Great Points

By: Matt Schroeder
  • Summary

  • 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.

    © 2024 Great Points
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Episodes
  • Love it or List it, with Realtors Shea and Matt Munson
    Dec 9 2024

    On today's episode, Matt speaks with realtors Shea and Matt Munson of Munson Realty Group. Inspired by the TV show "Love it or List it", Matt speaks with his guests about some of the reasons people might make a housing change, especially in or near retirement age. From relocating, to adding an in-law suite, to downsizing, there is no one size fits all approach. But a bit of forethought can drastically reduce the chance of buyer's or seller's remorse.

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    44 mins
  • Considering a career as a Financial Advisor?
    Nov 18 2024

    On today's episode of Great Points, Matt talks about what it's like to work as a Financial Advisor. If you are a college student or young professional considering a career in Financial Planning or Advice, this episode is a must listen. From career path, to skills needed, to compensation, Matt covers a lot of the questions you may ask about the profession.

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    31 mins
  • How do you merge onto the highway?
    Nov 11 2024

    On today's episode of Great Points, Matt makes an analogy about how the process of merging onto the highway relates to planning for retirement. If getting to cruising speed is the equivalent of a smooth retirement, how would you approach the process of getting there? Are you adequately using the onramp to build momentum while also planning where you want to slot it? Or are you accelerating blindly? While you may "get away with" taking an unorthodox route to merge on the highway or to plan for retirement, following a good process will maximize your chances of success.

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    16 mins

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