Great Points

Matt Schroeder
  • 5,0 (12)
  • ĐẦU TƯ
  • HAI TUẦN MỘT LẦN

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. 

  1. 3 NGÀY TRƯỚC

    Empty Nesting

    On today's episode of Great Points, Matt talks about what to do when the kids "leave the nest." The time between kids leaving the house and reaching retirement is a time of change for most couples.  How do you make sure your kids are prepared for adulthood?  What type of financial help, if any, should you give them if you are able?  What should you do with all of your newfound time and money?  Matt offers some perspective and some examples that can help you navigate the Empty Nest.

    15 phút

  2. 11 THG 5

    Planning for Longevity: Making the most of your years

    On today's episode, Matt talks about planning for longevity.  As financial planners, we are trained to create plans through age 95 or 100.  There are a lot of nuances to doing so, but there is also a lesson buried in the exercise: you can have higher quality of living through age 95 or 100 by thinking through some key pieces of the puzzle.  What are the things you want to do and people you want to spend time with? What can you do today to prioritize health and wellness?  What type of impact do you want to have with your money, whether that's family, charity, or community?  Money is a piece of the puzzle, but it does not need to be the driving force of your longevity plan.

    24 phút

  3. 4 THG 5

    Financial Competence: Weekly habits to build on

    On today's episode of Great Points, Matt talks about building financial competence.  Much like improving your physical fitness, knowledge only goes so far.  Turning your financial literacy into a weekly habit is a great way to nudge yourself into making progress.  Whether it's just checking your weekly spending, making recurring savings or investments, or anything else you've been meaning to do but "just haven't gotten to," making a commitment to yourself and telling someone else about it is a great step towards accountability.

    18 phút

  4. 13 THG 3

    The Four Fundamental Rules of Investing

    On today's episode of Great Points, Matt talks about the four fundamental rules of investing and how to invest effectively over the long-term.  With the vast amount of news and financial media inundating us daily, it's easy to get lost in the noise.  Whether you are a new investor, have relatives who are just getting started, or just need a quick refresher, this episode is a great baseline to build on.  The principles of investing are deceptively simple, but remembering these four rules will help you overcome common pitfalls that even professionals can succumb to in times of stress.

    15 phút

  5. 11 THG 3

    How to use your 2025 tax return to plan for 2026

    There is very little you can do to at this point in March 2026 to manage your 2025 taxes.  Pull all of your paperwork together, and file your return; it's all procedural and backward looking.  However, there is a lot you can learn from your 2025 return. In today's episode, Matt talks about some of the key things to look at once you file your 2025 taxes, and some of the tools at your disposal to make tax season less painful in the future.  From paycheck tax withholding, to estimated payments, to 401k contributions, and charitable gifts...there are a handful of different tools you can use to stay on top of your taxes in the coming year.  With 15-20 minutes of planning, you can make a significant impact.

    18 phút

  6. 26 THG 1

    The Patriots made the Super Bowl! Should I go?

    On today's special episode of Great Points, Matt reacts to the Patriots' big win yesterday.  Now that the Pats are suddenly off to Santa Clara, CA for the Super Bowl...many New Englanders will make the snap decision to make the trip to watch live.  Should you be one of them?   Going to the Super Bowl is a once in a lifetime event for many, but is it worth the trade-offs?  As with many things, there isn't one right answer, but there might be for you.

    8 phút

  7. 20 THG 1

    Setting Financial Goals that Stick

    On today's episode of Great Points, Matt talks about setting financial goals and how you can make those goals a reality.  There is value in big ambitious long-term goals, but how you handle medium and even short-term goals ultimately plays a significant role in attaining the big ones.  Whether financial goals or otherwise, Matt offers some practical tips for turning "resolutions" into actions and ultimately results.

    15 phút

  8. 7 THG 1

    I received a gift or inheritance, what should I do with it?

    On today's episode of Great Points, Matt runs through a scenario where a younger person receives a gift or an inheritance.  As with any chunk of money, there are a variety of options what you might do with it.  What would a $19k gift be worth in 40 years if I invest it?  What if I pay off student loan or other debt?  What if I spend it?  There may not be one right answer, but thinking through the different scenarios can help you make the right choice for you.

    15 phút
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Giới Thiệu

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. 

Thông Tin

  • Nhà sáng tạo
    Matt Schroeder
  • Năm hoạt động
    2021 - 2026
  • Tập
    155
  • Xếp hạng
    Sạch
  • Bản quyền
    © 2026 Great Points
  • Trang web chương trình
    Great Points