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 • 152 episodes
Great Points
Latest Episodes
The Four Fundamental Rules of Investing
On today's episode of Great Points, Matt talks about the four fundamental rules of investing and how to invest effectively over the long-term. With the vast amount of news and financial media inundating us daily, it's easy to get lost in ...
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Season 7
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Episode 5
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15:22
How to use your 2025 tax return to plan for 2026
There is very little you can do to at this point in March 2026 to manage your 2025 taxes. Pull all of your paperwork together, and file your return; it's all procedural and backward looking. However, there is a lot you can learn fro...
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Season 7
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Episode 4
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17:58
The Patriots made the Super Bowl! Should I go?
On today's special episode of Great Points, Matt reacts to the Patriots' big win yesterday. Now that the Pats are suddenly off to Santa Clara, CA for the Super Bowl...many New Englanders will make the snap decision to make the trip to wat...
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Season 7
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Episode 3
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7:42
Setting Financial Goals that Stick
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...
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Season 7
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Episode 2
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14:37
I received a gift or inheritance, what should I do with it?
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 ...
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Season 7
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Episode 1
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14:30