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.
Great Points
Latest Episodes
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 i...
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 s...
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 o...
Considering buying a new car? Here's where to start
On today's episode of Great Points, Matt starts with an anecdote from his own personal life about buying a new car. As with any financial decision, there are a lot of things to consider as you decide the right path for you. Is it a ...
Wellness and Longevity with Nicole Pichette of Live Well Collaborative
On today's episode of Great Points, Matt talks with Nicole Pichette about wellness, longevity, and how Live Well Collaborative aims to truly customize caring for her clients' health. From the six pillars of wellness, to listening to the m...