
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
Panel Discussion: Buying your First Home
On today's episode of Great Points, Matt Schroeder has an all-star cast of guests to discuss the first time home buying experience from beginning to end. Realtors Shea Pilsbury and Matt Munson (Munson Realty Group) join Mortgage Advisor Jeff Rolke (Gold Coast Mortgage) and Real Estate Attorney Michael Osborne (Michael Osborne Law). They cover everything from the first steps you should take, all to way to the closing date. Along the way, the group highlights some things to watch out for, things you may not have considered, and how to engage professionals you can trust. Whether you are the first time buyer or someone in your family is, you won't want to miss this episode!