Great Points
Claim This Podcastby Matt Schroeder
Podcast Authority
Beta
Podcast Overview
<p>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. </p>
Language
🇺🇲
Publishing Since
11/23/2020
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Recent Episodes
June 15, 2026
Tales from the Barber Shop
On today's episode of Great Points, Matt relays a few conversations he overheard in the Barber shop, and his takeaways as a financial planner. While many people spend hours researching purchases, such as a new TV or a new car, fewer take that same amount of time to think about their whole financial picture. What if we all spent that same amount of time thinking about our financial future? In another conversation, Matt observed that the outward signs of someone's finances can...
May 22, 2026
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 Em...
May 11, 2026
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? W...
156 total episodes available
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Frequently asked questions
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- What is Great Points?
<p>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. </p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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