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Great Points

Great Points

Di: Matt Schroeder
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A proposito di questo titolo

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.

© 2026 Great Points
Economia Finanza personale
  • Setting Financial Goals that Stick
    Jan 20 2026

    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.

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    15 min
  • I received a gift or inheritance, what should I do with it?
    Jan 7 2026

    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.

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    15 min
  • Financial Education Case Study
    Nov 17 2025

    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.

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    46 min
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