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
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 misconceptions people frequently have. What is a Health Care Proxy or a Springing Power of Attorney? Whether you have $50 in the bank or $10 million in assets, knowing some of the basics of estate planning is vital to protecting you and your loved ones.