
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.
Podcasting since 2020 • 141 episodes
Great Points
Latest Episodes
Are you "tax scrambling" or tax planning?
On today's episode of Great Points, Matt talks about doing your taxes. While the 2024 tax deadline was a few weeks ago, there are a handful of simple ways you can be better prepared for next year. Your tax preparer will thank you, b...
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Season 6
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Episode 13
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24:21

Managing your emotions during Market Volatility
On today's episode of Great Points, Matt talks through some key concepts and context that will help you manage negative emotions when there is market uncertainty. Taking inventory of your situation compared to many others can help you kee...
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Season 6
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Episode 12
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19:34

Using planning to reduce stress in periods of Market Volatility
On today's episode, Matt offers some perspective during the current environment of high market volatility. While many investors look at their portfolio with fear when financial markets are highly variable, there are multiple things you ca...
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Season 6
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Episode 11
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11:56

What's going to happen to my Social Security benefits?
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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Season 6
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Episode 10
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13:45

Is retirement actually bad for your brain?
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 ...
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Season 6
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Episode 9
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14:20
