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 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 position to reach a successful outcome. As a newer investor, investing more now can give you a huge leg up for the future. Or if you are looking to set up your heirs for financial stability, gifting them money towards long-term savings can equally have a huge impact. Listen in to learn more about potential strategies.