115 episodes

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. 

Great Points Matt Schroeder

    • Business

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. 

    Interview with Eric Brotman, CFP® Professional and Author

    Interview with Eric Brotman, CFP® Professional and Author

    On today's episode, Matt has a great conversation with Eric Brotman, the CEO of BFG Financial Advisors based in Maryland. Eric and Matt talk about a wide array of topics. They discuss why Financial Literacy is still chronically underprioritized, how retirement doesn't have to be the end of meaningful work, and what is the future of college education. In addition to his career as a Financial Advisor, Eric has built a media company to reach people who may not have access to p...

    • 34 min
    Should I change my investment strategy?

    Should I change my investment strategy?

    On today's episode of Great Points, Matt reacts to a recent ad he saw that said, "Does your portfolio need a 180?" What are some of the questions you should be asking yourself when you see such an ad? It may be tempting to make a snap decision when things change, but Matt lays out some ideas to help sift through the noise and resist making changes for the wrong reasons.

    • 11 min
    Spring Cleaning: Tidying up Credit Card balances

    Spring Cleaning: Tidying up Credit Card balances

    On today's episode of Great Points, Matt talks about the impact credit card debt can have on your financial plan. With interest rates rising over the last couple years, the variable rates on credit cards have risen even faster. Take a few minutes to review your current credit card balances and see what if any interest you are currently paying. If you have balances you are currently carrying, considering using some emergency funds to reduce the interest you owe. Or if y...

    • 12 min
    Creating a Sustainable Wardrobe with Mary McRae

    Creating a Sustainable Wardrobe with Mary McRae

    On today's episode of Great Points, Matt speaks with personal stylist, Mary McRae. As a men's stylist for J. Hilburn, Mary offers some insights on ways you can reduce your environmental impact by being intentional with your clothing choices. Between buying higher quality, longer-lasting pieces, choosing ethically manufactured products, or donating unneeded clothes, there are many ways you can build an economical and sustainable wardrobe.

    • 19 min
    Reduce, Reuse, Recycle: Interview with Janelle Rolke

    Reduce, Reuse, Recycle: Interview with Janelle Rolke

    On today's Earth Day themed episode of Great Points, Matt interviews Janelle Rolke, the Waste Reduction Coordinator for the city of Salem, MA. They discuss the various programs in Salem designed to reduce the impact of waste on the environment. Between refillable products and containers, composting, and effective recycling, learn more about what how you can do to help protect our planet.

    • 25 min
    Point of Relief: Interview with Christine Almeida on the Benefits of Acupuncture

    Point of Relief: Interview with Christine Almeida on the Benefits of Acupuncture

    On today's episode of Great Points, Matt interviews licensed acupuncturist, Christine Almeida of Salem Acupuncture Therapy. Learn how Christine discovered acupuncture through a debilitating injury at a young age, and how it changed the way she looks at both pain relief and preventive health care. Originating in Eastern medical practices, acupuncture has been around for millennia, but there are many reasons it's still popular today. Christine dispels some common concerns abou...

    • 25 min

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