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
130 episodes
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...
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Season 6
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Episode 1
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32:13
Love it or List it, with Realtors Shea and Matt Munson
On today's episode, Matt speaks with realtors Shea and Matt Munson of Munson Realty Group. Inspired by the TV show "Love it or List it", Matt speaks with his guests about some of the reasons people might make a housing change, especially ...
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Season 5
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Episode 26
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44:05
Considering a career as a Financial Advisor?
On today's episode of Great Points, Matt talks about what it's like to work as a Financial Advisor. If you are a college student or young professional considering a career in Financial Planning or Advice, this episode is a must listen.&nb...
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Season 5
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Episode 25
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30:42
How do you merge onto the highway?
On today's episode of Great Points, Matt makes an analogy about how the process of merging onto the highway relates to planning for retirement. If getting to cruising speed is the equivalent of a smooth retirement, how would you approach ...
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Season 5
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Episode 24
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15:39
Tales from the Barber Shop: Buying a car and using your time wisely
On today's episode, Matt takes his inspiration from conversations overheard while at the Barber Shop. The first situation involves whether or not to buy a car. What are the considerations and what does the math say? On the sec...
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Season 5
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Episode 23
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18:37
Critical Reading: Digesting Financial News
On today's episode, Matt talks about how articles and reporting can use numerical "facts" or predictions to elicit a reaction. Tapping into your SAT skills, reading these articles critically can help you determine whether there is any act...
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Season 5
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Episode 22
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14:02
Talking Financial Literacy with BU Student, Ben Brosnahan
On today's episode of Great Points, Matt talks with Boston University sophomore, Benjamin Brosnahan. Ben is an Economics major at BU, and also runs workshops for fellow students on improving financial literacy. In this wide ranging ...
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Season 5
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Episode 21
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38:51
Rising Prices with Peter Disch, President of Great Point Wealth Advisors
On today's episode, Matt talks with the president of Great Point Wealth Advisors and Chief Investment Officer, Peter Disch. They talk about why prices have risen so much in the past few years and what it means for the economy and individu...
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Season 5
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Episode 20
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31:43
Getting off to a fast start
On today's episode of Great Points, Matt talks about how to get off to a fast start in your personal finances or help your loved ones do the same. In finances, much like an Olympic race, getting off to a fast start can put you in a great ...
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Season 5
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Episode 19
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17:49
Interview with Ashley Ganem of the North Shore CDC
On today's episode of Great Points, Matt speaks with Ashley Ganem, Director of Development at the North Shore CDC. Community Development Corporations (CDCs) are non-government organizations focused on advocating for underrepresented commu...
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Season 5
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Episode 18
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37:46
Getting Intentional about Charitable Giving
On today's episode, Matt talks about how to get more intentional and effective with your charitable giving. For many, giving is a part of their budget, even if it's not necessarily pre-planned. What if you were to focus on making ch...
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Season 5
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Episode 17
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19:45
Tips and Myths on Nutrition, with Dr. Mike Stare
On today's podcast, Matt talks about nutrition with his repeat guest, Dr. Mike Stare of Spectrum Fitness Consulting in Beverly, MA. Mike has an impressive background, including working with Paralympic athletes and attaining his doctorate ...
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Season 5
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Episode 16
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40:44
I'm going on vacation, would it make sense to buy a vacation home instead of renting?
On today's episode of Great Points, Matt talks about renting versus buying a vacation home. If you have a favorite place that you plan to go for many years, what do the numbers tell us about renting a property versus buying? What ar...
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Season 5
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Episode 15
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16:18
Aging in your current home with Ken Kumph of Premier Builders
On today's episode of Great Points, Matt talks with Ken Kumph, owner of Premier Builders. They discuss different options for making home modifications to enable aging in your current home rather than downsizing in this difficult housing m...
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Season 5
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Episode 14
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32:05
Interview with Marcos Baugh, President of Urban Golf Club
On today's episode of Great Points, Matt speaks with Marcos Baugh, the President of Urban Golf Club. Marcos started Urban Golf Club as a non-profit aiming to help urban kids learn golf and financial literacy through the core values of pat...
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Season 5
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Episode 13
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24:31
Interview with Eric Brotman, CFP® Professional and Author
On today's episode, Matt has a great conversation with Eric Brotman, the CEO of BFG Financial Advisors based in Maryland. Eric and Matt talk about a wide array of topics. They discuss why Financial Literacy is still chronically und...
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Season 5
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Episode 12
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34:11
Should I change my investment strategy?
On today's episode of Great Points, Matt reacts to a recent ad he saw that said, "Does your portfolio need a 180?" What are some of the questions you should be asking yourself when you see such an ad? It may be tempting to make a sn...
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Season 5
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Episode 11
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11:51
Spring Cleaning: Tidying up Credit Card balances
On today's episode of Great Points, Matt talks about the impact credit card debt can have on your financial plan. With interest rates rising over the last couple years, the variable rates on credit cards have risen even faster. Take...
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Season 5
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Episode 10
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12:28
Creating a Sustainable Wardrobe with Mary McRae
On today's episode of Great Points, Matt speaks with personal stylist, Mary McRae. As a men's stylist for J. Hilburn, Mary offers some insights on ways you can reduce your environmental impact by being intentional with your clothing choic...
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Season 5
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Episode 9
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19:21
Reduce, Reuse, Recycle: Interview with Janelle Rolke
On today's Earth Day themed episode of Great Points, Matt interviews Janelle Rolke, the Waste Reduction Coordinator for the city of Salem, MA. They discuss the various programs in Salem designed to reduce the impact of waste on the enviro...
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Season 5
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Episode 8
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25:44
Point of Relief: Interview with Christine Almeida on the Benefits of Acupuncture
On today's episode of Great Points, Matt interviews licensed acupuncturist, Christine Almeida of Salem Acupuncture Therapy. Learn how Christine discovered acupuncture through a debilitating injury at a young age, and how it changed the wa...
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Season 5
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Episode 7
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25:41
Practice makes Permanent: How to make the principles of Financial Literacy stick
On today's episode of Great Points, Matt talks gives some practical tips for turning Financial Literacy principles into healthy habits. Just like with any skill, the concepts of Financial Literacy will only become ingrained with practice....
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Season 5
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Episode 6
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18:50
Living longer, better. A discussion on aging well with Mike Stare
On today's episode of Great Points, Matt speaks with Physical Therapist and Personal Trainer, Mike Stare. They talk about aging and how we can all add qualify of life to our years rather than just years to our life. Whether yo...
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Season 5
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Episode 5
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37:08
Basics of Estate Planning with Steve DiGregorio
On today's episode, Matt talks with Stephen DiGregorio, the founder and owner of "Protecting your Assets LLC," a legal firm focused on Estate Planning. Matt and Steve talk about what it means to have an estate plan, and they take on some ...
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Season 5
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Episode 4
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48:04
Is College worth the cost?
On today's episode of Great Points, Matt talks about whether college is worth the cost and he gives some examples of the right questions to ask. What are some things to consider before deciding to enroll in an expensive college education? ...
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Season 5
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Episode 3
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17:31