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
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 charitable giving part of your financial plan? How much can you afford to give and how can you narrow down which causes to support? While many people feel they don't have enough to make a meaningful impact, Matt lays out some ways you can maximize your contributions to causes you care about.