: We May Be Leaving our Kids a Million Dollars 08/03/2021
Episode #15: Investing in Multigenerational Housing Options - An Interview with Maura Allard 01/03/2021
Episode #14: The Finances of Staying Fit - An Interview with Mike Stare 22/02/2021
Episode #13: Should I Buy a Vacation Home 15/02/2021
Episode #12: Do I Have Enough Life Insurance 08/02/2021
Episode #11: Mistakes People Make When Inheriting Money 01/02/2021
Episode #10: Am I Saving Enough for the Future? 25/01/2021
Episode #9: Good Debt...Bad Debt 18/01/2021
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