Great Points

著者： Matt Schroeder
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  • 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.

    © 2025 Great Points
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あらすじ・解説

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.

© 2025 Great Points
個人ファイナンス 経済学
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エピソード
  • What's going to happen to my Social Security benefits?

    What's going to happen to my Social Security benefits?
    2025/04/07

    On today's episode of Great Points, Matt takes a look at the numbers behind Social Security benefits. While it's a common talking point in different forms of media, is it really possible that Social Security could go away anytime soon?
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    14 分
  • Is retirement actually bad for your brain?

    Is retirement actually bad for your brain?
    2025/03/31

    On today's episode of Great Points, Matt reacts to a recent article he read on the non-financial considerations of retiring. As lifespans get longer, there is growing consideration for what happens to the brain in retirement. While the science is somewhat inconclusive, there are a lot of things you can do to make sure you maximize your golden years.
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    14 分
  • Panel Discussion: Buying your First Home

    Panel Discussion: Buying your First Home
    2025/03/24

    On today's episode of Great Points, Matt Schroeder has an all-star cast of guests to discuss the first time home buying experience. Realtors Shea Pilsbury and Matt Munson join Mortgage Broker Jeff Rolke, and Real Estate Attorney Michael Osborne to discuss everything that goes into buying your first home. They cover what are the first steps you should take, what are some things to watch out for, and how to engage professionals you can trust. Whether you are the first time buyer or it's someone in your family, don't miss this episode!
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    1 時間

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