
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 • 138 episodes
Great Points
Latest Episodes
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

Panel Discussion: Buying your First Home
On today's episode of Great Points, Matt Schroeder has an all-star cast of guests to discuss the first time home buying experience from beginning to end. Realtors Shea Pilsbury and Matt Munson (Munson Realty Group) join Mortgage Advisor Jeff Ro...
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Season 6
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Episode 8
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59:35

How can planning help me minimize the impact of capital gains taxes?
On today's episode, Matt walks through a scenario many investors encounter after periods of strong growth: owing capital gains taxes. If you have investments in a non-retirement account where your growth is subject to capital gains tax, y...
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Season 6
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Episode 7
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15:16

Is it a good idea to help my adult child to buy a home?
On today's episode of Great Points, Matt addresses a common question: does it make sense to help an adult child to purchase a home? With Real Estate prices significantly outpacing inflation over the past few decades, gifting may be one pa...
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Season 6
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Episode 6
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27:39
