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
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 in or near retirement age. From relocating, to adding an in-law suite, to downsizing, there is no one size fits all approach. But a bit of forethought can drastically reduce the chance of buyer's or seller's remorse.