Great Points

About Great Points

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.

Publisher

Matt Schroeder

Category

business

Language

en

Explicit

No

First episode

23 Nov 2020

Latest episode

6 Oct 2026

Latest episodes

162 episodes in the feed.

1. 

   6 Oct 2026

   Health Care in Retirement: A conversation with Independent Insurance broker Randall Gregory

   On today's episode, Matt talks about the current Health Insurance landscape with Independent broker Randall Gregory of the CoreBenefits Group. If you are considering retiring, but keep getting stuck on Health Insurance costs or coverage in retirement, this is the episode for you. What changes are happening in the Medicare space this year? Do I need to wait until I claim Social Security benefits to go on Medicare? What happens if I want to retire before I become eligib...

2. 

   28 Sept 2026

   Considering a move but getting stuck in today's Real Estate Market? A conversation with Realtors Shea Pilsbury and Matt Munson

   On today's episode, Matt speaks with Realtor team Shea Pilsbury and Matt Munson about a wide range of topics that can help you get "unstuck" in today's expensive and competitive real estate market. What repairs should I prioritize for a sale? Is an ADU (accessory dwelling unit) an option? What if I want to downsize and buy a new home in cash, but don't want to rush my next purchase? Shea and Matt offer a huge number of ideas about how to make the right move for you. This epi...

3. 

   31 Aug 2026

   What should I do with all my stuff? An interview with Charlotte McAleer of North Shore Move Management

   On today's episode, Matt has a conversation with Charlotte McAleer of North Shore Move Management. As a realtor and owner of the moving company, Charlotte walks through the challenges of moving and handling the things you've accumulated over a long period of time. While it can be emotional and overwhelming to sort through a lifetime of things, having an outside eye can help make the process more manageable. If you are just starting your cleaning/organizing journey, Charlotte...

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

12 ratings

Spotify

5.0 / 5

5 ratings

Podcast Authority Score: 39 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

50

Social presence

0

YouTube

0

Engagement

71

Contact Great Points

Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

Questions about Great Points