117 épisodes
Great Points Matt Schroeder
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- Affaires
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.
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Aging in your current home with Ken Kumph of Premier Builders
On today's episode of Great Points, Matt talks with Ken Kumph, owner of Premier Builders. They discuss different options for making home modifications to enable aging in your current home rather than downsizing in this difficult housing market. From small modifications such as adding safety railings or access ramps, to modifying an existing floor plan to enable easier "one floor living", Ken offers some advice on making your current home work for you.
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Interview with Marcos Baugh, President of Urban Golf Club
On today's episode of Great Points, Matt speaks with Marcos Baugh, the President of Urban Golf Club. Marcos started Urban Golf Club as a non-profit aiming to help urban kids learn golf and financial literacy through the core values of patience, humility, and accountability. While Marcos started as a caddy at The Country Club in Brookline, he is now brining new people to golf through Boys and Girls clubs in the greater Boston area, all while helping them build a solid financial fou...
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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...
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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.
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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...
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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.
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