Great Points

Matt Schroeder
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  • 격주 업데이트

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. 1월 26일

    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.

    8분

  2. 1월 20일

    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.

    15분

  3. 1월 7일

    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.

    15분

  4. 2025. 11. 17.

    Financial Education Case Study

    On today's episode of Great Points, Matt speaks with long-time friends Matthew and Natasha about their own financial journey and how they're teaching their kids about finances.  From a start as self-proclaimed "F minus" financial students, Matthew and Natasha reflect on their rude awakening on entering adulthood, and how they are trying to teach their 16 and 13 year olds about money.  As always, Matt Schroeder also has some great practical tips on how to introduce key money concepts.  If you have dependent children, or if you are interested in financial education, this episode is a must listen.

    46분

  5. 2025. 10. 13.

    Medicare and Open Enrollment: Interview with Randall Gregory

    On today's episode of Great Points, Matt speaks with Randall Gregory, an independent benefits consultant at Core Benefits Group.  As we enter into Open Enrollment season, they talk about the various terms related to Medicare enrollment and the different plans available before diving into what types of plans might be right for you.  Confused by Part A, Medigap, Supplement, or Advantage plans?  This episode is your one stop shop for deciding the right coverage for you.   To learn more or consult with Randall, you can reach him at rgregory@mycoreinsurance.com

    32분

  6. 2025. 09. 30.

    What is the new "Trump account" and does it make sense for me?

    On today's episode, Matt explains the new "Trump Account" proposed as part of the One Big Beautiful Bill Act signed earlier this year.  The new account type is set to be pre-filled with $1,000 for children born between 2025 and 2028.  How much could that be worth in 65 years?  What are the rules around the new account type and when might it make sense to add funds to the account as a parent?  As always, the Personal Finance landscape is ever-changing.  Listen in to learn more about what this change could mean for you.

    18분

  7. 2025. 09. 15.

    Swift, Kelce, and Financial Planning?

    On today's episode of Great Points, Matt reacts to recent news of Taylor Swift and Travis Kelce's engagement in the way he knows best: by relating it to financial planning.  We're not talking about financial tactics of a celebrity wedding, but rather focusing on the things that can actually impact your life.

    8분

  8. 2025. 06. 25.

    Family and Divorce Law: Interview with Attorney Teresa La Vita

    On today's episode, Matt speaks with Family and Divorce Attorney, Teresa La Vita.  Money is often a difficult topic, and even more so in family situations where many emotions are also at play. As a solo practitioner out of Danvers, MA, Teresa has seen all types of cases and offers valuable insight on a variety of issues related to family law.  If you are getting married soon, should you consider a prenuptial agreement?  What happens to a spouse's pension in a divorce?  How are different cases settled and what options do you have? Teresa covers all of these topics and more in this blockbuster episode.

    46분
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5
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소개

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. 

정보

  • 제작진
    Matt Schroeder
  • 방송 연도
    2021년 - 2026년
  • 에피소드
    150
  • 등급
    전체 연령 사용가
  • 저작권
    © 2026 Great Points
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