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.
Episodes
154 episodes
Planning for Longevity: Making the most of your years
On today's episode, Matt talks about planning for longevity. As financial planners, we are trained to create plans through age 95 or 100. There are a lot of nuances to doing so, but there is also a lesson buried in the exercise: you...
Financial Competence: Weekly habits to build on
On today's episode of Great Points, Matt talks about building financial competence. Much like improving your physical fitness, knowledge only goes so far. Turning your financial literacy into a weekly habit is a great way to nudge y...
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 ...
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...
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...
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...
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 ...
Financial Education Case Study
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,...
Medicare and Open Enrollment: Interview with Randall Gregory
On today's episode of Great Points, Matt speaks with Randall Gregory, an independent benefits consultant at Core Benefits Group. As we enter into Open Enrollment season, they talk about the various terms related to Medicare enrollment and...
What is the new "Trump account" and does it make sense for me?
On today's episode, Matt explains the new "Trump Account" proposed as part of the One Big Beautiful Bill Act signed earlier this year. The new account type is set to be pre-filled with $1,000 for children born between 2025 and 2028. ...
Swift, Kelce, and Financial Planning?
On today's episode of Great Points, Matt reacts to recent news of Taylor Swift and Travis Kelce's engagement in the way he knows best: by relating it to financial planning. We're not talking about financial tactics of a celebrity wedding,...
Family and Divorce Law: Interview with Attorney Teresa La Vita
On today's episode, Matt speaks with Family and Divorce Attorney, Teresa La Vita. Money is often a difficult topic, and even more so in family situations where many emotions are also at play. As a solo practitioner out of Danvers, MA, Ter...
Building Financial Foundations for Adulthood
On today's episode of Great Points, Matt kicks off a series of conversations around building good financial foundations as an adult. He covers some basic definitions, and discusses the concepts that will be helpful for young adults to bui...
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...
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...
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...
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?
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 ...
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...
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...
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...
Interview with Elderly Care Manager, Linda Savarese
On today's episode of Great Points, Matt talks with Linda Savarese of North Share Care Management. As a certified LifeCare Management professional, Linda specializes in helping elderly and cognitively disabled people navigate their lives....
Know your Net Worth
On today's episode of Great Points, Matt lays out the steps to calculate your Net Worth, and the value of making it a regular habit. Just knowing your Net Worth is a good start to be able to make informed financial decisions. But it...
Loving your current home, with builder Ken Kumph
On today's episode of Great Points, Matt speaks with custom construction professional Ken Kumph of Premier Builders in Georgetown, MA. What are some of the things you might do to make your current house more livable, even as you age? ...
Conversation with Property Manager, Shawn Grenier
On today's episode of Great Points, continuing with the theme of Real Estate, Matt speaks with Shawn Grenier. Shawn is the founder of Real Property Management Reliance, specializing in helping clients manage rental properties in the North...