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
Building Financial Foundations for Adulthood
On today's episode of Great Points, Matt kicks off a series of conversations around building good financial foundations as an adult. He covers some basic definitions, and discusses the concepts that will be helpful for young adults to build good habits from the start. Financial wellness ultimately comes down to a combination of knowledge and good habits. This episode will help you or your adult child to establish both.